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Report panels in Create and detail views

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  • Report panels in Create and detail views

    Hi,

    I wanted to ask is it possible to put Report Panels in the create view. For our specific case we have a report that shows how many calls (Count) each employee has assigned to them every day (attaching the configuration). Ideally we want to see a row that shows how many calls the currently assigned user has for each day, so they could plan them more easily and avoid creating too many calls on some day. This would be somewhat similar to the planner functionality that you have in meeting entity. Any ideas how to implement something like this?​
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  • #2
    Reports can't right now do this for you without additional coding.
    For someone who know how to code the easiest approach would be to create new notStorable field which will show information about number of calls probably.

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    • #3
      You can add a Field> count of calls Assigned and use entity\countRelated(LINK, [FILTER]) to show the value in the User.
      Or you can show the stats on the dashboard of the agents. Screenshot of a dashboard attached. Sharing ideas on what is feasible with ESPO CRM.

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