Report module in Advanced Pack - how to select columns for output

[rinorway]

How can I add columns from related entities as "column" in the parameter section of the report definition?


Eg : Account : Anakonda's Heel : has 2 contacts: John (CEO) and Mary (CTO)

Now I want a simple report like this:

Account Title Contact Firstname
Anakonda's Heel CEO John
Anakonda's Heel Director Mary


So I made a list report based on Account. But it only allows me to select columns from the Account entitiy, although it lets me filter on related entities.

Could you explain how to do that? Maybe add this report to the advanced demo?

[yuri]

Hi

Unfortunatelly no. But you can create report by contact and add filters by account fields.

[rinorway]

Ok, if it is not possible to include related columns, what is the preferred way of providing users with this kind of reports?

Options :
- Create views in DB and have espo show them as entities?
- Write custom (hardcoded) SQL?

To be honest this is limiting the usability for the report module, and would force me to find some other report generator like jasper or mydbr, which I actually would like to prevent.

Any suggestions on how to proceed ?

[yuri]

Not clear what exactly you need. If you create simple List report for Contact wouldn't it display what you need?

[yuri]

List Report for Contacts with Account runtime filter

[yuri]

Grid Report for Contact grouped by Account. If you click Account link you will see list view with all contacts related to that account.

[rinorway]

Thank you, I understand, but it will not provide me a list to view/print/export.

I will have to click all, and exporting it will just export "4lux, 3" etc.