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

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  • rinorway
    Senior Member
    • Feb 2016
    • 179

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

    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
    Member
    • Mar 2014
    • 8440

    #2
    Hi

    Unfortunatelly no. But you can create report by contact and add filters by account fields.
    If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

    Comment

    • rinorway
      Senior Member
      • Feb 2016
      • 179

      #3
      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 ?
      Last edited by rinorway; 03-15-2016, 11:09 AM.

      Comment

      • yuri
        Member
        • Mar 2014
        • 8440

        #4
        Not clear what exactly you need. If you create simple List report for Contact wouldn't it display what you need?
        If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

        Comment

        • yuri
          Member
          • Mar 2014
          • 8440

          #5
          List Report for Contacts with Account runtime filter
          Click image for larger version

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          If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

          Comment

          • yuri
            Member
            • Mar 2014
            • 8440

            #6
            Grid Report for Contact grouped by Account. If you click Account link you will see list view with all contacts related to that account.

            Click image for larger version

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            If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

            Comment

            • rinorway
              Senior Member
              • Feb 2016
              • 179

              #7
              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.

              Comment

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