Meeting and call reports

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  • javier
    Junior Member
    • Sep 2016
    • 20

    Meeting and call reports

    Does anyone know how to make a report which contains a call list, and differentiate calls from accounts and calls from leads?

    Thank you!
  • yuri
    Member
    • Mar 2014
    • 8801

    #2
    Not sure if such is possible. You can create list report and add filters by account, parent fields.
    You can create grid report grouped by parent. If you click on column sub-report will show up.
    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.

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    • javier
      Junior Member
      • Sep 2016
      • 20

      #3
      Thanks for your qick response
      But it isn't an option,, I can`t create a report grouped by parent, at least I donĀ“t have this possibility in my configuration

      Comment

      • yuri
        Member
        • Mar 2014
        • 8801

        #4
        It's a new feature. Have you upgraded advanced pack recently?
        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

        • javier
          Junior Member
          • Sep 2016
          • 20

          #5
          Not yet, I'll do and We'll see

          Thanks Yuri!

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