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Report Filter & Panel

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  • Report Filter & Panel

    Good Day,

    I'm trying to play around with the new report filter and panel future, however, I can't find where to do so, I've been trying under Layout Manager, Entity relationship etc... Can you give me a hint .. My goal is to use it as a filter on a related module where the list just shows certain items (using the report Filter, I guess) - Also to be able to add some Total on a new side panel.

    Thanks,

  • #2
    pmontanez

    I can answer the first part, but I havent messed with the panels yet. For the report filters, you will find them in the left menu where you can hold or save your own custom filters. Hope this helps a bit! It took me a little while to figure that out. Remember that the filter will ignore your report layout entirely and only filter by the filters you set in the report.

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    • #3
      Hi,

      The filter will be avialable in the dropdown:

      Click image for larger version  Name:	filter.png Views:	1 Size:	4.8 KB ID:	36654

      More information: https://github.com/espocrm/documenta...sed-on-reports

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      • #4
        It would be great if tanya record a video showing these new features. Like she was doing before.

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