Report from Mulitple entities

[ITI]

We buy the advanced pack (reports).
Is it possible to create a report from multiple entities?

For example we have a many-to-many relation between accounts and contacts.

We want a report with all accounts (in the city Amsterdam) with there contacts (like Jan Janssen, Peter Pietersen)
Is this possible and how?

[Maximus]

Hello. Please check this https://docs.espocrm.com/user-guide/...t-grid-reports.

[ITI]

I have checked but it is not possible what I want to see, I want to see a list.
We have accounts with contacts n:n

Account 1 contact 1
Account 1 contact 2
Account 2 contact 1
Account 3 contact 3

so I am rigth it is not possible to create an excel list (or report) like above?
For now I make an SQL query via PHPMyAdmin.

Is it possible to set a query so my users can get the report of that query?

[yuri]

You can create a grid report for contacts and group them by account. But it will work only for one-to-many. There's a relation between account and contact that is one-to-many.

Screenshot form docs:

[eduardofendrich]

You can create a grid report for contacts and group them by account. But it will work only for one-to-many. There's a relation between account and contact that is one-to-many.

Screenshot form docs:

Hi, the screenshot is good, but there is no detailed steps to create it.

Is there any documentation about it? In a grid report I'm not able to find where group by...

[Vadym]

Hi Eduardo,

Hope, this thread will be helpful:

https://docs.espocrm.com/user-guide/reports/#grid-reports

[eduardofendrich]

Hi Vadym, thanks for you reply.

I've already replied to you, there is no detailed steps how to create the non-aggregated columns.

I'm very disapointed with Espo. Reports are very basic. No (or very few) documentation about how to create "real situation" reports.

[Vadym]

Eduardo,

Maybe these videos can help clear the air:

- Reports and Analytics in EspoCRM

https://www.youtube.com/watch?v=90cCteFpPg0

- How to create joint reports in Advanced Pack - EspoCRM

https://www.youtube.com/watch?v=Zsi5cNAI10o

- How to create simple report and add report to dashboard in EspoCRM

https://www.youtube.com/watch?v=mYtSvTIiQIY

[eduardofendrich]

I saw the videos, however the disappointing remains the same. Incredible how good is the software and how basic/poor are the reports capabilities. The videos are just like "just for kids". There is no really serious real life scenario.

Impossible to believe that I can't create a master-detail report by user interface! What if I just want to show contacts and their history?