Report from Mulitple entities

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  • ITI
    Junior Member
    • Feb 2020
    • 5
    #1

    Report from Mulitple entities

    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?

    Tags: None
    • Maximus
      Senior Member
      • Nov 2018
      • 2731
      #2
      Hello. Please check this https://docs.espocrm.com/user-guide/...t-grid-reports.

        Comment

        • ITI
          Junior Member
          • Feb 2020
          • 5
          #3
          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?

            Comment

            • yuri
              Member
              • Mar 2014
              • 8440
              #4
              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:


              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

                • eduardofendrich
                  Member
                  • Jul 2021
                  • 49
                  #5
                  Originally posted by 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:


                  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...

                    Comment

                  • eduardofendrich
                    Member
                    • Jul 2021
                    • 49
                    #6
                    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.

                      Comment

                      • Vadym
                        #6.1
                        Vadym commented
                        10-19-2021, 02:49 PM
                        Editing a comment
                        Eduardo,

                        Maybe these videos can help clear the air:

                        - Reports and Analytics in EspoCRM
                        - YouTube
                        https://www.youtube.com/watch?v=90cCteFpPg0
                        Auf YouTube findest du die angesagtesten Videos und Tracks. Außerdem kannst du eigene Inhalte hochladen und mit Freunden oder gleich der ganzen Welt teilen.


                        - How to create joint reports in Advanced Pack - EspoCRM
                        - YouTube
                        https://www.youtube.com/watch?v=Zsi5cNAI10o
                        Auf YouTube findest du die angesagtesten Videos und Tracks. Außerdem kannst du eigene Inhalte hochladen und mit Freunden oder gleich der ganzen Welt teilen.


                        - How to create simple report and add report to dashboard in EspoCRM
                        - YouTube
                        https://www.youtube.com/watch?v=mYtSvTIiQIY
                        Auf YouTube findest du die angesagtesten Videos und Tracks. Außerdem kannst du eigene Inhalte hochladen und mit Freunden oder gleich der ganzen Welt teilen.
                      • eduardofendrich
                        Member
                        • Jul 2021
                        • 49
                        #7
                        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?

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