Filters in report

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  • Jakub Grufik
    Senior Member
    • Aug 2022
    • 361
    #1

    Filters in report

    Hello,

    I would like to ask you if it would be possible to add advanced filtering in reports. Basically, add more options to filter reports.

    For example, I would like to filter reports by Assigned User.teams CONTAINS "SomeTeam". I need to use the filter Assigned User ANY OF[list of users] which takes much longer than filtering by the team would take.

    At the moment there are some user attributes that could be used for filtering. However, I am missing the important ones.

    Is there any reason why such filtering is not there atm, please?

    Thanks a lot
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    • Jakub Grufik
      Senior Member
      • Aug 2022
      • 361
      #2
      Hey, anyone that could tell me why there are no filters mentioned above, please? It would help me a lot

        Comment

        • yuri
          Member
          • Mar 2014
          • 8440
          #3
          It's not implemented and it's not that easy to implement.
          Last edited by yuri; 10-24-2022, 01:29 PM.
          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

            • Jakub Grufik
              Senior Member
              • Aug 2022
              • 361
              #4
              Hello yuri

              Ah okay, I understand.

              Is there by any chance workaround using the formula instead?

              Thank you

                Comment

                • yuri
                  Member
                  • Mar 2014
                  • 8440
                  #5
                  I don't think so. Such report would require sub-queries in SQL I think.
                  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

                    • Jakub Grufik
                      Senior Member
                      • Aug 2022
                      • 361
                      #6
                      OK never mind, this is low priority thing because it has at least possible workarounds.

                      I am now struggling with a more important problem I would need to solve atm.

                      Problem with scheduled workflow - EspoCRM Open Source Community Forum
                      https://forum.espocrm.com/forum/general/84325-problem-with-scheduled-workflow
                      Hello, I am currently facing an issue with the scheduled workflow. Workflow is being scheduled once a day and is targeting Leads from the report "Leads", where we have all the leads. However, workflow is being executed only for the first record in the report twice in a row for the same record and then nothing else


                      Lazovic is already trying to help me, but so far with no luck.

                      Thanks a lot for the information and help!

                        Comment

                        • yuri
                          #6.1
                          yuri commented
                          10-25-2022, 07:03 AM
                          Editing a comment
                          I'm developer but spend too much time providing support that I should not do. Often work from early morning to late evening w/o weekends. Everyday I get into many issues of our users instead of spending my time on product development. I plan to phase out my participation on the forum and customer support activity for the sake of my sanity and the product development.
                          • Jakub Grufik
                            #6.2
                            Jakub Grufik commented
                            10-25-2022, 07:12 AM
                            Editing a comment
                            Completely understandable! I can imagine that you are overloaded af and you cannot focus on more important things such as development of the product instead of spending time on the forum trying to resolve every ticket.

                            Wish you luck and success man! Good job, keep it up!
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