Announcement

Collapse
No announcement yet.

Problem with reports - OpportunityRoles

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Problem with reports - OpportunityRoles

    Hello,

    I'm facing an issue with my reports and I'm not sure how to resolve it.

    I have several Opportunities with Contacts assigned specific roles. One person can be linked to multiple opportunities, each with a different role. Here's an example of how the Contact (John Doe) view looks:


    Click image for larger version

Name:	{5E0EA3C9-F00E-416C-9277-C151A846A764}.png
Views:	74
Size:	18.0 KB
ID:	110973

    I'd like to create a report that includes only Contacts who are listed as Technicians specifically on opportunities named "My Opportunity." I tried building a report from the Contact entity using filters, but the report still includes Contacts who are Technicians on "Other Opportunities" as well.



    Click image for larger version

Name:	{1458CB3E-EC5D-48F5-939D-369B6BA68289}.png
Views:	50
Size:	9.3 KB
ID:	110974

    I'm struggling to figure out how to filter them out. Does anyone have any suggestions on how to eliminate this?

    Best regards! Jacek

  • #2
    Use the following instead of your filter:

    Click image for larger version  Name:	image.png Views:	0 Size:	9.8 KB ID:	110979
    More about IN group: https://docs.espocrm.com/user-guide/reports/#in-group
    Last edited by victor; 10-21-2024, 10:41 PM.

    Comment


    • #3
      Unfortunately, the described method does not work. I've tested it on two of my environments, as well as on the demo site (https://demo.eu.espocrm.com/). The issue is that John Doe appears in the report, even though he has the "Technician" role assigned to an Opportunity named "Other…". It seems that the report filters do not function correctly (or perhaps this behavior is intentional?).

      Currently, as long as John Doe is linked to at least one Opportunity with a name containing "My opportunity" (regardless of his role in that opportunity), the report will include him. However, what I need is a list of people who have role A in Opportunities whose name contains the string "ABC."

      Click image for larger version

Name:	obraz.png
Views:	41
Size:	31.1 KB
ID:	110991

      Do you have any other suggestions or workarounds?


      BTW: A side issue is that when I include OpportunityRole as a column in the report, it's always empty. However, when I use it in the Filters, it works as expected.

      Click image for larger version

Name:	{687CD50B-4002-4161-BCC9-DDFCBA1DE9C6}.png
Views:	50
Size:	7.4 KB
ID:	110990

      Click image for larger version

Name:	obraz.png
Views:	36
Size:	13.4 KB
ID:	110992
      Best regards, Jacek

      Comment


      • #4
        Submit the following full screen screenshots:
        1. Settings of your report.
        2. The result you got in report.
        3. Profile of the contact that should have been included in this report. The screenshot should show Bottom Panels with Opportunities.​

        Comment


        • #5
          Screens attached
          Attached Files

          Comment


          • victor
            victor commented
            Editing a comment
            I must admit that the option I proposed will not suit you. Maybe someone else in the community can help you.
        Working...
        X