Report Panel to show Total Sales for an Account by Category

[jeffreysgrossman]

I am trying to come up with a way to have a report panel on the Accounts module that shows the total sales by category for that account in a bar c
hart. I am not able to come up with any logic or report to do this that i am able to turn into a Report Panel and have show up on all accounts. I think this is a good feature to have.. It will allow a sales rep to see what that account is buying and provide with opportunity to cross sell different category items.. The issue that I see is getting the Sales Order Items Report to show up on an account. Does anyone know if this is possible?

What I am looking to try and do is something like this:Above is photoshop and trying to visual show what I am trying to do.

[victor]

If I understand you correctly, you already have the necessary Grid Report for the Sales Order Item entity, but you don't know how to create a Report Panel so that each Account displays Sales Order Items that apply to this particular Account.

If so, a similar topic has already been discussed: https://forum.espocrm.com/forum/exte...128#post115128.
If not, please describe your need in more detail.

[jeffreysgrossman]

Thank you so much victor this worked. I think the key that i was not doing correctly was grouping on account.. Once i changed that over they showed up with data.. Very much appreciate the help.