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Hi @all.
I want to create a report that lists all held meetings in the current year (or a specific time range) where the meeting name contains a specific keyword. The report should show which users accepted the invitation (status = Accepted). Ideally, the report should be grouped or sorted by user, listing all accepted meetings per user.
I am aware that the acceptanceStatus is not stored in the Meeting entity itself but comes from the many-to-many relationship with the User entity. I also know that the status is available in the context of the User entity.
I tried building a report based on the User entity with a filter on Meetings > status = Accepted. However, this approach does not allow me to show meeting fields like name, date, or location. A report based on the Meeting entity lets me display and filter meeting fields, but I cannot filter for acceptanceStatus there. Attempts using complex expressions with type: link on users and attribute: acceptanceStatus result in an error (Not allowed function 'VALUE').
I have the Advanced Pack installed, but SQL reports do not seem to be available.
Is there any working approach to show which users accepted which meetings, grouped or sorted by user?
Best regards
Martin
EspoCRM: 9.1.7
I want to create a report that lists all held meetings in the current year (or a specific time range) where the meeting name contains a specific keyword. The report should show which users accepted the invitation (status = Accepted). Ideally, the report should be grouped or sorted by user, listing all accepted meetings per user.
I am aware that the acceptanceStatus is not stored in the Meeting entity itself but comes from the many-to-many relationship with the User entity. I also know that the status is available in the context of the User entity.
I tried building a report based on the User entity with a filter on Meetings > status = Accepted. However, this approach does not allow me to show meeting fields like name, date, or location. A report based on the Meeting entity lets me display and filter meeting fields, but I cannot filter for acceptanceStatus there. Attempts using complex expressions with type: link on users and attribute: acceptanceStatus result in an error (Not allowed function 'VALUE').
I have the Advanced Pack installed, but SQL reports do not seem to be available.
Is there any working approach to show which users accepted which meetings, grouped or sorted by user?
Best regards
Martin
EspoCRM: 9.1.7