How to display the Mass Email list view as a Report or Dashboard dashlet?

[Alexis]

Hi,

I’m trying to create a dashboard dashlet that shows the list of the most recent Mass Emails sent, similar to what we see when going to the Mass Email list view (/#MassEmail in the URL).

I have the Advanced Pack with v9.2.7, so Reports are available.

What I tried so far:

• Created a Grid Report on Campaign Log Record (as suggested in some threads, e.g. https://forum.espocrm.com/forum/feat...s-of-massemail) : it's OK but I can't have the date with this (or I'll have a list of hundreds of the emails I sent to each contact)
• And many others reports with Campaign or Campaign Log Record or Email

Result: I can't get a clean single line per mass email batch with its send date (like the native Mass Email list).

Questions:

1. Is the Mass Email entity (the one visible at /#MassEmail) exposed/available in Reports or Entity Manager? It seems internal/hidden, but maybe there's a way to report on it directly?
2. How can I replicate the native Mass Email list as a Report (List or Grid) to put it on the dashboard?

Goal: A simple dashboard dashlet showing the last 10-15 mass emails sent, with subject/name, date, campaign, count of recipients.

Thanks a lot for any help or workaround!

[victor]

Regarding creating a Report based on Mass Email entity:
1. Create a Report.json file and add the following code to it:

{
    "entityListToIgnore": [
        "Job",
        "UniqueId",
        "Role",
        "ScheduledJob",
        "ScheduledJobLogRecord",
        "PhoneNumber",
        "Notification",
        "EmailAddress",
        "EmailAccount",
        "EmailTemplate",
        "Attachment",
        "Extension",
        "InboundEmail",
        "AuthToken",
        "Integration",
        "ExternalAccount",
        "Currency",
        "Note",
        "Workflow",
        "Report",
        "Reminder",
        "PasswordChangeRequest",
        "Team",        
        "Import",
        "BpmnFlowchart",
        "WorkingTimeCalendar",
        "Template"
    ],
    "entityListAllowed": [
        "__APPEND__",
        "MassEmail"
    ]
}

It is better to copy the entityListToIgnore list yourself from your_instance_name/custom/Espo/Modules/Advanced/Resources/metadata/entityDefs/Report.json (yours will be individual and different from mine).

2. Copy and paste this file into your_instance_name/custom/Espo/Custom/Resources/metadata/entityDefs.
3. Make Rebuild.
4. After that, Mass Email will appear in the list of available entities for creating a Report. If it does not appear immediately - you may have problems with the browser cache and should refresh the page or use an anonymous browser tab.
5. In the created report, set the desired column order.
6. Add this report to Dashboard_name > Add Dashlet > Report > Report_name.

Regarding the possibility of adding Mass Email entity to Dashboard_name > Add Dashlet > Record List > Mass Email - you should wait for one of the community developers.