Anyone creating reports outside of EspoCRM? What are you using? PowerBI? Excel?

Collapse
X
 
  • Time
  • Show
Clear All
new posts
  • crmclients
    Senior Member
    • Jul 2020
    • 334

    #1

    Anyone creating reports outside of EspoCRM? What are you using? PowerBI? Excel?

    Cloud version, only Formula abilities:

    One of my current clients, in addition to needing a merged Leads & Opps report I posted about earlier, now has vendor needing similar reports with total (not grid reports) but a list of 4-5 columns and then a total for each at the bottom, plus a list with certain statues, etc.

    What are you using for reports outside of EspoCRM and how are you doing it?

  • crmclients
    Senior Member
    • Jul 2020
    • 334

    #2
    update found this https://github.com/rodekruis/EspoCRM...owerbi-via-api

    connected successfully and can see the Leads in transform - fyi its not /api/v1/Leads but /api/v1/Lead (no 's')

    Comment

    Working...