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Creating reports with linked custom fields?

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  • Creating reports with linked custom fields?

    Dear all,

    I am looking for a CRM to install that can do the following:

    - Create custom field in account where I can select/link one or more contacts that are the founder of the account (firm)

    - Create a custom field in the account with the founding date of the firm

    - Create a school field in the contacts

    And here comes the trick:

    > I would like to create reports that show for example:
    all account/firm names that are founded within a specific date range with contacts linked in the custom founder field that have visited a specific school.

    Does this work with EspoCRM?

    Thank you so much for your help!

  • #2
    Hello
    If one contact can visit only one school (relation one to many), you can create this report. If one contact can visit a lot of school, it is not possible. You can try to create such report on demo.espocrm.de/advanced . Now account can have one or few contacts. Create School entity and add founding date field to Account with Entity Manager.

    Last edited by tanya; 04-26-2017, 01:17 PM.

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    • #3
      Originally posted by tanya View Post
      Hello
      If one contact can visit only one school (relation one to many), you can create this report. If one contact can visit a lot of school, it is not possible. You can try to create such report on demo.espocrm.de/advanced . Now account can have one or few contacts. Create School entity and add founding date field to Account with Entity Manager.

      https://youtu.be/WDSTMNFZPLE
      Thank you for your much valued support, Tanya!

      I have tried setting this up in the demo, however, it always keeps saying: bad server response.

      What I have done is:
      1) Set up a contact
      2) Linked the contact to an account and gave this link the title "Founder"
      3) Set up a simple list report based on the entity type account
      4) Put in a filter field for the report with: contacts.title CONTAINS Founder

      What am I doing wrong?

      Thank you in advance,
      Dennis
      Last edited by tanya; 04-26-2017, 01:18 PM.

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      • #4
        Contacts.title is not supported... In the next release it will be removed from the list.

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        • #5
          Originally posted by tanya View Post
          Contacts.title is not supported... In the next release it will be removed from the list.
          Okay, thank you, that's a pitty. So it seems that EspoCRM cannot do the type of reports that I am looking for, is this right?

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