Advanced pack report help

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  • olof
    Senior Member
    • Jul 2018
    • 184

    Advanced pack report help

    Each of our accounts has a custom field with a £ value for target revenue.
    I am looking to create a report that has two columns.
    1) opportunity value won this year
    2) target revenue

    So that these can be compared.

    I have started creating the report as a grid of opportunities and have the opportunity values. I seem to be able to group by account.target_revenue but can't get this value to display in the grid? Any ideas? Seems like a basic standard report..

  • Maximus
    Senior Member
    • Nov 2018
    • 2731

    #2
    Hello, could you add attachments with your report configs and report as well?

    Comment

    • yuri
      Member
      • Mar 2014
      • 8440

      #3
      Hi,

      It's not possible to add foreign columns in grid report at this moment. I will look into this problem.
      If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

      Comment

      • olof
        Senior Member
        • Jul 2018
        • 184

        #4
        Thanks Yurikun!

        Comment

        • yuri
          Member
          • Mar 2014
          • 8440

          #5
          If you group by Account then it will be possible to make such a report after EspoCRM 5.6.0 released. Planned release date is not very soon.
          If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

          Comment

          • olof
            Senior Member
            • Jul 2018
            • 184

            #6
            Thanks Yuri!

            Comment

            • dreginald
              Member
              • Sep 2018
              • 89

              #7
              Can anyone help me on how to do "Grouping grid report with non-aggregated columns".

              Comment

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