I do not see the field "Income" on Accounts

[Enju]

Hi
How to turn on field "Income" on Account?
I dont have field "Income" in Layout Manager ->Account -> SidePanel(Detail)
My Espo version: 5.5.6 & Advanced Pack 1.32.15
thank in advance,

[Enju]

On demo side this field is available. Really I need to create custom view to see attached field?

[yuri]

No, Maxim was not right. It's a feature of reports: https://www.espocrm.com/documentatio...report-results

[Enju]

Thank you Yuri, I used the guide, but I still have a problem: Now I have field "Income" in Layout Manager ->Account -> SidePanel(Detail), but I still do not see this field on the client's panel. I have cleared the cache, rebuild - did not help.
I did the same actions on the demo and it works there.

[Maximus]

Hello Enju.
Have you created a report panel for your purpose in Administration -> Report Panels -> Create Panel?

[Enju]

Yes:

[Maximus]

Ok. Then could you attach screenshots with the next configs (Report panel and report)?

[Enju]

Yes:

[Maximus]

To let users see this field you should set up the next rules in their roles:
Accounts: read (own/team/all);
Opportunities: read (own/team/all);
Reports: read (own/team/all);

I recommend you to set up the "all" parameter everywhere end test this.