List sub list pdf

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  • enricorossa
    Senior Member
    • Jul 2018
    • 125
    #1

    List sub list pdf


    Hi, we have been testing Espocrm for some time and I must say that it is really a great product, but for our reality it has a rather important limitation that does not allow us to abandon the current crm.

    We need to print in PDF the list of jobs done broken down by account, a simple report with the first line containing the account and in the subsequent list of jobs performed related to that account.
    Exporting lists to Excel is too complicated, we spend too much time formatting the prints correctly

    Is an implementation planned? does anyone know how to solve the problem? thanks

    ES.
    CODICE – ACCOUNTNAME
    LIST EXECUTED JOBS

    Tags: None
    • yuri
      Member
      • Mar 2014
      • 8440
      #2
      Hi,

      There is no an ability to make such a reports at this moment. You can only make a list report ordered by account with account column. Then export to excel.
      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

        • daviddrp
          Junior Member
          • Jun 2018
          • 5
          #3
          Originally posted by yurikuzn
          Hi,

          There is no an ability to make such a reports at this moment. You can only make a list report ordered by account with account column. Then export to excel.
          Hopefully you implement that improvement in future updates. EspoCRM is a great product and this is something that many users want. Greetings

            Comment

            • enricorossa
              Senior Member
              • Jul 2018
              • 125
              #4

              It greatly simplifies the work without having to export to Excel and format the prints so that they are legible.

              Even more for those who use display in a small medium-sized company and still need to have the printed paper as they do not have such integrated and complete processes to eliminate it.

              Espo is really a great lean and concrete product without many apparent delicacies that confuse and weigh down the user experience.
              Unfortunately it does not have these little things that would make it even more attractive and large-scale in small companies, personally speaking at present I cannot change the crm that we use just because of this lack, even if the crm we use does not do all the things that it Espo.

              This is something indispensable for us.

              However up to this point I will continue to test it and use it for small things on a personal level and when it will be safe we ​​will adopt this solution

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