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Report Panels Issue - 2 Levels Entity

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  • Report Panels Issue - 2 Levels Entity

    Hi EspoCRM Team,

    We are testing a new idea at the EspoCRM demo. This is the idea:

    1. We created a custom entity called "Global Account" and created a relationship with "Accounts". It works perfect and now we have grouped some Accounts to a Global Account. Check image #1 attached.
    2. We created a report that shows the sum of opportunities for each Global Accounts. It works perfect. Check image #2.
    3. Finally, we created a Report Panel to show the total amount in each Global Account profile.

    Problem: The Report Panel is shown in each Global Account. However, it always shows $0 when the report shows another value. Check image #3 attached.

    Can you please review?

    Thanks for your time.

  • #2
    Hi,

    Try creating a report with Global Account in runtime filters but not in Group-By.

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    • #3
      YES! It worked.

      Thanks yuri for your fast reply.

      ​​​​​​​Have a great day!

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