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.
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.
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