sumRelated reportFilter Problem

[Maximus]

Hi serqet

I have a solution for you.
1. You have already configured Report for Opportunity that do what you want.
2. For this Report you need to create a report filter. Target Entity of the filter should be Opportunity.
3. Use this formula to count all records:
[code]
test1 = record\count('Opportunity', 'reportFilter5fa541ade1a44984b');
[code]

It is better to set this formula into the Workflow's Action to see the proper results change right after the desired action. Or it can be done by a Scheduled Workflow.

[kumaresan]

Can I Sum the records, for a period let's say for the last 6 months only?

Let say,
totalRevenue = entity\sumRelated('opportunities', 'amount', 'won'); only from last 6 months

[Maximus]

Hi kumaresan,
Unfortunately there is no such Formula to get it done. I believe the best option is to solve this with Hook https://docs.espocrm.com/development/hooks/.