Reports Question

[ategenkamp]

Is there a way to combine Leads and Tasks in a report? We have the Advanced Pack and are trying to figure out reports.

Ideally we'd like to do a few reports that combine these and haven't figured out a way to go about it:

1) Leads that do not have any tasks assigned.
2) Leads with Incomplete Tasks.
3) Leads with a certain Task completed.
4) Leads with a count of Tasks completed (we have 3 Tasks we setup for a lot of new leads).

Are these kind of reports possible and am I missing something in the setup to get them?

Thanks.

[shalmaxb]

Reports only with paid extension

[ategenkamp]

We do have the Advanced Pack. I'll try to remember to state that in the future to clear up confusion.

[ategenkamp]

Does anyone know if this is possible?

Forum wise, is this question in the right area since it's about Advanced Pack?

Thanks.

[jflores]

ategenkamp Were you able to figure this out? I'm trying to do something similar, but when I look at the json output of the entity, I don't see "Tasks" as a related entity.

[rabii]

Hi @jflores

see my comment below if you that could help.

cheers

[rabii]

I had the same issue before for a custom entity (base plus) which has tasks just like the Lead entity so i couldn't produce reports to check completed tasks vs incompleted task etc, so i come up with a work around, based on the Lead and Tasks example, here is how you could do this :

1 - Create read only fields (type Integer) on the lead entity that will hold count of related tasks and use formula to calculate related task with different filters, see below:

zeroTasks = entity\countRelated('tasks');
incompleteTasks = entity\countRelated('tasks', 'actual'); => 'actual' is a name of a filter built by default for the task
completedTasks = entity\countRelated('tasks', 'completed'); => 'completed' is a name of a filter built by default for the task (you can build other filters and use them here)

2 - Based on these new fields you can build your reports, if you wish to group them you can use Joint Grid reports https://docs.espocrm.com/user-guide/...t-grid-reports

That is the work around to achieve this. Hope this helps.

Cheers

[jflores]

rabii Thank you for the suggestion; I ended up implementing a variant of this. I did it as a 'hook' instead of the workflow, but I think your approach was the easiest way to implement the logic I was going for.