Report Filter and Report Panels List View - Facility to Select with Actions

[dreginald]

https://forum.espocrm.com/forum/gene...calendar-entry...

[dreginald]

The list view of Report Filters and Report Panel to have the facility to select from the list and thereafter actions such as delete, disable,rebuild,...

[dreginald]

There are many ways to do this and the simplest way, in my view, as below:-
1. Create a PDF Template using the Accounts Module (you need to link...

[dreginald]

I have deployed a similar solution for my client. Can show you the same, if interested

[dreginald]

I suggest you create a separate entity eg. "Sales Performance" and map the values from Opportunity or Sales Order or Invoice to this entity...