Creating Specific Account Reports

English Language - Forum Advanced OpenSales, Workflow, Portal support
1

I am trying to create a new report and its giving me a major headache.
I have all the fields and relationships correct but it is still not working.

In an account I have a field called Referred By and its a relate field to another account because we want to report on who has referred our services

I have tried to create the report with the account fields: Account Name and Referred By Fields as I hope you can see in the image below.

Even before adding any conditions which i just want the referred by to be populated it is not giving me any results.
Any suggestions on how to get this report to actually show anything because right now it is not showing anything and we have the latest version 8

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2

Hello Alison,

the Referred by Company is a custom field?
That is a report on the accounts module?

Can you try flip the fields around?
For some (probably SQL query) reasons the first field needs to be in the standard table of the module (not the custom fields - cstm - table).

3

True, @Alison move the Account Name to the first row.

4

Yes I have tried it with the account name field in the top box and the referred below and it doesn’t make a difference.
I don’t know how to use SQL I can only use the fields available within the crm.

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5

That’s weird! did you add any conditions to report?

Try out the report module on this demo website.

6

Yes I have used the demo version and they worked with no issues what so ever.

But now it is not working and that doesn’t matter if there are any conditions or not on the reports.

7

Did you add any custom module in the Reports module?

If not, you can try the below thing.

Admin → Studio → Layouts → Edit View → Restore Default.

Other thing to notice. Set the proper permissions to files.

Set the required permissions

If you are using the terminal you can do this by running:

find . -type d -not -perm 2755 -exec chmod 2755 {} \;

find . -type f -not -perm 0644 -exec chmod 0644 {} \;

find . ! -user www-data -exec chown www-data:www-data {} \;

chmod +x bin/console

Please have in mind that:

  • The user and group name (in the above example www-data ) needs to be replaced by the actual system user and group that your webserver runs under. This varies depending on your operating system. Common web server users are as follows:

    • www-data (Ubuntu Linux/Apache)
    • apache (Linux/Apache)
8

And helpful would be a full screenshot of the report.

They usually work and are very reliable, so it’s best to figure out, why the reports don’t work.

What happens, if you create a new report and configure it to be the same like one of the existing reports? Does this work?

Can you then add / change details and after every change save and check the report, so that you can find out what column or what configuration is causing the issue?

1 Like
9

Another problem of same user with reports module.

1 Like
10

no we have not created any custom modules.
I can only make changes within the studio in admin or the workflows.

11

ok i have just recreated this sales won on opportunities and it works but the other reports im not getting any data:

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12

this is the one im trying to do and no information is coming up at all. I have a few companies in that have referred others. The accounts section is the main one then the referred by company is a new custom field that was created.
Any tips on how to get this working within suitecrm and no code would be great.

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13

Is your base module in the report Accounts?

On the left side, you will see Account module name and then click on the left :arrow_forward:arrow to open it further. Then you can click on the module name and add your custom field from it.

All these are in the same module or different modules? :thinking:

14

yes it is in accounts and they are in the same module.

There is an accounts module and a referred customer module and it doesnt matter which i use out of both of them or a mix of them im not getting any data

15

Make sure you’re are using correct fields and conditions. Do you have data in the fields?

16

Hi Alison,

we’d need to see the edit view of your report.
Alternatively, could you formulate what you’d like to see in the report?
If it’s just two standard modules, we could probably create a fitting report and share a screenshot.

17

Yes I want to be able to see the new account and the company that referred them in a report.

I added both to the screen shot so it was easier to see there are two different options Accounts and Referred by and it doesn’t matter what option what view or order I put two of any of these 4 in I can’t get the report to show anything there are no conditions I had tried where the referred by was not blank but that wasn’t working either

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18

Select Account Name in the Main Group dropdown.

19

Yes I am using the correct fields and i have data in there also

20

yes even with that no information comes through