Missing Time Filter in Custom Statistics Report

[youketao]

I created a report to track the number of phone calls made by employees to their contacts. I added this as a custom field in my leads module. I then used the dashboard component on the home dashboard to display this report. However, I noticed that there’s no time filter available to allow filtering by today, yesterday, this week, this month, or this quarter.

This phone call count is a custom field that I added. I plan to create more statistical reports in the future, each based on additional custom fields.
How can I implement a time filter for this?

CRM Version: 8.7
How can I add a time filter?

[BastianHammer]

Hello youketao,

contacts = leads in your description?
A field in leads would track the number of phone calls made to the lead, right?
Once a lead gets converted, this field can be transferred to the contact as well.

What’s your module that you report on?
If you want to use the date filter, you’d need to report on the phone calls module and then count per employee per day / week / month / quarter.
The date filter in the dashboards are configured statically - so you can’t have a global filter over the whole dashboard e.g. and things are updating.
Hence, I’d usually create multiple dashlets for today / this week / etc.

Now, you could join the leads onto the report, and sum your custom field - but that sounds odd and might not yield the expected results.

Why do you need your lead / contact record information there?

[youketao]

Why don’t I have this setting item here?
What version are you using? 8.8?

——————————————————————
I need multiple reports that can be searched together.Therefore, the time of a single form cannot be modified.

For example, if I want to see today, the following data is from today.

For example, if I want to see this week, the following data are for this week.

[BastianHammer]

Here, I’m using 8.8 - but it worked like this before as well.

Give this a try:

• Use your date as a parameter in the reports:
  

  

• Then add your report to the dashboard

• Save it

• Click on edit the dashlet again, then your dashlet shows the parameter options

[rsp]

Yes, I tried it by setting fields as parameter in the reports module.

It is working for me!

[youketao]

Thank you very much, this feature is quite good, and it’s great for displaying a single report on the homepage.

However, if there are multiple reports on the homepage, they cannot be linked together.

[rsp]

Yeah, I do not think that is possible. You can not link reports to each other on the dashlets.