Hi All,
We are using suite CRM 7.1.1.
Objective : I need to build module like reporting system dashlet as well as detailed list view.
Example: Meetings Report i want like similar.
Dashlet report
[table]
[tr]
[th]Employee Name[/th]
[th]Planned[/th]
[th]Held[/th]
[th]Not Held[/th]
[/tr]
[tr]
[td]Will[/td]
[td] 10[/td]
[td] 7[/td]
[td] 3[/td]
[/tr]
[tr]
[td]Bala[/td]
[td] 8[/td]
[td] 7[/td]
[td] 1[/td]
[/tr]
[/table]
…
etc
Same dashlet view display inside the list view with detailed information.
Filter option are based on
1.Start date
2.Created Date
3.Location
4.Status
5.Assigned To
How to do this. Here only list view fetch the records from the meetings table.
On click of Employee name take in to the meetings -> list view
Kindly let me the process to do this.
Hi Balamuruganfloret,
Meeting module has status field as a dropdown. So I think it is not possible to create a column from items of dropdown in Report module.
But you can create report which shows meeting count as per status in a row as shown into attachment.
Also you can not display filters into dashlet.
Thanks and Regards,
Alpesh Savaliya
1 Like
Thank you simbasys.
I understand we can give the option in report module but in report module we don’t have the option to filter the result. So am looking for report with multiple filter options.
Kindly let me know if any other methods.
HI,
You can filter report result. Have a look at screenshots attached herewith.
Thanks and Regards,
Alpesh Savaliya
1 Like
Hi Alpesh Savaliya,
Thank you very much…
This report easy for developer to make and see but how will be helpful to other department peoples.
I want to do my own customize report, For example i have to write the Mysql code and filter options.
Because main reason is its should be a user interface, if any one manager level or management level want to see report without any knowledge they able to do.
Kindly Let me know how build module like this.