Is there a way to control reports both on screen and in PDF export (width of the fields, font size and similar)? I would also like to have lines numerated or zebra striped (for easier navigation on paper/PDF). PDFs also include logo on the first page which is (in my case and for reasons unknown) very large and I do not see a way to remove it from the file or make it smaller in size.
Also, while making reports, I figured that the very first field in report have to be one of standard suitecrm fields and can not be custom field, is this normal or I am missing something? (if I choose custom field to be first, I get blank report).
p.s. also, when exporting report to CSV, currency fields are exported with currency name (which in turn when imported into excel turns the cell into text so some cleanup is required)
it seems like, as if you could customize the PHP in order style your PDF to your needs.
The starting point should be this file:
modules/AOR_Reports/AOR_Report.php
As far as I know, there is no PDF template editor for the reports (only quotes, invoices etc. and with a bit of coding even for modules … maybe that would be worth trying for reports, but I doubt it would work as easy as this.)
If you need more details / features / design however, you might be faster using an external reporting solution:
As for the custom fields to be first:
That’s most likely because the custom fields are living in a separate MySQL table ( _cstm) and the query won’t work properly if the first column selected isn’t one of the module chosen in the dropdown.
About the currency: What’s your purpose with the exports?
Reporting / Merging / Integration / …?
Maybe there are other and more direct solutions in the CRM.
I needed a report today to extract all existing active contacts + some custom fields which we added to the module.
One of this fields is monetary value which can be expressed in different currencies, and when you export this field you will get text such as “CHF10.000,00” and “EUR10.000,00”, I would prefer to have separate field for currency type and separate for currency value.
I can always attach BI to the database, but I really do not need that many reports to justify the effort, so basic export to excel is acceptable (but I would prefer to have just a bit more visually appealing reports if they are printed to PDF).
