Hello! I’m a bit new to reports on SuiteCRM.
I want to make a report that shows the number of leads made over a week. For example, a line chart that has each day of the week on the X-axis (Monday, Tuesday, etc) and the number of leads created on each day for the Y-axis (eg: 5 created on Monday, 7 on Tuesday, etc). I can’t figure out how to make a chart that does exactly that, however. Could someone help point me in the right direction?
Thank you!
Hi,
You may not be able to do exactly this out of the box. You could, however, take a look at Kreporter: http://www.kreporter.org/
This can be installed as a module in SuiteCRM, this could help you create a report that is similar to what you need.
A way you could achieve what you want with this could be something like:
Creating a custom field for Leads, i.e: A Dropdown list with all the days of the week.
Make sure the records have the Day of the week set to the correct day. (You could make this automated with Workflows/Logic Hooks)
And Finally, when making the report, You can make it only show records that were created in the past 7 days AND Group the results by Day of the Week.
This should get an output that should be suitable.