Dynamic Reports and Interactive Charts. A powerful tool for SuiteCRM report creation and data analytics. Includes a variety of chart types, detailed, summary and pivot tables. This Reporting Tool is very user-friendly, no need for technical knowledge or SQL. The Sapiens.BI tool comes with over 100 pre-built reports that are ready to be used on day one.
#397 - Opportunities / Quotes Report
Hello,
i am trying to create a report that needs data from the Opportunities and Quotes module. I am trying to create this report in the "Report Builder" but iam not able to connect the two reports.
There should be a one to many relatioship and the Id's should be d and opportunity_id but oppurtunity_id does not show in the dropdown for AOS_Quote module?
Opportunities - id AOS_Quotes - opportunity_id one-to-many
Any help would be much appriciated.
Thanks
daniel
palaphon
7 years ago
Thank you for your feedback!
AOS_Quote is custom or standard SuiteCRM module?
Thank you, IT Sapiens Team
7 years ago
AOS_Quote is a standart Suite CRM module.
7 years ago
Thank you for the feedback, Daniel.
The fix is now uploaded to SuiteCRM store - please update to the latest version. (Also the fix for Mass Scheduling will be applied). The other issue of showing currencies is not yet solved, but we will solve it within nearest days and then contact you!
Best Regards, IT Sapiens Team
7 years ago
Thanks for the great support! :) Much appriciated
7 years ago
Hello, I tried the update and it fixed the issue. However most of my previous created Reports and Graphs are not emty? Not all of the but most? I will need to revert back to a backup.
Could you please have a look into this?
7 years ago
Hello Daniel - can you please send the screenshot - of empty graphs and also reports?
We will take care of this with the highest priority tomorrow.
You can send it also to [email protected]
7 years ago
Hello,
thanks for the quick response, we unfortunatly don't have any screenshots as we reverted back to the backup immediately.
Most Graph's were blank and no data was shown in the actual reports.
Sorry, that all i ahve got at this stage.
Thanks
daniel
7 years ago
Hello Daniel,
We were not able to reproduce this issue. If you remember, which reports were empty, maybe you can send screenshots for tabs of those reports: Filter, Fields, Aggregate, 'Grouping & Sorting', and Chart settings tab - we will try to create the same with previous version, then upgrade and see if we can repeat.
Please send those to [email protected]
Thank you!
Best Regards, IT Sapiens Team
7 years ago
Hi,
we created a new server to test the new realease of AR. I am getting the same issue.
I will send the screenshots over to [email protected]
7 years ago
Thank you, Daniel! We have received them and now doing the analysis for the solution. We will contact you as soon as ready.
Best Regards, IT Sapiens Team
7 years ago
Hello Daniel,
We have added the latest upgrade with a fix to SuiteCRM store, Can you please try to update it on your test Instance? If this isn't OK, please also send us the screenshot of 'Grouping & Sorting' tab.
Please let us know, if this is OK after the update.
Thank you!
Best Regards, IT Sapiens Team
7 years ago
Hello Daniel,
Latest upgrade with fixes is now uploaded to SuiteCRM store. We also uploaded it to your test system and it looked OK.
Please let us know, if you can confirm the fix of the issue.
Thank you! IT sapiens Team
7 years ago
Hi,
i send you another email with screenshots, the dasboard is still showing white graphs.
Thanks
7 years ago
We received the confirmation, that it is working now. Let us know, if any pending issues.
Thank you!
Best Regards, IT Sapiens Team