RE: Passing a record value to a report dashlet filter

Kortnee Wilson — Thu, 19 Mar 2020 04:49:12 GMT

Hi Arturo,

I have accomplished something similar which definitely took quite a bit of time to figure out all the pieces, but I was able to do it. Basically what I did was copy the standard saved-reports-chart view and created my own. Now, there is way more to it then simply copying the view to make it your own as I assume you would want to keep the drill-down functionality as my customer did. From there I copied the ReportsApi to my own ReportsFilteredApi that way I was able to extend the functions and pass the data required to make this work. Once done, I also had to create my own drillthrough-drawer Layout which made the drill through drawer work even when filtered.

In my customer's case they had an Opportunity Report and they wanted the ability to dynamically filter between date created date on the dashlet. So the parts that get tricky are the Report Defaults are set to show This Month so I had to drop any date fields from the Report Filter and append the dashlets date_start and date_end fields and it all worked.

That being said, my input above is very basic but if you tell me what you're attempting to pass I can attempt to create something and put together a write up on it. My thinking would be to pass the Current Account ID or Contact ID to the Dashlet.

Let me know, and I will do my best to assist.

RE: Passing a record value to a report dashlet filter

Arturo Escobedo — Fri, 13 Mar 2020 18:14:38 GMT

I have the same challenge, ¿did you find a solution?

RE: Passing a record value to a report dashlet filter

Francesca Shiekh — Tue, 15 Jul 2014 17:00:00 GMT

I have not tried, but here is an example of how to build a custom intelligence pane, I think it has what you need:
http://www.insightful.com.au/sugarcrm-how-do-i/creating-custom-intelligence-pane-sugar-7/