How to add description field in the detail summary page in Report Module

Hi,

Is there a way to add the description field. Se picture for more information.

Thanks and regards Jörgen

Parents Reply Children
  • hi  

    The field you want is on the 'Chart Options' part of the edit report

    .

    CRM Business Consultant

  • Hello  , 

    Thanks for the extra clarification. 
    That request actually makes a lot of sense. 

    I was testing locally and the information on that page is on the following core file: 

    modules/Reports/ReportsWizard.tpl

    Customising Reports module is not that straightforward, however, I managed to do it copying the full content of modules/Reports/ReportsWizard.tpl to custom/modules/Reports/ReportsWizard.tpl and add a new line for the description: 


                         {if $IS_ADMIN}
                            <tr>
                                    <td scope='row'><label for='show_query'>{$MOD.LBL_SHOW_QUERY}:</label></td>
                                    <td><input type="checkbox" class="checkbox" name="show_query" id='show_query'  {if ($show_query)}CHECKED{/if}></td>
                            </tr>
                            {/if}
                            // Adding Description field 
                                <tr>
                                    <td width="20%" scope='row'><label for='description'>{$MOD.LBL_DESCRIPTION}:</label> <span class='required'>*</span></td>
                                    <td><input type='text' size='45' name='description' id='description' value='{$description|escape}'></td>
                                </tr>
                            
                            <tr>
                                    <td scope='row'><label for='assigned_user_name'>{$MOD.LBL_OWNER}:</label> <span class='required'>*</span></td>
                                    <td>{$USER_HTML}</td>
                            </tr>



    However, due to the way Reports is built, it doesn't load the custom .tpl file by default. 

    So I had also to override this file in the custom folder 

    custom/modules/Reports/ReportsWizard.php 

    to fetch "
    custom/modules/Reports/ReportsWizard.tpl" instead of "modules/Reports/ReportsWizard.tpl".



    And follwowing the same train of though I had also to override the file Reports/index.php to fetch 

    custom/modules/Reports/ReportsWizard.php instead of modules/Reports/ReportsWizard.php.

    After these changes it does work for me: 

    There are some caveats though. 
    I can see that in the file ReportsWizard.php there are some function that will be flagged by the package scanner. if you are in the cloud you might need to request a package approval to have it uploaded. 

    The other concern is that you will be overriding files, if these files change in future versions you will need to adapt your customisation to make sure it works with the new versions. 


    I hope this helps and let me know if you manage to have it working on your end. 

    Cheers, 

    André