Hi,
I would like to show on the record dashboard all open tasks belonging to the open account record.
I tried it with the Report Wizard but I couldn't find something.
I'm sure it's possible and hopefully someone here knows how to do it.
Thanks a lot in advance
Michael
Good Morning Andre,
If you have some time you maybe could help me again. Very similar theme.
The ListView Dashlet works perfect, but I would like to use the Report Dashlet for a chart report.
Let's say instead of a list of open tasks, I would like to show a chart with the counts of Todos per status.
2 open, 3 In progress, 10 completed for example.
In the report wizard I'm at the place where I have selected a report and we have the same checkbox "Related to Current Record". But when I click the checkbox another field appears where I have to enter a field or subpanel.
But there is nothing I can find with any search.
Which field do I need in the report for having a match here ??
Let's imagine we have the relation Accounts---> Tasks .... I guess I need somehow the Accounts.ID in my report. But it's a chart and I'm showing bars and no foreign keys :-)
I tried a lot, as always before I'm asking here, but I found no solution.
Thanks a lot in advance :-)
Michael
Good Morning Andre,
If you have some time you maybe could help me again. Very similar theme.
The ListView Dashlet works perfect, but I would like to use the Report Dashlet for a chart report.
Let's say instead of a list of open tasks, I would like to show a chart with the counts of Todos per status.
2 open, 3 In progress, 10 completed for example.
In the report wizard I'm at the place where I have selected a report and we have the same checkbox "Related to Current Record". But when I click the checkbox another field appears where I have to enter a field or subpanel.
But there is nothing I can find with any search.
Which field do I need in the report for having a match here ??
Let's imagine we have the relation Accounts---> Tasks .... I guess I need somehow the Accounts.ID in my report. But it's a chart and I'm showing bars and no foreign keys :-)
I tried a lot, as always before I'm asking here, but I found no solution.
Thanks a lot in advance :-)
Michael
Hello Michael Malich ,
That shouldn't be too hard to implement.
Can you try the following steps to see if it works for you:
1 - Create a Summation report for the Tasks module.
2 - Don't add any filter
3 - Select the Status group by
4 - Add the Count in the Display Summaries
5 - Select the Desired Chart, and Give the report a name.
On my example is called "Tasks per Status"
6 - Create a report Dashlet in the Accounts Record, select your report and Select "Tasks" on the related Field or subpanel.
This should have a Chart loading only the Tasks that are related to the current record, like so: 
Let me know if this is what you are looking for.
Cheers,
André
