Hello Sugar lovers, We're regularly confronted to the limitations of the standard Sugar Reports module: No HAVING, no DISTINCT, no ability to make calculations... Currently our customers do not want to invest in third pary solutions (Discover and…

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…

Hello! I am trying to build a report and I need the account name field from my contracts module. I see in other reports (not built by me) that getting the account name was possible by doing Contracts -> Account Name -> Name. However, in the related modules…

Hi, Created some scheduled reports (hourly) that will be send to external email addresses using a workaround. (set up a rule in MS exchange to distribute this report to external email addresses) this works fine. But here's my question: These reports…

Dear All, I want to customized Request Status are automate to change resolved to Closed in 14 days. Please suggest a change or customized in code . Thanks & Regards, Suraj Kumar

Hello, I would like to create a report that could represent a significant change on an opportunity (e.g. Effective Date change, Revenue change) - I am struggling with it a bit at the moment. I was thinking about creating timestamps for fields I…

Hello, I am new to SugarCRM, I want to know how we can generate a custom reports in which we can override export to word/pdf functionality as well. Please suggest any relatable guide. Thanks

I have added a custom field to a custom module so it can be shown in reports. The field contains a link to a report (with query string values added with the intention of setting the filters with those values) The field currently shows on the report…

Hi I have three drop down fields on Opportunities that have Codes in them - Field A , Field B and Field C - each of these field have the same value list in the dropdown. I want to run a report on Opportunities and count the no of times a value appears…

I have one custom field type "enumdynamicemail" . The field is working fine with other feature in views and also stores value in database. But it's still not visible in reports. Have added "custom_type" as per below post but it has not fix problem…

Hello, I am trying to add a new dashlet to the Account Record Dashboard. I noticed that if I add an account-related dashlet to Account A, the same dashlet will appear on dashlet B. Is there any way around this? Thanks! Ada

Hello, I am wondering - is it possible to generate a report what shows number of logins per user? I created a row and column report (I am happy to sum it in excel), however the data does not seem to be accurate? Thanks, Ada

Hi Dear Team & Developers, How We Can Create or Get By Default Sugar crm Users Login And logout Details. I want to create report or want to see log for each SugarCRM users login Details. Please suggest me if any idea. Thanks

Hello, My problem is simple : we want to schedule a report to be send every month and not every 4 weeks. I am sure we are not the only one to face this issue but, today, I don't find an easy well to solve it. Best wishes, Fred

Hi All Please suggest , Records last Modifications date automatics changes without updating manual or api records ? any one have any idea why this is happen ? and where is it possible and why modification date changes without changes updating records…

Hi, We have just upgraded an TEST instance of one of our customers from 10.0.2 to 11.0.2. During testing we noticed something odd. A lot of reports that work on RLI's don't seem to work anymore. They all fail with the error message: LayoutManager…

Hi, what would be the best way to add tags to a column/row report? A customer uses the tags a lot and wants to get all records from contacts that have tags. But they want to have the tags in a single column in the report. Is it possible to extend…

Folders to group reports by opportunities, leads, contacts, and(or) report types would help organize the reports module.

Hello there, Some of our customers have strict email security measures that flag CRM-generated emails as "not secure - cannot verify" when they contain report PDFs. It appears that Sugar password protects the reports in order to prevent modification.…

Hello Sugar lovers, We're helping a customer on Q3'20 (10.1) and trying to improve adoption by finding ways to bring users back to the CRM. We'll be sending auto generated reports via the report scheduler. In Q3 we're now able to customize the email…

Hi Sugarclub, Im wondering if it's possible to easily display the number count of the statuses to a pie chart? For clarification, if there is 1 assigned case i would like it display e.g. "Assigned (1)" in the legend above. Best regards, P…

How to overwrite the core file to remove the timezone from the print to pdf file, How can we do this through the customization? Path: sugar\modules\Reports\sugarpdf\sugarpdf.reports.php Code : $this->SetHeaderData(PDF_SMALL_HEADER_LOGO, PDF_SMALL_HEADER_LOGO_WIDTH…

Hi, Hi, for one of our customers we encounter a strange issue that I can reproduce but I can not pinpoint where it goes wrong. The customer has a report on opportunities module that contains a graph. The filter is as follows: sales stage is one…

I suspect that I have some reports scheduled by users that result in files too big to send via email. I am seeing errors like the following in my logs: Wed May 13 18:05:09 2020 [20239][2488a848-2e7a-4290-87c0-4d2b6c6408e4][FATAL] PHPMailerProxy encountered…

Is there a way to sort data in the Group By column in descending order in a Report chart? For example, when I create a chart of sales by month, the months are automatically sorted in ascending order starting with the earliest month. Is there a way to…