Summary report in Sugar Report Writer

I have been challenged to create a report that will run (with a run-time option to select # of days prior) that will display:

For each Contact 'Assigned to' name, the number of contacts added during the report period and the total number of contacts they have (including the newly-added),

Graphical and / or row & column  will suffice.

Any ideas?

Parents
  • I believe that is going to be two reports. Not sure how you can get the total number in the period and the total number overall in the same report. The Number of Days Prior can grouped by date to get a chart.

    I have not tried this, but you should be able to create a calculated field on the User and have it count the number of Contacts related to that User. You could then include that field in the "rows" section of a Summation with Details report. It would be on every row but it would be there.

Reply
  • I believe that is going to be two reports. Not sure how you can get the total number in the period and the total number overall in the same report. The Number of Days Prior can grouped by date to get a chart.

    I have not tried this, but you should be able to create a calculated field on the User and have it count the number of Contacts related to that User. You could then include that field in the "rows" section of a Summation with Details report. It would be on every row but it would be there.

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