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Ellen Wood

Is it possible to build a report that shows data lists from multiple modules? 

The "single page" report I've been asked to create is based at the global client account level.  This is where they want a run-time filter to select various key accounts to look at multiple data sets for the multiple child accounts associated with this key account.  They want groupings of rows and columns lists of all contacts, Won contracts, and Open contracts.  

Parent Account (run time filter)
Child account 1
Contact 1 name, title, etc.
Contact 2 name, title, etc.
Contact 3 name, title, etc.
Child account 1
Won Contract 1 Name, Team, etc.
Won Contract 2 Name, Team, etc.
Won Contract 3 Name, Team, etc.
Child account 1
Open Contract 1 Name, Team, etc.
Open Contract 2 Name, Team, etc.
Open Contract 3 Name, Team, etc.
Child account 2
Contact 1 name, title, etc.
Contact 2 name, title, etc.
Contact 3 name, title, etc.
Child account 2
Won Contract 1 Name, Team, etc.
Won Contract 2 Name, Team, etc.
Won Contract 3 Name, Team, etc.
etc.

Is this even possible without custom reporting programming? 

  • 0

    hello Ellen,

    that is heterogeneous data in the third column of the example, therefore IMHO that is a union of different reports, which is hardly doable with out-of-the-box Reports.
    However,  there might be Advance Reports functionality out-of-the-box, that allows Sugar Admins familiar with SQL to write SQL queries and make a union - that might help to get this kind of heterogeneous data reports for Sugar users without custom dev or employing analytic tools

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

  • 0

    Hello Ellen,

    This is a common request that is currently not possible with standard reports. You could try to build a dashboard with 1 dashlet per target module and add a runtime filter. There used to be a wPlugin that did that but I can't seem to be able to find it in the documentation anymore.

    Maybe could advise? 

    The alternative is to code a function that would take a list of queries and output them as HTML before conferting to PDF. 

    You could also use Sugar Discover or an external data visualisation platform like Qlik, ToucanToco... Let's not talk about Tableau anymore :) . 

    Damien Pochon

    CRM & Digital consultant @ ITS4U Group