[Vtigercrm-developers] Record to list days with 0 records?
Uma S
uma.s at vtiger.com
Thu Sep 17 12:03:24 GMT 2020
Hi socialboostdk,
Yes! I agree with Alan and Simone thoughts on resolving this issue through
custom modules and Scheduled workflows. Then we can use the custom module
data to generate the reports.
On Wed, Sep 16, 2020 at 12:56 PM socialboostdk <socialboostdk at gmail.com>
wrote:
> Ok - this makes good sense.
>
> Thank you for the input!!
>
> :-)
>
> On Wed, 16 Sep 2020 at 08:07, Simone Travaglini <
> simonetravaglini at gmail.com> wrote:
>
>> The fast way is what Alan suggest:
>> Create a custom module with 2 fields: data and number of opportunity.
>> Then becouse you are using workflow designer you can easly schedule a
>> workflow that every day calculate number of opportunities. Then you can
>> create your report.
>>
>> Il giorno mar 15 set 2020 alle ore 17:14 Alan Lord <alanslists at gmail.com>
>> ha scritto:
>>
>>> One way to to do this might be to create a small custom module which has
>>> an event handler that creates ONE record each day when one or more new
>>> Opportunities are created. Then you could report on this new module.
>>>
>>> HTH
>>>
>>> Al
>>>
>>> On 15/09/2020 15:51, socialboostdk wrote:
>>> >
>>> > Hi Uma,
>>> >
>>> > Thanks for the email!
>>> >
>>> > Basically we need to present a list like this, of opportunities
>>> created
>>> > in this month:
>>> >
>>> > 01/09-2020: 0
>>> > 02/09-2020: 2
>>> > 03/09-2020: 0
>>> > 04/09-2020: 0
>>> > 05/09-2020: 0
>>> > 06/09-2020: 0
>>> > 07/09-2020: 2
>>> > 08/09-2020: 0
>>> > 09/09-2020: 3
>>> > 10/09-2020: 0
>>> > 11/09-2020: 1
>>> > 12/09-2020: 0
>>> > 13/09-2020: 0
>>> > 14/09-2020: 1
>>> > 15/09-2020: 4
>>> >
>>> > But as there are no opportunities created on ie. 12/09 and 13/09 there
>>> > are no records to display on the list, so in practice the list would
>>> > look like this right now:
>>> >
>>> > 02/09-2020: 2
>>> > 07/09-2020: 2
>>> > 09/09-2020: 3
>>> > 11/09-2020: 1
>>> > 14/09-2020: 1
>>> > 15/09-2020: 4
>>> >
>>> > The problem is that this list gives "the impression of opportunities
>>> > created" but I cannot see when there are no opportunities created like
>>> > this way - so visually it's not possible to see if it's going good or
>>> bad.
>>> >
>>> > The first list shows me that there is being created new opportunities
>>> > less than every other day.
>>> >
>>> > This is even more obvious if you imagine the data for a longer period
>>> > than just "current month".
>>> >
>>> > Does the problem make sense Uma?
>>> >
>>> > I'm open for any kind of solution really.
>>> >
>>> > Thanks,
>>> > Chris
>>> >
>>> > On Tue, 15 Sep 2020 at 15:25, Uma S <uma.s at vtiger.com
>>> > <mailto:uma.s at vtiger.com>> wrote:
>>> >
>>> > Hi socialboostdk,
>>> >
>>> > Can you please let me known are you looking to generate the reports
>>> > with this case scenario?
>>> >
>>> > On Mon, Sep 14, 2020 at 8:34 PM socialboostdk
>>> > <socialboostdk at gmail.com <mailto:socialboostdk at gmail.com>> wrote:
>>> >
>>> > Ok - I really think it looks impressive also, but I don't
>>> > understand how it could help with this specific problem :D
>>> >
>>> > Thanks though.
>>> >
>>> > On Mon, 14 Sep 2020 at 15:45, Tony Sandman
>>> > <tonysandman999 at gmail.com <mailto:tonysandman999 at gmail.com>>
>>> wrote:
>>> >
>>> > A bit too deep to dive to help right away, but this thing
>>> > makes life much easier of those who in the coding world.
>>> >
>>> > On Mon, Sep 14, 2020 at 7:51 PM socialboostdk
>>> > <socialboostdk at gmail.com <mailto:socialboostdk at gmail.com>>
>>> > wrote:
>>> >
>>> > Hi again,
>>> >
>>> > Excellent - how would this work with workflowdesigner
>>> do
>>> > you imagine?
>>> >
>>> > Thanks! :)
>>> >
>>> >
>>> > On Mon, 14 Sep 2020 at 14:23, Tony Sandman
>>> > <tonysandman999 at gmail.com
>>> > <mailto:tonysandman999 at gmail.com>> wrote:
>>> >
>>> > All I can think is WorkflowDesigner. Pretty good
>>> > packaging for vtiger box.
>>> > T
>>> >
>>> > On Mon, Sep 14, 2020 at 5:56 PM socialboostdk
>>> > <socialboostdk at gmail.com
>>> > <mailto:socialboostdk at gmail.com>> wrote:
>>> >
>>> > Hi there,
>>> >
>>> > I have a requirement, where I need to list the
>>> > number of opportunities created per day for a
>>> > period, let's say the last 30 days as an
>>> example.
>>> >
>>> > So if there was created 3 opportunities last
>>> > Friday it would say 10/9: 3
>>> >
>>> > My problem is that if there is then 0
>>> > opportunities created Saturday and Sunday, I
>>> > can't get the reporting tool to show a 0
>>> outside
>>> > these days, as there are no records.
>>> >
>>> > Ie it will only show for those days that have a
>>> > record.
>>> >
>>> > Technically this is of course no bug, but in
>>> > practice, it means that I cannot make a list of
>>> > which days had opportunities vs. which did not
>>> :-)
>>> >
>>> > Any suggestions? Things I'm missing or
>>> > suggestions for "hacks" I can do? :)
>>> >
>>> > Thank you for any help!!
>>> >
>>> > :) Chris
>>> > _______________________________________________
>>> > http://www.vtiger.com/
>>> >
>>> > _______________________________________________
>>> > http://www.vtiger.com/
>>> >
>>> > _______________________________________________
>>> > http://www.vtiger.com/
>>> >
>>> > _______________________________________________
>>> > http://www.vtiger.com/
>>> >
>>> > _______________________________________________
>>> > http://www.vtiger.com/
>>> >
>>> >
>>> >
>>> > --
>>> > With
>>> > Best Regards
>>> > Uma.S
>>> > Vtiger Team
>>> > _______________________________________________
>>> > http://www.vtiger.com/
>>> >
>>> >
>>> > _______________________________________________
>>> > http://www.vtiger.com/
>>> >
>>> _______________________________________________
>>> http://www.vtiger.com/
>>
>>
>>
>> --
>> Simone Travaglini
>> 328 5499846
>> Linkedin: Simone Travaglini
>>
>>
>> Rispetta l'ambiente: non stampare questa mail se non ti è veramente
>> necessario!
>> _______________________________________________
>> http://www.vtiger.com/
>
> _______________________________________________
> http://www.vtiger.com/
--
With
Best Regards
Uma.S
Vtiger Team
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