<div dir="ltr">Hi socialboostdk,<div><br></div><div>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.</div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Wed, Sep 16, 2020 at 12:56 PM socialboostdk <<a href="mailto:socialboostdk@gmail.com">socialboostdk@gmail.com</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div dir="ltr">Ok - this makes good sense.<div><br></div><div>Thank you for the input!!</div><div><br></div><div>:-)</div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Wed, 16 Sep 2020 at 08:07, Simone Travaglini <<a href="mailto:simonetravaglini@gmail.com" target="_blank">simonetravaglini@gmail.com</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div dir="ltr">The fast way is what Alan suggest:<div>Create a custom module with 2 fields: data and number of opportunity.</div><div>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.</div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">Il giorno mar 15 set 2020 alle ore 17:14 Alan Lord <<a href="mailto:alanslists@gmail.com" target="_blank">alanslists@gmail.com</a>> ha scritto:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex">One way to to do this might be to create a small custom module which has <br>
an event handler that creates ONE record each day when one or more new <br>
Opportunities are created. Then you could report on this new module.<br>
<br>
HTH<br>
<br>
Al<br>
<br>
On 15/09/2020 15:51, socialboostdk wrote:<br>
> <br>
> Hi Uma,<br>
> <br>
> Thanks for the email!<br>
> <br>
> Basically we need to present a list like this, of opportunities created <br>
> in this month:<br>
> <br>
> 01/09-2020: 0<br>
> 02/09-2020: 2<br>
> 03/09-2020: 0<br>
> 04/09-2020: 0<br>
> 05/09-2020: 0<br>
> 06/09-2020: 0<br>
> 07/09-2020: 2<br>
> 08/09-2020: 0<br>
> 09/09-2020: 3<br>
> 10/09-2020: 0<br>
> 11/09-2020: 1<br>
> 12/09-2020: 0<br>
> 13/09-2020: 0<br>
> 14/09-2020: 1<br>
> 15/09-2020: 4<br>
> <br>
> But as there are no opportunities created on ie. 12/09 and 13/09 there <br>
> are no records to display on the list, so in practice the list would <br>
> look like this right now:<br>
> <br>
> 02/09-2020: 2<br>
> 07/09-2020: 2<br>
> 09/09-2020: 3<br>
> 11/09-2020: 1<br>
> 14/09-2020: 1<br>
> 15/09-2020: 4<br>
> <br>
> The problem is that this list gives "the impression of opportunities <br>
> created" but I cannot see when there are no opportunities created like <br>
> this way - so visually it's not possible to see if it's going good or bad.<br>
> <br>
> The first list shows me that there is being created new opportunities <br>
> less than every other day.<br>
> <br>
> This is even more obvious if you imagine the data for a longer period <br>
> than just "current month".<br>
> <br>
> Does the problem make sense Uma?<br>
> <br>
> I'm open for any kind of solution really.<br>
> <br>
> Thanks,<br>
> Chris<br>
> <br>
> On Tue, 15 Sep 2020 at 15:25, Uma S <<a href="mailto:uma.s@vtiger.com" target="_blank">uma.s@vtiger.com</a> <br>
> <mailto:<a href="mailto:uma.s@vtiger.com" target="_blank">uma.s@vtiger.com</a>>> wrote:<br>
> <br>
> Hi socialboostdk,<br>
> <br>
> Can you please let me known are you looking to generate the reports<br>
> with this case scenario?<br>
> <br>
> On Mon, Sep 14, 2020 at 8:34 PM socialboostdk<br>
> <<a href="mailto:socialboostdk@gmail.com" target="_blank">socialboostdk@gmail.com</a> <mailto:<a href="mailto:socialboostdk@gmail.com" target="_blank">socialboostdk@gmail.com</a>>> wrote:<br>
> <br>
> Ok - I really think it looks impressive also, but I don't<br>
> understand how it could help with this specific problem :D<br>
> <br>
> Thanks though.<br>
> <br>
> On Mon, 14 Sep 2020 at 15:45, Tony Sandman<br>
> <<a href="mailto:tonysandman999@gmail.com" target="_blank">tonysandman999@gmail.com</a> <mailto:<a href="mailto:tonysandman999@gmail.com" target="_blank">tonysandman999@gmail.com</a>>> wrote:<br>
> <br>
> A bit too deep to dive to help right away, but this thing<br>
> makes life much easier of those who in the coding world.<br>
> <br>
> On Mon, Sep 14, 2020 at 7:51 PM socialboostdk<br>
> <<a href="mailto:socialboostdk@gmail.com" target="_blank">socialboostdk@gmail.com</a> <mailto:<a href="mailto:socialboostdk@gmail.com" target="_blank">socialboostdk@gmail.com</a>>><br>
> wrote:<br>
> <br>
> Hi again,<br>
> <br>
> Excellent - how would this work with workflowdesigner do<br>
> you imagine?<br>
> <br>
> Thanks! :)<br>
> <br>
> <br>
> On Mon, 14 Sep 2020 at 14:23, Tony Sandman<br>
> <<a href="mailto:tonysandman999@gmail.com" target="_blank">tonysandman999@gmail.com</a><br>
> <mailto:<a href="mailto:tonysandman999@gmail.com" target="_blank">tonysandman999@gmail.com</a>>> wrote:<br>
> <br>
> All I can think is WorkflowDesigner. Pretty good<br>
> packaging for vtiger box.<br>
> T<br>
> <br>
> On Mon, Sep 14, 2020 at 5:56 PM socialboostdk<br>
> <<a href="mailto:socialboostdk@gmail.com" target="_blank">socialboostdk@gmail.com</a><br>
> <mailto:<a href="mailto:socialboostdk@gmail.com" target="_blank">socialboostdk@gmail.com</a>>> wrote:<br>
> <br>
> Hi there,<br>
> <br>
> I have a requirement, where I need to list the<br>
> number of opportunities created per day for a<br>
> period, let's say the last 30 days as an example.<br>
> <br>
> So if there was created 3 opportunities last<br>
> Friday it would say 10/9: 3<br>
> <br>
> My problem is that if there is then 0<br>
> opportunities created Saturday and Sunday, I<br>
> can't get the reporting tool to show a 0 outside<br>
> these days, as there are no records.<br>
> <br>
> Ie it will only show for those days that have a<br>
> record.<br>
> <br>
> Technically this is of course no bug, but in<br>
> practice, it means that I cannot make a list of<br>
> which days had opportunities vs. which did not :-)<br>
> <br>
> Any suggestions? Things I'm missing or<br>
> suggestions for "hacks" I can do? :)<br>
> <br>
> Thank you for any help!!<br>
> <br>
> :) Chris<br>
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> <br>
> _______________________________________________<br>
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> <br>
> _______________________________________________<br>
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> <br>
> _______________________________________________<br>
> <a href="http://www.vtiger.com/" rel="noreferrer" target="_blank">http://www.vtiger.com/</a><br>
> <br>
> _______________________________________________<br>
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> <br>
> <br>
> <br>
> -- <br>
> With<br>
> Best Regards<br>
> Uma.S<br>
> Vtiger Team<br>
> _______________________________________________<br>
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> <br>
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_______________________________________________<br>
<a href="http://www.vtiger.com/" rel="noreferrer" target="_blank">http://www.vtiger.com/</a></blockquote></div><br clear="all"><div><br></div>-- <br><div dir="ltr">Simone Travaglini<br>328 5499846<br>Linkedin: Simone Travaglini <br><br><br><span style="color:rgb(51,204,0)">Rispetta l'ambiente: non stampare questa mail se non ti è veramente necessario!</span><br></div>
_______________________________________________<br>
<a href="http://www.vtiger.com/" rel="noreferrer" target="_blank">http://www.vtiger.com/</a></blockquote></div>
_______________________________________________<br>
<a href="http://www.vtiger.com/" rel="noreferrer" target="_blank">http://www.vtiger.com/</a></blockquote></div><br clear="all"><div><br></div>-- <br><div dir="ltr" class="gmail_signature"><div dir="ltr">With<br>Best Regards<br>Uma.S<br><div>Vtiger Team</div></div></div>