Dynamic Reports and Interactive Charts. A powerful tool for SuiteCRM report creation and data analytics. Includes a variety of chart types, detailed, summary and pivot tables. This Reporting Tool is very user-friendly, no need for technical knowledge or SQL. The Sapiens.BI tool comes with over 100 pre-built reports that are ready to be used on day one.
#2772 - Only seeing "ID" and not the "Name" of related field for Opportunities report
On Opportunities we have a custom "Relate" field called "Course Name" that relates to the "AOS_Products" module. When we set up a report based on "Opportunities" we do not find the "Course Name" field as an option in fields or filter drop-down lists but only the "Course Name (related ID)" field which doesn't help us as we need to see the related product name and not the ID.
What can we do to show the "Course Name" field on the report (fields/filters) instead of the "Course Name (related ID)" field?
We are using: Version 7.10.7 / Sugar Version 6.5.25 (Build 344)
palaphon
4 years ago
Hello,
Thank you for contacting us! You should go to "Reporting Tool Settings" in order to open the report builder and create new report that has Opportunities and your custom module related. Then use the Course Name from your custom module.
For more detailed vizualized instruction on the report builder please see Page #34 in a User Manual: https://itsapiens.eu/public/file/solution/art-sugarcrm/User_Manual_Analytic_Reporting_BASIC_for_SugarCRM.pdf?v=4
Or let us know if you need any more help!
Best Regards, IT Sapiens Team