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.
#2973 - Is that possible to create "report on records with no activities" with this addon
Is that possible to create "report on records with no activities" with this addon
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sapiens.bi
sapiensbi
5 years ago
Hi Team,
I wil need report on Accounts with no activities recorded for past 6 months.. is that possible to create with this addon?
Thanks
5 years ago
Hello Thank you for contacting us!
Using a Report Builder, you need to select "Accounts" first and then add the module containing Activities (first selected module contains all records, even if there are no Activities related).
Then via filters tab of a saved report you can add filter 'Activity_id' Is Empty
This way you get all Accounts with no Activities at all.
If you need accounts with no activities just during last 6 month, then this feature isn't a part of Basic version. It would be available via Analytic Reporting Tool PRO version.
If you decide to upgrade to PRO, let us know and we will help you to create this report.
Best Regards, IT Sapiens Team