Sapiens.BI helps you produce effective reports with charts in a fast and easy way. It is a Sugar and SuiteCRM BI plug-in with powerful reporting capabilities, ease of use, elegant design, and a quick and easy setup. This Reporting Tool is easy to use, there is no need for technical knowledge or SQL. The Sapiens.BI tool comes with over 100 pre-built reports.
#3338 - Create a Report combing "people" so Leads, Contacts,Targets from a given Target List
It doesn't appear I'm able to create a list of Targets, Leads, and Contacts unioned together where it's a list of first name, last name, email with all three objects being associated with a target list.
Thoughts on how this could be done?
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- carlort
3 years ago
Hello Stephen,
Thank you for contacting us!
"Combined" Report type is very specific- it would work like a union of the 3 modules only in summary way, and wouldn't give you a union of 3 detailed lists. In this case you would need to write a custom SQL query and try to relate that to Sapiens.BI.
We will send you the Instruction via e-mail.
Best Regards, Sapiens.BI team
3 years ago
I wrote a custom SQL query as given in the instruction and still unable to complete the described functionality above. The reason being is the way the custom SQL works is it only lets you create a view of data to LEFT JOIN to returned results in a report. If the data is not returned, you can't join it to be displayed. So even though my custom SQL returns all three entity types, they're not displayed in the report.
If you could offer a way to do this, it would be extremely helpful.
3 years ago
Hello Stephen,
Thank you for contacting us and sorry for the late response, as we thought that you're working through this issue with our team member Kristaps.
According to our records, he sent you response on January 13th but never got any response back from you. Have you seen his last e-mail?
Best Regards, Sapiens.BI team