ssossossossosso

Forums

Forums OroCRM OroCRM – How do I? Questions Sales By Date Report

This topic contains 6 replies, has 5 voices, and was last updated by  Artem Liubeznyi 1 year, 6 months ago.

  • Creator
    Topic
  • #25480

    19prince
    Participant

    Hello…

    I asked this question over in the Q&A a couple of weeks ago, I never got to a successful report.

    Here’s what I’d like to output:

    Date | Total Sales
    11/28/2014 | $100
    11/27/2014 | $200
    11/26/2014 | $300
    11/25/2014 | $400

    Grand Total: | $1,000

    Here’s a screenshot of my report’s settings. This report spits out each order, not grouped as a total by date.

    What am I missing? Any help would be truly appreciated!

    -Darren

Viewing 6 replies - 1 through 6 (of 6 total)
  • Author
    Replies
  • #25481

    Rodolfo
    Participant

    Unfortunately I don’t think we have ‘GROUP BY DAY’ in OroCRM. You can generate your custom report with a sql query like this:

    #25482

    19prince
    Participant

    @Rodolfo. Thanks for chiming in. Pardon the total noob question, is there a place in the GUI for me to execute this sort of SQL query?

    Thanks again!

    #25483

    Rodolfo
    Participant

    Hi @19prince !

    I don’t think so. I just tested here using a MySQL Client. Maybe someone from oro-core have other solution.

    :/

    #25484

    Yurii Muratov
    Participant

    Hi, 19prince.
    Yes, for now, you cannot create this report in report builder UI page.

    But you can create custom report mannualy.

    An example of such report: http://demo.orocrm.com/report/static/leads/by_date

    As you can see, here we have grouping by date.

    How it was done.

    Main query for this report you can see here: https://github.com/orocrm/crm/blob/master/src/OroCRM/Bundle/ReportBundle/Resources/config/datagrid.yml#L172 .

    Here we made datagrid configuration for this report. The name of grid config shoul be in format orocrm_report-group_name-report_name.

    After this, we should connect this report to the menu.

    Menu item was done here: https://github.com/orocrm/crm/blob/master/src/OroCRM/Bundle/ReportBundle/Resources/config/navigation.yml#L56. As you can see, here we use orocrm_report_index route with parameters group name and report name from the current grid report config name.

    And after this, this item was added to the menu tree here: .

    #25485

    cardiac
    Participant

    hi,

    do you have any news? I want to work with datetime fields as date to generate sth like the “leads by date”.

    Do I still need an independent datagrid or is the product owner able to create it herself?

    #25486

    Artem Liubeznyi
    Keymaster

    No progress I’m afraid.

Viewing 6 replies - 1 through 6 (of 6 total)

You must be logged in to reply to this topic.