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Dashboard consultation Table of payment amounts and number of processes in the specified statuses by employees

There is a dashboard http://crm.enzim.biz/admin/interface/dashboard/1/
It is based on process dates
Accordingly, if we display the status of the process , then it is calculated by the date the process was created.
Can I make the dashboard display statuses by the date of transition to this status?
Original question is available on version: ru https://qube-soft.com/ crm erp onebox qubesoft внедрение аналитика 1с интегратор

Answers:

not sure what you want to change
tick to take into account the passed stages than did not please?
06.10.2021, 02:50
Original comment available on version: ru


Ustimenko Igor
OneBox production
Administrator
OneBox CTO wrote:
not sure what you want to change
tick to take into account the passed stages than did not please?

The checkbox to take into account the passed stages is not suitable. since the report is still built by the creation date
I will give an example
There is a process created on 10/4/2021
We moved to the stage on 6.10.2021
This process will not be included in the dashboard, since it has a creation date of 10/4/2021
And you need a setting to display processes that had a transition to the specified stage on the current day, week, month (dashboard settings http://joxi.ru/E2pZYdPi4Yd7br)
06.10.2021, 08:39
https://qube-soft.com/ crm erp onebox qubesoft внедрение аналитика 1с интегратор Original comment available on version: ru


Strilec Anton Nikolaevich
KTS
Employee
KTS wrote:

Ustimenko Igor
OneBox production
Administrator
OneBox CTO wrote:
not sure what you want to change
tick to take into account the passed stages than did not please?

The checkbox to take into account the passed stages is not suitable. since the report is still built by the creation date
I will give an example
There is a process created on 10/4/2021
We moved to the stage on 6.10.2021
This process will not be included in the dashboard, since it has a creation date of 10/4/2021
And you need a setting to display processes that had a transition to the specified stage on the current day, week, month (dashboard settings http://joxi.ru/E2pZYdPi4Yd7br)

No it is not true
if the checkbox Apply date filtering condition to passed stages is checked, then filters only the date of transition to the stage
06.10.2021, 16:26
Original comment available on version: ru


Ustimenko Igor
OneBox production
Administrator
OneBox CTO wrote:

Strilec Anton Nikolaevich
KTS
Employee
KTS wrote:

Ustimenko Igor
OneBox production
Administrator
OneBox CTO wrote:
not sure what you want to change
tick to take into account the passed stages than did not please?

The checkbox to take into account the passed stages is not suitable. since the report is still built by the creation date
I will give an example
There is a process created on 10/4/2021
We moved to the stage on 6.10.2021
This process will not be included in the dashboard, since it has a creation date of 10/4/2021
And you need a setting to display processes that had a transition to the specified stage on the current day, week, month (dashboard settings http://joxi.ru/E2pZYdPi4Yd7br)

No it is not true
if the checkbox Apply date filtering condition to passed stages is checked, then filters only the date of transition to the stage

Then something doesn't work.
Here is an example http://crm.enzim.biz/admin/customorder/issue/21892/edit/ process created 5.10
Dashboard does not display info on this process http://crm.enzim.biz/dashboard/?typeView=1&userNameMain=%D0%90%D0%BD%D1%82%D... D0%BD%20%D0%9D%D0%B8%D0%BA%D0%BE%D0%BB%D0%B0%D0%B5%D0%B2%D0%B8%D1%87&dashboardView=dashboard
Although the setting costs
06.10.2021, 16:40
https://qube-soft.com/ crm erp onebox qubesoft внедрение аналитика 1с интегратор Original comment available on version: ru


Strilec Anton Nikolaevich
KTS
Employee
KTS wrote:

Ustimenko Igor
OneBox production
Administrator
OneBox CTO wrote:

Strilec Anton Nikolaevich
KTS
Employee
KTS wrote:

Ustimenko Igor
OneBox production
Administrator
OneBox CTO wrote:
not sure what you want to change
tick to take into account the passed stages than did not please?

The checkbox to take into account the passed stages is not suitable. since the report is still built by the creation date
I will give an example
There is a process created on 10/4/2021
We moved to the stage on 6.10.2021
This process will not be included in the dashboard, since it has a creation date of 10/4/2021
And you need a setting to display processes that had a transition to the specified stage on the current day, week, month (dashboard settings http://joxi.ru/E2pZYdPi4Yd7br)

No it is not true
if the checkbox Apply date filtering condition to passed stages is checked, then filters only the date of transition to the stage

Then something doesn't work.
Here is an example http://crm.enzim.biz/admin/customorder/issue/21892/edit/ process created 5.10
Dashboard does not display info on this process http://crm.enzim.biz/dashboard/?typeView=1&userNameMain=%D0%90%D0%BD%D1%82%D... D0%BD%20%D0%9D%D0%B8%D0%BA%D0%BE%D0%BB%D0%B0%D0%B5%D0%B2%D0%B8%D1%87&dashboardView=dashboard
Although the setting costs

There's an answer?
08.10.2021, 11:25
https://qube-soft.com/ crm erp onebox qubesoft внедрение аналитика 1с интегратор Original comment available on version: ru

The date should be shown as today
you take screenshots on the 6th
and the process was in the status of the 5th
08.10.2021, 18:05
Original comment available on version: ru


Ustimenko Igor
OneBox production
Administrator
OneBox CTO wrote:
http://crm.enzim.biz/admin/customorder/issue/21892/edit/

Yes, the setting in the dashboard should be shown for today.
Process was created 5.10 http://crm.enzim.biz/admin/customorder/issue/21892/edit/
Transition to status was 6.10
Dashbrod screen did 6.10, the process did not get there
11.10.2021, 09:14
https://qube-soft.com/ crm erp onebox qubesoft внедрение аналитика 1с интегратор Original comment available on version: ru


Strilec Anton Nikolaevich
KTS
Employee
KTS wrote:

Ustimenko Igor
OneBox production
Administrator
OneBox CTO wrote:
http://crm.enzim.biz/admin/customorder/issue/21892/edit/

Yes, the setting in the dashboard should be shown for today.
Process was created 5.10 http://crm.enzim.biz/admin/customorder/issue/21892/edit/
Transition to status was 6.10
Dashbrod screen did 6.10, the process did not get there

+
12.10.2021, 12:52
https://qube-soft.com/ crm erp onebox qubesoft внедрение аналитика 1с интегратор Original comment available on version: ru

you didn't check the box "Apply date filter condition to steps passed"
14.10.2021, 03:24
Original comment available on version: ru


Ustimenko Igor
OneBox production
Administrator
OneBox CTO wrote:
you didn't check the box "Apply date filter condition to steps passed"

so before this checkbox was not
Now there is
Installed, check
14.10.2021, 10:22
https://qube-soft.com/ crm erp onebox qubesoft внедрение аналитика 1с интегратор Original comment available on version: ru


Strilec Anton Nikolaevich
KTS
Employee
KTS wrote:

Ustimenko Igor
OneBox production
Administrator
OneBox CTO wrote:
you didn't check the box "Apply date filter condition to steps passed"

so before this checkbox was not
Now there is
Installed, check

was
see your screenshot
from the description of the task I see its name for sure, maybe your poppy hid it behind the text
14.10.2021, 11:13
Original comment available on version: ru


Ustimenko Igor
OneBox production
Administrator
OneBox CTO wrote:

Strilec Anton Nikolaevich
KTS
Employee
KTS wrote:

Ustimenko Igor
OneBox production
Administrator
OneBox CTO wrote:
you didn't check the box "Apply date filter condition to steps passed"

so before this checkbox was not
Now there is
Installed, check

was
see your screenshot
from the description of the task I see its name for sure, maybe your poppy hid it behind the text

I checked, with the setting everything is displayed correctly
15.10.2021, 09:28
https://qube-soft.com/ crm erp onebox qubesoft внедрение аналитика 1с интегратор Original comment available on version: ru

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