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It is necessary to improve the ability to generate a report on the client (document template) on the company

It is necessary to improve the ability to form a report on the client (document template) on the company in general , https://logogroup.crm-onebox.com/admin/report/desiner/11/view/?filter_order_cdat... &filter_user_client=23494&templateid=&ok=%D0%A4%D1%96%D0%BB%D1%8C%D1%82%D1%80%D1%83%D0%B2%D0%B0%D1%82%D0%B8 , and not just for each contact separately
Original question is available on version: ua

Answers:

Please be more specific - do you want it to display data including all its employees when you select a company, or when you select a contact and he has a company - to display data for his company?
18.10.2021, 09:38
Original comment available on version: ua

Lotocka_Kristina
Personal license
Good afternoon, you need to complete the report so that when choosing a company it is possible to display data taking into account the data on its employees, now there is no such possibility, since the report is generated by one contact.
Please rate the work.
20.10.2021, 14:15
Original comment available on version: ua

It will take 2 hours to implement such a setting
20.10.2021, 17:41
Original comment available on version: ua

Lotocka_Kristina
Personal license
Good day. Will the update take into account the following option: when selecting a company, information on the Company and on employees is displayed, and when selecting an employee, information should be displayed only on the employee?
21.10.2021, 15:54
Original comment available on version: ua


Lotocka_Kristina wrote:
Good day. Will the update take into account the following option: when selecting a company, information on the Company and on employees is displayed, and when selecting an employee, information should be displayed only on the employee?

yes, this is exactly the option we discussed above
21.10.2021, 16:11
Original comment available on version: ua

Lotocka_Kristina
Personal license
Please send the invoice to the client's LLC to info@integrator.com.ua
21.10.2021, 16:59
Original comment available on version: ua

Ярина
Personal license
paid here, when can we expect implementation?
28.10.2021, 14:55
Original comment available on version: ua

modified setting "When creating a report on the company - also take into account its employees" in the report
01.11.2021, 10:52
Original comment available on version: ua

Lotocka_Kristina
Personal license

Maksym Vadimovych Tyndyk
OneBox production wrote:
modified setting "When creating a report on the company - also take into account its employees" in the report

Good afternoon, the client provided an example where a company with three employees has business processes:
Reconciliation report on LLC admin/shop/users/12928/ - admin/report/desiner/11/view/?filter_order_cdatefrom=2021-01-01&filter_order_cdateto=&filter_user_client=12928&templateid=&ok=%D0%A4%D1%96%D0%BB %D1%8C%D1%82%D1%80%D1%83%D0%B2%D0%B0%D1%82%D0%B8 in the amount of -66891.15 - client's obligations
Reconciliation report for employee /admin/shop/users/26312/ - admin/report/desiner/11/view/?filter_order_cdatefrom=2021-01-01&filter_order_cdateto=&filter_user_client=26312&templateid=&ok=%D0%A4%D1%96%D0% BB%D1%8C%D1%82%D1%80%D1%83%D0%B2%D0%B0%D1%82%D0%B8 - in the amount of 101.85 - our obligations
Act of reconciliation for the employee admin/shop/users/31871/ - admin/report/desiner/11/view/?filter_order_cdatefrom=2021-01-01&filter_order_cdateto=&filter_user_client=31871&templateid=&ok=%D0%A4%D1%96%D0%BB %D1%8C%D1%82%D1%80%D1%83%D0%B2%D0%B0%D1%82%D0%B8 in the amount of - 66993.00 client obligations
Act of reconciliation for the employee admin/shop/users/12835/ - admin/report/desiner/11/view/?filter_order_cdatefrom=2021-01-01&filter_order_cdateto=&filter_user_client=12835&templateid=&ok=%D0%A4%D1%96%D0%BB %D1%8C%D1%82%D1%80%D1%83%D0%B2%D0%B0%D1%82%D0%B8 in the amount of -95067.28 client obligations
The system did not take into account the data on the employee admin/shop/users/12835/ : -66891.15 is not equal to (101.85-66993.00-95067.28) the act did not take into account the obligations of this employee.
11.11.2021, 16:02
Original comment available on version: ua

Let's analyze the formation of the starting balance according to the variable start_obligation_storageorder
Initially we have 0.
Next, we deduct the amount for orders related to clients (company and company employees)
+--------+--------------+
| userid | totalsumbase |
+--------+--------------+
| 12835 | 1282152.4200 |
| 26312 | 1212059.4000 |
+--------+--------------+
Next, we add to it the sum of payments regarding clients (employees of the company and the company)
+----------+------------+
| clientid | totalsum |
+----------+------------+
| 12835 | 1187085.14 |
| 12928 | 95067.28 |
| 26312 | 871099.00 |
+----------+------------+
We get the starting total: 0-1282152.4200-1212059.4000+1187085.14+95067.28+871099.00= -340960.4
Well, further on, the table shows how much was taken from the processes, how much was added to the payments - and what was the total.
11.11.2021, 17:11
Original comment available on version: ua

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