It is necessary to improve the ability to form a report on the client (document template) on the company in general [file]11045[/file], https://logogroup.crm-onebox.com/admin/report/desiner/11/view/?filter_order_cdatefrom=&filter_order_cdateto= &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 [file]11046[/file] [file]11047[/file]
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
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?
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?
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.
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.
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?
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?
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
[quote]
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?
[/quote]
yes, this is exactly the option we discussed above
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.
[quote]
Maksym Vadimovych Tyndyk
OneBox production wrote:
modified setting "When creating a report on the company - also take into account its employees" in the report
[/quote]
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.
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.
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.
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