The customer balance report without the filter enabled [file]12417[/file] shows liabilities by company, however, after enabling grouping by company, the system displays data by employees [file]12418[/file], previously liabilities by company and by employees were added up . In the contact card, these obligations are summed up [file]12419[/file] . Please let me know the reason for the changes.

Maksym Vadimovych Tyndyk OneBox production wrote: Provide a link to filter the report - I will analyze it. https://logogroup.crm-onebox.com/admin/shop/report/clientbalance/?datefrom=&dateto=&groupcompany=1&contractorid=&clientid=12723&filtergroup=&clientmanagerid=&filterstoragetype=&filterpaidtype=&managerid=&notshowzero=1&notorderpayment=1&showtotalbalance=1&balanceinversion=1&ok =%D0%A4%D1%96%D0%BB%D1%8C%D1%82%D1%80%D1%83%D0%B2%D0%B0%D1%82%D0%B8 filter is set to group by companies

Lotocka_Kristina wrote: Maksym Vadimovych Tyndyk OneBox production wrote: Provide a link to filter the report - I will analyze it. https://logogroup.crm-onebox.com/admin/shop/report/clientbalance/?datefrom=&dateto=&groupcompany=1&contractorid=&clientid=12723&filtergroup=&clientmanagerid=&filterstoragetype=&filterpaidtype=&managerid=&notshowzero=1&notorderpayment=1&showtotalbalance=1&balanceinversion=1&ok =%D0%A4%D1%96%D0%BB%D1%8C%D1%82%D1%80%D1%83%D0%B2%D0%B0%D1%82%D0%B8 filter is set to group by companies Good afternoon, please tell me whether it was possible to analyze the reason for the changes.

Customer balance

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Lotocka_Kristina

Personal license

2021-11-25 14:59:27

The customer balance report without the filter enabled shows liabilities by company, however, after enabling grouping by company, the system displays data by employees , previously liabilities by company and by employees were added up . In the contact card, these obligations are summed up . Please let me know the reason for the changes.

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Answers:

Тиндик Максим Вадимович

OneBox production

Provide a link to filter the report - I will analyze it.

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25.11.2021, 15:15

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Lotocka_Kristina

Personal license

Maksym Vadimovych Tyndyk
OneBox production wrote:
Provide a link to filter the report - I will analyze it.

https://logogroup.crm-onebox.com/admin/shop/report/clientbalance/?datefrom=&... =%D0%A4%D1%96%D0%BB%D1%8C%D1%82%D1%80%D1%83%D0%B2%D0%B0%D1%82%D0%B8 filter is set to group by companies

Make a payment (donate)

25.11.2021, 15:58

Original comment available on version: ua

Lotocka_Kristina

Personal license

Lotocka_Kristina wrote:

Maksym Vadimovych Tyndyk
OneBox production wrote:
Provide a link to filter the report - I will analyze it.

https://logogroup.crm-onebox.com/admin/shop/report/clientbalance/?datefrom=&... =%D0%A4%D1%96%D0%BB%D1%8C%D1%82%D1%80%D1%83%D0%B2%D0%B0%D1%82%D0%B8 filter is set to group by companies

Good afternoon, please tell me whether it was possible to analyze the reason for the changes.

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30.11.2021, 15:40

Original comment available on version: ua

Тиндик Максим Вадимович

OneBox production

Lotocka_Kristina wrote:
https://logogroup.crm-onebox.com/admin/shop/report/clientbalance/?datefrom=&... the filter to group by companies is set

And what are you trying to group - 1 company by it?

Lotocka_Kristina wrote:
Good afternoon, please tell me whether it was possible to analyze the reason for the changes.

As far as I can see, the grouping functionality has not changed since 2018.

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06.12.2021, 15:00

Original comment available on version: ua

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Customer balance

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Thanks for your choice.