How do i make a filed reportable?

[gerald29]

Hello all,
i have a somewhat simple question, i am sure that there is a php file somewhere i can edit to do this.
I want to make the account_name field reportable. in my admin console this option is grayed out, but is there a way around this? Let me know if you need more info. thanks in advance.

[sugarcane]

Hi greald39,

are you using Pro or Ent? If so, then the Account Name field is already reportable. Just add the Account module to your report and pull the account 'Name' field into the display column.

Does this answer your question?

[gerald29]

We have Pro i think, i know we pay for it...
I am running the report on leads, so its the leads module, but within that module, the account_name is not reportable. when i go to the field editor, the 'reportable' checkbox is grayed out...
Am i just doing the report wrong though, b/c as i understand it i can only select one module, and in this case i need to select leads.
thanks for the reply.

[dlorenzetti]

Hi gerald,

You can put that in vardefs.php (modules/Leads/vardefs.php).

In definitions of account_name field put:

'reportable' => 'true',


Cheers

[sugarcane]

Hi Gerald,

I am running the report on leads, so its the leads module, but within that module, the account_name is not reportable. when i go to the field editor, the 'reportable' checkbox is grayed out...

That is strange, the Account Name field by default is reportable for the Leads module. Are you using 4.5.1 or did you upgrade to 5.0? It is a best practice to make any changes to custom/Extension/modules/Leads/Ext/Vardefs/vardefs.php to make it upgrade safe.

For the Leads report, you would just run a report on the Leads module, and in the Column list, there should be a field 'Account Name'

[gerald29]

Hi gerald,

You can put that in vardefs.php (modules/Leads/vardefs.php).

In definitions of account_name field put:

'reportable' => 'true',


Cheers

I attempted to do this, but i cant get it to work. i am concerned that when i alter the vardefs.php my changes arent being deployed. I only need to restart the apache service for my changes to take affect right?

[gerald29]

okay, when i go to modules\leads\vardefs.php under account_name this is what i have:
'account_name' =>
array (
'name' => 'account_name',
'rname' => 'name',
'id_name' => 'account_id',
'vname' => 'LBL_ACCOUNT_NAME',
'join_name'=>'accounts',
'type' => 'relate',
'reportable' => true,
'link' => 'accounts',
'table' => 'accounts',
'isnull' => 'true',
'module' => 'Accounts',
'dbType' => 'varchar',
'len' => '255',

),

please note that i added the reportable part. so in edition to my question about only needing to restart the service, does this look right? Even though it is in the leads section, i noticed it has module=accounts, is that correct? thanks again!

[gerald29]

ok, new issue.
i got the checkbox to take affect, i had to go to repair and have it sync with the vardefs, but now although the checkbox is checked, i still cant run reports using the account_name column, it didnt fix it!