Want to build a report to track a user's activity

[Blehman]

Hi all,

I am trying to figure out how to build a report that will track all of my notes, calls, e-mails, and task for both leads and contacts for any given date range. Can anyone point me in the right direction for help on this?

Thanks in advance.

Bruce

[genius786]

Hi,

I think 'view change log' will help you to track or make this type of report. But i m not sure and not know any more. I think some one other will help you definitely. Best of luck



Best regards,

[mvngti]

If you can use some kind of external reporting tool (excel via odbc for example) the tracker table should give you what you are looking for.

If you want to build something inside Sugar then you might use attached little module as a starting point. It can display a summary or detail of users' activity from the tracker table. Look for Tracker Display in admin after installing it and then customise custom/modules/Administration/TrackerDisplay.php to your needs.


M

[marklark]

Hi,

The Tracker Display is just what I was looking for.

I saw on another thread that it should be compatible with Sugar 5.5, so I installed it (version 1258729830).

That went fine and it gives information initially, but when I click the 'Update' button, I get "Bad data passed in; Return to Home." :^/

Any ideas?

[WizardofOs]

Hi,

The Tracker Display is just what I was looking for.

I saw on another thread that it should be compatible with Sugar 5.5, so I installed it (version 1258729830).

That went fine and it gives information initially, but when I click the 'Update' button, I get "Bad data passed in; Return to Home." :^/

Any ideas?

have same issue - could you solve it ?

[marklark]

It's a php setting thing.

Near the top of this version of TrackerDisplay (in ./custom/modules/Administration/TrackerDisplay.php), there are two lines of code like:

<input name='action' type='hidden' value='<?= $_REQUEST['action'] ?>'>
<input name='action' type='hidden' value='<?= $_REQUEST['module'] ?>'>

They will probably work as

<input name='action' type='hidden' value='<?php echo $_REQUEST['action'] ?>'>
<input name='action' type='hidden' value='<?php echo $_REQUEST['module'] ?>'>

[yuanyelss]

It can display a summary or detail of users' activity from the tracker table. Look for Tracker Display in admin after installing it and then customise custom/modules/Administration/TrackerDisplay.php to your needs...

[Jalpesh.Rajani]

Hi, Where can I get the latest version for tracker display?

[marklark]

There is another version linked in a slightly newer discussion:

One small CRM question