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Thread: More Actionable reports

  1. #1
    ibrs is offline Member
    Join Date
    Sep 2007
    Posts
    16

    Default More Actionable reports

    The new functionality in reports is great but I'd like to be able to apply an action to selected rows.

    When a report creates a list of items I'd like to be able to select an apply an action, just as I do in detailed view. Clearly this would have some limitations, however it seems that the following would be both simple and relatively easy to implement.
    1. Use the same interface for selection and action as is done in detailed views (i.e., a check box next to each row, a select all this page and all at the top and an action pull down).

    2. The actions are applied to the selected recoded from the primary module of the report. In essence, the report generates a list of items like the detailed view list but are based on much more complex critera. Selecting an item in a row is the same as selecting the associated record in the primary module for the report. For example, if my reports is based on opportunities, then the actions I can perform are taken from the opportunities module.

  2. #2
    jmertic is offline Sugar Community Manager
    Join Date
    Dec 2007
    Posts
    2,224

    Default Re: More Actionable reports

    Great idea, and one that I bet lots of user would really like to be able to use Reports as tool to work off of. Could you add a feature request bug for this at SugarCRM Bug Tracker | Open Source Business & Social CRM - SugarCRM
    John Mertic
    Sugar Community Manager

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