Report & Dashboard How tos
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[edit] Can I permit normal users to view all graphs to a normal user profile.
Currently only admin can see the graphs on the dashboard. The permission to view the dashboards for various modules can be configured in the profiles.In the profile first give permission for the dashboard module.
Then provide access for all the modules which you want to view in dashboards for eg Accounts, Contacts, Invoice etc
Note: If a user doesn't have access to a certain module say Potential then he will not be able to view the Dashboard for that module.
[edit] How can I change the home page dashboard?.
Ans:TBS
[edit] Pull down menu on Analytics > Dashboards does nothing.
Ans:http://forums.vtiger.com/viewtopic.php?p=34952#34952
[edit] How to make custom reports
Ans:
Ans:1.Go to Analytics Tab>Reports Ans:2.Click on the Create report Button(shown as + symbol on the top) 3.Select the respective module (eg: Accounts)for custom reports 4.Fill in the report name, description and folder(from drop down)and click next 5.Select the related module from the list(eg: Contacts) 6.Select the report type( format)in the Wizard,click next 7.Choose the required field names for your report from the list 8.You can also choose to filter any data in the following step of the wizard 9.Click on finish button to see your report
[edit] How to add more field tocustom reports
In the file modules/Reports/Reports.php there is an array variable assignment:
var $module_list = Array(
"Leads"=>Array("Information"=>13,"Address"=>15,"Description"=>16,"Custom Information"=>14),
...
This variable states from which blocks fields should be looked for in each module. Try adding your new blocks to the corresponding sub-array and let us know how it turns out.
Source: http://forums.vtiger.com/viewtopic.php?p=58924#58924
[edit] How to move Reports
Ans: 1. Create a new folder 2. Create a New report as per the steps mentioned above. 3. Remember to use the Create Report button in the Folder displayed (do not use the create new button at the top of the page if you want to create reports for a particular folder) 4.Now, after creating the report with the wizard, you can see the report name in the folder you have created. 5. Now select this report using check box, select the Move Report Icon at the top and then select the destination folder. (Note that the move option cannot be applied for default reports. It holds good only for reports under other folders created.)