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Report with conditional fields #17562
aleterracciano
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Feature improvement
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Hello,
I would like to share a request with the Yetiforce team regarding the new and highly useful "Reporting" module added in version 7.0.
I have created a simple report that aggregates totals from sales invoices and quantities, and I have related it to the company module. I then added a reporting module within the company's record, right below the summary, to display the generated reports. The issue is that the displayed data does not pertain only to the specific company being viewed but includes all companies entered in Yetiforce. The only way to view data specific to the queried company is by filtering the report records by individual company name, which is cumbersome for users with thousands of companies in their directory.
Would it not be more convenient to allow dynamic filtering based on the related module? Specifically, when viewing a company's record, the report preview should show only data relevant to that particular company. A dynamic filter would enable the creation of a small Business Intelligence feature within each company record.
Additionally, it would be very useful to display the report table below the summary without the details and search filters. What are your thoughts on this?
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