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List of related questions and answers «Reports and analytics»

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5 replies
30.08.2023, 14:10
The report is not added to the designer
Unable to add this block - https://prnt.sc/6U5_bzBDmXZs.
0 replies
23.08.2023, 11:40
Changing the sale date of a process
How to change the sale date of a process? Situation: The wrong item was sent to the customer last month. We carry out in the order the return a...
2 answer
Personal license
22.08.2023, 17:52
You need to configure the report download on MacOS
The report https://crm-77.1b.app/app/report/desiner/6/view/ was configured for business needs, there was a need to download this report on MacOS, b...
2 answer
Personal license
17.08.2023, 11:10
Date difference and formula in the report
Good afternoon, the formula does not work https://prnt.sc/CQEjC1TsbxZo I am building a formula to understand how many days the lead was in work bef...
1 answer
31.07.2023, 11:08
Notifications on the created event through Ari
I create a "call" event through Ari https://prnt.sc/NKzJ1R9vEf9o So where "1" on the screenshot - does not assign me an event, although I pass my I...
The client's bonus application in accounting tables does not work
From May 31, the history of bonus accruals and write-offs suddenly stopped being displayed in the Accounting Tables application. No actions that co...
Finalization_ report on work with receivables
Good afternoon The client sent a request to improve this report https://docs.google.com/document/d/19MPfq154B7gQZlmQfdZd2J0lwQ7t4N4WvNcS7BHDlaQ/...
1 answer
14.06.2023, 10:38
Improvements for the category tree sales report
Here https://fr-auto.1box.link/app/report/desiner/26/view/?order_fromfiltercustomdata...
9 replies
12.06.2023, 23:29
Creation of reports
I created a business process "agency funnel" in a task and a lead, I need to make a report in the form of a table, which will show how many contact...
1 answer
01.06.2023, 15:22
Error when going to the report - 500 error
When switching to the report, we catch a 500 error https://gamacrm.1b.app/app/report/designer/8/view/ Please correct