Hi Everyone,
We have a table in our application that stores the assigned employees for different projects. And we want to create a report for them. We have created a report but when we download it, it downloads the files of each employee separately. But we want them all in a single file which we can then send to other employees as well. Is there anything wrong that we are doing?
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Hello,
Unfortunately, we do not have the ability to generate a report for all records, since the template is configured for individual records.
But as a workaround, you can implement the following:
1. Create a new object, for example “Report”.
2. Add a lookup column to the “Employee” object, which is sent to this “Report” table; for convenience, let’s call it “Report Column”.
3. Create a record in the “Report” object.
4. Set for all Employee in the “Report Column” column the value of this entry from point “3”.
5. Thus, all Employee are sent to this entry, you can set this entry to the default value so that entries are always sent to this entry.
6. Create a report on the “Report” object and add the “Employee” table to it, where the relationship will be:
Report.Id = Employee.ReportId.
7. For this table, create the filtering we need and configure the report template.
As a result of what we did, we created an object and a record, the details of which will display ALL Employee in the system.
Thus, when making a report, all Employee that fall under the required filtering set in the settings of the tabular part of the report will be displayed in the report.
Or as another workaround, you can export the detail to Excel and attach a table to the report, but this approach requires manual editing of the printed form.
But we understand that this solution is not ideal for your needs, and we want to inform you that we already have a registered idea for the development of this functionality. This functionality will be implemented in future versions of Creatio.