Hi Everyone,
We have created a new report to give us daily/weekly updates about the employees. However, when I am downloading the report it is giving report seperately for each record. However, we want a single report (Word one) with all records together.
PS. I know excel gives us single report but excel report doesn't let us customize. We have created a customized word report for this. Thanks!
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Dear Hassan,
Unfortunately, currently, we don't have the ability to generate a report encompassing all records, as the template is configured for individual records.
However, as a temporary workaround, you can follow these steps:
1) Create a new object, let's call it "Report".
2) Add a lookup column to the "Employee" object, linking it to the "Report" table. Let's name this column "Report Column".
3) Create a record in the "Report" object.
4) Populate the "Report Column" for all employees with the value of this specific entry from step 3.
5) Set this entry as the default for all employees.
6) Create a report within the "Report" object, linking it to the "Employee" table where the relationship is defined as Report.Id = Employee.ReportId.
7) Apply necessary filters to this report and configure the template accordingly.
With these steps, we've effectively created an object and a record that encompasses ALL employees within the system. Consequently, when generating a report, all employees that meet the specified filtering criteria within the report's tabular settings will be included.
Alternatively, you can export the details to Excel and append a table to the report. However, this approach requires manual adjustments to the printed format.
We understand that these solutions may not completely fulfill your requirements. Rest assured, we've already submitted an idea for the development of this functionality, and it's on our radar for future versions of Creatio.
Have a great day,
Alina