• I am going to take Schedule DateWise for to take Pivot view(report) for example.
- Go to modules -> CRM -> Reports -> Task -> Schedule Datewise.
- TO click view setting from the drop down.
- Now You are click the Add Button.
- Display the screen while you click Add button.
- Now you should enter Report view name in the View name field.
- Now you Should enable Pivot from the View Type.
- What field do you want You may enable needed fields only.
- Now click the Save button.
- Now generate the Notification for Success.
- Now close the Schedule report.
- Go to view from the drop-down -> You Should click your created view.
- Now Generate a empty screen.
- Again go to the drop-down menu -> To click Pivot.
- Now generate the above Popup screen.
- Go to the right corner of the screen -> Click the above.
- Now enable the all fields.
- If you want to add the field by Filter, you can add.
- If you want to add the field by Rows, you can add.
- If you want to add the field by Column, you can add.
- If you want to add the field by Value, you can add.
- Then click the save button.
- Close the popup.
- Close your Schedule Datewise Screen.
- Again go to -> Slidebar -> Report -> Task -> Schedule Datewise.
- Again go to the Drop-down menu -> View -> Click your created view.
- Now your result show like the above screen.
- The result will generate also chart view(Refer above screen).
- We can change chart type also.
Revisions
- August 5, 2017 @ 05:33:36 [Current Revision] by arul
- June 10, 2017 @ 09:25:49 by arul
- June 10, 2017 @ 09:25:39 [Autosave] by arul
- June 9, 2017 @ 10:40:21 by arul
- June 9, 2017 @ 10:36:27 by arul
- June 9, 2017 @ 10:25:02 by arul