mirror of
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1947 lines
42 KiB
PHP
1947 lines
42 KiB
PHP
<?php
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/*************************************
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* SPDX-FileCopyrightText: 2009-2020 Vtenext S.r.l. <info@vtenext.com>
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* SPDX-License-Identifier: AGPL-3.0-only
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************************************/
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require 'modules/Reports/Reports.php';
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/* crmv@97862 crmv@100399 crmv@205568 */
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if (!function_exists('getFieldIdFromName')) {
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function getFieldIdFromName($module, $fieldname) {
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global $adb, $table_prefix;
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static $fieldCache = array();
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if (!isset($fieldCache[$module][$fieldname])) {
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$res = $adb->pquery("select fieldid from {$table_prefix}_field
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inner join {$table_prefix}_tab on {$table_prefix}_field.tabid = {$table_prefix}_tab.tabid
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where {$table_prefix}_tab.name = ? and {$table_prefix}_field.fieldname = ?",
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array($module, $fieldname));
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if ($res && $adb->num_rows($res) > 0) {
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$row = $adb->FetchByAssoc($res, -1, false);
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$fieldCache[$module][$fieldname] = $row['fieldid'];
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}
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}
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return $fieldCache[$module][$fieldname];
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}
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}
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global $adb,$table_prefix;
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$rptfolder = Array(
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Array('Account and Contact Reports'=>'Account and Contact Reports'),
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Array('Lead Reports'=>'Lead Reports'),
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Array('Potential Reports'=>'Potential Reports'),
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Array('Activity Reports'=>'Activity Reports'),
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Array('HelpDesk Reports'=>'HelpDesk Reports'),
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Array('Product Reports'=>'Product Reports'),
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Array('Quote Reports' =>'Quote Reports'),
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Array('PurchaseOrder Reports'=>'PurchaseOrder Reports'),
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Array('Invoice Reports'=>'Invoice Reports'),
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Array('SalesOrder Reports'=>'SalesOrder Reports'),
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Array('Campaign Reports'=>'Campaign Reports'),
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//crmv@30976
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Array('LBL_REPORT_FOLDER_EXAMPLES'=>'LBL_REPORT_FOLDER_EXAMPLES_DESC'),
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//crmv@30976
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//crmv@30967
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Array('LBL_REPORT_FOLDER_PROJECTS'=>''),
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//crmv@30967e
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);
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$all_reports = array(
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array(
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'folderid' => 'Account and Contact Reports',
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'reportname' => 'Contacts by Accounts',
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'description' => 'Contacts related to Accounts',
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'reporttype' => 'tabular',
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'module' => 'Contacts',
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'relations' => array(
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array(
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'name' => 'Contacts',
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'module' => 'Contacts',
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),
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array(
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'module' => 'Accounts',
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'name' => 'Contacts_Accounts_fld_'.getFieldIdFromName('Contacts','account_id'),
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'type' => 4,
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'fieldid' => 'Contacts::account_id',
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'parent' => 'Contacts',
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),
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),
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'fields' => array(
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array(
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'fieldid' => 'Contacts::firstname',
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),
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array(
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'fieldid' => 'Contacts::lastname',
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),
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array(
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'fieldid' => 'Contacts::leadsource',
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),
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array(
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'fieldid' => 'Contacts::account_id',
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),
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array(
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'fieldid' => 'Accounts::industry',
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'relation' => 'Contacts_Accounts_fld_'.getFieldIdFromName('Contacts','account_id'),
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),
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array(
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'fieldid' => 'Contacts::email',
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),
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),
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),
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array(
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'folderid' => 'Account and Contact Reports',
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'reportname' => 'Contacts without Accounts',
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'description' => 'Contacts not related to Accounts',
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'reporttype' => 'tabular',
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'module' => 'Contacts',
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'relations' => array(
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array(
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'name' => 'Contacts',
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'module' => 'Contacts',
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),
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array(
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'name' => 'Contacts_Accounts_fld_'.getFieldIdFromName('Contacts','account_id'),
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'module' => 'Accounts',
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'type' => 4,
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'parent' => 'Contacts',
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'fieldid' => 'Contacts::account_id',
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),
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),
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'fields' => array(
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array(
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'fieldid' => 'Contacts::firstname',
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'module' => 'Contacts',
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'fieldname' => 'firstname',
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),
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array(
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'fieldid' => 'Contacts::lastname',
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'module' => 'Contacts',
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'fieldname' => 'lastname',
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),
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array(
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'fieldid' => 'Contacts::leadsource',
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'module' => 'Contacts',
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'fieldname' => 'leadsource',
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),
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array(
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'fieldid' => 'Contacts::account_id',
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'module' => 'Contacts',
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'fieldname' => 'account_id',
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),
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array(
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'fieldid' => 'Accounts::industry',
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'module' => 'Accounts',
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'fieldname' => 'industry',
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'relation' => 'Contacts_Accounts_fld_'.getFieldIdFromName('Contacts','account_id'),
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),
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array(
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'fieldid' => 'Contacts::email',
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'module' => 'Contacts',
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'fieldname' => 'email',
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),
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),
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'advfilters' => array(
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array(
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'conditions' => array(
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array(
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'fieldid' => 'Contacts::account_id',
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'comparator' => 'e',
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'value' => '',
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'glue' => 'and',
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),
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),
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),
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),
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),
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array(
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'folderid' => 'Account and Contact Reports',
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'reportname' => 'Contacts by Potentials',
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'description' => 'Contacts related to Potentials',
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'reporttype' => 'tabular',
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'module' => 'Contacts',
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'relations' => array(
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array(
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'name' => 'Contacts',
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'module' => 'Contacts',
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),
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array(
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'name' => 'Contacts_Potentials_fld_'.getFieldIdFromName('Potentials','related_to'),
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'module' => 'Potentials',
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'type' => 2,
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'parent' => 'Contacts',
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'fieldid' => 'Potentials::related_to',
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'relationid' => '15',
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),
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),
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'fields' => array(
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array(
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'fieldid' => 'Contacts::firstname',
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'module' => 'Contacts',
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'fieldname' => 'firstname',
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),
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array(
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'fieldid' => 'Contacts::lastname',
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'module' => 'Contacts',
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'fieldname' => 'lastname',
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),
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array(
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'fieldid' => 'Contacts::account_id',
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'module' => 'Contacts',
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'fieldname' => 'account_id',
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),
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array(
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'fieldid' => 'Contacts::email',
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'module' => 'Contacts',
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'fieldname' => 'email',
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),
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array(
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'fieldid' => 'Potentials::potentialname',
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'module' => 'Potentials',
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'fieldname' => 'potentialname',
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'relation' => 'Contacts_Potentials_fld_'.getFieldIdFromName('Potentials','related_to'),
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),
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array(
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'fieldid' => 'Potentials::sales_stage',
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'module' => 'Potentials',
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'fieldname' => 'sales_stage',
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'relation' => 'Contacts_Potentials_fld_'.getFieldIdFromName('Potentials','related_to'),
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),
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),
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'advfilters' => array(
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array(
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'conditions' => array(
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array(
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'fieldid' => 'Potentials::potentialname',
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'comparator' => 'n',
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'relation' => 'Contacts_Potentials_fld_'.getFieldIdFromName('Potentials','related_to'),
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'value' => '',
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'glue' => 'and',
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),
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),
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),
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),
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),
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array(
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'folderid' => 'Lead Reports',
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'reportname' => 'Lead by Source',
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'description' => 'Lead by Source',
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'reporttype' => 'summary',
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'module' => 'Leads',
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'relations' => array(
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array(
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'name' => 'Leads',
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'module' => 'Leads',
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),
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),
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'fields' => array(
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array(
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'fieldid' => 'Leads::leadsource',
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'module' => 'Leads',
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'fieldname' => 'leadsource',
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'group' => true,
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'sortorder' => 'DESC',
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),
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array(
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'fieldid' => 'Leads::firstname',
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'module' => 'Leads',
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'fieldname' => 'firstname',
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),
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array(
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'fieldid' => 'Leads::lastname',
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'module' => 'Leads',
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'fieldname' => 'lastname',
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),
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array(
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'fieldid' => 'Leads::company',
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'module' => 'Leads',
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'fieldname' => 'company',
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),
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array(
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'fieldid' => 'Leads::email',
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'module' => 'Leads',
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'fieldname' => 'email',
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),
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),
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),
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array(
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'folderid' => 'Lead Reports',
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'reportname' => 'Lead Status Report',
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'description' => 'Lead Status Report',
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'reporttype' => 'summary',
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'module' => 'Leads',
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'relations' => array(
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array(
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'name' => 'Leads',
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'module' => 'Leads',
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),
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),
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'fields' => array(
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array(
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'fieldid' => 'Leads::leadstatus',
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'module' => 'Leads',
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'fieldname' => 'leadstatus',
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'group' => true,
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'sortorder' => 'DESC',
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),
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array(
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'fieldid' => 'Leads::firstname',
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'module' => 'Leads',
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'fieldname' => 'firstname',
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),
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array(
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'fieldid' => 'Leads::lastname',
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'module' => 'Leads',
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'fieldname' => 'lastname',
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),
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array(
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'fieldid' => 'Leads::company',
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'module' => 'Leads',
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'fieldname' => 'company',
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),
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array(
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'fieldid' => 'Leads::email',
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'module' => 'Leads',
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'fieldname' => 'email',
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),
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array(
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'fieldid' => 'Leads::leadsource',
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'module' => 'Leads',
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'fieldname' => 'leadsource',
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),
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),
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),
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array(
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'folderid' => 'Potential Reports',
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'reportname' => 'Potential Pipeline',
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'description' => 'Potential Pipeline',
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'reporttype' => 'summary',
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'module' => 'Potentials',
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'relations' => array(
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array(
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'name' => 'Potentials',
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'module' => 'Potentials',
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),
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),
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'fields' => array(
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array(
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'fieldid' => 'Potentials::sales_stage',
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'module' => 'Potentials',
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'fieldname' => 'sales_stage',
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'group' => true,
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'sortorder' => 'DESC',
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),
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array(
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'fieldid' => 'Potentials::potentialname',
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'module' => 'Potentials',
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'fieldname' => 'potentialname',
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),
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array(
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'fieldid' => 'Potentials::amount',
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'module' => 'Potentials',
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'fieldname' => 'amount',
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),
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array(
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'fieldid' => 'Potentials::opportunity_type',
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'module' => 'Potentials',
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'fieldname' => 'opportunity_type',
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),
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array(
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'fieldid' => 'Potentials::leadsource',
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'module' => 'Potentials',
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'fieldname' => 'leadsource',
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),
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),
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),
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array(
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'folderid' => 'Potential Reports',
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'reportname' => 'Closed Potentials',
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'description' => 'Potential that have Won',
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'reporttype' => 'tabular',
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'module' => 'Potentials',
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'relations' => array(
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array(
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'name' => 'Potentials',
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'module' => 'Potentials',
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),
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),
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'fields' => array(
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array(
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'fieldid' => 'Potentials::potentialname',
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'module' => 'Potentials',
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'fieldname' => 'potentialname',
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),
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array(
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'fieldid' => 'Potentials::amount',
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'module' => 'Potentials',
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'fieldname' => 'amount',
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),
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array(
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'fieldid' => 'Potentials::opportunity_type',
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'module' => 'Potentials',
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'fieldname' => 'opportunity_type',
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),
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array(
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'fieldid' => 'Potentials::leadsource',
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'module' => 'Potentials',
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'fieldname' => 'leadsource',
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),
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array(
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'fieldid' => 'Potentials::sales_stage',
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'module' => 'Potentials',
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'fieldname' => 'sales_stage',
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),
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),
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'advfilters' => array(
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array(
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'conditions' => array(
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array(
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'fieldid' => 'Potentials::sales_stage',
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'comparator' => 'e',
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'value' => 'Closed Won',
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'glue' => 'and',
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),
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),
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),
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),
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),
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array(
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'folderid' => 'Activity Reports',
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'reportname' => 'Last Month Activities',
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'description' => 'Last Month Activities',
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'reporttype' => 'tabular',
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'module' => 'Events',
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'relations' => array(
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array(
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'name' => 'Events',
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'module' => 'Events',
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),
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),
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'fields' => array(
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array(
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'fieldid' => 'Events::subject',
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'module' => 'Events',
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'fieldname' => 'subject',
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),
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array(
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'fieldid' => 'Events::contact_id',
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'module' => 'Events',
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'fieldname' => 'contact_id',
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),
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array(
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'fieldid' => 'Events::eventstatus',
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'module' => 'Events',
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'fieldname' => 'eventstatus',
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),
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array(
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'fieldid' => 'Events::taskpriority',
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'module' => 'Events',
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'fieldname' => 'taskpriority',
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),
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array(
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'fieldid' => 'Events::assigned_user_id',
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'module' => 'Events',
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'fieldname' => 'assigned_user_id',
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),
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),
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'stdfilters' => array(
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array(
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'fieldid' => 'Events::modifiedtime',
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'type' => 'datefilter',
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'value' => 'lastmonth',
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'startdate' => NULL,
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'enddate' => NULL,
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),
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),
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),
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array(
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'folderid' => 'Activity Reports',
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'reportname' => 'This Month Activities',
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'description' => 'This Month Activities',
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'reporttype' => 'tabular',
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'module' => 'Events',
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'relations' => array(
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array(
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'name' => 'Events',
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'module' => 'Events',
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),
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),
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'fields' => array(
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array(
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'fieldid' => 'Events::subject',
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'module' => 'Events',
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'fieldname' => 'subject',
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),
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array(
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'fieldid' => 'Events::contact_id',
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'module' => 'Events',
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'fieldname' => 'contact_id',
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),
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array(
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'fieldid' => 'Events::eventstatus',
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'module' => 'Events',
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'fieldname' => 'eventstatus',
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),
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array(
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'fieldid' => 'Events::taskpriority',
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'module' => 'Events',
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'fieldname' => 'taskpriority',
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),
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array(
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'fieldid' => 'Events::assigned_user_id',
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'module' => 'Events',
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'fieldname' => 'assigned_user_id',
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),
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),
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'stdfilters' => array(
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array(
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'fieldid' => 'Events::modifiedtime',
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'type' => 'datefilter',
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'value' => 'thismonth',
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|
'startdate' => NULL,
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'enddate' => NULL,
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),
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),
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),
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array(
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'folderid' => 'Activity Reports',
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'reportname' => 'This Month Tasks',
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'description' => 'This Month Tasks',
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'reporttype' => 'tabular',
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'module' => 'Calendar',
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'relations' => array(
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array(
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'name' => 'Calendar',
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'module' => 'Calendar',
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),
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),
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'fields' => array(
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array(
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'fieldid' => 'Calendar::subject',
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'module' => 'Calendar',
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'fieldname' => 'subject',
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),
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array(
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'fieldid' => 'Calendar::taskstatus',
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'module' => 'Calendar',
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'fieldname' => 'taskstatus',
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),
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array(
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'fieldid' => 'Calendar::taskpriority',
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'module' => 'Calendar',
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'fieldname' => 'taskpriority',
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),
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array(
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'fieldid' => 'Calendar::assigned_user_id',
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'module' => 'Calendar',
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'fieldname' => 'assigned_user_id',
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),
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),
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'stdfilters' => array(
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array(
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'fieldid' => 'Calendar::modifiedtime',
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|
'type' => 'datefilter',
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|
'value' => 'thismonth',
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|
'startdate' => NULL,
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|
'enddate' => NULL,
|
|
),
|
|
),
|
|
),
|
|
array(
|
|
'folderid' => 'Activity Reports',
|
|
'reportname' => 'Current Month Tracked Activities',
|
|
'description' => 'Current Month Tracked Activities',
|
|
'reporttype' => 'tabular',
|
|
'module' => 'Events',
|
|
'relations' => array(
|
|
array(
|
|
'name' => 'Events',
|
|
'module' => 'Events',
|
|
),
|
|
),
|
|
'fields' => array(
|
|
array(
|
|
'fieldid' => 'Events::subject',
|
|
'module' => 'Events',
|
|
'fieldname' => 'subject',
|
|
),
|
|
array(
|
|
'fieldid' => 'Events::date_start',
|
|
'module' => 'Events',
|
|
'fieldname' => 'date_start',
|
|
),
|
|
array(
|
|
'fieldid' => 'Events::due_date',
|
|
'module' => 'Events',
|
|
'fieldname' => 'due_date',
|
|
),
|
|
array(
|
|
'fieldid' => 'Events::time_end',
|
|
'module' => 'Events',
|
|
'fieldname' => 'time_end',
|
|
),
|
|
array(
|
|
'fieldid' => 'Events::assigned_user_id',
|
|
'module' => 'Events',
|
|
'fieldname' => 'assigned_user_id',
|
|
),
|
|
array(
|
|
'fieldid' => 'Events::parent_id',
|
|
'module' => 'Events',
|
|
'fieldname' => 'parent_id',
|
|
),
|
|
),
|
|
'stdfilters' => array(
|
|
array(
|
|
'fieldid' => 'Events::date_start',
|
|
'type' => 'datefilter',
|
|
'value' => 'thismonth',
|
|
'startdate' => NULL,
|
|
'enddate' => NULL,
|
|
),
|
|
),
|
|
'advfilters' => array(
|
|
array(
|
|
'conditions' => array(
|
|
array(
|
|
'fieldid' => 'Events::activitytype',
|
|
'comparator' => 'e',
|
|
'value' => 'Tracked',
|
|
'glue' => 'and',
|
|
),
|
|
),
|
|
),
|
|
),
|
|
),
|
|
array(
|
|
'folderid' => 'HelpDesk Reports',
|
|
'reportname' => 'Tickets by Products',
|
|
'description' => 'Tickets related to Products',
|
|
'reporttype' => 'tabular',
|
|
'module' => 'HelpDesk',
|
|
'relations' => array(
|
|
array(
|
|
'name' => 'HelpDesk',
|
|
'module' => 'HelpDesk',
|
|
),
|
|
array(
|
|
'name' => 'HelpDesk_Products_fld_'.getFieldIdFromName('HelpDesk','product_id'),
|
|
'module' => 'Products',
|
|
'type' => 4,
|
|
'parent' => 'HelpDesk',
|
|
'fieldid' => 'HelpDesk::product_id',
|
|
),
|
|
),
|
|
'fields' => array(
|
|
array(
|
|
'fieldid' => 'HelpDesk::ticket_title',
|
|
'module' => 'HelpDesk',
|
|
'fieldname' => 'ticket_title',
|
|
),
|
|
array(
|
|
'fieldid' => 'HelpDesk::ticketstatus',
|
|
'module' => 'HelpDesk',
|
|
'fieldname' => 'ticketstatus',
|
|
),
|
|
array(
|
|
'fieldid' => 'Products::productname',
|
|
'module' => 'Products',
|
|
'fieldname' => 'productname',
|
|
'relation' => 'HelpDesk_Products_fld_'.getFieldIdFromName('HelpDesk','product_id'),
|
|
),
|
|
array(
|
|
'fieldid' => 'Products::discontinued',
|
|
'module' => 'Products',
|
|
'fieldname' => 'discontinued',
|
|
'relation' => 'HelpDesk_Products_fld_'.getFieldIdFromName('HelpDesk','product_id'),
|
|
),
|
|
array(
|
|
'fieldid' => 'Products::productcategory',
|
|
'module' => 'Products',
|
|
'fieldname' => 'productcategory',
|
|
'relation' => 'HelpDesk_Products_fld_'.getFieldIdFromName('HelpDesk','product_id'),
|
|
),
|
|
array(
|
|
'fieldid' => 'Products::manufacturer',
|
|
'module' => 'Products',
|
|
'fieldname' => 'manufacturer',
|
|
'relation' => 'HelpDesk_Products_fld_'.getFieldIdFromName('HelpDesk','product_id'),
|
|
),
|
|
),
|
|
),
|
|
array(
|
|
'folderid' => 'HelpDesk Reports',
|
|
'reportname' => 'Tickets by Priority',
|
|
'description' => 'Tickets by Priority',
|
|
'reporttype' => 'summary',
|
|
'module' => 'HelpDesk',
|
|
'relations' => array(
|
|
array(
|
|
'name' => 'HelpDesk',
|
|
'module' => 'HelpDesk',
|
|
),
|
|
),
|
|
'fields' => array(
|
|
array(
|
|
'fieldid' => 'HelpDesk::ticketpriorities',
|
|
'module' => 'HelpDesk',
|
|
'fieldname' => 'ticketpriorities',
|
|
'group' => true,
|
|
'sortorder' => 'DESC',
|
|
),
|
|
array(
|
|
'fieldid' => 'HelpDesk::ticket_title',
|
|
'module' => 'HelpDesk',
|
|
'fieldname' => 'ticket_title',
|
|
),
|
|
array(
|
|
'fieldid' => 'HelpDesk::ticketseverities',
|
|
'module' => 'HelpDesk',
|
|
'fieldname' => 'ticketseverities',
|
|
),
|
|
array(
|
|
'fieldid' => 'HelpDesk::ticketstatus',
|
|
'module' => 'HelpDesk',
|
|
'fieldname' => 'ticketstatus',
|
|
),
|
|
array(
|
|
'fieldid' => 'HelpDesk::ticketcategories',
|
|
'module' => 'HelpDesk',
|
|
'fieldname' => 'ticketcategories',
|
|
),
|
|
array(
|
|
'fieldid' => 'HelpDesk::assigned_user_id',
|
|
'module' => 'HelpDesk',
|
|
'fieldname' => 'assigned_user_id',
|
|
),
|
|
),
|
|
),
|
|
array(
|
|
'folderid' => 'HelpDesk Reports',
|
|
'reportname' => 'Open Tickets',
|
|
'description' => 'Tickets that are Open',
|
|
'reporttype' => 'tabular',
|
|
'module' => 'HelpDesk',
|
|
'relations' => array(
|
|
array(
|
|
'name' => 'HelpDesk',
|
|
'module' => 'HelpDesk',
|
|
),
|
|
),
|
|
'fields' => array(
|
|
array(
|
|
'fieldid' => 'HelpDesk::ticket_title',
|
|
'module' => 'HelpDesk',
|
|
'fieldname' => 'ticket_title',
|
|
),
|
|
array(
|
|
'fieldid' => 'HelpDesk::ticketpriorities',
|
|
'module' => 'HelpDesk',
|
|
'fieldname' => 'ticketpriorities',
|
|
),
|
|
array(
|
|
'fieldid' => 'HelpDesk::ticketseverities',
|
|
'module' => 'HelpDesk',
|
|
'fieldname' => 'ticketseverities',
|
|
),
|
|
array(
|
|
'fieldid' => 'HelpDesk::ticketstatus',
|
|
'module' => 'HelpDesk',
|
|
'fieldname' => 'ticketstatus',
|
|
),
|
|
array(
|
|
'fieldid' => 'HelpDesk::ticketcategories',
|
|
'module' => 'HelpDesk',
|
|
'fieldname' => 'ticketcategories',
|
|
),
|
|
array(
|
|
'fieldid' => 'HelpDesk::assigned_user_id',
|
|
'module' => 'HelpDesk',
|
|
'fieldname' => 'assigned_user_id',
|
|
),
|
|
),
|
|
'advfilters' => array(
|
|
array(
|
|
'conditions' => array(
|
|
array(
|
|
'fieldid' => 'HelpDesk::ticketstatus',
|
|
'comparator' => 'n',
|
|
'value' => 'Closed',
|
|
'glue' => 'and',
|
|
),
|
|
),
|
|
),
|
|
),
|
|
),
|
|
array(
|
|
'folderid' => 'Product Reports',
|
|
'reportname' => 'Product Details',
|
|
'description' => 'Product Detailed Report',
|
|
'reporttype' => 'tabular',
|
|
'module' => 'Products',
|
|
'relations' => array(
|
|
array(
|
|
'name' => 'Products',
|
|
'module' => 'Products',
|
|
),
|
|
),
|
|
'fields' => array(
|
|
array(
|
|
'fieldid' => 'Products::productname',
|
|
'module' => 'Products',
|
|
'fieldname' => 'productname',
|
|
),
|
|
array(
|
|
'fieldid' => 'Products::productcode',
|
|
'module' => 'Products',
|
|
'fieldname' => 'productcode',
|
|
),
|
|
array(
|
|
'fieldid' => 'Products::discontinued',
|
|
'module' => 'Products',
|
|
'fieldname' => 'discontinued',
|
|
),
|
|
array(
|
|
'fieldid' => 'Products::productcategory',
|
|
'module' => 'Products',
|
|
'fieldname' => 'productcategory',
|
|
),
|
|
array(
|
|
'fieldid' => 'Products::website',
|
|
'module' => 'Products',
|
|
'fieldname' => 'website',
|
|
),
|
|
array(
|
|
'fieldid' => 'Products::vendor_id',
|
|
'module' => 'Products',
|
|
'fieldname' => 'vendor_id',
|
|
),
|
|
array(
|
|
'fieldid' => 'Products::mfr_part_no',
|
|
'module' => 'Products',
|
|
'fieldname' => 'mfr_part_no',
|
|
),
|
|
),
|
|
),
|
|
array(
|
|
'folderid' => 'Product Reports',
|
|
'reportname' => 'Products by Contacts',
|
|
'description' => 'Products related to Contacts',
|
|
'reporttype' => 'tabular',
|
|
'module' => 'Products',
|
|
'relations' => array(
|
|
array(
|
|
'name' => 'Products',
|
|
'module' => 'Products',
|
|
),
|
|
array(
|
|
'name' => 'Products_Contacts_rel_42',
|
|
'module' => 'Contacts',
|
|
'type' => 8,
|
|
'parent' => 'Products',
|
|
'fieldid' => NULL,
|
|
'relationid' => '42',
|
|
),
|
|
),
|
|
'fields' => array(
|
|
array(
|
|
'fieldid' => 'Products::productname',
|
|
'module' => 'Products',
|
|
'fieldname' => 'productname',
|
|
),
|
|
array(
|
|
'fieldid' => 'Products::manufacturer',
|
|
'module' => 'Products',
|
|
'fieldname' => 'manufacturer',
|
|
),
|
|
array(
|
|
'fieldid' => 'Products::productcategory',
|
|
'module' => 'Products',
|
|
'fieldname' => 'productcategory',
|
|
),
|
|
array(
|
|
'fieldid' => 'Contacts::firstname',
|
|
'module' => 'Contacts',
|
|
'fieldname' => 'firstname',
|
|
'relation' => 'Products_Contacts_rel_42',
|
|
),
|
|
array(
|
|
'fieldid' => 'Contacts::lastname',
|
|
'module' => 'Contacts',
|
|
'fieldname' => 'lastname',
|
|
'relation' => 'Products_Contacts_rel_42',
|
|
),
|
|
array(
|
|
'fieldid' => 'Contacts::leadsource',
|
|
'module' => 'Contacts',
|
|
'fieldname' => 'leadsource',
|
|
'relation' => 'Products_Contacts_rel_42',
|
|
),
|
|
),
|
|
),
|
|
array(
|
|
'folderid' => 'Quote Reports',
|
|
'reportname' => 'Open Quotes',
|
|
'description' => 'Quotes that are Open',
|
|
'reporttype' => 'tabular',
|
|
'module' => 'Quotes',
|
|
'relations' => array(
|
|
array(
|
|
'name' => 'Quotes',
|
|
'module' => 'Quotes',
|
|
),
|
|
),
|
|
'fields' => array(
|
|
array(
|
|
'fieldid' => 'Quotes::subject',
|
|
'module' => 'Quotes',
|
|
'fieldname' => 'subject',
|
|
),
|
|
array(
|
|
'fieldid' => 'Quotes::potential_id',
|
|
'module' => 'Quotes',
|
|
'fieldname' => 'potential_id',
|
|
),
|
|
array(
|
|
'fieldid' => 'Quotes::quotestage',
|
|
'module' => 'Quotes',
|
|
'fieldname' => 'quotestage',
|
|
),
|
|
array(
|
|
'fieldid' => 'Quotes::contact_id',
|
|
'module' => 'Quotes',
|
|
'fieldname' => 'contact_id',
|
|
),
|
|
array(
|
|
'fieldid' => 'Quotes::assigned_user_id1',
|
|
'module' => 'Quotes',
|
|
'fieldname' => 'assigned_user_id1',
|
|
),
|
|
array(
|
|
'fieldid' => 'Quotes::account_id',
|
|
'module' => 'Quotes',
|
|
'fieldname' => 'account_id',
|
|
),
|
|
),
|
|
'advfilters' => array(
|
|
array(
|
|
'conditions' => array(
|
|
array(
|
|
'fieldid' => 'Quotes::quotestage',
|
|
'comparator' => 'n',
|
|
'value' => 'Accepted',
|
|
'glue' => 'and',
|
|
),
|
|
array(
|
|
'fieldid' => 'Quotes::quotestage',
|
|
'comparator' => 'n',
|
|
'value' => 'Rejected',
|
|
'glue' => 'and',
|
|
),
|
|
),
|
|
),
|
|
),
|
|
),
|
|
array(
|
|
'folderid' => 'Quote Reports',
|
|
'reportname' => 'Quotes Detailed Report',
|
|
'description' => 'Quotes Detailed Report',
|
|
'reporttype' => 'tabular',
|
|
'module' => 'Quotes',
|
|
'relations' => array(
|
|
array(
|
|
'name' => 'Quotes',
|
|
'module' => 'Quotes',
|
|
),
|
|
),
|
|
'fields' => array(
|
|
array(
|
|
'fieldid' => 'Quotes::subject',
|
|
'module' => 'Quotes',
|
|
'fieldname' => 'subject',
|
|
),
|
|
array(
|
|
'fieldid' => 'Quotes::potential_id',
|
|
'module' => 'Quotes',
|
|
'fieldname' => 'potential_id',
|
|
),
|
|
array(
|
|
'fieldid' => 'Quotes::quotestage',
|
|
'module' => 'Quotes',
|
|
'fieldname' => 'quotestage',
|
|
),
|
|
array(
|
|
'fieldid' => 'Quotes::contact_id',
|
|
'module' => 'Quotes',
|
|
'fieldname' => 'contact_id',
|
|
),
|
|
array(
|
|
'fieldid' => 'Quotes::assigned_user_id1',
|
|
'module' => 'Quotes',
|
|
'fieldname' => 'assigned_user_id1',
|
|
),
|
|
array(
|
|
'fieldid' => 'Quotes::account_id',
|
|
'module' => 'Quotes',
|
|
'fieldname' => 'account_id',
|
|
),
|
|
array(
|
|
'fieldid' => 'Quotes::carrier',
|
|
'module' => 'Quotes',
|
|
'fieldname' => 'carrier',
|
|
),
|
|
array(
|
|
'fieldid' => 'Quotes::shipping',
|
|
'module' => 'Quotes',
|
|
'fieldname' => 'shipping',
|
|
),
|
|
),
|
|
),
|
|
array(
|
|
'folderid' => 'PurchaseOrder Reports',
|
|
'reportname' => 'PurchaseOrder by Contacts',
|
|
'description' => 'PurchaseOrder related to Contacts',
|
|
'reporttype' => 'tabular',
|
|
'module' => 'PurchaseOrder',
|
|
'relations' => array(
|
|
array(
|
|
'name' => 'PurchaseOrder',
|
|
'module' => 'PurchaseOrder',
|
|
),
|
|
array(
|
|
'name' => 'PurchaseOrder_Contacts_fld_'.getFieldIdFromName('PurchaseOrder','contact_id'),
|
|
'module' => 'Contacts',
|
|
'type' => 4,
|
|
'parent' => 'PurchaseOrder',
|
|
'fieldid' => 'PurchaseOrder::contact_id',
|
|
),
|
|
),
|
|
'fields' => array(
|
|
array(
|
|
'fieldid' => 'PurchaseOrder::subject',
|
|
'module' => 'PurchaseOrder',
|
|
'fieldname' => 'subject',
|
|
),
|
|
array(
|
|
'fieldid' => 'PurchaseOrder::vendor_id',
|
|
'module' => 'PurchaseOrder',
|
|
'fieldname' => 'vendor_id',
|
|
),
|
|
array(
|
|
'fieldid' => 'PurchaseOrder::tracking_no',
|
|
'module' => 'PurchaseOrder',
|
|
'fieldname' => 'tracking_no',
|
|
),
|
|
array(
|
|
'fieldid' => 'Contacts::firstname',
|
|
'module' => 'Contacts',
|
|
'fieldname' => 'firstname',
|
|
'relation' => 'PurchaseOrder_Contacts_fld_'.getFieldIdFromName('PurchaseOrder','contact_id'),
|
|
),
|
|
array(
|
|
'fieldid' => 'Contacts::lastname',
|
|
'module' => 'Contacts',
|
|
'fieldname' => 'lastname',
|
|
'relation' => 'PurchaseOrder_Contacts_fld_'.getFieldIdFromName('PurchaseOrder','contact_id'),
|
|
),
|
|
array(
|
|
'fieldid' => 'Contacts::leadsource',
|
|
'module' => 'Contacts',
|
|
'fieldname' => 'leadsource',
|
|
'relation' => 'PurchaseOrder_Contacts_fld_'.getFieldIdFromName('PurchaseOrder','contact_id'),
|
|
),
|
|
array(
|
|
'fieldid' => 'Contacts::email',
|
|
'module' => 'Contacts',
|
|
'fieldname' => 'email',
|
|
'relation' => 'PurchaseOrder_Contacts_fld_'.getFieldIdFromName('PurchaseOrder','contact_id'),
|
|
),
|
|
),
|
|
),
|
|
array(
|
|
'folderid' => 'PurchaseOrder Reports',
|
|
'reportname' => 'PurchaseOrder Detailed Report',
|
|
'description' => 'PurchaseOrder Detailed Report',
|
|
'reporttype' => 'tabular',
|
|
'module' => 'PurchaseOrder',
|
|
'relations' => array(
|
|
array(
|
|
'name' => 'PurchaseOrder',
|
|
'module' => 'PurchaseOrder',
|
|
),
|
|
),
|
|
'fields' => array(
|
|
array(
|
|
'fieldid' => 'PurchaseOrder::subject',
|
|
'module' => 'PurchaseOrder',
|
|
'fieldname' => 'subject',
|
|
),
|
|
array(
|
|
'fieldid' => 'PurchaseOrder::vendor_id',
|
|
'module' => 'PurchaseOrder',
|
|
'fieldname' => 'vendor_id',
|
|
),
|
|
array(
|
|
'fieldid' => 'PurchaseOrder::requisition_no',
|
|
'module' => 'PurchaseOrder',
|
|
'fieldname' => 'requisition_no',
|
|
),
|
|
array(
|
|
'fieldid' => 'PurchaseOrder::tracking_no',
|
|
'module' => 'PurchaseOrder',
|
|
'fieldname' => 'tracking_no',
|
|
),
|
|
array(
|
|
'fieldid' => 'PurchaseOrder::contact_id',
|
|
'module' => 'PurchaseOrder',
|
|
'fieldname' => 'contact_id',
|
|
),
|
|
array(
|
|
'fieldid' => 'PurchaseOrder::carrier',
|
|
'module' => 'PurchaseOrder',
|
|
'fieldname' => 'carrier',
|
|
),
|
|
array(
|
|
'fieldid' => 'PurchaseOrder::salescommission',
|
|
'module' => 'PurchaseOrder',
|
|
'fieldname' => 'salescommission',
|
|
),
|
|
array(
|
|
'fieldid' => 'PurchaseOrder::exciseduty',
|
|
'module' => 'PurchaseOrder',
|
|
'fieldname' => 'exciseduty',
|
|
),
|
|
array(
|
|
'fieldid' => 'PurchaseOrder::assigned_user_id',
|
|
'module' => 'PurchaseOrder',
|
|
'fieldname' => 'assigned_user_id',
|
|
),
|
|
),
|
|
),
|
|
array(
|
|
'folderid' => 'Invoice Reports',
|
|
'reportname' => 'Invoice Detailed Report',
|
|
'description' => 'Invoice Detailed Report',
|
|
'reporttype' => 'tabular',
|
|
'module' => 'Invoice',
|
|
'relations' => array(
|
|
array(
|
|
'name' => 'Invoice',
|
|
'module' => 'Invoice',
|
|
),
|
|
),
|
|
'fields' => array(
|
|
array(
|
|
'fieldid' => 'Invoice::subject',
|
|
'module' => 'Invoice',
|
|
'fieldname' => 'subject',
|
|
),
|
|
array(
|
|
'fieldid' => 'Invoice::salesorder_id',
|
|
'module' => 'Invoice',
|
|
'fieldname' => 'salesorder_id',
|
|
),
|
|
array(
|
|
'fieldid' => 'Invoice::customerno',
|
|
'module' => 'Invoice',
|
|
'fieldname' => 'customerno',
|
|
),
|
|
array(
|
|
'fieldid' => 'Invoice::exciseduty',
|
|
'module' => 'Invoice',
|
|
'fieldname' => 'exciseduty',
|
|
),
|
|
array(
|
|
'fieldid' => 'Invoice::salescommission',
|
|
'module' => 'Invoice',
|
|
'fieldname' => 'salescommission',
|
|
),
|
|
array(
|
|
'fieldid' => 'Invoice::account_id',
|
|
'module' => 'Invoice',
|
|
'fieldname' => 'account_id',
|
|
),
|
|
),
|
|
),
|
|
array(
|
|
'folderid' => 'SalesOrder Reports',
|
|
'reportname' => 'SalesOrder Detailed Report',
|
|
'description' => 'SalesOrder Detailed Report',
|
|
'reporttype' => 'tabular',
|
|
'module' => 'SalesOrder',
|
|
'relations' => array(
|
|
array(
|
|
'name' => 'SalesOrder',
|
|
'module' => 'SalesOrder',
|
|
),
|
|
array(
|
|
'name' => 'SalesOrder_Quotes_fld_'.getFieldIdFromName('SalesOrder','quote_id'),
|
|
'module' => 'Quotes',
|
|
'type' => 4,
|
|
'parent' => 'SalesOrder',
|
|
'fieldid' => 'SalesOrder::quote_id',
|
|
),
|
|
),
|
|
'fields' => array(
|
|
array(
|
|
'fieldid' => 'SalesOrder::subject',
|
|
'module' => 'SalesOrder',
|
|
'fieldname' => 'subject',
|
|
),
|
|
array(
|
|
'fieldid' => 'Quotes::subject',
|
|
'module' => 'Quotes',
|
|
'fieldname' => 'subject',
|
|
'relation' => 'SalesOrder_Quotes_fld_'.getFieldIdFromName('SalesOrder','quote_id'),
|
|
),
|
|
array(
|
|
'fieldid' => 'SalesOrder::contact_id',
|
|
'module' => 'SalesOrder',
|
|
'fieldname' => 'contact_id',
|
|
),
|
|
array(
|
|
'fieldid' => 'SalesOrder::duedate',
|
|
'module' => 'SalesOrder',
|
|
'fieldname' => 'duedate',
|
|
),
|
|
array(
|
|
'fieldid' => 'SalesOrder::carrier',
|
|
'module' => 'SalesOrder',
|
|
'fieldname' => 'carrier',
|
|
),
|
|
array(
|
|
'fieldid' => 'SalesOrder::sostatus',
|
|
'module' => 'SalesOrder',
|
|
'fieldname' => 'sostatus',
|
|
),
|
|
array(
|
|
'fieldid' => 'SalesOrder::account_id',
|
|
'module' => 'SalesOrder',
|
|
'fieldname' => 'account_id',
|
|
),
|
|
array(
|
|
'fieldid' => 'SalesOrder::salescommission',
|
|
'module' => 'SalesOrder',
|
|
'fieldname' => 'salescommission',
|
|
),
|
|
array(
|
|
'fieldid' => 'SalesOrder::exciseduty',
|
|
'module' => 'SalesOrder',
|
|
'fieldname' => 'exciseduty',
|
|
),
|
|
array(
|
|
'fieldid' => 'SalesOrder::assigned_user_id',
|
|
'module' => 'SalesOrder',
|
|
'fieldname' => 'assigned_user_id',
|
|
),
|
|
),
|
|
),
|
|
array(
|
|
'folderid' => 'Campaign Reports',
|
|
'reportname' => 'Campaign Expectations and Actuals',
|
|
'description' => 'Campaign Expectations and Actuals',
|
|
'reporttype' => 'tabular',
|
|
'module' => 'Campaigns',
|
|
'relations' => array(
|
|
array(
|
|
'name' => 'Campaigns',
|
|
'module' => 'Campaigns',
|
|
),
|
|
),
|
|
'fields' => array(
|
|
array(
|
|
'fieldid' => 'Campaigns::campaignname',
|
|
'module' => 'Campaigns',
|
|
'fieldname' => 'campaignname',
|
|
),
|
|
array(
|
|
'fieldid' => 'Campaigns::campaigntype',
|
|
'module' => 'Campaigns',
|
|
'fieldname' => 'campaigntype',
|
|
),
|
|
array(
|
|
'fieldid' => 'Campaigns::targetaudience',
|
|
'module' => 'Campaigns',
|
|
'fieldname' => 'targetaudience',
|
|
),
|
|
array(
|
|
'fieldid' => 'Campaigns::budgetcost',
|
|
'module' => 'Campaigns',
|
|
'fieldname' => 'budgetcost',
|
|
),
|
|
array(
|
|
'fieldid' => 'Campaigns::actualcost',
|
|
'module' => 'Campaigns',
|
|
'fieldname' => 'actualcost',
|
|
),
|
|
array(
|
|
'fieldid' => 'Campaigns::expectedrevenue',
|
|
'module' => 'Campaigns',
|
|
'fieldname' => 'expectedrevenue',
|
|
),
|
|
array(
|
|
'fieldid' => 'Campaigns::expectedsalescount',
|
|
'module' => 'Campaigns',
|
|
'fieldname' => 'expectedsalescount',
|
|
),
|
|
array(
|
|
'fieldid' => 'Campaigns::actualsalescount',
|
|
'module' => 'Campaigns',
|
|
'fieldname' => 'actualsalescount',
|
|
),
|
|
array(
|
|
'fieldid' => 'Campaigns::assigned_user_id',
|
|
'module' => 'Campaigns',
|
|
'fieldname' => 'assigned_user_id',
|
|
),
|
|
),
|
|
),
|
|
array(
|
|
'folderid' => 'LBL_REPORT_FOLDER_EXAMPLES',
|
|
'reportname' => 'Activities by users',
|
|
'description' => '',
|
|
'reporttype' => 'summary',
|
|
'module' => 'Events',
|
|
'relations' => array(
|
|
array(
|
|
'name' => 'Events',
|
|
'module' => 'Events',
|
|
),
|
|
),
|
|
'fields' => array(
|
|
array(
|
|
'fieldid' => 'Events::assigned_user_id',
|
|
'module' => 'Events',
|
|
'fieldname' => 'assigned_user_id',
|
|
'group' => true,
|
|
'sortorder' => 'DESC',
|
|
'summary' => true,
|
|
),
|
|
array(
|
|
'fieldid' => 'Events::subject',
|
|
'module' => 'Events',
|
|
'fieldname' => 'subject',
|
|
),
|
|
array(
|
|
'fieldid' => 'Events::activitytype',
|
|
'module' => 'Events',
|
|
'fieldname' => 'activitytype',
|
|
),
|
|
array(
|
|
'fieldid' => 'Events::date_start',
|
|
'module' => 'Events',
|
|
'fieldname' => 'date_start',
|
|
),
|
|
array(
|
|
'fieldid' => 'Events::parent_id',
|
|
'module' => 'Events',
|
|
'fieldname' => 'parent_id',
|
|
),
|
|
),
|
|
),
|
|
array(
|
|
'folderid' => 'LBL_REPORT_FOLDER_EXAMPLES',
|
|
'reportname' => 'Quotes by status',
|
|
'description' => '',
|
|
'reporttype' => 'summary',
|
|
'module' => 'Quotes',
|
|
'relations' => array(
|
|
array(
|
|
'name' => 'Quotes',
|
|
'module' => 'Quotes',
|
|
),
|
|
),
|
|
'fields' => array(
|
|
array(
|
|
'fieldid' => 'Quotes::quotestage',
|
|
'group' => true,
|
|
'sortorder' => 'ASC',
|
|
'summary' => true,
|
|
),
|
|
array(
|
|
'fieldid' => 'Quotes::subject',
|
|
),
|
|
array(
|
|
'fieldid' => 'Quotes::potential_id',
|
|
),
|
|
array(
|
|
'fieldid' => 'Quotes::contact_id',
|
|
),
|
|
array(
|
|
'fieldid' => 'Quotes::hdnGrandTotal',
|
|
),
|
|
),
|
|
'totals' => array(
|
|
array(
|
|
'fieldid' => 'Quotes::hdnGrandTotal',
|
|
'aggregator' => 'SUM',
|
|
),
|
|
),
|
|
'summary' => array(
|
|
array(
|
|
'fieldid' => 'Quotes::hdnGrandTotal',
|
|
'aggregators' => array('SUM'),
|
|
),
|
|
),
|
|
),
|
|
array(
|
|
'folderid' => 'LBL_REPORT_FOLDER_EXAMPLES',
|
|
'reportname' => 'Created quotes by users',
|
|
'description' => '',
|
|
'reporttype' => 'summary',
|
|
'module' => 'Quotes',
|
|
'relations' => array(
|
|
array(
|
|
'name' => 'Quotes',
|
|
'module' => 'Quotes',
|
|
),
|
|
),
|
|
'fields' => array(
|
|
array(
|
|
'fieldid' => 'Quotes::assigned_user_id',
|
|
'module' => 'Quotes',
|
|
'fieldname' => 'assigned_user_id',
|
|
'group' => true,
|
|
'sortorder' => 'DESC',
|
|
'summary' => true,
|
|
),
|
|
array(
|
|
'fieldid' => 'Quotes::subject',
|
|
'module' => 'Quotes',
|
|
'fieldname' => 'subject',
|
|
),
|
|
array(
|
|
'fieldid' => 'Quotes::potential_id',
|
|
'module' => 'Quotes',
|
|
'fieldname' => 'potential_id',
|
|
),
|
|
array(
|
|
'fieldid' => 'Quotes::contact_id',
|
|
'module' => 'Quotes',
|
|
'fieldname' => 'contact_id',
|
|
),
|
|
array(
|
|
'fieldid' => 'Quotes::account_id',
|
|
'module' => 'Quotes',
|
|
'fieldname' => 'account_id',
|
|
),
|
|
array(
|
|
'fieldid' => 'Quotes::hdnGrandTotal',
|
|
'module' => 'Quotes',
|
|
'fieldname' => 'hdnGrandTotal',
|
|
),
|
|
),
|
|
'advfilters' => array(
|
|
array(
|
|
'conditions' => array(
|
|
array(
|
|
'fieldid' => 'Quotes::quotestage',
|
|
'comparator' => 'e',
|
|
'value' => 'Created',
|
|
'glue' => 'and',
|
|
),
|
|
),
|
|
),
|
|
),
|
|
'totals' => array(
|
|
array(
|
|
'fieldid' => 'Quotes::hdnGrandTotal',
|
|
'aggregator' => 'SUM',
|
|
),
|
|
),
|
|
'summary' => array(
|
|
array(
|
|
'fieldid' => 'Quotes::hdnGrandTotal',
|
|
'aggregators' => array('SUM'),
|
|
),
|
|
),
|
|
),
|
|
array(
|
|
'folderid' => 'LBL_REPORT_FOLDER_EXAMPLES',
|
|
'reportname' => 'Reviewed quotes by users',
|
|
'description' => '',
|
|
'reporttype' => 'summary',
|
|
'module' => 'Quotes',
|
|
'relations' => array(
|
|
array(
|
|
'name' => 'Quotes',
|
|
'module' => 'Quotes',
|
|
),
|
|
),
|
|
'fields' => array(
|
|
array(
|
|
'fieldid' => 'Quotes::assigned_user_id',
|
|
'module' => 'Quotes',
|
|
'fieldname' => 'assigned_user_id',
|
|
'group' => true,
|
|
'sortorder' => 'DESC',
|
|
'summary' => true,
|
|
),
|
|
array(
|
|
'fieldid' => 'Quotes::subject',
|
|
'module' => 'Quotes',
|
|
'fieldname' => 'subject',
|
|
),
|
|
array(
|
|
'fieldid' => 'Quotes::potential_id',
|
|
'module' => 'Quotes',
|
|
'fieldname' => 'potential_id',
|
|
),
|
|
array(
|
|
'fieldid' => 'Quotes::contact_id',
|
|
'module' => 'Quotes',
|
|
'fieldname' => 'contact_id',
|
|
),
|
|
array(
|
|
'fieldid' => 'Quotes::account_id',
|
|
'module' => 'Quotes',
|
|
'fieldname' => 'account_id',
|
|
),
|
|
array(
|
|
'fieldid' => 'Quotes::hdnGrandTotal',
|
|
'module' => 'Quotes',
|
|
'fieldname' => 'hdnGrandTotal',
|
|
),
|
|
),
|
|
'advfilters' => array(
|
|
array(
|
|
'conditions' => array(
|
|
array(
|
|
'fieldid' => 'Quotes::quotestage',
|
|
'comparator' => 'e',
|
|
'value' => 'Reviewed',
|
|
'glue' => 'and',
|
|
),
|
|
),
|
|
),
|
|
),
|
|
'totals' => array(
|
|
array(
|
|
'fieldid' => 'Quotes::hdnGrandTotal',
|
|
'aggregator' => 'SUM',
|
|
),
|
|
),
|
|
'summary' => array(
|
|
array(
|
|
'fieldid' => 'Quotes::hdnGrandTotal',
|
|
'aggregators' => array('SUM'),
|
|
),
|
|
),
|
|
),
|
|
array(
|
|
'folderid' => 'LBL_REPORT_FOLDER_EXAMPLES',
|
|
'reportname' => 'Accounts by users',
|
|
'description' => '',
|
|
'reporttype' => 'summary',
|
|
'module' => 'Accounts',
|
|
'relations' => array(
|
|
array(
|
|
'name' => 'Accounts',
|
|
'module' => 'Accounts',
|
|
),
|
|
),
|
|
'fields' => array(
|
|
array(
|
|
'fieldid' => 'Accounts::assigned_user_id',
|
|
'module' => 'Accounts',
|
|
'fieldname' => 'assigned_user_id',
|
|
'group' => true,
|
|
'sortorder' => 'DESC',
|
|
'summary' => true,
|
|
),
|
|
array(
|
|
'fieldid' => 'Accounts::accountname',
|
|
'module' => 'Accounts',
|
|
'fieldname' => 'accountname',
|
|
),
|
|
array(
|
|
'fieldid' => 'Accounts::website',
|
|
'module' => 'Accounts',
|
|
'fieldname' => 'website',
|
|
),
|
|
array(
|
|
'fieldid' => 'Accounts::industry',
|
|
'module' => 'Accounts',
|
|
'fieldname' => 'industry',
|
|
),
|
|
array(
|
|
'fieldid' => 'Accounts::annual_revenue',
|
|
'module' => 'Accounts',
|
|
'fieldname' => 'annual_revenue',
|
|
),
|
|
array(
|
|
'fieldid' => 'Accounts::crmv_vat_registration_number',
|
|
'module' => 'Accounts',
|
|
'fieldname' => 'crmv_vat_registration_number',
|
|
),
|
|
),
|
|
),
|
|
array(
|
|
'folderid' => 'LBL_REPORT_FOLDER_EXAMPLES',
|
|
'reportname' => 'Potentials by status',
|
|
'description' => '',
|
|
'reporttype' => 'summary',
|
|
'module' => 'Potentials',
|
|
'relations' => array(
|
|
array(
|
|
'name' => 'Potentials',
|
|
'module' => 'Potentials',
|
|
),
|
|
),
|
|
'fields' => array(
|
|
array(
|
|
'fieldid' => 'Potentials::sales_stage',
|
|
'module' => 'Potentials',
|
|
'fieldname' => 'sales_stage',
|
|
'group' => true,
|
|
'sortorder' => 'DESC',
|
|
'summary' => true,
|
|
),
|
|
array(
|
|
'fieldid' => 'Potentials::potentialname',
|
|
'module' => 'Potentials',
|
|
'fieldname' => 'potentialname',
|
|
),
|
|
array(
|
|
'fieldid' => 'Potentials::related_to',
|
|
'module' => 'Potentials',
|
|
'fieldname' => 'related_to',
|
|
),
|
|
array(
|
|
'fieldid' => 'Potentials::amount',
|
|
'module' => 'Potentials',
|
|
'fieldname' => 'amount',
|
|
),
|
|
array(
|
|
'fieldid' => 'Potentials::assigned_user_id',
|
|
'module' => 'Potentials',
|
|
'fieldname' => 'assigned_user_id',
|
|
),
|
|
),
|
|
'totals' => array(
|
|
array(
|
|
'fieldid' => 'Potentials::amount',
|
|
'aggregator' => 'SUM',
|
|
),
|
|
),
|
|
'summary' => array(
|
|
array(
|
|
'fieldid' => 'Potentials::amount',
|
|
'aggregators' => array('SUM'),
|
|
),
|
|
),
|
|
),
|
|
array(
|
|
'folderid' => 'LBL_REPORT_FOLDER_EXAMPLES',
|
|
'reportname' => 'Leads count',
|
|
'description' => '',
|
|
'reporttype' => 'summary',
|
|
'module' => 'Leads',
|
|
'relations' => array(
|
|
array(
|
|
'name' => 'Leads',
|
|
'module' => 'Leads',
|
|
),
|
|
),
|
|
'fields' => array(
|
|
array(
|
|
'fieldid' => 'Leads::assigned_user_id',
|
|
'module' => 'Leads',
|
|
'fieldname' => 'assigned_user_id',
|
|
'group' => true,
|
|
'sortorder' => 'DESC',
|
|
'summary' => true,
|
|
),
|
|
array(
|
|
'fieldid' => 'Leads::firstname',
|
|
'module' => 'Leads',
|
|
'fieldname' => 'firstname',
|
|
),
|
|
array(
|
|
'fieldid' => 'Leads::lastname',
|
|
'module' => 'Leads',
|
|
'fieldname' => 'lastname',
|
|
),
|
|
array(
|
|
'fieldid' => 'Leads::company',
|
|
'module' => 'Leads',
|
|
'fieldname' => 'company',
|
|
),
|
|
array(
|
|
'fieldid' => 'Leads::leadstatus',
|
|
'module' => 'Leads',
|
|
'fieldname' => 'leadstatus',
|
|
),
|
|
array(
|
|
'fieldid' => 'Leads::leadsource',
|
|
'module' => 'Leads',
|
|
'fieldname' => 'leadsource',
|
|
),
|
|
),
|
|
),
|
|
array(
|
|
'folderid' => 'LBL_REPORT_FOLDER_EXAMPLES',
|
|
'reportname' => 'Contacts by users',
|
|
'description' => '',
|
|
'reporttype' => 'summary',
|
|
'module' => 'Contacts',
|
|
'relations' => array(
|
|
array(
|
|
'name' => 'Contacts',
|
|
'module' => 'Contacts',
|
|
),
|
|
),
|
|
'fields' => array(
|
|
array(
|
|
'fieldid' => 'Contacts::assigned_user_id',
|
|
'module' => 'Contacts',
|
|
'fieldname' => 'assigned_user_id',
|
|
'group' => true,
|
|
'sortorder' => 'DESC',
|
|
'summary' => true,
|
|
),
|
|
array(
|
|
'fieldid' => 'Contacts::firstname',
|
|
'module' => 'Contacts',
|
|
'fieldname' => 'firstname',
|
|
),
|
|
array(
|
|
'fieldid' => 'Contacts::lastname',
|
|
'module' => 'Contacts',
|
|
'fieldname' => 'lastname',
|
|
),
|
|
array(
|
|
'fieldid' => 'Contacts::email',
|
|
'module' => 'Contacts',
|
|
'fieldname' => 'email',
|
|
),
|
|
array(
|
|
'fieldid' => 'Contacts::account_id',
|
|
'module' => 'Contacts',
|
|
'fieldname' => 'account_id',
|
|
),
|
|
),
|
|
),
|
|
array(
|
|
'folderid' => 'LBL_REPORT_FOLDER_EXAMPLES',
|
|
'reportname' => 'Invoice total',
|
|
'description' => '',
|
|
'reporttype' => 'summary',
|
|
'module' => 'Invoice',
|
|
'relations' => array(
|
|
array(
|
|
'name' => 'Invoice',
|
|
'module' => 'Invoice',
|
|
),
|
|
),
|
|
'fields' => array(
|
|
array(
|
|
'fieldid' => 'Invoice::assigned_user_id',
|
|
'module' => 'Invoice',
|
|
'fieldname' => 'assigned_user_id',
|
|
'group' => true,
|
|
'sortorder' => 'DESC',
|
|
'summary' => true,
|
|
),
|
|
array(
|
|
'fieldid' => 'Invoice::subject',
|
|
'module' => 'Invoice',
|
|
'fieldname' => 'subject',
|
|
),
|
|
array(
|
|
'fieldid' => 'Invoice::account_id',
|
|
'module' => 'Invoice',
|
|
'fieldname' => 'account_id',
|
|
),
|
|
array(
|
|
'fieldid' => 'Invoice::contact_id',
|
|
'module' => 'Invoice',
|
|
'fieldname' => 'contact_id',
|
|
),
|
|
array(
|
|
'fieldid' => 'Invoice::invoicedate',
|
|
'module' => 'Invoice',
|
|
'fieldname' => 'invoicedate',
|
|
),
|
|
array(
|
|
'fieldid' => 'Invoice::invoicestatus',
|
|
'module' => 'Invoice',
|
|
'fieldname' => 'invoicestatus',
|
|
),
|
|
array(
|
|
'fieldid' => 'Invoice::hdnGrandTotal',
|
|
'module' => 'Invoice',
|
|
'fieldname' => 'hdnGrandTotal',
|
|
),
|
|
),
|
|
'totals' => array(
|
|
array(
|
|
'fieldid' => 'Invoice::hdnGrandTotal',
|
|
'aggregator' => 'SUM',
|
|
),
|
|
),
|
|
'summary' => array(
|
|
array(
|
|
'fieldid' => 'Invoice::hdnGrandTotal',
|
|
'aggregators' => array('SUM'),
|
|
),
|
|
),
|
|
),
|
|
array(
|
|
'folderid' => 'LBL_REPORT_FOLDER_EXAMPLES',
|
|
'reportname' => 'Invoices by status',
|
|
'description' => '',
|
|
'reporttype' => 'summary',
|
|
'module' => 'Invoice',
|
|
'relations' => array(
|
|
array(
|
|
'name' => 'Invoice',
|
|
'module' => 'Invoice',
|
|
),
|
|
),
|
|
'fields' => array(
|
|
array(
|
|
'fieldid' => 'Invoice::invoicestatus',
|
|
'module' => 'Invoice',
|
|
'fieldname' => 'invoicestatus',
|
|
'group' => true,
|
|
'sortorder' => 'DESC',
|
|
'summary' => true,
|
|
),
|
|
array(
|
|
'fieldid' => 'Invoice::subject',
|
|
'module' => 'Invoice',
|
|
'fieldname' => 'subject',
|
|
),
|
|
array(
|
|
'fieldid' => 'Invoice::account_id',
|
|
'module' => 'Invoice',
|
|
'fieldname' => 'account_id',
|
|
),
|
|
array(
|
|
'fieldid' => 'Invoice::invoicedate',
|
|
'module' => 'Invoice',
|
|
'fieldname' => 'invoicedate',
|
|
),
|
|
array(
|
|
'fieldid' => 'Invoice::hdnGrandTotal',
|
|
'module' => 'Invoice',
|
|
'fieldname' => 'hdnGrandTotal',
|
|
),
|
|
),
|
|
'totals' => array(
|
|
array(
|
|
'fieldid' => 'Invoice::hdnGrandTotal',
|
|
'aggregator' => 'SUM',
|
|
),
|
|
),
|
|
'summary' => array(
|
|
array(
|
|
'fieldid' => 'Invoice::hdnGrandTotal',
|
|
'aggregators' => array('SUM'),
|
|
),
|
|
),
|
|
),
|
|
array(
|
|
'folderid' => 'LBL_REPORT_FOLDER_EXAMPLES',
|
|
'reportname' => 'SalesOrder by status',
|
|
'description' => '',
|
|
'reporttype' => 'summary',
|
|
'module' => 'SalesOrder',
|
|
'relations' => array(
|
|
array(
|
|
'name' => 'SalesOrder',
|
|
'module' => 'SalesOrder',
|
|
),
|
|
),
|
|
'fields' => array(
|
|
array(
|
|
'fieldid' => 'SalesOrder::sostatus',
|
|
'module' => 'SalesOrder',
|
|
'fieldname' => 'sostatus',
|
|
'group' => true,
|
|
'sortorder' => 'DESC',
|
|
'summary' => true,
|
|
),
|
|
array(
|
|
'fieldid' => 'SalesOrder::subject',
|
|
'module' => 'SalesOrder',
|
|
'fieldname' => 'subject',
|
|
),
|
|
array(
|
|
'fieldid' => 'SalesOrder::potential_id',
|
|
'module' => 'SalesOrder',
|
|
'fieldname' => 'potential_id',
|
|
),
|
|
array(
|
|
'fieldid' => 'SalesOrder::account_id',
|
|
'module' => 'SalesOrder',
|
|
'fieldname' => 'account_id',
|
|
),
|
|
array(
|
|
'fieldid' => 'SalesOrder::hdnGrandTotal',
|
|
'module' => 'SalesOrder',
|
|
'fieldname' => 'hdnGrandTotal',
|
|
),
|
|
array(
|
|
'fieldid' => 'SalesOrder::assigned_user_id',
|
|
'module' => 'SalesOrder',
|
|
'fieldname' => 'assigned_user_id',
|
|
),
|
|
),
|
|
'totals' => array(
|
|
array(
|
|
'fieldid' => 'SalesOrder::hdnGrandTotal',
|
|
'aggregator' => 'SUM',
|
|
),
|
|
),
|
|
'summary' => array(
|
|
array(
|
|
'fieldid' => 'SalesOrder::hdnGrandTotal',
|
|
'aggregators' => array('SUM'),
|
|
),
|
|
),
|
|
),
|
|
);
|
|
|
|
// create folders
|
|
$folderids = array();
|
|
foreach($rptfolder as $rptarray) {
|
|
foreach($rptarray as $foldername=>$folderdescription) {
|
|
$folderid = addEntityFolder('Reports', $foldername, $folderdescription, 1, 'SAVED'); // crmv@30967
|
|
if ($folderid !== false) $folderids[$foldername] = $folderid;
|
|
}
|
|
}
|
|
|
|
// create reports
|
|
foreach ($all_reports as $config) {
|
|
$reports = Reports::getInstance();
|
|
|
|
// convert the folderid and fieldid values
|
|
array_walk_recursive($config, function(&$value, $key) use ($reports, $folderids) {
|
|
if ($key == 'folderid') {
|
|
$value = $folderids[$value];
|
|
} elseif ($key == 'fieldid' && $value) {
|
|
list ($module, $fieldname) = explode('::', $value);
|
|
$finfo = $reports->getFieldInfoByName($module, $fieldname);
|
|
$value = $finfo['fieldid'];
|
|
}
|
|
});
|
|
|
|
// no folder found
|
|
if (!$config['folderid']) continue;
|
|
|
|
// fix for stupid bug of array_Walk
|
|
if (isset($config['summary'][0]['aggregators']) && empty($config['summary'][0]['aggregators'][0])) {
|
|
$config['summary'][0]['aggregators'][0] = 'SUM';
|
|
}
|
|
|
|
$config['owner'] = 1;
|
|
$config['state'] = 'SAVED';
|
|
$config['customizable'] = 1;
|
|
$config['sharingtype'] = 'Public';
|
|
|
|
$reports->insertReport($config);
|
|
} |