I wanted an easy way of letting my partner know what I’ve been doing all day / week.
I thought I could write a report that queries the modules leads, contacts and accounts, to show all alterations my user, Julian, since date “Whatever it was on Monday”
I can’t work out how to do this from the SuiteCRM interface. Does anyone have any pointers?
You can check the SuiteCRM Store for more advanced reporting, but you will probably have to pay…
If I were you I would just make an SQL script to extract the data from the database, and then feed it into Excel or some other tool to make it look pretty.
Give my AdvancedReports module I try. It will allow you to build a report with any DB query which could be a UNION over multiple queries on multiple tables or even a storec proc on the database. https://mjvn.com/index.php/sugarcrm-tools/
It’s a work in progress, but it can definitely do what you want. If you can write a DB query that returns the data, it can turn it into a pretty(ish) report for you.