Filter guides
How to add charts to the entity
General Charts are a useful reporting tool which can be used to represent data in visual form. By using the CRM2 layout settings, admin users can now add charts to…
Home Page Charts
…down, which means that by clicking a single bar/dot on a line/slice/etc. you can see a list of the entities that make up that bar/slice/etc. Creating charts Creating charts on…
Home Page Charts: Pie
Pie Chart Introduction This guide helps you to create pie charts for the user’s home page. To learn more about the home page charts in general and how to share…
Home Page Charts: Bar and Line Chart
Bar and Line Chart Introduction This guide helps you to create bar and line charts for the user’s home page. To learn more about the home page charts in general…
Home Page Charts: Stacked Chart
Stacked Chart Introduction This guide helps you to create stacked charts for the user’s home page. To learn more about the home page charts in general and how to share…
Home Page Charts: Stacked Percentage Chart
…more information about creating stacked charts, see the guide Stacked Chart), but with using the additional setting Show as % (see the picture below). In this example case, we will…
– CONTENTS –
…Creating bar and line charts. — Pie Chart Creating pie charts. — Stacked Chart Creating stacked charts. Report Generator Creating and sharing reports in the report generator. Work Hour Reporting…
2024-05-02 May Release Notes
…on the front page. Stacked charts and pie charts can be dynamically limited on the front page. Increased the amount of triggers that can be created for mass events…
Configuring the CRM2 layout
…charts are charts that are specifically created for the entities of the selected module. You can read more about entity charts here. Collapse Components Collapsible elements can be used to…
2024-12-05 December Release Notes
…charts and drill-downs makes extracting data a simple process. For charts Excel Export button is visible in the top right corner when fullscreen mode is activated. For drill-downs, the Excel…
2024-08-01 August Release Notes
New & Improved Features Admin users can create charts to the entity. These charts can be made to any entity of the wanted module and it affects all the entities…
2024-11-07 November Release Notes
…for project expenses so that data can be visualised as charts. Dashboard charts support global translations controlled by admin users. Admin users can create dashboards for individual users, not just…
2024-03-07 March Release Notes
…events sub-events. The system will warn the user if the entity does not have an owner. Added Space contact_id support to report generator. Frontpage charts support row-level field types. Stacked…
2023-01-12 January Release Notes
…their own dialog – Filter name is now mandatory Project work hours on frontpage widget are not sorted by alphabetical order Project module support to frontpage charts; The main level…
2023-10-05 October Release Notes
…also possible to send e-mails to the staff of the event and also individual e-mails. Data from Mass Events and Campaigns can be used to make simple charts on the…
2024-10-03 October Release Notes
…where the prices from the Pricebooks were not updated on the first save when certain conditions were met. Fix package for front page charts Clarified the display of information from…
2022-05-12, May Release Notes
…charts in all chart types. The element for work hour reporting has been improved to expand the area primarily for the projects name if the width of the element is…
2022-08-11, August Release Notes
…in mobile scalability while the device is used horizontally Fixes in home page charts’ drill down E-Sign Billing company’s information can now be updated to Scrive in E-Sign Settings Invoicing…
2022-09-1, September Release Notes
…automated access control Invoice date in the mass events’ invoicing function can now be edited Row fields now available for use in filters and charts URL fields now support the…