AlexF Posted June 21, 2014 Report Posted June 21, 2014 Could you please add drop down menu in billing -> reports "client group"? Quote
Michael Posted June 25, 2014 Report Posted June 25, 2014 nope and I'm not sure what you mean by it mate sorry... Quote
Tyson Posted June 25, 2014 Report Posted June 25, 2014 I think he wants an option to also filter reports by client group. Reports specify their own filtering options individually, so each would need to be updated with this option. I'm curious if others would find this useful. Michael 1 Quote
Michael Posted June 25, 2014 Report Posted June 25, 2014 I think he wants an option to also filter reports by client group. Reports specify their own filtering options individually, so each would need to be updated with this option. I'm curious if others would find this useful. Well Eric has a report for customer information to a CSV which you can use to get the client information and then use Excel to use the groups. http://www.blesta.com/forums/index.php?/topic/2138-basic-customer-information-report/ It doesn't work for me on 3.2 I'm probably doing something wrong: http://licensecart.com/public/customer_information.zip Quote
AlexF Posted July 3, 2014 Author Report Posted July 3, 2014 Let me specify the request. We have several agents which sell our services, and we pay them commission. Each agent has his own client group. It really would be great if we could generate reports by client group. That option will make our life easy:) Quote
Michael Posted July 3, 2014 Report Posted July 3, 2014 Let me specify the request. We have several agents which sell our services, and we pay them commission. Each agent has his own client group. It really would be great if we could generate reports by client group. That option will make our life easy:) Oh I wonder if the one I have has the client group, I think so :s then you could just display them by group or something. Quote
AlexF Posted July 3, 2014 Author Report Posted July 3, 2014 Well Eric has a report for customer information to a CSV which you can use to get the client information and then use Excel to use the groups.http://www.blesta.com/forums/index.php?/topic/2138-basic-customer-information-report/ It doesn't work for me on 3.2 I'm probably doing something wrong: http://licensecart.com/public/customer_information.zip[/ Excel doesn't work, because no any report has a field with clint group. Quote
AlexF Posted July 3, 2014 Author Report Posted July 3, 2014 An other example: we have online selling and phone selling. All customers sorted by different client group. We want to analyze which way more effective in sells. It is very useful option in reporting for analyzing and marketing. Bloory 1 Quote
AlexF Posted July 10, 2014 Author Report Posted July 10, 2014 Hi guys an answer will be appreciated. We really need this option. Please pay attention on my request. Quote
Cody Posted July 29, 2014 Report Posted July 29, 2014 I think we could probably add a client group column to any report that has a Client # column. Then you could do, as Mike said, and filter using excel. Michael 1 Quote
AlexF Posted July 29, 2014 Author Report Posted July 29, 2014 It works. Please add that column, so we will be able to sort clients from excel file. Quote
AlexF Posted July 29, 2014 Author Report Posted July 29, 2014 I think he wants an option to also filter reports by client group. Reports specify their own filtering options individually, so each would need to be updated with this option. I'm curious if others would find this useful. It is exact match what I meant Quote
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