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  • Blog Post: Reports, Saved Searches and Groups

    I hope in this article to explain the meta definition of the following structures: Standard Reports Saved Searches Groups (Target Lists) These features/structures in Sage CRM all use the Reports tables: custom_reportbands custom_reportcharts custom_reportfavourites custom_reportfields...
  • Blog Post: custom_reports settings and Summary Reports

    The information included here maybe useful for those people wanting to add features such as automatic definition of reports, or cloning of reports and dynamic groups and editing of summary reports, etc. Please read first a previous article " Reports, Saved Searches and Groups ". There...
  • Blog Post: Creating Interactive Dashboard List Gadgets for Custom Entities

    List Gadgets derive their data from 4 different types of data source Saved Searches Advanced Finds Reports Groups When a custom entity is added to Sage CRM using the Advanced Customization Wizard (Entity Wizard) only the table is created. The default behaviour associated with...