Question regarding - Collection Report - Aggregate

[dipal...@gmail.com]

Hello,

I have requirement to show data from collection and also have a summary row grouped by payment type with count of transactions and sum of amounts. I have attached a screenshot of what I have so far. I have them as two separate reports. I want to see if there is a way to have all of it as part of same report.

Thanks,

Dipal

[Prachi Chandak]

Hi Dipal,

According to your requirement, do you have all the data in single collection or you are maintaining it separately?

If separate then, you can store it into single records and display on reports.

Please refer this link.

Lt me know if I misunderstood the request. Do not hesitate to contact us.

Thanks & Regards,

Prachi Chandak

Fujitsu RunMyProcess Support

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[Dipal Patel]

Hi Prachi, 

Data is in same collection. I am trying to show details and summary as part of same report I.e aggregated data along with all data used in aggregation.

Thanks,

Dipal 

On Fri, Sep 1, 2017 at 6:10 PM Prachi Chandak <pcha...@runmyprocess.com> wrote:

Hi Dipal,

According to your requirement, do you have all the data in single collection or you are maintaining it separately?

If separate then, you can store it into single records and display on reports.

Please refer this link.

Lt me know if I misunderstood the request. Do not hesitate to contact us.

Thanks & Regards,

Prachi Chandak

Fujitsu RunMyProcess Support

On Fri, Sep 1, 2017 at 1:40 AM, <dipal...@gmail.com> wrote:

Hello,

I have requirement to show data from collection and also have a summary row grouped by payment type with count of transactions and sum of amounts. I have attached a screenshot of what I have so far. I have them as two separate reports. I want to see if there is a way to have all of it as part of same report.

Thanks,

Dipal

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[Prachi Chandak]

Hi Dipal,

According to your requirement here is one of solution you can implement.

You can divide your data in two parts : main collection report and sub collection report.

Step 1:  You can provide link  into main collection report to see the details of sub collection report. Please refer screenshots attached.

              code to add link in collection report : 

             "<a href=\"#\" onClick=\"view_details();\">View Details</a>";

Step 2: Open a dialog box on click on the link provided in (Step 1). Refer this document (http://docs.runmyprocess.com/Developer_Guide/Web_Interface/Design/Dialog_Window) for implementation of dialog box. 

And then, you will be able to see the details in sub collection report.

Please refer the attachments and let us know if you face any difficulty while implementing.

Thanks & Regards,

Prachi Chandak

Fujitsu RunMyProcess Support

On Sat, Sep 2, 2017 at 4:16 AM, Dipal Patel <dipal...@gmail.com> wrote:

Hi Prachi, 

Data is in same collection. I am trying to show details and summary as part of same report I.e aggregated data along with all data used in aggregation.

Thanks,

Dipal 

On Fri, Sep 1, 2017 at 6:10 PM Prachi Chandak <pcha...@runmyprocess.com> wrote:

Hi Dipal,

According to your requirement, do you have all the data in single collection or you are maintaining it separately?

If separate then, you can store it into single records and display on reports.

Please refer this link.

Let me know if I misunderstood the request. Do not hesitate to contact us.

Thanks & Regards,

Prachi Chandak

Fujitsu RunMyProcess Support

On Fri, Sep 1, 2017 at 1:40 AM, <dipal...@gmail.com> wrote:

Hello,

I have requirement to show data from collection and also have a summary row grouped by payment type with count of transactions and sum of amounts. I have attached a screenshot of what I have so far. I have them as two separate reports. I want to see if there is a way to have all of it as part of same report.

Thanks,

Dipal

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[Dipen Raval]

Hi Dipal,

Good Day.

Have you implemented the above solution?

Could you please confirm that issue has been clarified?

Please don't hesitate to contact us for any further query.

  

Thanks & Regards,

Dipen Raval

Fujitsu RunMyProcess Support

To view this discussion on the web visit https://groups.google.com/a/runmyprocess.com/d/msgid/supportforum/CA%2BDBeV%2BhSws7vk%3Dww%3Dis7H_5pX62i-upN59hyp3P0yUP2dJvcQ%40mail.gmail.com.

[Dipal Patel]

Thanks Prachi and Dipen, I had implemented as separate report and for now that'll suffice. I like the idea Prachi presented which I will tweak a bit and implement.

Issue has been clarified. Appreciate your help here.

Thanks,

Dipal

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