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Forums Forums OroCRM OroCRM – How do I? Questions Summarize on a report

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  • Creator
  • #28066


    I’m trying to figure out the report designer. It seems to work well for basic table data. But falls short on more complex stuff. Are there plans to extend the functionality?

    How can I summarize things? Or summarize on the last row?

    For example using OroCRM sample data and the Magento order data. I want to make a report that tells me the total sales amount divided into each month. This seems to complex?


    Jan | 130$
    Feb | 125$
    Mar | 150$
    Total | 405$

    Trying to work around this. I tried to create a report that summarizes all sales within a time period. For example this year or a specific month. And this works with the conditions, but each order will be on its own line. How do I sum the total amount of all these orders, either into 1 row or the last row in the report?

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  • Author
  • #28067

    Alexandr Smaga


    Yes report engine improvements are in our roadmap.
    Unfortunately grouping on date part is not supported yet. Sum on column data is supported for custom grids, but not available in report management yet.

    Dima Soroka
    Dima Soroka

    Hi Jowo

    We are planning to enable following features in our report builder:

    • Grouping functions (like group per month in your example above)
    • Totals per group and per grid

    This will help with your request later. As for now you should consider creation of custom report which is SQL query based (example: Account Life Time Report). Please take a look into orocrm_report-accounts-life_time_value definition grid.

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