There is a possibility to create SQL queries with Flexx Reports and show the data from database directly in the module.
This requires a background knowledge.
To use this option, click on the “SQL” report type.
Paste your SQL Select query into the first test field. This way you will see all the queried data on the right.
With the “Add field to format” button we can show the data in a readable form to the user.
Enter the column name in SQL query, a heading that will be visible to CRM user and the type of the field (string, date, decimal, currency, date time). Press “Preview the report” to update the table.
Next, we give the user a possibility to filter the entries displayed in the table, for example, by creation date. To do this, press the “Add filter” button and fill in the fields accordingly. On the right you can see how a filter should look like in the report for the user.
Variables should be handled with @ characters, as indicated below on the page.
After that you can save the report.
Name the report and go to “OK” button.
Thus, your report will be added to the list of reports and can also be placed on the dashboard.
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