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You can also associate a chart to a [[Custom Fields|custom field]].
This is a useful technique if you wish to show the sales history for each company in a chart format when you click the company details.
In the example below the login history of each [[User|user]] is displayed when you click the [[User|user]] details.
[[Image:Reps108.png]]
In order to create a chart that can function as a [[Custom Field|custom field]] you use the following steps:
* '''Create the Report''' – the report will need to use the @userid@ or the @companyid@, otherwise the same chart will be displayed regardless of the user or company that you select.
* '''Create the Chart''' – the chart can be of any type.
* '''Create the Custom Field''' – the field type must be Display Only - Text.
* Paste the Chart [[URL]] into the '''Text/Link''' property of the [[Custom Field]].
[[Image:Reps109.png]]
* Save the [[Custom Fields|custom field]].
When the [[User|user]] or company is displayed the report is processed, and the '''userID''' or '''CompanyID''' of the current record is passed as a [[Parameter|parameter]] to the report.
The chart is then displayed with the correct data.
[[Category:Reports]][[Category:System Management]][[Category:Applications]]
This is a useful technique if you wish to show the sales history for each company in a chart format when you click the company details.
In the example below the login history of each [[User|user]] is displayed when you click the [[User|user]] details.
[[Image:Reps108.png]]
In order to create a chart that can function as a [[Custom Field|custom field]] you use the following steps:
* '''Create the Report''' – the report will need to use the @userid@ or the @companyid@, otherwise the same chart will be displayed regardless of the user or company that you select.
* '''Create the Chart''' – the chart can be of any type.
* '''Create the Custom Field''' – the field type must be Display Only - Text.
* Paste the Chart [[URL]] into the '''Text/Link''' property of the [[Custom Field]].
[[Image:Reps109.png]]
* Save the [[Custom Fields|custom field]].
When the [[User|user]] or company is displayed the report is processed, and the '''userID''' or '''CompanyID''' of the current record is passed as a [[Parameter|parameter]] to the report.
The chart is then displayed with the correct data.
[[Category:Reports]][[Category:System Management]][[Category:Applications]]
