Custom Module - Creating report and chart to display totals against target
I have created a custom module (trying to do this in custom module rather than Creator) for the sales team to log monthly data for sending some invitations to events we run. It's not a complicated form, but I am unable to create a chart from a report that displays how each sales person is getting on with their monthly targets for each metric.
- At the start of the month each sales person will create a new record, enter their working days that month (the tool will then calculate their targets for each of the two metrics).
- Each time they send invites for the month, they edit the form and add a line to the log sub-form.
- I have created a report that can show the person, month, year, target for each metric and totals from the logged data
- In order for me to get the option to create a Chart, I have to add Groupings to the Report - these only allow 3 groupings.
- When I go to create a Chart, it only allows you to select one of the Grouped fields and then just displays the 'Record number', which is a useless piece of information
- I want to be able to add a chart to a Dashboard so the sales team can have this on their home pages
Does anyone know how I can achieve this?
Thanks
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