sonja

I'm wanting to make a custom report of my packages. My primary goal to have a price/cost list and description for each package. But it would also be nice to see the number of active packages that customers are using. Anyone know how the script should be written? I've only done custom reports from starting with contacts, so I'm not sure how to go about this.

@brandon.forerivertech why did you choose that? And how do you like it, even without any integration?

Has anyone integrated a customer relationship management (CRM) system with blesta? If so, what do you use? Salesforce? If not, how are you tracking leads, service tickets, etc?

Thank you!

I need only the primary customer's name and info, and a list of all the services by id and name. I planned on filtering by a combo of status and date services started and were cancelled.

Hi Tyson, after playing with it, I found the same error. Removing the services id code fixed the problem, and the result is a report listing all our customers, their contact information, status, and if they canceled service, when that occurred. What I need from this report, or another one is the customer's name, address, email, status, and the package they are using. For California reporting we must list addresses with download and upload speeds.

I'm using a the script below for a custom report. I need to add a column to the report that includes the package(s) each customer has. I figured out how to add the service.id. However this service.id does not equate to a package id. Here is the script I'm running: SELECT `contacts`.`client_id`, `contacts`.`id` AS `contact_id`, `contacts`.`first_name`, `contacts`.`last_name`, `contacts`.`email`, contacts.address1, contacts.city, contacts.zip, contacts.country, service.id, `services`.`status`, services.date_added, `services`.`date_canceled`, COUNT(`services`.`id`) AS `number_of_services` FROM `contacts` INNER JOIN `services` ON `services`.`client_id` = `contacts`.`client_id` GROUP BY `contacts`.`id` ORDER BY `contacts`.`client_id`, `contacts`.`id`

I'm using a version of this script for a report. But I would like to add a column to the report that includes the packages each customer has. I figured out how to add the service.id, but I can't figure out how display the package name from that id. Here is the script I'm running: SELECT `contacts`.`client_id`, `contacts`.`id` AS `contact_id`, `contacts`.`first_name`, `contacts`.`last_name`, `contacts`.`email`, contacts.address1, contacts.city, contacts.zip, contacts.country, service.id, `services`.`status`, services.date_added, `services`.`date_canceled`, COUNT(`services`.`id`) AS `number_of_services` FROM `contacts` INNER JOIN `services` ON `services`.`client_id` = `contacts`.`client_id` GROUP BY `contacts`.`id` ORDER BY `contacts`.`client_id`, `contacts`.`id`