I have a table NewCustomerProfile that has multiple customers listed, and their contact information. I want to create a single report with their information, but only 1 report and it needs to be customer specific.
How do I do that?
Ideally a search function that allows me to single in on the customer and then a button to generate the report.
Sorry but I did not quite understand what are you trying to achieve, can you please describe me more or send me some example/link of that table, so I can take a look and give you my suggestion.
As I understand you have one table with all the entries from the customers.
Now when you search customer James the table will list all the information for James.
Then you click on download a report and the report will generate the file with the information that is only related to James.
Lets assume table_Customer has 1,000 companies listed (rows) and 35 fields (columns) for each one.
Next lets assume I need to generate a "Customer_Profile_Form", which today is a PDF one pager that our Accounting department requires to setup a credit account for a new customer.
My assumption when I purchased wpReportBuilder was that I would be able to use the Word document accounting used to create the PDF form, as a template (that way it has all the same graphics, spacings, and alignments.) In my mind, I made the assumption all I would need to do, is put the appropriate variable ${customername}, ${address_1} etc. at the correct spot within the template, and then the rest would happen auto-magically.
I'm finding that it's not quite so easy.
1st. issue - My report downloads with the variables ${customername}, ${address_1} - and not data.
so during my continued testing last night, I went so far as to make a new table with 4 companies, and 5 columns each. I made the column headings lowercase, and one word each, company, address, city, state, zip. And then created a new word template, basically, it was;
hello, ${company}
That's all. When I press the short code button for that, it downloads a report that says;
hello, ${company}
(throwing my hands in the air - what am I doing wrong?)
2nd issue - how do I filter down to a specific company (as you mentioned in your email) and then generate 1 report for that company. Using your example and mine above; I want to generate a New Customer Profile form the JamesCo.
1. How do I filter on JamesCo?
2. How do I print a single report for JamesCo?
3. Can this be done on the front end of WordPress?
4. How do I limit this to Admin, or specific users? Other reports I will need to create will be "Job Requests" meaning someone from JamesCo will login, and key in the data required for us to dispatch a tech to perform repairs for them. Then from time to time, JamesCo will want to login and run their own report to see which Jobs have completed, and which jobs are pending. So, how do I limit that report to just JamesCo jobs?
A lot I know, but honestly - I don't see examples of this on your website, nor do I find examples like this on YouTube.
I think learning how to do #1, goes a long way toward helping me with #4.
Please provide me a temporary WP-admin login for your site where this happens, so we could log in and take a look ‘from the inside’ as that’s the most efficient way to see and resolve the issue. We do not interfere with any data or anything else except for the plugin (in case that’s a production version of the site), and of course we do not provide login data to third party. You can write credentials here just check Private Reply so nobody can see them except us.
Also point me to the table ID and the report ID so I can take a look.
First lets try to make the report working then we will get back to other questions.
As I can see there are 2 report builders installed on the site ( attachment ) and 2 wpdatatables.
Please take a look at our documentation where you can see how you can successfully update the plugin. Same for report builder just download it from the codecanyon.
IMPORTANT: Do NOT delete the old version from WP-admin (by clicking “Delete” in the plugins page). If you do, you will lose all your tables!
Can you please tell me is it possible for you to send me the file from which the table is created ( not the template) so I can upload it to my side and debug it.
I have a table NewCustomerProfile that has multiple customers listed, and their contact information. I want to create a single report with their information, but only 1 report and it needs to be customer specific.
How do I do that?
Ideally a search function that allows me to single in on the customer and then a button to generate the report.
kind regards,
John
HI John,
Thank you for your purchase.
Sorry but I did not quite understand what are you trying to achieve, can you please describe me more or send me some example/link of that table, so I can take a look and give you my suggestion.
As I understand you have one table with all the entries from the customers.
Now when you search customer James the table will list all the information for James.
Then you click on download a report and the report will generate the file with the information that is only related to James.
Correct me if I did not understand you well.
Best regards.
Kind Regards,
Miloš Jovanović
[email protected]
Rate my support
wpDataTables: FAQ | Facebook | Twitter | Instagram | Front-end and back-end demo | Docs
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Powerful Filters | Gravity Forms Integration for wpDataTables | Formidable Forms Integration for wpDataTables | Master-Detail Tables
Thank you, let me see if I can be clearer.
Lets assume table_Customer has 1,000 companies listed (rows) and 35 fields (columns) for each one.
Next lets assume I need to generate a "Customer_Profile_Form", which today is a PDF one pager that our Accounting department requires to setup a credit account for a new customer.
My assumption when I purchased wpReportBuilder was that I would be able to use the Word document accounting used to create the PDF form, as a template (that way it has all the same graphics, spacings, and alignments.) In my mind, I made the assumption all I would need to do, is put the appropriate variable ${customername}, ${address_1} etc. at the correct spot within the template, and then the rest would happen auto-magically.
I'm finding that it's not quite so easy.
1st. issue - My report downloads with the variables ${customername}, ${address_1} - and not data.
so during my continued testing last night, I went so far as to make a new table with 4 companies, and 5 columns each. I made the column headings lowercase, and one word each, company, address, city, state, zip. And then created a new word template, basically, it was;
hello, ${company}
That's all. When I press the short code button for that, it downloads a report that says;
hello, ${company}
(throwing my hands in the air - what am I doing wrong?)
2nd issue - how do I filter down to a specific company (as you mentioned in your email) and then generate 1 report for that company. Using your example and mine above; I want to generate a New Customer Profile form the JamesCo.
1. How do I filter on JamesCo?
2. How do I print a single report for JamesCo?
3. Can this be done on the front end of WordPress?
4. How do I limit this to Admin, or specific users? Other reports I will need to create will be "Job Requests" meaning someone from JamesCo will login, and key in the data required for us to dispatch a tech to perform repairs for them. Then from time to time, JamesCo will want to login and run their own report to see which Jobs have completed, and which jobs are pending. So, how do I limit that report to just JamesCo jobs?
A lot I know, but honestly - I don't see examples of this on your website, nor do I find examples like this on YouTube.
I think learning how to do #1, goes a long way toward helping me with #4.
Kind regards,
John
HI John,
Please provide me a temporary WP-admin login for your site where this happens, so we could log in and take a look ‘from the inside’ as that’s the most efficient way to see and resolve the issue. We do not interfere with any data or anything else except for the plugin (in case that’s a production version of the site), and of course we do not provide login data to third party. You can write credentials here just check Private Reply so nobody can see them except us.
Also point me to the table ID and the report ID so I can take a look.
First lets try to make the report working then we will get back to other questions.
Best regards.
Kind Regards,
Miloš Jovanović
[email protected]
Rate my support
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Powerful Filters | Gravity Forms Integration for wpDataTables | Formidable Forms Integration for wpDataTables | Master-Detail Tables
Hi John,
Ok thank you.
I noticed one thing also when I click to download a report in the plugin dashboard i get error 500.
Can you please tell me are there any errors in the server log so that might give us a clue where to look.
The next thing that I am assuming that might be the problem is in the template itself but I will check that also.
Best regards.
Kind Regards,
Miloš Jovanović
[email protected]
Rate my support
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Powerful Filters | Gravity Forms Integration for wpDataTables | Formidable Forms Integration for wpDataTables | Master-Detail Tables
Hi John,
I think I might find what the issue is.
As I can see there are 2 report builders installed on the site ( attachment ) and 2 wpdatatables.
Please take a look at our documentation where you can see how you can successfully update the plugin.
Same for report builder just download it from the codecanyon.
IMPORTANT: Do NOT delete the old version from WP-admin (by clicking “Delete” in the plugins page). If you do, you will lose all your tables!
You can follow this guide :
1.) Download zip from this link
2.) Use FTP to open /yourwordpressfolder/wp-content/plugins
3.) Delete existing wpdatatables folder.
4.) Upload previously downloaded wpdatatables folder through FTP to plugins folder (unzip it)
5.) Go to WP-admin panel, open Plugins section.
6.) Deactivate wpDataTables, and then activate it again.
Best regards.
Kind Regards,
Miloš Jovanović
[email protected]
Rate my support
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Powerful Filters | Gravity Forms Integration for wpDataTables | Formidable Forms Integration for wpDataTables | Master-Detail Tables
I will follow your instructions, to remove the second one. But that is not the problem.
The second copy was installed yesterday when you guys released the update.
This problem has been going on for a week+ now.
John
Hi John,
I understand that but it is not recommended having both versions installed, even if only one is activated.
So in order to solve the issue let's first solve this one with the 2 versions.
Best regards.
Kind Regards,
Miloš Jovanović
[email protected]
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HI John,
You can go to your folder where the WorpDress is.
For example Sites/www/wordpress/wp-content/plugins/
and from there delete them and then just copy paste the new unziped files in the folder.
Best regards.
Kind Regards,
Miloš Jovanović
[email protected]
Rate my support
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HI John,
The shortcode should not be the issue because our landing page for Report builder is not in WordPress.
You did not tell me about the errors in the server log and if there are any.
HTTP 500 Error should leave some log in the server reporting.
Best regards.
Kind Regards,
Miloš Jovanović
[email protected]
Rate my support
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Powerful Filters | Gravity Forms Integration for wpDataTables | Formidable Forms Integration for wpDataTables | Master-Detail Tables
Hi John,
Can you please tell me is it possible for you to send me the file from which the table is created ( not the template) so I can upload it to my side and debug it.
Best regards.
Kind Regards,
Miloš Jovanović
[email protected]
Rate my support
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You can try wpDataTables add-ons before purchasing on these sandbox sites:
Powerful Filters | Gravity Forms Integration for wpDataTables | Formidable Forms Integration for wpDataTables | Master-Detail Tables
HI John,
OK I tried to create a report from your files below and also when I download it it generates the same as your file.
The only thing that comes through my mind now is that the template is not good.
Can you please tell me did you follow the instructions from our documentation how to create a template.
Best regards.
Kind Regards,
Miloš Jovanović
[email protected]
Rate my support
wpDataTables: FAQ | Facebook | Twitter | Instagram | Front-end and back-end demo | Docs
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You can try wpDataTables add-ons before purchasing on these sandbox sites:
Powerful Filters | Gravity Forms Integration for wpDataTables | Formidable Forms Integration for wpDataTables | Master-Detail Tables