W-Systems shows off a Dashboard Drilldown Enhancement for Sugar 7

Matthew Marum —  April 1, 2015 — Leave a comment

In a recent blog post by W-Systems, an Elite SugarCRM Partner, Christian Wettre showed off a cool enhancement to the Sugar 7 Saved Report Chart dashlet.  Very conveniently, they included a package you can download so you can easily install it and look at the code to see how it works without any fuss.  I just tried it in a Sugar 7.5.1 instance and it worked like a charm!

Since some of the most effective SugarCRM dashboard elements are charts based on reports, I find my dashboards full of those charts. These charts scream out for the ability to dig down into the underlying details. In the current release of SugarCRM 7 it is a little cumbersome to actually do this. We solved this with a code enhancement module that adds a drill down link to any Saved Report Chart dashlet. With this module installed you can click on the drill down link on any report based dashlet to open the dashlets underlying report in a new browser tab.

Head over to the W-Systems blog to see an instructional video and download this package for yourself!

A quick aside.  In production, SugarCRM recommends deploying new custom dashlets instead of overriding the built-in dashlets.  Users will be able find your custom dashlet just as easily as built-in dashlets while allowing the built-in dashlets to get upgraded.

Matthew Marum

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Matt is the Director of Developer Advocacy for SugarCRM. Previously he was an Engineer on Sugar 7 and a Solutions Architect for the OEM program. He is also an avid trail runner, Boston Marathon qualifier and a karaoke aficionado.

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