NON-STANDARD REPORTS IN CLOUD AND BOXED (On-premise Edition) BITRIX24

automation with bitrix24

In the course of the company's work, it is often necessary to build various kinds of reports. Not always these reports can be built using standard tools.

A recruitment company requested the technical ability to build a complex report with data from different Bitrix24 entities, with graphical visualization. This report turned out to be impossible to build using the standard reporting system CRM Bitrix24.

THE REAL TASK FROM THE CLIENT

Our client, a recruitment company, has set the task of building the following report:

✓ The report should contain information on incoming/outgoing calls

✓ The ability to group this data by managers

✓ And contain elements of end-to-end analytics according to certain algorithms, including analysis of subsequent stages of transactions that were created on the basis of incoming calls.

solution

The application has its own interface, a set of filters and sorts, and is built into the Bitrix24 interface. Data is visualized in the form of a graph and in tabular form. Selection of data for the application is made from the CRM through the REST API. Using this approach (creating an application integrated into the CRM) - is possible to build custom reports, which can not be done by standard reports.