Home Screen Statistics
NB Applies to AdminBase Web versions dated 2021.11.2.1 and later. You can check your version in Settings.
The Basic home screen in AdminBase produces a fixed set of stats. The Advanced Home screen gives complete control over the home screen. However there might be cases where some of the basic stats are needed on the advanced home screen. To this end a Report Builder function has been added that updates and creates these stats in a format that is usable on more complex graph reports.
NB These stats are company wide. If you need stats that are user specific then these can be created via normal reporting methods.
The statistic data is stored in HSSTATS as per below table :-
STATIDX | STAT TEXT | STAT TYPE | VALUE TYPE | CURR WEEK | CURR MONTH | CURR YEAR |
|---|---|---|---|---|---|---|
1 | New Leads | 1 | 1 | |||
2 | Appointments | 1 | 1 | |||
3 | Awaiting Quote | 1 | 1 | |||
4 | Sales | 1 | 2 | |||
5 | Lost | 1 | 2 | |||
6 | Pending | 1 | 2 | |||
7 | Sold | 2 | 1 | |||
8 | Fitted | 2 | 1 | |||
9 | Sold | 2 | 2 | |||
10 | Fitted | 2 | 2 | |||
11 | New Calls | 3 | 1 | n/a | n/a | |
12 | Booked | 3 | 1 | n/a | n/a | |
13 | Outstanding | 3 | 1 | n/a | n/a |
nb CURRWEEK, CURRMONTH and CURRYEAR field values are stored as strings
Stat Types
Number | Meaning |
|---|---|
1 | Leads |
2 | Contracts |
3 | Service Calls |
Value Types
Number | Meaning |
|---|---|
1 | Count |
2 | Currency |
To update HSSTATS before your report runs call the following function in your report :-
procedure GlobalOnCreate;
begin
UpdateStats(4,1);
UpdateStats(5,2);
UpdateStats(6,3);
end;
UpdateStats function is defined as UpdateStats(StatIndex, Period);
Period 1 = Week
Period 2 = Month
Period 3 - Year
Add a Query on the Data page as follows nb this example is using current week stats:-
On the Calc page of the query you can do this if needed
On the Search page this will give you just the Stats you want in your query
You can then use this query on a report or a graph eg :-
