Chart Structures

Charts allow you to depict relationships between records.

The default configuration of Aurea CRM does not however support the display of charts, which must instead be implemented using an add-on.

Aurea CRM win allows you to generate XML reports that can contain the following data:

  • A corporation’s structure
  • All functions/positions of persons in a company, and all functions that are missing
  • Information on properties, including sub-properties, opportunities and participants

The following steps are necessary in Aurea CRM win:

  1. Define the chart format, see Defining a Chart Format. The chart format determines the name of the chart, and the info area or record type from which the report/chart can be generated.
  2. Define the individual chart elements in the chart structure, see Defining Chart Elements. The elements determine which records are searched for and how they are included as elements in the report and their relationships with one another.
  3. Define an XML report based on the chart structure, see Defining Reports.
  4. Create the XML report, see Creating Reports.

The XML file can be used to display the chart (requires the programming of an add-on).

The following examples cover the most important options when defining charts: