conduyt_create_report
Creates a saved custom report from contacts, deals, or other records with chosen columns, filters, groupings, charts, and pivots so teams can analyze and share recurring data views.
Instructions
Create a saved custom report. contacts/deals bases support rollup columns, cf: custom fields, a Smart View population and groupBy2 (see conduyt_report_fields).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | ||
| pivot | No | Pivot table on the report (contacts / deals): every cell, row totals, column totals and the grand total come from the same filtered rows as the table; XLSX exports and deliveries add a Pivot sheet | |
| entity | Yes | ||
| sortBy | No | ||
| columns | Yes | Field names in display order | |
| filters | No | ||
| groupBy | No | A groupable field (chart dimension) | |
| sortDir | No | ||
| groupBy2 | No | contacts/deals only: a second grouping dimension (rows = groupBy × groupBy2) | |
| isShared | No | Visible to the whole account (default false = only you and admins) | |
| aggregate | No | ||
| chartType | No | ||
| isPrivate | No | Only the creator and admins can open it, even when shared to a dashboard (default false) | |
| timeGrain | No | When groupBy is a date | |
| population | No | contacts/deals only: { smartViewId } runs the report over the contacts in that Smart View | |
| description | No | ||
| measureField | No | A numeric field for sum/avg/min/max (a rollup or cf:<key> works) |