Custom development overview

Beyond its standard product capabilities, ShareCRM also supports development for customer-specific scenarios. The BI platform offers five custom development modules: custom report templates, the BI joined report feature, BI access functions, APL custom calculation logic, and PWC custom display UI.

When you create a report with a blank template under a custom theme, you can select only one module at the same level. To select multiple modules in the same column, you need a custom report template. For details, see Custom report templates.

During data analysis, you often need to further process a report or summary table that already exists. Joined reports extend the existing report capabilities for this purpose. Enterprises can configure joined reports to implement different business logic. The BI joined report feature is now a standard product capability.

During BI analysis, you can call access functions to retrieve result data for further analysis. The functions currently support retrieving result data from reports, single-dimension charts, pivot report reports, and joined reports. For details, see BI access functions.

The product provides a wide range of built-in aggregation methods. For string fields, it supports count and distinct count. For number fields, it supports count, distinct count, sum, average, maximum, and minimum. For date fields, it supports count, distinct count, earliest, and latest. If you need special calculation logic, you can implement it with APL low-code custom development and still display the results in BI charts. For details, see APL custom calculation logic.

The product provides a variety of chart types: reports, crosstab reports, bar charts, line charts, pie charts, funnel charts, summary tables, dual-axis charts, KPI cards, gauges, heat maps, bubble maps, stacked bar charts, stacked line charts, heatmaps, and bubble charts. If you need a custom display UI, retrieve the statistical data through BI functions and build the display with PWC custom development. For details, see PWC custom display UI.