Dynamic Reports and Interactive Charts. A powerful tool for SuiteCRM report creation and data analytics. Includes a variety of chart types, detailed, summary and pivot tables. This Reporting Tool is very user-friendly, no need for technical knowledge or SQL. The Sapiens.BI tool comes with over 100 pre-built reports that are ready to be used on day one.
Powerful Reporting for SuiteCRM
You likely have massive amounts data in your CRM, but do you have the ability to extract it in a meaningful way? You may have tried various other reporting tools that were clunky, required in-depth technical knowledge, or simply never worked.
We understand your pain so we created the Sapiens.BI which has quickly become the most popular reporting tool for SuiteCRM out there.
Pivot, grouped summary, grouped detailed and simple detailed report types available, easily switch between different report types
You can modify your reports and charts: filters, sorting and grouping criteria
Add charts to dashboards
Sample reports are available for each Report type and various SuiteCRM modules and their related modules
Unlimited levels of groups and summaries within a report
Compatible with SuiteCRM Standard and Custom Modules
Quick and easy installation - simply upload through the module loader and everything is ready for use!
Need Even More Power and Flexibility for Your Reporting?
For more features check out Sapiens.BI Pro: https://store.suitecrm.com/addons/sapiens-bi-basic-tool-pro
Compare our PRO version with the Basic so that you can choose what fits best your business needs. PRO vs Basic - version comparison
Combined chart with 3 axes (2 vertical axes): for comparison of different scales, e.g. Count and Sums:
Reports can be exported in Excel and PDF formats and they can be scheduled via e-mail as PDF and Excel attachments, and/or Links to the reports. PDF and Excel e-mailed reports are real-time, i.e. if your report has the filter set to Last Month and runs monthly, it will e-mail the previous month's data every time it is run.
Mass-edit feature for Permissions and E-mail Scheduling: you can select several reports at a time and update Permissions and Scheduling for all selected reports.
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List Summary Plugin is used to show summarized data of any modules as well as sub-panel module of selected module using mathematical operation (Count, Min, Max, Sum, Average etc..)