Highlevel Overview
Are you working with your CRM data in an unorganized manner? Are you tired of getting only summary-level information about your data, which affects the ability to make truly effective business decisions? If yes, then the Report and Dashboard add-on by Variance InfoTech will work perfectly for you.
You may have tried various other reporting tools to integrate with your system which required in-depth technical knowledge, or simply never offered the report view you needed. Report and Dashboard has many features which are really helpful for you to analyze your data and make quick, easy business decisions.
See Report and Dashboard in Action
Key Features
- Allows to generate reports from a combination of primary and secondary modules
- Supports multiple chart types such as pie, bar, line, stacked bar, stacked column, funnel, donut, pyramid, column pyramid, stacked column pyramid, stacked bar pyramid, and cylinder
- Share reports to particular user/group users
- Export chart report as a PDF, detailed and 2D widget report as a PDF, Excel and CSV
- The Report and Dashboard add-on allows you to send email of all types of reports to users through the Scheduler, which you can configure during the Report and Dashboard set up
- Supported all standard and custom modules
Database Compatibility
1) MYSQL 2) MSSQL
To learn more about this solution, go to Report and Dashboard or search for "reporting."
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Duplicate Analysis
Find duplicate records by names, any phone numbers, and email-address from modules like Account, Contacts, Leads. This add-on helps you to quickly find and merge any duplicate records in your CRM.
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Advanced Menu Manager
Configure stylish and functional menus in SuiteCRM that are more relevant to your team’s needs and match your branding. The Advanced Menu Manager add-on enables you to choose different menu layouts and designs from the Admin settings – no designer needed!
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