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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Xero Integration
The Xero Integration allows you to connect SuiteCRM to Xero. The plugin plays a very important role to deal with changes in both SuiteCRM and Xero. When a user creates, edits, or deletes any record in Xero, changes will automatically occur in SuiteCRM as well, and vice versa, by using the Xero Integ...
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SuiteCRM Fields Calculation
Create business logic for field calculations in SuiteCRM without needing to write custom code. You can select a calculated field and create the formula that is automatically updated based on the calculation you provide.
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