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
- 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
To learn more about this solution, go to Report and Dashboard or search for "reporting."
Report and Dashboard
The Report and Dashboard add-on offers an intuitive and powerful set of reporting tools for SuiteCRM. It includes various chart types, summary and detailed reports, plus 2-dimensional layouts with exporting capabilities for popular file types.
PDF Template Viewer
Ensure you are sending the right documents to your prospects and customers. With the PDF Template Viewer add-on, you can easily preview PDF templates before downloading or sending them to customers via email.
Prevent Concurrent Login
Add an additional layer of security by allowing only one person to log in as a user at a time. Prevent multiple users from using the same credentials at the same time. The user previously logged in will be logged out automatically and be prompted with a message.
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