Highlevel Overview
The Reports Dashboard add-on by Vision Consulting enables you to build complex report dashboards using the standard SuiteCRM reports as building components. Customize your dashboard view so priority information can be quickly seen by you and your team, plus utilize many other features of the add-on to help with efficiency.
Product Features
- Use any number of SuiteCRM reports in your dashboard
- Reports from different modules can be compiled into a single dashboard
- Report parameters are extended throughout the whole dashboard. For example, if underlying reports contain an assigned user parameter, you can filter the output of all the reports of the dashboard based on this condition.
- Use a chart defined within a standard SuiteCRM report as a single building component of the dashboard
- Create and download PDFs from the dashboard
- Control the access rights of the dashboard
How it Works
The example below shows how a company dashboard can look when it's customized using the Reports Dashboard add-on for SuiteCRM.
Here is how the Reports Dashboard is structured from the standard SuiteCRM reports.
To learn more about this solution, go to Reports Dashboard or search for "dashboard."
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SuiteGuard
SuiteGuard is an integrated solution hosting a powerful security tool set that effectively protects your SuiteCRM system.
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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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