Quick Overview
Developed by our team at IT Sapiens, the Analytic Reporting Tool add-on for SuiteCRM helps you produce effective, thoughtfully-designed reports with charts in a quick, simple way. It’s easy to use with an elegant design, quick setup, and comes stocked with 100+ prebuilt reports to make reporting a breeze.
The best part? This reporting tool has been designed for anyone to use – there’s no need to be a programmer, have technical knowledge, or understand SQL.
Video Tutorial
One of the most powerful features in the reporting tool is the ability to create user-defined functions via the user interface. There are almost limitless options, including: calculating actual sales ratios vs. targets, opportunity aging, actual lead cost vs. marketing campaign budget, and so many more! The video below will help you master one of the more complex functionalities of the Analytic Reporting Tool.
Other benefits the Analytic Reporting Tool provides:
- Merge multiple reports into one Excel or PDF, create professional looking layouts and schedule them as email attachments
- Analyze your business trends over the time by comparing sales results by the end of each month using snapshot reports (using historical data from the change log)
- Track the time spent on each Sales Stage to identify and improve the steps needed for closing important deals
- Add data ranges to your reports and calculate your own functions to set deadlines or sales targets
While continuously adding new features to the Analytic Reporting Tool, we also work to improve the user support experience by adding self-service options such as video tutorials.
More video tutorials to help you master the Analytic Reporting Tool for SuiteCRM:
Dashboard Solution Overview
Create New Report
Report Editor Basics
Chart Basics
Installation and Upgrade Guide
General Demo Overview: features all you can achieve with the tool
User Guide
Access and review the User Manual PDF here
More Support
Let us know if you have any questions or if we can help you in any way with our product. Feedback and recommendations are always appreciated. We are here for you: info@itsapiens.eu
-
Opportunity Line Item
Line Items in your Opportunity are used to record the products and/or services that your prospective customer may be interested in buying. You can add as many more as needed and you can modify the values and quantities as you learn more about the Opportunity.
-
Superuser Access
If you want to give users access to some admin modules but not all admin functionality then Superuser Access is right for you. Give users the ability to edit dropdown lists, configure plugins, or manage user roles but without giving them the ability to install/upgrade. You can set which admin module...
- Show more addons