BV Report Tweaks Integration offers enhanced data customization capabilities within SuiteCRM, empowering users to generate insightful reports.
FAQ
Q: Is this plugin compatible with specific modules only?
A: No, it works for all modules, including custom ones.
Q: Can I use this plugin to customize reports for custom modules?
A: Yes, the plugin is designed to work with all modules, including custom ones, allowing for comprehensive report customization.
Q: Is there any limitation on the number of modules I can customize with this plugin?
A: No, you can customize reports for any number of modules without limitations, ensuring flexibility in your reporting processes.
Q: Will I need additional plugins or integrations to use this plugin effectively?
A: No, this plugin provides comprehensive functionality for customizing reports across all modules, eliminating the need for additional plugins or integrations.
Q: What is the timeframe for receiving reports via email?
A: Users can set the timeframe for the scheduler to run from advance section and set a desired time and receive the reports in their respective email addresses.
Q: What are the formats for generating reports?
A: Reports can be generated in Email Text format and CSV format.
Q: How can I generate a report in CSV format?
A: To generate a report in CSV format, schedule the report and uncheck the checkbox beside "Email Format." Then, click on "Save."
Q: How do I receive the report if I check the checkbox beside email format?
A: If you check the checkbox beside "Email Format," you will receive the report in the form of an email text in your respective email address.
Q: Can I schedule multiple reports for different modules?
A: Yes, you can schedule multiple reports for different modules.
Q: How can I exclude a particular record from a report?
A: To exclude a particular record from a report, go to the report condition. From the operator dropdown, select "Does Not Contain" and then add the type. Finally, click the parameter checkbox.
Q: Can I create a report for a particular date range?
Yes, you can. Go to conditions, then from the operator dropdown, select "Is Between." Choose the type as "Range" and check the parameter.
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