Sapiens.BI PRO - Analytic Reporting

How to install and set-up the Sapiens.BI tool?

It is very simple: - Ensure that you can upload at least 80 MB, - Upload the zip file via SuiteCRM Module Loader. - Give the necessary permissions to reports for non-admin users (can use mass-editing for permission setting for several selected reports at a time ). Sapiens.BI is ready to use.

How old is the data, summarized and shown in Sapiens.BI reports?

All detailed and summarized data and charts in Sapiens.BI is always current.

How old is the data in the reports scheduled via e-mail?

Data in PDF and Excel current at the time of sending the e-mail. For example if you a schedule monthly report with Last Month set in the filter, every time an e-mail is sent, it will contain previous month's summary. The link will open the report with current data every time, whenever you open it.

Can I add Charts to Home Dashlets?

Yes, in order to do that, open the report, find the "Add to Homepage" button - it is located under the Chart. After clicking the link, the Chart is added to the Home Dashlet.

How can I create a new report?

To create a new report, please select and open one of the existing Report Templates from the list (which contains the module data that you need). Then click the green "Save As" button. You can then identify the name and folder of your new report and modify your new report as needed.

Can custom modules be added to report templates?

Yes, custom modules can be added to report templates. You will find the instructions in your module zip archive "Install.txt" file, or you can reach out to us for assistance.

I am getting "Invalid Request" error during zip file upload via the module loader

In most cases this means that the file upload size is insufficient. At least 80MB should be allowed in WEB server and SuiteCRM configuration in order to upload the module. We recommend to increasing the limit beyond 80MB permanently. (If necessary you should also increase both upload_max_filesize and post_max_size in php.ini configuration, because max allowedupload size is limited by both of these settings). The Web server has to be restarted after changing these settings. PHP INI memory_limit = 256M (at least)

Is it possible for each user to only see their data?

Yes, for this to be set up, you need to select the filter ("Filters" tab) Assigned User or Created by='Current user'.