• Create a Report combing "people" so Leads, Contacts,Targets from a given Target List

  Support January 12th, 2021 @ 5:23 pm
  

  Hello Stephen,

  Thank you for contacting us!

  "Combined" Report type is very specific- it would work like a union of the 3 modules only in summary way, and wouldn't give you a union of 3 detailed lists.
  In this case you would need to write a custom SQL query and try to relate that to Sapiens.BI.

  We will send you the Instruction via e-mail.

  Best Regards,
  Sapiens.BI team

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• License Key Does not Exist

  Support January 8th, 2021 @ 1:31 pm
  

  Hi,
  You should configure - which users have the access to theAnalytic Reporting Tool module under SuiteCRM admin panel.

  Please let us know, if you need more help with further steps.

  Best Regards,
  Sapiens.BI Team

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• License Key Does not Exist

  Support January 7th, 2021 @ 11:38 am
  

  Hello!

  Thank you for screenshot. It would help more if you could provide request/JSON response from the browser Developer Tools -> Network tab too, as well as full size error log.

  At now we can see, that this is probably SuiteCRM Store warning message which, probably, is "The user does not have access to this add-on.". Is it possible, that you are trying to validate from other user who has not been enabled to use this module?

  Second thing to check is in file "/modules/AnalyticReporting/license/config.php" the variable "public_key". Please check if there is entry "a6942f93c3a2b006488457eb7a8148cc" (it can be comma separated with others). There can be issue if you have downloaded different packages.

  Hope this will help!

  Best regards,
  Sapiens.BI Team

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• License Key Does not Exist

  Support January 6th, 2021 @ 9:49 pm
  

  Thank you for the screenshot.

  The best would be if you could uninstall existing package via Module Loader and then Install the one related to your active trial.

  Please let us know if you have any pending issues or need any further help!

  Best Regards,
  IT Sapiens Team

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• License Key Does not Exist

  Support January 6th, 2021 @ 10:50 am
  

  Hello,

  We have checked from your provided screenshots we can see that the key you are validating look correct, but the key doesn't ping for some reason.

  May we ask if you have the latest package downloaded from your orders page below? https://store.suitecrm.com/members/ReportAdmin/orders#order12222

  Here are a few items to troubleshoot to ensure the license key works:
  1. Make sure you downloaded the correct package
  2. Make sure your firewall is allowing connections to https://store.suitecrm.com and that php_curl is installed on your server

  It looks like you accidentally started 2 new trials, so we've cancelled the duplicate order for you now (order #12221).

  Let us know if this doesn't help, - we can then schedule live web screen share for more support!

  Best Regards,
  IT Sapiens Team

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• Scheduling reports

  Support November 13th, 2020 @ 2:19 pm
  

  Hello Saqib,

  Thank you for contacting us!
  The latest version now available for you under the profile where the purchase was made is 2.1.344. Can you please kindly backup your SuiteCRM system and then upgrade your Analytic Reporting tool to this latest version and see if the issue persists? (No need to uninstall previous version, just upload the latest one via SuiteCRM Module Loader).

  Let us know if you need further assistance or help.

  Best Regards,
  IT Sapiens Team

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• Moving Average Report

  Support September 16th, 2020 @ 8:32 pm
  

  Hello,

  Thank you for the description, - I still think it is passed x days and then in addition to what we described above, - under "Grouping & Sorting" group by Date - can select Month or Quarter or Year.

  But just to be sure, we have sent you the live meeting proposed time spots via e-mail. Please let us know in case you haven't received any e-mail.

  Bets Regards,
  IT Sapiens Team

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• Moving Average Report

  Support September 15th, 2020 @ 8:48 pm
  

  Hello Dave,

  If I understand, you want to see AVG for last 3, 6 or 12 months? If this is correct, you can add Date filter 'Passed days' - and enter e.g. '90' for last 3 months.
  It will always calculate AVG for last x days based on date when you run a report.

  Then under 'Aggregates' tab select "AVG" for Average.

  But if this is not what you need, maybe we should schedule a live web meeting for better explanation?

  Best Regards,
  IT Sapiens Team

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• Basic and Pro different

  Support September 11th, 2020 @ 10:38 am
  

  Hello,

  Thank you for contacting us!
  Here is a link to the version comparison: https://www.bisapiens.com/public/file/solution/art-sugarcrm/Comparison_PRO_Basic_Analytic_Reporting_for_SugarCRM.pdf

  I can say that PRO version is much more powerful and rich with features. If you'd like, we can organise a live meeting and I can demonstrate you the differences.

  "ALL Users" mean that all your SuiteCRM users should be counted for the license.
  "JUST REPORT USERS" - in case you want to purchase license for fewer users than total number of Active SuiteCRM users. Users without a license will not see reports or Charts, they can only receive scheduled e-mail with Excel/PDF attachment.

  Let me know if you need any help or have any questions!

  Best Regards,
  IT Sapiens Team

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• Font downloading failed

  Support July 31st, 2020 @ 4:40 pm
  

  Thank you for contacting us!

  Related the issue with Fonts - 
  The error sometimes occurs with connectivity problems (firewall or bad connection etc) or some filesystem permissions - might be the webclient has insufficient permissions to write the files in the necessary folder. If you do not wish to tinker with the permissions you can also add this folder manually.

  We have sent the file and instructions to your e-mail, please check mail from eva.narunovska@itsapiens.eu.

  Let us know if you need any help or have any questions; or if the e-mail is missing.

  Best Regards,
  IT Sapiens Team

  View Comment
  
  
• Is that possible to create "report on records with no activities" with this addon

  Support July 28th, 2020 @ 11:09 am
  

  Hello Thank you for contacting us!

  Using a Report Builder, you need to select "Accounts" first and then add the module containing Activities (first selected module contains all records, even if there are no Activities related).

  Then via filters tab of a saved report you can add filter 'Activity_id' Is Empty

  This way you get all Accounts with no Activities at all.

  ---

  If you need accounts with no activities just during last 6 month, then this feature isn't a part of Basic version. It would be available via Analytic Reporting Tool PRO version.

  If you decide to upgrade to PRO, let us know and we will help you to create this report.

  Best Regards,
  IT Sapiens Team

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• Issues uninstalling the Feature

  Support July 20th, 2020 @ 10:40 am
  

  Thank you for the Information Kai!

  Probably there was some issue with the CRM instance and module uninstallation process. You can try to delete manually files stored in "/custom/Extension/modules/Schedulers/Ext/ScheduledTasks/" and then run "Quick repair and rebuild". Hope this helps.

  Let us know if you have any more questions or need any help!

  Best Regards,
  IT Sapiens Team

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• Issues uninstalling the Feature

  Support July 15th, 2020 @ 2:20 pm
  

  Hello Kai,

  Thank you for the screenshots.

  Probably created Schedulers are not removed. You can check if Admin -> Scheduler contains any Analytic Reporting schedulers set up (for example: Analytic Reporting Send Scheduled Reports, Analytic Reporting Jobs, Analytic Reporting Send Scheduled Dashboards) and remove them manually.

  Let us know if you need any more help or have any questions!

  Best Regards,
  IT Sapiens Team

  View Comment
  
  
• License activation times out and needs manual refresh

  Support July 9th, 2020 @ 2:07 pm
  

  Hello Helgi,

  Sorry small mistype, - the correct file name starts with "AR_2.1.293

  Best Regards,
  IT Sapiens Team

  View Comment
  
  
• License activation times out and needs manual refresh

  Support July 9th, 2020 @ 12:04 pm
  

  Hello Helgi,

  We have worked the solution with SuiteCRM team, that should solve the issues with too frequent validation of the license.
  You will find the new version in this store in your profile download link to the file name starting "AR_2.1.292 ...

  In order to update please upload this zip file via SuiteCRM Module Loader, no need to uninstall the previous version.

  Please let us know if this or any other issues persist or if you need any help or training.
  We will also be happy to schedule a live web meeting with you in order to show you the demo or help you building your first reports - this is free of charge already during the free trial.

  Just let us know if interested!

  Best Regards,
  IT Sapiens Team

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• Error Downloading Fonts for PDF File Export

  Support July 9th, 2020 @ 11:51 am
  

  Hello Nihal,

  The missing fonts error sometimes occurs with connectivity problems (firewall or bad connection etc) or some filesystem permissions - might be the webclient has insufficient permissions to write the files in the necessary folder. If you do not wish to tinker with the permissions you can also add this folder manually.

  We have send you the link to download fonts and quick instruction to your e-mail. Please let us know if you haven't received it or if you need any further help.

  Best Regards,
  IT Sapiens Team

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• Error Downloading Fonts for PDF File Export

  Support July 8th, 2020 @ 4:16 pm
  

  Hello,

  Thank you for contacting us!
  We will get back to you with a solution within nearest 24 hours!

  Best Regards,
  IT Sapiens Team

  View Comment
  
  
• export in excel format

  Support July 7th, 2020 @ 4:22 pm
  

  Hello,

  Thank you for contacting us and for the detailed description of an issue! We test this on our side and get back to you soon!

  Best Regards,
  IT Sapiens Team

  View Comment
  
  

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