IT Sapiens Analytic Reporting Tool helps you produce effective reports with charts in a fast and easy way. It is a SuiteCRM BI add-on with powerful reporting capabilities, ease of use, elegant design, quick setup, and it comes with over one hundred prebuilt reports. This reporting tool is for anyone – no need for technical knowledge or SQL.
#2260 - Trying to identify new accounts and churn in the same rrtpo
Essentially, I am working with the Accounts and Quotes module, using the valid until (expiration) date as the decision point. I am trying to create a report that identifies only the accounts that have quotes in the previous month, but have never had a quote before then. Additionally, I want to identify the accounts that didn't have a quote in the previous month, but had a quote the month prior. So, if I never had a quote and now have one on 8/4, it would represent "New", but if I didn't have a quote in August, but had one in July, then it would represent "Churn". I tried looking through the docs and watching the videos and didn't see anything that quite got me to this point.
Other add-ons of interest
Analytic Reporting Tool Basic
Dynamic Reports and Interactive Charts.
Powerful tool for SuiteCRM report creation and data analytics. Includes a variety of chart types, detailed, summary and pivot tables. This Reporting Tool is for anyone, no need for technical knowledge or SQL. Comes with over a hundred prebuilt reports.
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