by itsapiens

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.

Cancel at any time!
Free Trial

#547 - Chart which includes 5 different modules?

Closed Feature created by raees 2 years ago

Hello,

Could I create a chart which contains five different modules. For example, I want to create a chart which show all crm users on Primary horizental axis with accounts, contacts, cases, tasks as a Legend, while number of records horizentally? this is just a dummy chart taken from internet something like this: 1.gif

thank you.

  1. itsapiens member avatar

    itsapiens Provider

    2 years ago

    Hello Raees,

    Thank you for contacting us!

    First of all you need to create report containing that data.
    If you have such report ready, then 'Combined Chart' is the one which could be the best for this case:

    CombinedChart.png

    You can select several different items on the Secondary Axis; and most likely should leave empty the Third vertical axis.

    If you do not have the report with such data, combining different module values, this might be the Combined report type, that you need to create. Visual Instruction for this you will find in Page # 59 (Combined Reports) in the User Manual https://itsapiens.eu/public/file/solution/art-sugarcrm/User_Manual_Analytic_Reporting_PRO_for_SugarCRM.pdf?v=2

    Let us know, if this is helpful, or if you need any more help!

    Best Regards,
    IT Sapiens Team

    • markusweiler member avatar

      markusweiler

      2 years ago

      Thank you for quick reply.
      I just try to create a "combine" report type and when i try to save it, it shows me "saved. Open report" but when I click to open report there is no data.
      see below:

      Screenshot_4.png

      Screenshot_5.png

    • raees member avatar

      raees

      2 years ago

      I have replied you from @markusweiler's account. please answer. thank you.

    • itsapiens member avatar

      itsapiens Provider

      2 years ago

      Hello Markus,

      Do you use PRO or Basic version? Combined Reports are only supported by the PRO version (We assumed you have PRO< since the question is under PRO version, but under your account we can see that you are using BASIC version).

      Best Regards,
      IT Sapiens Team

    • markusweiler member avatar

      markusweiler

      2 years ago

      Hello,

      We use Basic version.

      Thank you.

    • raees member avatar

      raees

      2 years ago

      Hello,

      Do we need to change to PRO version?
      Do you have any good offer for us?

      Thank you.
      Raees

    • itsapiens member avatar

      itsapiens Provider

      2 years ago

      Hello Raees,

      You can start with free trial of a PRO version in order to ensure that the tool gives you what you need.
      For the pricing - can you please tell me, how many users with their status set to 'Active' do you have?

      Best Regards,
      IT Sapiens Team

    • raees member avatar

      raees

      2 years ago

      Hello,

      Thats sound good. What is duration of the free trial ? one month?
      Just for testing purposes, 3 users will use it in free trial in order to evaluate it.

      Thank you.

    • itsapiens member avatar

      itsapiens Provider

      2 years ago

      Hello Raees,

      Yes, free trial is 30 days long.

      Best Regards,
      IT Sapiens Team

    • raees member avatar

      raees

      2 years ago

      Hello,

      Right. Please send us the zip file of PRO version.

      Thank you.

  2. itsapiens member avatar

    itsapiens Provider

    2 years ago

    Hi, to which e-mail address should we send it?

    Best Regards,
    IT Sapiens Team

    • raees member avatar

      raees

      2 years ago

      Hello,

      you can send me at "raees.khan@matelso.de".
      Do I need to uninstall the basic version first and then reinstall the pro version?

      Thank you.

This case is public. Please leave out any sensitive information such as URLs, passwords, etc.
Saving Comment Saving Comment...
Rating
  • "Comprehensive tool that allows all types of advanced reports including audit tables, custom fields and combined reports."

    Read More Reviews