by sapiens.bi

Dynamic Reports and Interactive Charts. A powerful tool for SuiteCRM report creation and data analytics. Includes a variety of chart types, detailed, summary and pivot tables. This Reporting Tool is very user-friendly, no need for technical knowledge or SQL. The Sapiens.BI tool comes with over 100 pre-built reports that are ready to be used on day one.

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#1117 - Graphics reports to Principal Dashboard

Closed General Question created by amedina2610 6 years ago

Hi Guys;

I´d like to know if possible to insert in my principal dashboard graphics from reports module. If so, (which graphics) and how many types of graphics are included in your pulg-in.

Thanks in advanced,

Alberto

  1. sapiens-bi member avatar

    sapiens.bi Provider

    6 years ago

    Hello Alberto!

    Thank you for contacting us! Yes, you can add charts to the Dashboard. When you have open report with Chart, there is a link under the Chart 'Add to Dashboard' ; or you can odd it directly from Dashboard-Dashlet as well ;). Chart types available for both: Basic & PRO version are: Pie, Line, Column, Combined (3 axes), Funnel, Gauge;
    Chart types available for PRO version ONLY are: Geographic Chart, Area Chart, Horizontal Bar Chart

    You will see the sample of those charts in this video: https://youtu.be/9vxYV2tcRKc

    Let us know, if you need any more help!

    Best Regards, IT Sapiens Team

    • amedina2610 member avatar

      amedina2610

      6 years ago

      Hello guys,

      Thanks for aswering.

      I have another questions about your solution:

      1.- ¿Is it compatible with last version of SuiteCRM (7.10.4)? 2.- ¿Is it possible to switch from one pay method to another?. If i start with "Pays As You Go"; then change to "Server Plan"? 3.-¿ When the user export data from reports, the document printed has exactly the same view showed in SuiteCRM'

      Regards;

      Alberto

    • sapiens-bi member avatar

      sapiens.bi Provider

      6 years ago

      Hello Alberto,

      1. Yes, it is compatible with SuiteCRM v 7.10.4
      2. Yes, you are able to change to Saver plan, when ever you wish to do so. In this case you just end one subscription and start new Saver plan trial.
      3. You can use to print the way you see in the browser or you can also print in PDF or Excel as a simple Table.

      Let us know, if you need any help!

      Best Regards, IT Sapiens Team

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