Sapiens.BI PRO - Analytic Reporting

Sapiens.BI helps you produce effective reports with charts in a fast and easy way. It is a Sugar and SuiteCRM BI plug-in with powerful reporting capabilities, ease of use, elegant design, and a quick and easy setup. This Reporting Tool is easy to use, there is no need for technical knowledge or SQL. The Sapiens.BI tool comes with over 100 pre-built reports.

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#547 - Chart which includes 5 different modules?

Closed Feature created by raees 6 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:

thank you.

sapiens.bi Provider
6 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:

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

reply
- markusweiler
  6 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:
  
  reply
- raees
  6 years ago
  
  I have replied you from @markusweiler's account. please answer. thank you.
  
  reply
- sapiens.bi Provider
  6 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
  
  reply
- markusweiler
  6 years ago
  
  Hello,
  
  We use Basic version.
  
  Thank you.
  
  reply
- raees
  6 years ago
  
  Hello,
  
  Do we need to change to PRO version? Do you have any good offer for us?
  
  Thank you. Raees
  
  reply
- sapiens.bi Provider
  6 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
  
  reply
- raees
  6 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.
  
  reply
- sapiens.bi Provider
  6 years ago
  
  Hello Raees,
  
  Yes, free trial is 30 days long.
  
  Best Regards, IT Sapiens Team
  
  reply
- raees
  6 years ago
  
  Hello,
  
  Right. Please send us the zip file of PRO version.
  
  Thank you.
  
  reply
sapiens.bi Provider
6 years ago

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

Best Regards, IT Sapiens Team

reply
- raees
  6 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.
  
  reply