Manuals

You can format your own Excel templates in order to have the Analytic Reporting Tool output the report data in your formatted Excel / PDF template. In order to do this, start by creating an Excel file that you will use as a template. In your Excel template you can add logos, colors, define the … Read more

Calendar Calls, Meetings and Tasks are very essential tools to organize your work. However, in Sugar and SuiteCRM systems they are treated as separate modules, making it difficult to bring them all together and keeping an overview. Analytic Reporting tool now lets you do just that. With a few simple steps to set up you … Read more

If you already have a report or a report template with all the settings identified and you need to add an additional module, which is not yet available under the Fields tab, it is possible to do so under Fields tab. For data security purposes, only Admin users can add modules to already created reports … Read more

It is recommended to start from an already pre-defined report template, and then use Save as in order to add a new Report (you can use Search to find a report by related modules). However, if there is no report with your necessary module or required relationships, or if you have a custom module, you … Read more

You can drill-down to the detailed data with a click to the chart area: A report with detailed data represented by this chart area will open in a new browser tab. As you can see from the Screen-shot above, you can save the new detailed data as a report, export it, or use the report … Read more

Below the Report data you can find the Chart and Chart editor. Chart information is strictly related to Report data above and Report settings, such as Filters, Aggregates and Groups. This means that every time you change the Report settings in the Report Editor, you need to Save those settings in order to be able … Read more

It is possible to set the same permissions and/or report e-mail scheduling options for several reports at once. This can be done from the Report and Folder list. 1. Mark the necessary reports for scheduling (if you mark a folder, then all reports within that folder will be selected). You can select only those reports, … Read more

You can schedule regular Report sending by e-mail. To enable and schedule automated regular Reports first select the check-box Schedule Report under the Sharing & Scheduling tab. As soon as the check-box is selected, options for scheduling will appear. First, you need to select the frequency from the drop-down menu. For example, if you select … Read more

After you have installed the Analytic Reporting module, for security reasons all available pre-defined reports are available for Admin users only (users with Admin checked). If the user profile has permissions to see the Analytic Reporting module, then all users without Admin permissions can only see empty folders and can not see any reports, until … Read more

If you want to change your report column / row titles or labels as well as chart labels click the Rename Labels tab. Here in the left column you can see the original report labels and on the right side you can edit and enter new labels which you would like to show in your … Read more