Dynamic Reports and Interactive Charts.
A powerful tool for report creation and data analytics in SugarCRM and SuiteCRM. Includes a variety of chart types, detailed, summary and pivot tables. 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 that are ready to be used on day one.
True Reporting for SugarCRM & SuiteCRM
You likely have massive amounts data in your CRM, but do you have the ability to extract it in a meaningful way? You may have tried various other reporting tools that were clunky, required in-depth technical knowledge, or simply never worked.
We understand your pain so we created the Sapiens.BI which has quickly become the most popular reporting tool for SugarCRM CE and SuiteCRM.
Take a look at our features below, the demo, and get started on your own trial today. We have included over 100 pre-defined reports to help you get started right away.
On SugarCRM Pro or Ultimate?
Check out our Sapiens.BI Pro add-on: https://www.sugaroutfitters.com/addons/analytic-pro
Works great for both On Demand and On Premise environments.
- Pivot, grouped summary, grouped detailed and simple detailed report types available, in just a few clicks you can switch from one to the other
- You can modify your reports and charts: filters, sorting and grouping criteria
- Charts can be added to a dashboard
- Sample reports are available for each Report type and various SugarCRM modules and their related modules
- Unlimited levels of groups and summaries within a report
- Compatible with SugarCRM Standard and Custom Modules
- Quick and easy installation - just upload via module loader and everything is ready for use!
Combined chart with 3 axes (2 vertical axes): for comparison of different scales, e.g. Count and Sums:
Reports and Charts have lots of customization options.
Reports can be exported to Excel and PDF format and can be Scheduled via e-mail as PDF and Excel attachments, and/or Links to the reports. PDF and Excel e-mailed reports are run-time, i.e. if your report has the filter set to Last Month and runs monthly, it will e-mail the previous month's data every time it is run:
Mass edit for Permissions and E-mail Scheduling: you can select several reports at a time and update Permissions and Scheduling for all selected reports.
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