by Exsitec

Empower your business with the ability to utilize and change runtime filters for saved reports directly in the Saved Reports dashlet. Add one report to several dashlets to reduce the number of reports needed, since it can be accessed by several users with runtime filters set for specific log-ins.

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Runtime Filters in Saved Report Dashlet

How many times have you created the same report with different filters, just because you need different filters in the dashboard? Have you ever needed the same report for different users, but the only difference is it should be filtered per different region? These are very time-consuming problems for businesses today, which is why we developed the SRD Runtime Filtering plugin for SugarCRM.

Now your teams can set up runtime filters directly in your Report dashlet. Thus, the sales department can quickly view figures by varying criteria between different teams, and the executives can easily get a current overview of the business.

Benefits

  • Less reports needed
  • Easier to maintain reports
  • Each user can select what to display from the report

SRD-RunTimeFilter-Dashlet1.png
SRD-RunTimeFilter-Dashlet2.png

In SugarCRM, you have the ability to define runtime filters on reports, meaning you can change the filter condition at any time for saved reports. This allows users to get different datasets for the same report, minimizing the amount of reports needed.

However, the ability to do this is not present in the Saved Reports dashlet out-of-the-box. If you require dashlets with access to the same number of datasets that you can get with the runtime filter directly in the Reports module, you still need to create different reports and put them into different dashlets.

This plugin adds the ability to use and change the runtime filters defined on saved reports, and thereby keeps the amount of reports and dashlets needed to a minimum.

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