New Feature Update

We are happy to share the newest (and free!) additional features available in the latest version (v.2.1.233+) of the Analytic Reporting Tool PRO for SugarCRM.

Users can now filter data based on the counted and summary values, which opens a number of new possibilities to improve your sales. Below are a few examples:

  • Follow up on customers unattended, such as in the last 90 days
  • Follow up on customers who have approached at least twice or more, or have reached a certain amount of purchases
  • Add a summary chart to your dashboard that displays unattended, interested and high-volume-buying customers per each sales rep

Watch Video Tutorial

Learn about these fresh features and how you can apply them to your business.

About Analytic Reporting Tool

Developed by our team at IT Sapiens, the Analytic Reporting Tool add-on for SugarCRM helps you produce effective, thoughtfully-designed reports with charts in a quick, simple way. It’s easy to use with an elegant design, quick setup, and comes stocked with 100+ prebuilt reports to make your reporting efforts a breeze.

The best part? This reporting tool has been designed for anyone to use – there’s no need to be a programmer, have technical knowledge, or understand SQL.

More video tutorials to help you master the Analytic Reporting Tool

Creating User-Defined Functions

Create New Report

Report Editor Basics

Chart Basics

Installation and Upgrade Guide

More Support

Let us know if you have any questions or if we can help you in any way with our product. Feedback and recommendations are always appreciated. We are here for you:

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