by echoBitz IT Solutions Private Limited

Advanced Report Exporter is a SugarCRM solution that will export reports on scheduled time intervals. Currently in Sugar, you can only schedule and send one report at a time to a user. This add-on significantly improves that process, enabling you to export reports into PDFs and send via email to as many CRM users, accounts, and contacts as you choose! Save time from manually running and tediously exporting one-off reports.

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User Guide

Advanced Report Exporter

Scheduled Report Exports for Sugar by iPredict

Introduction

Advance Export Report will export report on scheduled intervals time. In the sugarCRM you can schedule and send only one report at a time to the user. Here this plugin offers you to send a group of reports to many Users, Accounts and Contacts as per your choice. This Plugin will save time for users and Higher authority to go and run manually report and export report. This plugin will run report and export report in PDF and send to Accounts, Contacts and Users email IDs.

Schedule Report Creation: click on Admin Panel> Schedule Report Management > ipredict Management Schedule Report Management You can schedule Report Export From that module.

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**Schedule Report creation Page: **

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  • Daily: Reports will be generated on daily basis.
  • Weekly: Reports will be generated on weekly basis
  • Fortnightly: Reports will be generated on fortnightly basis
  • Monthly: Reports will be generated on three months basis
  • Yearly: Reports will be generated on three Yearly basis
  • Every N Days Reports will be generated on Every N Days basis
  • Every N Months Reports will be generated on Every N Months basis
  • Day of the month Reports will be generated on Day of the month basis

Advanced Schedule Report Exporter Gives you Flexiility to send email body as well as email template dynamically

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-Advanced Schedule Report Exporter Gives you Flexiility to send Multiple report at a time you just need to add multiple reports from subpanel -Advanced Schedule Report Exporter Gives you Flexiility to send email to multiple Accounts, Contacts and Users.

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Send Report through FTP Advance Report Exporter Gives you flexibility to export report on FTP site. All you have to do it provide FTP credentials and you will get report on your place.

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For more details about the Plugin Please check Documentation : Advanced Report Exporter Full Documentation

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