by sapiens.bi

Sapiens.BI helps you produce effective reports with charts in a fast and easy way. It is a Sugar and SuiteCRM BI plug-in with powerful reporting capabilities, ease of use, elegant design, and a quick and easy setup. 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.

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FAQ

How hard is it to install and set-up the Sapiens.BI?

It is very simple: - Ensure that you can upload at least 80 MB, - Upload the zip file via SugarCRM Module Loader. - Give the necessary permissions to reports for non-admin users (can use mass-editing for permission setting for several selected reports at a time ). Sapiens.BI is ready for use.

How old are the data, summarized and shown in the reports of Sapiens.BI?

All detailed and summarized data and charts in Sapiens.BI are current - as of the time, when you open/refresh your report page.

How old are the data in the reports scheduled via e-mail?

Data in PDF and Excel are as of the time when e-mail is sent. For example if you schedule monthly report with last month filer, then every time when e-mail is sent, it will contain previous month's summary. The link will open the report with current data every time, when you open it.

Can I add Charts to Home Dashlets?

Yes, in order to do that, open the report, and find the link "Add to Homepage" - it is located under the Chart. After clicking this link, the Chart is added to Home Dashlet.

How can I create a new report?

To create a new report, please select and open one of the existing Report Templates from the list (which contains the module data that you need). Then click the green "Save As" button. You can then identify the name and folder of your new report and modify your new report as you need. Or you can use "Report Builder" - under "Reporting Tool Settings" in order to create your own report templates with custom modules and custom relationships.

Can custom modules be added to the report templates?

Yes, custom modules can be added to the report templates. You can use "Report Builder" - under "Reporting Tool Settings" (in Sapiens.BI Folder& report listview) in order to create your own report templates with custom modules and custom relationships.

I am getting "Invalid Request" error during zip file upload via module loader

In the majority of cases this means that the file upload size is insufficient. At least 80MB should be allowed in WEB server and SugarCRM configuration in order to upload the module. It is recommended to increase the limit beyond 80MB permanently. (If necessary you should also increase both upload_max_filesize and post_max_size in php.ini configuration, because max allowedupload size is limited by both of these settings). The Web server has to be restarted after changing these settings. PHP INI memory_limit = 256M (at least)

Is it possible for each user to only see their data?

Yes, for this you should select the filter ("Filters" tab) Assigned User or Created by='Current user'.

  1. bcaverly member avatar

    bcaverly

    5 years ago

    Looks great - but, does this reporting tool properly implement/respect "team" (row level) permissions as implemented in SugarCRM Pro? If not it is unusable for us. Thanks!

    • sapiens-bi member avatar

      sapiens.bi Provider

      5 years ago

      Thank you for contacting us!

      In order to limit the row level permissions, you can add filter: - For primary team, please select "Team id" and then either select the team(s) name from the list to give the permission to specific Team(s) or select "current user" - this will mean, that any user will see only data where his team is assigned;

      • For teams (if not only primary, also other assigned teams) - the same; just please select "Team Set ID"

      I hope, this is an answer to your question?

      Best Regards, IT Sapiens Team

  2. achouraqui member avatar

    achouraqui

    5 years ago

    Hi I am very intersted in this plugin. I am using Sugar CRM CE 6.4.5. Is your plugin compatible with this version?

    Thanks.

    • sapiens-bi member avatar

      sapiens.bi Provider

      5 years ago

      Hello,

      Thank you for contacting us! Yes, Analytic Reporting Tool is compatible with Sugar CRM CE 6.4.5. ;).

      Let us know, if you have any more questions, we will be glad to help! Also you can apply for a free live web demo/training (~ 1 hour long). Let us know, if you would like to schedule!

      Best Regards, IT Sapiens Team

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  • "We have been using it for about a month and it is by far the best available reporting tool for SugarCRM. It is worth spending the time to learn how to use it. "

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