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Sapiens.BI helps you produce effective reports with charts in a fast and easy way. It is a SugarCRM 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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#2371 - Trying to do a call report but have some issues

Closed General Question created by yamilhernandez Verified Purchase 7 years ago

Our sales reps make calls to accounts and contacts. I will like to do a report that shows the calls made to them. Sounds easy, but here is the catch. If a rep tags the call to an account, even though that account has a contact associated w/it, the report won't show the call to the contact. It will only show the call as if it was to the account (related to). Is there a way to fix this?

Also, is there a way to do union reports where we combine calls/meetings into one report?

Thanks, Yamil

  1. sapiens-bi-primary-contact member avatar

    sapiens.bi

    7 years ago

    Dear Yamil,

    For the combined calls & meetings we can offer summary report (eva.narunovksa@itsapiens.eu has e-mailed you sample creation script), - please let us know, if you received it and if it is something similar to what you need? We do not yet have detailed reporting on calls together with meetings, - would you need the detailed as well?

    Related Calls to Contacts and to Accounts, - before we continue, can you please help us to understand, how are they related to calls: Do we understand correctly that for some calls in "related to" the account is selected; For other calls in "related to" the contact is selected, not account, and currently you do not see those in a report?

    Or - would you like to see calls with accounts and contacts which are related not directly to calls, but to accounts?

    Thank you!

    IT Sapiens Team

    • yamilhernandez member avatar

      yamilhernandez Verified Purchase

      7 years ago

      Hi Thanks. We have SugarOnDemand, is there a different way to run this?

  2. yamilhernandez member avatar

    yamilhernandez Verified Purchase

    7 years ago

    By related, I mean the Sugar default function of "associated". I'll send a screenshot if it helps?

    • sapiens-bi-primary-contact member avatar

      sapiens.bi

      7 years ago

      Related script - Eva has sent you the instruction, how to manually create the report ;).

      Related screenshots - yes, please, screenshots would help a lot, can you please send them to: eva.narunovska@itsapiens.eu

      Than you!

      Best Regards, IT Sapiens Team

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