How to Enable and Enhance Report Module with Summary, Count, and Matrix Reports

👨‍💻 Development Help
1

Hi Community,

I’m currently working with SuiteCRM 8 and looking to enable or enhance the Report module with the following capabilities:

  1. Summary Report – To group and summarize data (e.g., by user, status, etc.)
  2. Count Report – To count records based on filters/conditions.
  3. Matrix Report – For cross-tabulated data representation (similar to pivot tables).

I’d appreciate any guidance or recommendations on:

  • Whether these features are available out-of-the-box in SuiteCRM 8 or require custom development.
  • Best practices or extensions to implement such reporting.
  • Any open-source tools or community plugins that can integrate well with SuiteCRM 8 for advanced reporting.
2

@bhavin0070

I think you need to expand your requirements a bit, group by and count/sum etc are already present in Standard reporting along with conditions (Filters) and the ability to set/change parameters at run time.

Regards

Mark

3

Hello Mark

Thanks for your reply.

I wanted to clarify further — I’m looking to generate a matrix-style count based on the status field of any given module. For example, something like the following:

image
image2992×293 17 KB

Could you please advise if this can be achieved using the current reporting tools

4

Not something I’ve tried,

Closest I could get was this:

image
image2684×1202 101 KB

5

Yes please share the report details

6

HI,

No problem, see below:

image
image2562×1420 183 KB

Please note the removal of display of the assigned user as its the primary group, otherwise it displays on every line within each group.

Key points are the Main group, sub group and the count/sum of the ID added purely for counting purposes.

You can ignore the extra SQL section that is a result of our plugin, thats not needed to provide this report.

Regards

Mark

1 Like