Here, I am struggling with Reporting module … I have to go throw with all options … Can anyone have any link where, I can get good knowledge of Suite CRM Reporting module… All kind of advice would be appreciated… thanks
I want to do reporting on monthly bases or time oriented but I could not get any way to achieve my task. And struggling to get any good tutorials which can explain suite CRM reporting module Thanks
I too would be interested in this - I couldn’t find anything covering Reporting in the User guides*
Basically it would be great if someone could show a screenshot of the Edit screen of a working report like
Booked orders amount grouped by month (bar chart)
Open opportunities (Pipeline) amount grouped by month (bar chart)
This could maybe be enough for me to understand the “syntax” for the report module in SuiteCRM, which differs a bit from SugarCRM Pro.
I’m aware of Kreports but wanted to have a go at the built-in module first.
I almost had the first one working for me, but I did “something” and now it shows me a bar chart but with the value for each booked opportunity labeled by its closed date, and not a summarized amount for each month.
(I’ve seen others attaching screenshots here, but can’t figure out how to do it - copy/paste straight into the text body doesn’t seem to work, and there are no “attach image” buttons that I can see)
Attached are two screenshots showing my slight struggle… #1 is the edit view of a (in my opinion) simple report which was supposed to show a total amount of all Opportunities that are closed (Booked order in) for each month.
My hope was that by using the Group checkbox it would group the opportunities belonging to the same month, and/or that I could summarize the Opportunity amounts for all Opportunities belonging to the same month using the Function and/or Total dropdowns.
As you see in #2 it still shows the values of each Opportunity, and not grouped/summarized per month.
It’s a few years since I created reports in SugarCRM Pro but I think I remember things were a bit different.
The Reports module in SuiteCRM, is it built from scratch or is it based on or completely something from another open source project? If so, maybe I can go to the source (…) to find some help.