I’ve moved from Salesforce to SuiteCRM.
Looking for some way to replicate some of the standard activity reports from Salesforce… calls made, upcoming, some of the really basic stuff. All I’m finding online are intensive reporting packages with high monthly fees. Can anyone send me in the right direction?
Thank you!
Have you tried using the Reports module within SuiteCRM? Does this not suit your needs?
Thanks,
Will.
Perhaps I have not found them - or didn’t install them. I click on All, Reports, and I get a screen with Module Tree and Fields boxes. Was hoping for something that had a few sample or typical reports.
Ah ok. There aren’t any pre-build out of the box reports on a fresh installation but there is a section of the user guide that covers this module: https://suitecrm.com/wiki/index.php/Userguide#Advanced_Open_Reports
Hope this helps.
Kind Regards,
Will.