Description
Powerful Reporting for SuiteCRM
You likely have massive amounts data in your CRM, but do you have the ability to extract it in a meaningful way? You may have tried various other reporting tools that were clunky, required in-depth technical knowledge, or simply never worked.
We understand your pain so we created the Sapiens.BI which has quickly become the most popular reporting tool for SuiteCRM out there.
Take a look at our features below, the demo, video tutorials and start your free trial today. We have included over 100 pre-built reports to help you get started right away.
Features
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Pivot, grouped summary, grouped detailed and simple detailed report types available, easily switch between different report types
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You can modify your reports and charts: filters, sorting and grouping criteria
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Add charts to dashboards
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Sample reports are available for each Report type and various SuiteCRM modules and their related modules
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Unlimited levels of groups and summaries within a report
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Compatible with SuiteCRM Standard and Custom Modules
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Quick and easy installation – simply upload through the module loader and everything is ready for use!
Need Even More Power and Flexibility for Your Reporting?
For more features check out Sapiens.BI Pro: https://store.suitecrm.com/addons/sapiens-bi-basic-tool-pro
Compare our PRO version with the Basic so that you can choose what fits best your business needs.
PRO vs Basic – version comparison
Combined chart with 3 axes (2 vertical axes): for comparison of different scales, e.g. Count and Sums:
Reports can be exported in Excel and PDF formats and they can be scheduled via e-mail as PDF and Excel attachments, and/or Links to the reports. PDF and Excel e-mailed reports are real-time, i.e. if your report has the filter set to Last Month and runs monthly, it will e-mail the previous month’s data every time it is run.
Mass-edit feature for Permissions and E-mail Scheduling: you can select several reports at a time and update Permissions and Scheduling for all selected reports.
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