Sage CRM - Tips, Tricks and Components
Currently viewing the tag: "Report"
SageCRM provides the functionality of providing search criteria in reports and if you tend to use a certain criteria regularly then you can even save those criteria. In this way you can save the multiple criteria for a single report. So the next time the report needs to be run, you can just choose the [...]
Apache FOP is the tool being used in Standard CRM installation to generate the PDF reports. The phenomenon works on the basis of Extended Style sheet Transformation methodology. We had posted the detailed information on this topic before. Please go through the below link to refer the same.
http://sagecrmaddons.blogspot.com/2009/07/file-to-pdf-conversion-using-fop.html
As per the block diagram [...]
Reporting is one of the essential parts of today’s business oriented software’s. It forms the base for analyzing growth of organization and on the other hand also enables us to track the client request-response which helps us in maintaining splendid relationship with client.
Sage CRM has come up with powerful reporting solutions to suit [...]
When we go for creating a new report in CRM, we can see the below screen to enter the report details. Here we need to specify the styling that we are going to use for this particular report.
By default there are two styles provided over here as mentioned below.
1. Standard [...]
Modern business era requires involvement of lots of calculations with annual financial statements as well as the resources to outcome values over some predefined periods in year. This is where Fiscal year comes into picture and reporting based on fiscal year periods is one of the best ways to understand the business.
In this post [...]
In our earlier posts we had described how we are able to print a pdf from SageCRM using FOP. Information in the above post enables you to get data from SageCRM tables and print it into pdf. We just enhanced the functionality by allowing the user to print any existing Crystal reports designed to [...]
You must be familier that we can generate the Summary Reports from the summary screens of standard Sage CRM entities. Lets consider for an example Opportunity Summary Report.You can generate this report by clicking Summary Report button provided on Opportunity Summary screen. Now, suppose you want to have one more field inside this report say [...]
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