Using the new feature in SageCRM7.2 reports can be cloned where in you can create a copy of an existing report and make the modifications as per the requirement. Suppose you want to create a report based on standard report where standard report has most of the columns needed however you want to add some… Read More: Report Cloning in Sage CRM 7.2 »
Here is another feature provided by SageCRM7.2 where you can control the rights to export the reports. Consider an organization, which has different levels of hierarchy, one person will be “Admin” and remaining are employees working on CRM (i.e. with no admin rights). Consider there is an “Annual sales Report” which this organization generates at… Read More: Secure report output from export »
This is in continuation with the series of blogs I am posting on Sage CRM 7.2 features. This is one of those changes which will make Developers, Report Managers life easy. Sage CRM 7.2 has given the flexibility where report columns are arranged in alphabetical manner, so if your report view has more columns you can… Read More: Report Columns are now loaded in Alphabetical Order – Sage… »
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… Read More: Remove Entry from Saved Search dropdown »
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 in… Read More: FOP shell command »
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 any… Read More: Generate Excel/PDF reports on standard Sage CRM entities externally »
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 with Grids2. Standard without… Read More: Standard Sage CRM reports with custom styling »
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… Read More: Use Fiscal Year Date periods for Reporting purpose in CRM »
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 run… Read More: Mailing reports after converting from Crystal Reports to PDF format »
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… Read More: Add new fields to Summary report »
