{"id":22256,"date":"2019-07-25T08:55:47","date_gmt":"2019-07-25T08:55:47","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=22256"},"modified":"2025-07-04T05:37:48","modified_gmt":"2025-07-04T05:37:48","slug":"generate-reports-in-crm-using-external-database-gumu-crm-sage-em-integration-part-i","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/07\/25\/generate-reports-in-crm-using-external-database-gumu-crm-sage-em-integration-part-i\/","title":{"rendered":"Generate reports in CRM using External Database – GUMU™ CRM – Sage EM Integration (Part I)"},"content":{"rendered":"\n

GUMU™ for Sage CRM \u2013 Sage EM integration<\/a> is a real-time bi-directional link where user can update the information from Sage CRM to Sage EM and vice versa. Today, in this blog we will walk through how users can generate\/view reports in Sage CRM using GUMU Sage CRM – Sage EM Integration by creating External database. This can be helpful for any Sage CRM users and Salesperson for viewing Sage EM information\u2019s like customer, quotes, orders and invoices in Sage CRM through CRM standard reports.<\/p>\n\n\n\n

New Stuff:<\/strong> <\/em>Pre\u2013 Requisites for installing GUMU for sage CRM- Sage EM<\/a><\/p>\n\n\n\n

User can customize views to add more fields from Sage CRM side. Since we have used standard Sage CRM reporting and view functionality, while building the view, user will need to make sure that you design or modify it as per standard Sage CRM procedure. <\/p>\n\n\n\n

For generating reports in Sage CRM, user should create a View in Sage CRM which can be used during reporting purpose. We will explain the complete process by taking example of Customer entity from both Sage EM and Sage CRM and will generate the report by displaying Sage EM Customer data along with Sage EM and Sage CRM fields.

Create a View in Sage CRM which will display the Sage EM Customer information along with Sage EM and Sage CRM fields.

1. Administration -> Customization -> Company -> Views -> New<\/strong>
2. Enter proper View Name (say vCompanyReport<\/strong>)
3. Check Reports View<\/strong> checkboxes. This is required for generating reports in CRM
4. Enter View in View Script<\/strong> section and Save<\/strong>. Before adding View, make sure that View should get executed in SQL with proper field name which you want during reports. Refer below screenshot,<\/p>\n\n\n

\"Currency\"<\/a><\/p>\n\n\n

5. Refresh Metadata

Please go through the next blog<\/a> section where , we have displayed reports in Sage CRM using Standard Sage CRM reporting functionality.<\/p>\n\n\n\n

About Us<\/strong><\/p>\n\n\n\n

Greytrix is a one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.<\/p>\n\n\n\n

Greytrix <\/a>has some unique integration solutions for Sage CRM with Sage ERP\u2019s (Sage X3<\/a>,\u00a0Sage 100<\/a>,\u00a0Sage 500<\/a>\u00a0and\u00a0Sage 300<\/a>).We also\u00a0offer best-in-class\u00a0Sage ERP<\/a>\u00a0and\u00a0Sage CRM\u00a0<\/a>customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide.\u00a0Greytrix\u00a0helps in\u00a0migrating to Sage CRM from ACT,\u00a0Goldmine\u00a0and other CRM\u2019s.<\/p>\n\n\n\n

\nFor more information on our integration solutions, please contact us at sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

GUMU™ for Sage CRM \u2013 Sage EM integration is a real-time bi-directional link where user can update the information from Sage CRM to Sage EM and vice versa. Today, in this blog we will walk through how users can generate\/view reports in Sage CRM using GUMU Sage CRM – Sage EM Integration by creating External database.\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[192,332],"tags":[],"class_list":["post-22256","post","type-post","status-publish","format-standard","hentry","category-integration-sage-crm","category-sage-crm"],"yoast_head":"\nGenerate reports in CRM using External Database - GUMU™ CRM - Sage EM Integration (Part I) - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/07\/25\/generate-reports-in-crm-using-external-database-gumu-crm-sage-em-integration-part-i\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Generate reports in CRM using External Database - GUMU™ CRM - Sage EM Integration (Part I) - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"GUMU™ for Sage CRM \u2013 Sage EM integration is a real-time bi-directional link where user can update the information from Sage CRM to Sage EM and vice versa. Today, in this blog we will walk through how users can generate\/view reports in Sage CRM using GUMU Sage CRM – Sage EM Integration by creating External database.\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/07\/25\/generate-reports-in-crm-using-external-database-gumu-crm-sage-em-integration-part-i\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2019-07-25T08:55:47+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-07-04T05:37:48+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/07\/Report1-1024x447.jpg\" \/>\n<meta name=\"author\" content=\"Greytrix\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Greytrix\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/07\/25\/generate-reports-in-crm-using-external-database-gumu-crm-sage-em-integration-part-i\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/07\/25\/generate-reports-in-crm-using-external-database-gumu-crm-sage-em-integration-part-i\/\",\"name\":\"Generate reports in CRM using External Database - GUMU™ CRM - Sage EM Integration (Part I) - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/07\/25\/generate-reports-in-crm-using-external-database-gumu-crm-sage-em-integration-part-i\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/07\/25\/generate-reports-in-crm-using-external-database-gumu-crm-sage-em-integration-part-i\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/07\/Report1-1024x447.jpg\",\"datePublished\":\"2019-07-25T08:55:47+00:00\",\"dateModified\":\"2025-07-04T05:37:48+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/402abe5da07cd7f9bfeb6acfa41fae39\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/07\/25\/generate-reports-in-crm-using-external-database-gumu-crm-sage-em-integration-part-i\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/07\/25\/generate-reports-in-crm-using-external-database-gumu-crm-sage-em-integration-part-i\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/07\/25\/generate-reports-in-crm-using-external-database-gumu-crm-sage-em-integration-part-i\/#primaryimage\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/07\/Report1-1024x447.jpg\",\"contentUrl\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/07\/Report1-1024x447.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/07\/25\/generate-reports-in-crm-using-external-database-gumu-crm-sage-em-integration-part-i\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Generate reports in CRM using External Database – GUMU™ CRM – Sage EM Integration (Part I)\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/402abe5da07cd7f9bfeb6acfa41fae39\",\"name\":\"Greytrix\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/3cdb553d6ca07df0e407d5e092f2410d163e0fd40b27734b345b04c8f0786969?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/3cdb553d6ca07df0e407d5e092f2410d163e0fd40b27734b345b04c8f0786969?s=96&d=mm&r=g\",\"caption\":\"Greytrix\"},\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greytrix\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Generate reports in CRM using External Database - GUMU™ CRM - Sage EM Integration (Part I) - Sage CRM \u2013 Tips, Tricks and Components","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/07\/25\/generate-reports-in-crm-using-external-database-gumu-crm-sage-em-integration-part-i\/","og_locale":"en_US","og_type":"article","og_title":"Generate reports in CRM using External Database - GUMU™ CRM - Sage EM Integration (Part I) - Sage CRM \u2013 Tips, Tricks and Components","og_description":"GUMU™ for Sage CRM \u2013 Sage EM integration is a real-time bi-directional link where user can update the information from Sage CRM to Sage EM and vice versa. Today, in this blog we will walk through how users can generate\/view reports in Sage CRM using GUMU Sage CRM – Sage EM Integration by creating External database.\u2026 Read More »","og_url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/07\/25\/generate-reports-in-crm-using-external-database-gumu-crm-sage-em-integration-part-i\/","og_site_name":"Sage CRM \u2013 Tips, Tricks and Components","article_published_time":"2019-07-25T08:55:47+00:00","article_modified_time":"2025-07-04T05:37:48+00:00","og_image":[{"url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/07\/Report1-1024x447.jpg","type":"","width":"","height":""}],"author":"Greytrix","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Greytrix","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/07\/25\/generate-reports-in-crm-using-external-database-gumu-crm-sage-em-integration-part-i\/","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/07\/25\/generate-reports-in-crm-using-external-database-gumu-crm-sage-em-integration-part-i\/","name":"Generate reports in CRM using External Database - GUMU™ CRM - Sage EM Integration (Part I) - Sage CRM \u2013 Tips, Tricks and Components","isPartOf":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/07\/25\/generate-reports-in-crm-using-external-database-gumu-crm-sage-em-integration-part-i\/#primaryimage"},"image":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/07\/25\/generate-reports-in-crm-using-external-database-gumu-crm-sage-em-integration-part-i\/#primaryimage"},"thumbnailUrl":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/07\/Report1-1024x447.jpg","datePublished":"2019-07-25T08:55:47+00:00","dateModified":"2025-07-04T05:37:48+00:00","author":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/402abe5da07cd7f9bfeb6acfa41fae39"},"breadcrumb":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/07\/25\/generate-reports-in-crm-using-external-database-gumu-crm-sage-em-integration-part-i\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/07\/25\/generate-reports-in-crm-using-external-database-gumu-crm-sage-em-integration-part-i\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/07\/25\/generate-reports-in-crm-using-external-database-gumu-crm-sage-em-integration-part-i\/#primaryimage","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/07\/Report1-1024x447.jpg","contentUrl":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/07\/Report1-1024x447.jpg"},{"@type":"BreadcrumbList","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/07\/25\/generate-reports-in-crm-using-external-database-gumu-crm-sage-em-integration-part-i\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/"},{"@type":"ListItem","position":2,"name":"Generate reports in CRM using External Database – GUMU™ CRM – Sage EM Integration (Part I)"}]},{"@type":"WebSite","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/","name":"Sage CRM \u2013 Tips, Tricks and Components","description":"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/402abe5da07cd7f9bfeb6acfa41fae39","name":"Greytrix","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/3cdb553d6ca07df0e407d5e092f2410d163e0fd40b27734b345b04c8f0786969?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/3cdb553d6ca07df0e407d5e092f2410d163e0fd40b27734b345b04c8f0786969?s=96&d=mm&r=g","caption":"Greytrix"},"url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greytrix\/"}]}},"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/22256","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/comments?post=22256"}],"version-history":[{"count":7,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/22256\/revisions"}],"predecessor-version":[{"id":29429,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/22256\/revisions\/29429"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/media?parent=22256"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/categories?post=22256"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/tags?post=22256"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}