{"id":22270,"date":"2019-07-25T09:04:08","date_gmt":"2019-07-25T09:04:08","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=22270"},"modified":"2025-07-04T05:39:34","modified_gmt":"2025-07-04T05:39:34","slug":"generate-reports-in-crm-using-external-database-gumu-crm-sage-em-integration-part-ii","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-ii\/","title":{"rendered":"Generate reports in CRM using External Database – GUMU™ CRM – Sage EM Integration (Part II)"},"content":{"rendered":"\n

In our previous blog <\/a>, we created Sage CRM View to generate reports in Sage CRM. Today, we will discuss how user can generate\/view reports in CRM.<\/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

Below is the flow of generating Sage CRM report,<\/p>\n\n\n\n

    \n
  1. Click on Reports -> General. Refer below screenshot,
    <\/li>\n<\/ol>\n\n\n

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

    2. Click on New -> Enter all the required details like the report name and select the view name from Source view. Add the columns which you want in Report Contents and Search Criteria and Save it. Refer below screenshot,
    <\/p>\n\n\n

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

    3. It will display all the list of reports. Click on Run button of List of Company for which you want to generate the reports. Refer below screenshot,
    <\/p>\n\n\n

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

    4. Once you clicked on Run button, it will display the fields added on Search criteria so that user can generate reports on the click of Go button. user can filter data on the basis of Customer Number, Company Name, Customer Category fields. User can view reports in PDF format. Refer below screenshot with steps,
    <\/p>\n\n\n

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

    5. Below will be the report in PDF format. Refer below screenshot,
    <\/p>\n\n\n

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

    In this way user can generate and view reports for Companies, Quotes, Orders and Invoices.<\/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<\/a>\u00a0customization 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

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

    In our previous blog , we created Sage CRM View to generate reports in Sage CRM. Today, we will discuss how user can generate\/view reports in CRM. New Stuff: Pre\u2013 Requisites for installing GUMU for Sage CRM- Sage EM Below is the flow of generating Sage CRM report, 2. Click on New -> Enter all the\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":[3863,1280,1306,3682,3864],"class_list":["post-22270","post","type-post","status-publish","format-standard","hentry","category-integration-sage-crm","category-sage-crm","tag-crm-reports","tag-gumu-x3-integration","tag-gumux3","tag-sage-em-integration","tag-view-crm-reports"],"yoast_head":"\nGenerate reports in CRM using External Database - GUMU™ CRM - Sage EM Integration (Part II) - 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-ii\/\" \/>\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 II) - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In our previous blog , we created Sage CRM View to generate reports in Sage CRM. Today, we will discuss how user can generate\/view reports in CRM. New Stuff: Pre\u2013 Requisites for installing GUMU for Sage CRM- Sage EM Below is the flow of generating Sage CRM report, 2. Click on New -> Enter all the\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-ii\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2019-07-25T09:04:08+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-07-04T05:39:34+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/07\/Report2-1024x450.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-ii\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/07\/25\/generate-reports-in-crm-using-external-database-gumu-crm-sage-em-integration-part-ii\/\",\"name\":\"Generate reports in CRM using External Database - GUMU™ CRM - Sage EM Integration (Part II) - 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-ii\/#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-ii\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/07\/Report2-1024x450.jpg\",\"datePublished\":\"2019-07-25T09:04:08+00:00\",\"dateModified\":\"2025-07-04T05:39:34+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-ii\/#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-ii\/\"]}]},{\"@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-ii\/#primaryimage\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/07\/Report2-1024x450.jpg\",\"contentUrl\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/07\/Report2-1024x450.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-ii\/#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 II)\"}]},{\"@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 II) - 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-ii\/","og_locale":"en_US","og_type":"article","og_title":"Generate reports in CRM using External Database - GUMU™ CRM - Sage EM Integration (Part II) - Sage CRM \u2013 Tips, Tricks and Components","og_description":"In our previous blog , we created Sage CRM View to generate reports in Sage CRM. Today, we will discuss how user can generate\/view reports in CRM. New Stuff: Pre\u2013 Requisites for installing GUMU for Sage CRM- Sage EM Below is the flow of generating Sage CRM report, 2. Click on New -> Enter all the\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-ii\/","og_site_name":"Sage CRM \u2013 Tips, Tricks and Components","article_published_time":"2019-07-25T09:04:08+00:00","article_modified_time":"2025-07-04T05:39:34+00:00","og_image":[{"url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/07\/Report2-1024x450.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-ii\/","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/07\/25\/generate-reports-in-crm-using-external-database-gumu-crm-sage-em-integration-part-ii\/","name":"Generate reports in CRM using External Database - GUMU™ CRM - Sage EM Integration (Part II) - 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-ii\/#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-ii\/#primaryimage"},"thumbnailUrl":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/07\/Report2-1024x450.jpg","datePublished":"2019-07-25T09:04:08+00:00","dateModified":"2025-07-04T05:39:34+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-ii\/#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-ii\/"]}]},{"@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-ii\/#primaryimage","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/07\/Report2-1024x450.jpg","contentUrl":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/07\/Report2-1024x450.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-ii\/#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 II)"}]},{"@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\/22270","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=22270"}],"version-history":[{"count":6,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/22270\/revisions"}],"predecessor-version":[{"id":29430,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/22270\/revisions\/29430"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/media?parent=22270"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/categories?post=22270"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/tags?post=22270"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}