Reports Suitecrm There Was an Error Processing Your Request Please Try Again at a Later Time

Powerful Reporting for SugarCRM & SuiteCRM

You likely have massive amounts data in your CRM, but do you take 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 just never worked.

Nosotros understand your pain so we created Sapiens.BI which has quickly become the near popular reporting tool for all editions of SugarCRM and SuiteCRM.

Take a look at our features below, request a demo , and start your gratuitous trial today. We have included over 100 pre-built reports to help y'all get started right away.

Why Use Sapiens.BI?

We Are Here For You!

  • Costless training for your specific needs
  • Video tutorials available if you desire to learn at your own step
  • Ever-there-for-you support. We will always be at that place to help you with your needs

Features

  • Various pre-divers reports are available for well-nigh of the SugarCRM modules containing different summary types and chart types
  • Supports MySQL and MSSQL
  • Supports SuiteCRM and SugarCRM including On Need instances
  • Supports custom modules and fields
  • Modify whatsoever of the existing reports or you tin can copy an existing report to create a new one
  • Add together/remove fields or columns to be displayed in a report
  • Choose what needs to exist summarized, counted (count of unique values or count-all) or calculated every bit min, max, and average value
  • Filter your report information to run across a specific date range, status or whatever other option (east.g. by team)
  • Report on audit tables/change logs
  • Create your own functions and calculations
  • Create detailed, summary and pivot (matrix) reports
  • Create Snapshot reports from inspect history data
  • Combine Calls, Meetings, Tasks etc. in the same report
  • Choose study grouping and summary options, incl. the grouping order
  • Identify what should be displayed as a row and what should be a column in your report
  • Identify the order for unlimited grouping and summary levels
  • Chart types: Pie, Line, Bar, Horizontal Bar, Surface area, Combined (Multi-centrality), Funnel, Gauge, and Geographic
  • Change chart types and set what information should exist displayed on which axis
  • Summarize and compare data from diverse modules inside a unmarried report and chart
  • Interactive charts: on mouse-over or click on a specific nautical chart expanse, a small tooltip will evidence you lot the name and amount of the corresponding surface area
  • Reports tin be exported to Excel or PDF, you lot tin can add your own custom formatted Excel templates
  • Charts tin exist saved every bit pictures
  • Charts tin can be added to the SugarCRM Homepage
  • Place your own ranges for report summaries (east.yard. to be summarized by size 1-1000; 1001-2000; 2001 and more than etc.)
  • Summate % from totals
  • For each study y'all can set permissions for individual users or user groups to view-only or edit
  • Schedule regular report auto-creation and emailing as a link and/or PDF/Excel attachment to selected users
  • Reports are organized in folders. You can move reports betwixt folders. You can edit/delete folders and yous tin create your ain folders and sub-folders.
  • Permissions to reports (view, edit), module data owners (assigner/created user/office/squad), permissions to filters.

Free Training

Reporting tin can exist overwhelming. Having helped hundreds of companies but like yours, we capeesh the unique challenges that you confront. Considering of that, we offer costless training as part of starting a trial for Sapiens.BI PRO.

  • Overview of the reporting capabilities
  • How to utilise those capabilities for your unique reporting needs
  • Answer whatever questions you have along the way

Schedule a Demo Session

Wow, that is a long list of features. And it can be hard to fully grasp whether this will fit your needs. So if you lot would like a personal demo to walk through everything and show yous how our tool can work for yous drop us a line and nosotros can set up a personal demo session with you .

User Guide and Video Tutorials

To see all that you can practise with Sapiens.BI PRO exist sure to download our User Guide PDF

or Visit Video Tutorials page for like shooting fish in a barrel learning and start using the tool

Screenshots

5 Regularly Scheduled PDF Excel attachements in your mailbox[5963].png

Sapiens.BI Dashboard

Sales Dashboard Text.png

Combined Chart

Combined chart with 3 axes (ii vertical axes): for comparison of unlike scales, due east.g. Count and Sum:

Combined_Chart (1)[5959].png

Customization Options

Reports and Charts have lots of customization options. For case, this is how yous place ranges and colors for the Guess Nautical chart:

Spidometer_Gauge_Chart2.png

Numerous Export Options

Reports tin can be exported to Excel and PDF format and can be Scheduled via electronic mail as PDF and Excel attachments, and/or Links to the reports. PDF and Excel e-mailed reports are run-time, i.e. if your written report has the filter ready to Last Month and runs monthly, it volition electronic mail the previous month'south data every fourth dimension it is run:

Sugar_Permissions_Scheduling.png

E-mail Scheduling

Mass edit for Permissions and E-mail service Scheduling: you can select several reports at a time and update Permissions and Scheduling for all selected reports.

You tin summate your own values (Add together/Decrease/Multiply/Divide Fields and Constants):

Sugar_Calculated_Fields.png

Pricing

We believe in data-driven decision making and want to make sure you get the most out of the Sapiens.BI tool. This is why we offer free training and Always-at that place-for-you support. To ensure that Sapiens.BI PRO is priced fairly for all business sizes, we toll based on the total number of users in your CRM. You can find pricing and start a costless 30-day trial here. After starting a trial, you will be able to schedule your free training session.

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Source: https://www.sugaroutfitters.com/addons/sapiens-bi-pro

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