We have released some Zucker Reports templates to the community via our website. We have found many CE users need the reporting functionality but don't have the necessary skills to create reports from scratch, and we thought these particular reports were generic enough to be of use to the wider community
Download the report templates here.
I didn't think it really warranted setting up a SugarForge project, what would be good though would be a shared space where people can upload their own JRXML files to share with other Zucker users, if only via this forum thread!
The reports we have made available are:
Won Projects for Current Financial Year - lists account, opportunity, owner and value for won projects from October to September, with monthly totals and the annual total in reverse chronological order.
Won Projects by Month - lists account, opportunity, owner and value month by month for all time, in reverse chronological order.
Opportunities by Month - lists account, opportunity, owner, value, probability, forecast (value x probability) and next step, displaying by month in chronological order.
Keen to hear peoples' feedback on these and what other reports people might find useful.
Thanks,
Mark
Kineo Open Source


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