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Thread: Question about Reporting

  1. #1
    AlexG is offline Junior Member
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    Default Question about Reporting



    Hi again, everyone!

    I'm trying to work out how to do reporting. I've got the dashboards working fine, but I'm talking more about a report like you would create using SQL code from SQL Server. I'd like to pull out, say, all the leads a certain user has and maybe a custom field that we've put in for that user. How might I do this?

    Thanks a bunch,
    Alex Gallegos

  2. #2
    Angel's Avatar
    Angel is offline Sugar Community Member
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    Default Re: Question about Reporting

    The Community Edition does not contain a reporting module, but what you want can be accomplished a couple of different ways.

    1. Depending on your desired final output, you could use a simple PHP script that executes that query then prints out the results.

    2. If you want something more like an actual report writer, you could use Zucker Reports: http://www.sugarforge.org/projects/zuckerreports/
    Regards,

    Angel Magaņa
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

    ________
    | Projects: |_____________________________________
    |
    | CandyWrapper (.NET Wrapper for SugarCRM SOAP API). Source now available on GitHub!
    | GoldMine to SugarCRM Express Conversion. Latest: 1.0.1.7 (Nov. 3, 2009)
    | CRM SkyDialer (Skype Integration). Latest: 1.0.2 (Feb. 17, 2010)
    | Round Robin Leads Assignment
    | Phone Number Formatter
    | CaseTwit (Twitter Integration)
    ______________________________________________

  3. #3
    AlexG is offline Junior Member
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    Default Re: Question about Reporting

    Thanks so much for that! How similar is Zucker Reports to the advanced reporting module in Enterprize edition?

  4. #4
    Angel's Avatar
    Angel is offline Sugar Community Member
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    Default Re: Question about Reporting

    Not sure, I am a lot more familiar with the latter than with the former. But, from what I've read, it seems like there are some similarities in that you can write ad-hoc queries to generate the report in either.
    Regards,

    Angel Magaņa
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

    ________
    | Projects: |_____________________________________
    |
    | CandyWrapper (.NET Wrapper for SugarCRM SOAP API). Source now available on GitHub!
    | GoldMine to SugarCRM Express Conversion. Latest: 1.0.1.7 (Nov. 3, 2009)
    | CRM SkyDialer (Skype Integration). Latest: 1.0.2 (Feb. 17, 2010)
    | Round Robin Leads Assignment
    | Phone Number Formatter
    | CaseTwit (Twitter Integration)
    ______________________________________________

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