I am not sure if this is the right place for this question but.....
Am I missing it, who can you run sales reports by sales person? Is there any reporting from the system?
Darrin
I am not sure if this is the right place for this question but.....
Am I missing it, who can you run sales reports by sales person? Is there any reporting from the system?
Darrin
Darrin,
The open source version of sugar lacks reporting functionality. There are a few supported report progtams out there, but you need to pay bucks for the pro versions, and they have a 5 copy minimum.
Your easy savior is the export function. You can export the data you need as a CSV. I like importing into Access, it has a very good (underrated) report writer.
Hope this helps.
Paul Misner
Account Manager MTM Technologies
pmisner@mtm.com
877-876-3833
We offer a simple reporting tool based on MS-Access / MS-SQL database, based on exporting data from SugarCRM OS modules in CSV format. We can pre-configured reports based on client needs down to the last details. We can also offer Product module that will work with Opportunities and Reports as well.Originally Posted by pmisner
Sanjay Verma
www.sanver.com
Mumbai, India
Last edited by sanver; 2007-06-05 at 07:13 AM.
http://www.sugarforge.org/projects/zuckerreports/Originally Posted by thesterngroup
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