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Thread: Sales Reporting

  1. #1
    thesterngroup is offline Sugar Community Member
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    Jan 2006
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    Default Sales Reporting

    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

  2. #2
    pmisner is offline Sugar Community Member
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    Mar 2006
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    Default Re: Sales Reporting

    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

  3. #3
    sanver is offline Sugar Community Member
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    Nov 2005
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    Mumbai, India
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    Smile Re: Sales Reporting

    Quote Originally Posted by pmisner
    Darrin,
    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.
    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.

    Sanjay Verma
    www.sanver.com
    Mumbai, India
    Last edited by sanver; 2007-06-05 at 07:13 AM.

  4. #4
    ftreml's Avatar
    ftreml is offline Sugar Community Member
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    Vienna, Austria
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    Default Re: Sales Reporting

    Quote Originally Posted by thesterngroup
    Am I missing it, who can you run sales reports by sales person? Is there any reporting from the system?
    http://www.sugarforge.org/projects/zuckerreports/

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