How to create custom selections?

[Chris80]

Hi,

I'm kind of missing the opportunity that I get with Access or other DBMS:

I would like to do some advanced queries and not sure how to find out about questions like this:
Show my the activities, related to the accounts or contacts within the zip code: xxx
Show me all the contacts with their companies from the industry: xxx

So basically we need to generate some lists and would like to be able to do it with SugarCRM.
Is there any module which can help us?

Thanks in advance.
Bye, Chris

[salesagility]

Zucker Reports in conjunction with ireports enables you to run complex queries against the sugarcrm db.

ireports is a crystalreports-like open source application

zucker reports is available in sugarforge

there's a learning curve involved

[ben.gillis]

these don't seem too complicated at all. when you are in the report wizard all you have to do is select the related module to filter based on a related modules fields.

example Show me all the contacts with their companies from the industry: xxx

create report> rows and columns>contacts as primary module>to define filter by clicking on Accounts in related module window.(the word accounts) and select industry. then identify the filter criteria in the main filter window.

your first example is a bit more complicated because activities is not a "real" module. it is really several; meetings, calls, notes, tasks, emails. so you could create individual reports for each type, or use a third party software to combine them. but the or filter is easy to setup.

Hope this helps, by the way i am a SugarCRM certified trainer if you are interested we have a reports class. just click the link below for a list.

Ben Gillis
SugarCRM Trainer
Plus Consulting
for available classes go to www.plusconsulting.com/training.htm

[Chris80]

That sounds actually very good.

Unfortunately, I'm not able to install it on a SugarCRM 6
Should I better use a 5.5 now or should I wait?
Any ideas about how long it will take until the module for version 6 is released?

Didn't find a lot of information on that from zuckerfriends