Report generattion

[dhatgirish]

I would like to know report generating options avaliable with sugerCRM 5.1.0a. We are using this version and beside Dash bored i would like to check if we can generate custom reports for Leads and accounts?

Is it possible ? Is ther any plugin that might help me or any other option avalaible.

Thanks

[genius786]

Hi,

Which type of sugarcrm do you used ? If you used Professional or Enterprise then it already have a module of Reports or otherwise you can used COMMUNITY EDITION then you have to use Zucker Report for reporting.



Best regards,

[crmsiva]

Go for zucker reports - http://www.sugarforge.org/projects/zuckerreports

[Markku]

Hi,

mcatling summarized different reporting possibilities in his excellent post here:
http://www.sugarcrm.com/forums/showthread.php?t=40199

I'll quote his post here:

Hi,

In the CE version there is no built in reporting. But you have a number of options.

Use the Zuckerreport module which uses the Jaspersoft reporting tools. This is integrated into Sugar and accesible through the Tab menu. You can build custom reports using the ireport report builder from Jaspersoft.

Another option could be to use native jaspersoft to talk to the database directly again using ireport for building detailled reports (more flexibility but you need to understand the database).

Option 3: similar to above but using the Pentaho BI toolkit to talk to the database directly.

Option 4: Use Excel and ODBC to talk to the database directly.

Option 5 Use Openoffice Calc and Database + sun report writer and ODBC to talk to the database directly. I use this option a lot.

Option 6: Use Microsoft Access and ODBC to talk to the database directly and use its reporting functions.

Option 7: if desperate create new list views using Sugarcrm studio and search (saved searches) and do print . Although you onlyget one screen at a time.

Option 8: Buy the Pro or Enterprise edition whic has quite good reporting built in. This is definately the easiest to implement and support going forward.

I hope it helps

BR Malcolm

[visaolive]

Hello Everyone,

My name is Emilio Taylor. I would like to introduce Visao Reporting, a reporting tool for SugarCRM. Visao Reporting Sets Your SugarCRM Data Free with Dynamic Reporting & Charting Options, Open SQL Architecture for Complex Queries, Access to All SugarCRM Tables, and Provides a Powerful Solution for SugarCRM Community Edition.

For more information, please visit: http://reporting.visaocrm.com

For online videos about Visao Reporting, please visit: http://www.youtube.com/visaolive

Emilio Taylor
President & CEO Visao, LLC
reporting@visaocrm.com