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Thread: Run Reports on Tasks

  1. #1
    kbadge is offline Junior Member
    Join Date
    Nov 2007
    Posts
    2

    Question Run Reports on Tasks

    Can I run a report using information from the Opportunities Module and the tasks? I don't see that option? Am I missing something?

  2. #2
    sugarcane is offline Sugar Community Member
    Join Date
    Apr 2005
    Location
    Chicago, IL
    Posts
    1,207

    Default Re: Run Reports on Tasks

    Hello kbadge,

    If you have Pro or Ent, you can use the reports module to create a report based on the Opportunities module. You can then add any related tasks of those opportunities into the report.

    You also have the option to create a report based on the tasks moduie.

    If you are using CE, then you can download a reports plugin like Zucker to be able to run the reports you need
    Intelestream has a great deal of experience hosting and customizing the SugarCRM application. Our company is made up by former employees of SugarCRM, and together we have over 50 years of experience working with the application. To learn more about us, please visit our website at www.intelestream.net or contact us directly at 800-391-4055 or by email at info@intelestream.net

  3. #3
    Pwruser2 is offline Junior Member
    Join Date
    Sep 2008
    Posts
    1

    Default Re: Run Reports on Tasks

    Ok. I got the task module to show up when creating a report but now it doesn't show any fields to run a report with. Not only that but when I select the Task module it deletes all previously selected fields chosen from other modules. Please help.

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