SugarCRM CE Reporting

[citapinc]

I just installed SugarCRM CE for a client and I'm playing with the sample data.

Were are the reports and flow charts in SugarCRM CE? I'm trying to get a funnel graph and a win/loss report to show my client and can't find them anywhere.

Also the tutorials at Sugar University show this cool one click toolbar on top but I don't see that on my screens. Is there an option I have to turn on for that?

[madmat]

Were are the reports and flow charts in SugarCRM CE?

From Sugar 6 on charts are available as dahslets for your home screen only.
(add Dashlet->Charts)
The old Overview module is gone.
Reports are Pro&Ent versions only.
There are some reporting modules in sugarforge for CE version though.
SugarForge: Software Map

Also the tutorials at Sugar University show this cool one click toolbar on top but I don't see that on my screens. Is there an option I have to turn on for that?

Same here, Pro&Ent versions only.

[citapinc]

Yes the overview module!! Bummer that's missing but the dashlets may do the trick.

[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: Visao Reporting for SugarCRM - Visao, LLC

For online videos about Visao Reporting, please visit: visaolive's Channel - YouTube

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

[citapinc]

Looks interesting but for $750 that price tag is way too much, especially in this marketplace. I'll stick with ZuckerReports instead.

[madmat]

Looks interesting but for $750 that price tag is way too much, especially in this marketplace. I'll stick with ZuckerReports instead.

I beg to differ, given the fact that all comparable solutions (except ZR maybe, but there you put the cost in form of manpower to get it up and running) clock in at about 2000$ / Year (!!!) .
Whereas the 750$ seem to be a one time fee... at least at a first glance it seems a fair offer, I haven´t tested the reporting though yet.

[visaolive]

Hello Everyone,

madmat, you're 100% correct.

This is a one-time fee. I've also got a promotion running where the price is reduced by $250. The promotion ends 12/31/2011. Coupon Code: VISAOREP11

However, if you still need to review beforehand, I've got a demo instance where you can take a look:

http://demo.visaocrm.com/vr1/index.php
username: guest
password: guest

Please let me know if there are any questions.

Emilio Taylor
President & CEO
Visao, LLC
reporting(at)visaocrm(dot)com

[Ramblin]

You may want to also look at SolCRM by AlinieaSol for their reporting and workflow management products - free

Richard

[Abramson]

Thanks for the alternative tool list!

[citapinc]

However, if you still need to review beforehand, I've got a demo instance where you can take a look:

http://demo.visaocrm.com/vr1/index.php
username: guest
password: guest

Thanks for the link! I logged in and started to play with your report writer but I ran into a wall already. With your report writer, how do I create groups, subtotals for each groups then a grand total for the entire report? Also how can I make the report date sensitive?