Sapiens.BI Basic - Analytic Reporting

Powerful Reporting for SugarCRM

You likely have massive amounts data in your CRM, but do you have the ability to extract it in a meaningful way? You may have tried various other reporting tools that were clunky, required in-depth technical knowledge, or simply never worked.

We understand your pain so we created the Sapiens.BI which has quickly become the most popular reporting tool for SugarCRM.

Take a look at our features below, request a demo, and start your free trial today. We have included over 100 pre-built reports to help you get started right away.

On SugarCRM Pro or Ultimate?

Check out our Sapiens.BI PRO add-on: https://www.sugaroutfitters.com/addons/analytic-pro Works great for both On Demand and On Premise environments.

PRO vs Basic - version comparison

Features

• Pivot, grouped summary, grouped detailed and simple detailed report types available, easily switch between different report types

• You can modify your reports and charts: filters, sorting and grouping criteria

• Add charts to dashboards

• Sample reports are available for each Report type and various SugarCRM modules and their related modules

• Unlimited levels of groups and summaries within a report

• Compatible with SugarCRM Standard and Custom Modules

• Quick and easy installation - simply upload through the module loader and everything is ready for use!

Combined chart with 3 axes (2 vertical axes): for comparison of different scales, e.g. Count and Sums:

Reports and Charts have lots of customization options.

Reports can be exported in Excel and PDF formats and they can be scheduled via e-mail as PDF and Excel attachments, and/or Links to the reports. PDF and Excel e-mailed reports are real-time, i.e. if your report has the filter set to Last Month and runs monthly, it will e-mail the previous month's data every time it is run.

Mass-edit feature for Permissions and E-mail Scheduling: you can select several reports at a time and update Permissions and Scheduling for all selected reports.