Sapiens.BI helps you produce effective reports with charts in a fast and easy way. It is a SugarCRM BI plug-in with powerful reporting capabilities, ease of use, elegant design, and a quick and easy setup. This Reporting Tool is easy to use, there is no need for technical knowledge or SQL. The Sapiens.BI tool comes with over 100 pre-built reports.
#2371 - Trying to do a call report but have some issues
Our sales reps make calls to accounts and contacts. I will like to do a report that shows the calls made to them. Sounds easy, but here is the catch. If a rep tags the call to an account, even though that account has a contact associated w/it, the report won't show the call to the contact. It will only show the call as if it was to the account (related to). Is there a way to fix this?
Also, is there a way to do union reports where we combine calls/meetings into one report?
Thanks, Yamil
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- jason
8 years ago
Dear Yamil,
For the combined calls & meetings we can offer summary report (eva.narunovksa@itsapiens.eu has e-mailed you sample creation script), - please let us know, if you received it and if it is something similar to what you need? We do not yet have detailed reporting on calls together with meetings, - would you need the detailed as well?
Related Calls to Contacts and to Accounts, - before we continue, can you please help us to understand, how are they related to calls: Do we understand correctly that for some calls in "related to" the account is selected; For other calls in "related to" the contact is selected, not account, and currently you do not see those in a report?
Or - would you like to see calls with accounts and contacts which are related not directly to calls, but to accounts?
Thank you!
IT Sapiens Team
8 years ago
Hi Thanks. We have SugarOnDemand, is there a different way to run this?
8 years ago
By related, I mean the Sugar default function of "associated". I'll send a screenshot if it helps?
8 years ago
Related script - Eva has sent you the instruction, how to manually create the report ;).
Related screenshots - yes, please, screenshots would help a lot, can you please send them to: eva.narunovska@itsapiens.eu
Than you!
Best Regards, IT Sapiens Team