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.
#2527 - Snapshot reporting
Hi,
Does your AR tool support snapshot /historical reporting? Eg leads converted in January, cases that were assigned to a user last week, etc.
If so, can you provide some insight into how this is done in your tool? I have access to the tool but am new to it - I've never used it to demo alongside Sugar before.
Thanks, Laura
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- jason
8 years ago
Dear Laura,
Thank you for contacting us! This is very good question!
Yes, you can analyze the data from history, if you have enabled History Audit / track changes for this module fields in Sugar Module builder. If this is done, then you can simply add data from history via report builder. Select the necessary module and simply mark the ”Add audit tables” checkbox.
You will find more instructions with visualization on User Manual, page # 53: https://itsapiens.eu/public/file/solution/art-sugarcrm/User_Manual_Analytic_Reporting_PRO_for_SugarCRM.pdf
If you could tell us your e-mail (or send us to info@itsapiens.eu), we could send you even more detailed instruction for this.
Also we will be happy to offer you a free web training (~ 1 hour long) with question/ answer session at the end. This would help you to get to know everything faster ;). Please contact us to info@itsapiens.eu , if you would like to schedule the training!
Best Regards, Eva