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.
#3111 - List View Account Hierarchy?
Hi,
Can we use this tool to create a an account hierarchy list view report with drill down?
If so, would this be custom?
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"i need to cancel my free trial. and restart it when the DEV environment is more secure" - rogerl
Read More Reviews
7 years ago
Hello,
Thank you for contacting us! You can relate Parent Account with Child and then see details of both on the report in list view, already using standard functionality. By click to the Account name, you would open account details. Hopefully, this is what you need. Please let us know in more details in case there was something more specific.
Thank you! Best Regards, IT Sapiens Team