Sapiens.BI PRO - Analytic Reporting

by sapiens.bi

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.

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#3111 - List View Account Hierarchy?

Closed General Question created by Technology Advisors 7 years ago

Hi, Can we use this tool to create a an account hierarchy list view report with drill down?

If so, would this be custom?

  1. sapiens-bi-primary-contact member avatar

    sapiens.bi

    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

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