Report modules available

SuiteCRM Forum - Spanish Language SuiteCRM 7.0 Discusión General
1

Hi, I have a project installed with the following features

CRM Suite version 7.2.1
Sugar CRM version 6.5.20

And my client wants to obtain the following reports:

  • Sale by months

  • Sale per year per product

  • Sale per order / invoice

  • That there is the possibility of buying periods or clients

I wanted to know if any advanced module to do something of this type in CRM Suite 7 and adapt it, or else, I would have to create a custom report module.

Thanks and best regards

2

All the available add-ons are listed on the SuiteCRM Store, if you search there you will get a quite complete picture of what exists.

I personally like the approach of developing a few SQL queries and running them directly form MySQL (via phpMyAdmin), then moving over to Excel to make things pretty. Of course this is more work, and not really a report-on-demand that you can access from the GUI. But the advantage is the power you get, you can cross-reference all the information with all the power of SQL.

3

I imagine you mean with suitecrm store at: https://store.suitecrm.com/addons

If yes, is there any way to filter by free “addons” or modules that only have one payment for life?.

4

Yes, that’s the one, and no, I don’t think you can filter add-ons by those criteria, you just have to check each one individually.

5

Ok. I have decided that I am going to do it.

Thanks and best regards.