SugarCRM Reports: Choosing the Right Type

In SugarCRM, there are four main types of reports: rows and columns, summation, summation with details, and matrix. When you create a custom report, it is essential that you select the right report type to fit your needs. This excerpt from our Getting Started with SugarCRM eBook explains the characteristics of each type of report.

A rows and columns report displays data in rows and columns like a table. They are typically used to display information about records that meet specific criteria. This is similar to a saved search, but provides you with the capability to select the appropriate columns for display and use other reporting features.

Example: All Closed Opportunities

sugarcrm reports blog post 1

Rows and columns reports are the only type of report that can be exported as a .csv file, which you can open with a spreadsheet application such as Excel.

A summation report totals numeric data for records that meet specific criteria. The records can be grouped by date or by another field for comparison. A summation report is visual in nature, and does not provide the ability to drill down to the records in each group.

Example: Meetings by Team by User

sugarcrm reports blog post 2

A summation report can also be shown as a chart on a Dashlet on your Home Page.

A summation with details report provides a chart as with a summation report, but it also provides further details about the records displayed in the chart. The record details are displayed in the same groups shown on the chart.

Example: Opportunities by Lead Source

sugarcrm reports blog post 3

A summation with details report provides a nice middle ground between a visual chart and details about the data.

A matrix report, similar to a summation report, displays totals calculated from specified data. However, a matrix report uses a grid view rather than a chart view, similar to a pivot chart.

Example: Open Opportunities by Team by Expected Close Month

sugarcrm reports blog post 4

When you are planning to create a new report in SugarCRM, make sure that you take time first to consider which type of report will best fit your needs. Each report can be useful in different situations, and each requires different information to create.

For more information about creating reports in SugarCRM, check out these blog posts:

Megan Sheehan's picture
Megan Sheehan
Trainer & Business Analyst

Megan is a SugarCRM expert who helps clients design and build their CRM systems. She’s been part of the Technology Advisors team since 2012 and has written three books on SugarCRM in that time. In addition to training clients, Megan co-hosts a SugarCRM focused podcast with Justin called “Sugar Cubed CRM Talk”. She also teaches SugarCRM classes each month. Details about these courses can be found on the Sugar University webpage.

Related Articles

May 29, 2019

At a recent customer event, we were fortunate enough to have Jason from SugarOutfitters come and talk to our customers about his favorite Sugar (and SuiteCRM) add-ons. In this blog post, we’ll share what those top Sugar add-ons were and how you can get your hands on them.

December 21, 2018

A staple role for a Sugar Administrator is the user management within the system. The Admin is responsible for adding and deleting users, managing passwords and login capabilities, and assigning roles and teams appropriately. So, what are the best practices for user management in Sugar? Our SugarCRM experts laid out their recommendations in an online user group. This is a summary of what they discussed.