CRM Reporting

Blog

SugarCRM Reports: Choosing the Right Type

September 26, 2019

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. Any report you create will have drill-through capabilities for a deeper…

Continue reading
choosing reports
Blog

Using Filters and Reports in SugarCRM

August 7, 2018

If you’re using a CRM, It's inevitable you’ll need to locate and report on data from the system. Those CRM reporting capabilities are where Sugar shines.

Continue reading
crm filters and reports
Blog

The Three CRM Reports You Must Run for Deeper Insights

June 7, 2018

Whether in sales, marketing, or services, almost every CRM user has had to build a report at some point. When we think of CRM reports, it’s easy to default to the standard types we use in daily business – forecast pipeline charts, top sales revenue line items, top sales by rep, marketing qualified…

Continue reading
CRM Reports
Video

SugarCRM User Group: Leveraging Reports & Dashboards

March 16, 2018

Broaden your abilities with SugarCRM Reports and Dashboards and learn about some reports you never knew you could build during this online user group presentation.

Continue reading
Video

Rows & Columns Reports in SugarCRM

March 16, 2018

What do Rows and Columns Reports look like in SugarCRM? What can you create? Our experts give you some tips.

Continue reading
Video

Summation Reports in SugarCRM

March 16, 2018

Our SugarCRM certified trainers teach you about Summation and Summation with Details Reports in SugarCRM in this quick clip

Continue reading
Video

Matrix Reports in SugarCRM

March 16, 2018

What's a Matrix Report in SugarCRM? When can you use it? Learn about this underutilized feature in this quick clip.

Continue reading
Blog

Best Practices for Tracking Lost Sales in Your CRM

February 27, 2018

When a sales rep closes an opportunity, she should always indicate the reason for the lost sale in the CRM system. Why? Management can help teams fill gaps and ultimately improve win rates by properly addressing the underlying issues behind these lost sales. Let’s look at some best practices for…

Continue reading
Tracking lost sales
Video

Seed CRM Shared Knowledge & Analytics

January 25, 2018

Check out Seed CRM's shared knowledge and analytics for better transparency & decision making

Continue reading
Blog

Converting a SugarCRM Report to Another Report Type

October 22, 2013

SugarCRM’s Reports module allows users to create four different types of reports, each with unique functionality and their own strengths and weaknesses. Have you ever looked at a report and wished it had been created as a different type of report?

Continue reading
Blog

Creating Flexible Reports with Run-Time Filters in SugarCRM

July 16, 2013

This is a follow-up to our previous post on SugarCRM Report Filters, which was an overview of using filters when creating custom SugarCRM reports. In this post, we will focus specifically on run-time filters and how they can be used to make your reports even more powerful.

Continue reading
Blog

SugarCRM Report Filters: Including the Right Data when Creating Custom Reports in SugarCRM

June 13, 2013

The Define Filters step is completed for every type of Report. In this step, you can choose one or more filters. These filters control which data is shown in your report.

Continue reading
Blog

SalesLogix Reporting Basics

August 2, 2011

We frequently get questions about the reporting functionality in SalesLogix. So here is some information that should give you a pretty good idea about how the reporting works and how it interfaces with the SalesLogix database.

Continue reading