Reports for sugarcrm community edition

All is not lost. Nothing on SuiteCRM is hidden behind a proprietary backdrop. Everything is made available from the enterprise ready CRM from the onset. SuiteCRM have also resolved more of the security bugs which were identified by Egidio and will continue to provide updates and patches.

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Please note that run-time filters only appear if filters are set in the Define Filters step when building the report. The report will be filtered based on the original filter value, but you can change the value via the Run-time filter and click "Apply" or "Run Report" to re-generate the report result. For more information on run-time filters, please refer to the Run-Time Filters section. By default, the report details box will appear displaying the report's name, display columns, report type, team s assigned to report, etc.

To hide the report details, simply click the Hide Details button on the upper left of the report's detail view. Once the report details are hidden, the Show Details button will appear in place of the Hide Details button.

Click the Show Details button to display the report details again. Users have the option to display the data as a chart which then allows users to drill into each segment to display the associated records.

The chart option is available for Summation with Details-type, Summation-type, and Matrix-type reports. You can choose a type of chart for display via the Chart Options step of the Report Wizard. Please note that at least one group-by and one calculated display summary e. After running the report, you can hover on a segment of the chart to view the corresponding chart values.

Clicking on a segment will open a drawer containing a list of the records making up that segment. For more information, refer to the Drilling Through Report Charts section below.

Note : When you make a chart in the Reports module, there is a limit to the number of groups allowed. The limit is 50 groups for all charts except funnel, for which the limit is The limit only applies to charts.

If the number of elements is more than 50 or 16 for funnel , then an error message is displayed at runtime. Report charts can also be added and displayed as a Sugar dashlet on your Home page.

These Saved Report Chart dashlets also allow for drilling through to access the associated records. For more information on adding report charts as dashlets, refer to the Home documentation.

Please note that at least one group-by and one Display Summary column is required to generate a chart. In order for drill-through to work for a given report chart, the following conditions must be met:. Clicking a segment of a report chart will open a drawer containing a filtered list view showing the records belonging to that segment. To the right of the list view is the chart with the currently selected segment highlighted.

The segment's applied filter will also be noted above the list view e. The Chart Options step of the Report Wizard allows users to choose the chart type that they want to be displayed on the generated report as well as how to summarize the data within the chart.

Please note that at least one of the calculated fields e. The report's detail view will display the report results with relevant data and report chart if applicable for all records that meet the specified criteria. Please note that each report type will display the report results differently and users should consider how they would like to view the data prior to creating the report.

The report results for this report type displays the data in simple rows and columns format. The display column field values for all records that meet the specified criteria will appear on the report result.

You can view a record's details by clicking on the record's name. You can also sort the report results by a display column in either ascending or descending order. To sort by a field or switch the sort direction, click the column header noting that the fields which allow sorting will have a pair of arrows.

Please note that the report may be sorted by only one column at a time. To view an example Rows and Columns report result, please refer to the creating Rows and Columns Report section. The Summation Report provides an overview of the selected field data s grouped by specific criteria s. The report result displays the data in groups summarized using computed derivatives e.

Each field you select in the Define Group By and Choose Display Summaries steps will be displayed as a column in the report result. The field s in the Define Group By list determines how the data will be grouped on the report results table and the chart. For example, if you group the opportunity report by "User Name" then "Month: Expected Close Date" on the Define Group By list, the opportunity records will be grouped by the user assigned to the opportunity and each user will be broken up by the month of the expected close date in the report results.

The grand total of the summarized field values will display at the bottom of the report results page. You can sort the report results by a field column in either ascending or descending order. To view an example Summation report result, please refer to the Creating Summation Report section. The Summation Report with Details groups the data and displays the total summary count for records in the report result. Unlike the Summation Report, this report type includes display columns for fields related to the target and related module.

The report result will group the data in different categories based on the specified field values. If you choose to display the data as a chart, it will appear at the top of the report results page. The field values for all records that meet the specified criteria will be displayed in a rows and columns type table broken up into grouped panels. To sort by a field or switch the sort direction, click the column header e. Expected Close Date noting that the fields which allow sorting will have a pair of arrows.

You can also view the record's details by clicking the record name. Each panel header will display the grouped by field value s along with the total summary count for the group. You can collapse the grouped panels individually by clicking the double up arrow to the far left of the header or click "Collapse All" to collapse all panels. Collapsed panels will display the header with the display summaries for each group and you can click the double down arrow to open the panels again.

The grand total for the summarized field values will appear at the bottom of the report results page. To view an example Summation with Details report result, please refer to the Creating Summation Report with Details section. The Matrix report groups the fields based on the group-by fields and displays the summary for specific numeric-type field values that you select.

The report result displays the data in a grid table with row and column headers. If you selected three group-by columns, then you will have the option to choose specific report layouts e. The 1x2 layout option will display the data for the first group-by field in a row and display the data for the other two group-by fields in columns.

The 2x1 layout option will display the data for the first two group-by fields in rows and display the data for the third group-by field in a column.

The report results will show the grand total for each field row on the table as well as for each column. To view an example Matrix report result, please refer to the Creating Matrix Report section. When the viewing user's profile has the Show Preferred Currency option selected, all currency values will be displayed in reports using the user's preferred currency.

This means that the displayed value may not be historically correct for closed business since the conversion rate of the user's preferred currency may have changed since the purchase was completed. When the user does not have this option selected, reports will display all currency values in the system's default currency. To keep amounts historically accurate, the conversion rate will only update on on currency fields when the business is still open and under the following scenarios:.

For more information about currency exchange rates, please refer to the System documentation in the Administration Guide. Once the reports are generated and saved in Sugar, you can view the report results at any time. While viewing the report's detail view, there may be times when you need to re-run the report to generate new report results. The Run Report button on the upper left of the report's detail view allows you to refresh and run the report to re-generate report results.

For example, if you make a change to the run-time filter on the report, you can click "Run Report" to generate the report based on the new filter values. You can also click "Run Report" each time you want to re-generate the report to capture new records not included in the current report results.

Reports may be edited at any time to refine or adjust the report's details or criteria. There are various methods of editing the report from the Reports detail view and Reports list view. Regardless of where you initiate the edit, you will always go through the Report Wizard to make the necessary changes to your report.

You can edit the report by going through the Report Wizard step-by-step using the Back and Next button or by clicking the step's link e. When ready, click "Save and Run" to preserve the changes made and generate the report. If any users have created a scheduled report based on the edited report, the changes will automatically be reflected the next time they receive a copy of the report. Please note that your ability to edit reports in Sugar may be restricted by a role.

For more information on roles, please refer to the Role Management documentation in the Administration Guide. Check with your system administrator if you do not see the Edit options. You can edit reports via the detail view by clicking "Edit" in the Actions menu on the upper left of the page. This will open the Report Wizard where you can make the necessary updates to the various steps e. Once the changes are complete, click "Save and Run" to preserve the changes made and generate the report again.

If a report is invalid or should no longer appear in your organization's Sugar instance, it may be deleted from either the Reports detail view or list view. Deleting via the detail view allows you to delete a single report while the list view allows for deleting one or more records at a time.

Deleting a report from Sugar will also delete any report schedule records related to the report. Please note that your ability to delete reports in Sugar may be restricted by a role. Check with your system administrator if you do not see the Delete options.

The Export option allows users to export a report's results as a CSV file. For more information on exporting records in Sugar, please refer to the Export documentation. Please note that your ability to export reports from Sugar may be restricted by a role.

Check with your system administrator if you do not see the Export option. Exporting reports is useful when you need to use Sugar data with other software such as Microsoft Excel. You can also use exported report results to update existing Sugar records by creating a report including Record IDs , exporting, making changes, then importing the altered data back into Sugar. For more information on updating existing records via import, please refer to the Import documentation.

Note : Due to PHP memory limitations on the server, there may be occasions when the application times out while exporting a report with a large amount of data. If you encounter an error when performing this action, we recommend breaking up the report into smaller batches. This may be useful when needing to email the file to other members of the team to share the report data or to keep track of key historical data from the system.

You can also view charts on the downloaded PDF files for Report types e. Please note that your ability to print PDF reports from Sugar may be restricted by a role preventing the export of data. Check with your system administrator if you do not see the Print as PDF option. Use the following steps to download a copy of a report as a PDF file via the Reports detail view:. Users can schedule regular email deliveries of Sugar reports to themselves and other Sugar users via the Reports Schedule module.

Scheduled reports will be delivered as PDF file attachments to the users' primary email addresses in Sugar. We travelled the world. We grew. It was hard work but it was open source and the possibilities were seemingly endless. Support would continue until an undefined date but there would be no more functional updates.

Vulnerability and static code analysis scans suggest that users should be very concerned. As the software languishes, more vulnerabilities will emerge. Tomorrow, it will probably be easier to attack.