Posted by: admin
on Jun 08, 2010
Many SugarCRM and info@hand users are just not aware of the value and capabilities an external reporting system can bring to their business. A reporting tool can integrate seamlessly with the CRM database so we thought we'd post some examples to wet your appetite.
is one report example that shows some of the charting capabilities from JasperServer. The PDF file was generated from within info@hand via a simple one-click menu selection.
One client recently needed a report that printed a 'Job Sheet'. The job sheet report prompts the user to enter a 'Job Number' and then prints to PDF a nicely formatted and branded Job Sheet. The Job number is a Project Custom field in info@hand and the details on the sheet contains all product lines that are associated with multiple related purchase orders in the system. And since the Purchase Orders are all linked to the original Sales Order, the sales order number and customer details are also included on the job sheet.
Ingredients you need to get this working:
- info@hand CRBM or SugarCRM CE/Pro/Ent
- Jaspersoft iReport
- Jaspersoft JasperServer
- Java Runtime Environment
- Completely change the look and style of the Quotation output
- Produce a stunningly good looking Account Profile with associated Contacts
- Include charts & graphs on purchase history by Industry sector
The only downside is that these reports cannot be listed in the standard info@hand Report Writer. Something we are trying to get Long Reach Corp to support!!
We will be creating a demo site where you can log in and try out so check back soon.