Reports extension for Vtiger CRM

Powerful reporting extensions for Vtiger CRM

You can create unlimited reports for all Vtiger CRM and custom modules*
*Created with vtiger standard

Main Features

You are able to create 5 types of reports

Tabular report

Summaries Report

Summaries Report with Details

Matrix Report

Custom Report

What is Key Metrics feature for?

New functionality of Reports 4 You is Key Metrics. Key Metrics allows you create Views onDashboard with information like Count of records based on Filter. With Reports 4 You, Key Metricsalso allows, after creating Tabular Report, use these Metrics ( SUM, AVG, Min, Max) on Dashboard.

Key Metrics in Reports 4 You

Who appreciate Limit and Sort order?

Try to answer:

  • Don’t want to plenty of record in Report?
  • Do you want for example Top 5 Organization with the most Paid Amount?
  • Do you want to reward your employments and you are looking for the best selers?
  • and much more other possibilities

Did you find yourself in some point?
Try to use Limit and Sort order.
You are able to set Limit of shown records as well as sort based on fields Ascending or Descending.

Report without Limit and Sort order

Report with Limit and Sort order

Who is Label for?

Standard Vtiger name of fields are good. But with Label you can rename all reported fields as you want. It can help you to better understand your Report.

Labels

In Filters you can specify the conditions to filter the results in a report.We can specify conditions in Filters and Summaries Filters.Filters have all the fields from the selected module and its related modules where the comparator and condition can be choosed based on type of field selected. You are allowed to provide unlimited number of conditions, recommender into 5 conditions.

Filters – here you are able to create Filter, add new Condition to Filter or add New Group of Filters . Course, there are options to Delete Condition as well as Group . It is good to note our better comparators for time Columns (e.g. Less then today, More then today,Older than … day,…) and repair some standard comparators(e.g. Last/Next Days N,…). (For example you can use it to Report Invoices that are not paid more then 7,… days). Reports 4 You also allows you to compare 2 variables like (Invoice Date greater then field is Due Date)

Summaries filters – powerful option to create Filters from Summaries fields

Quick Filter – useful ability to edit quick filter in DetailView of Report

Filters

Filters - Reports 4 You Vtiger 7

Summaries filters

Summaries Filters - Reports 4 You Vtiger 7

Quick Filter

Quick Filter - Reports 4 You Vtiger 7

Scheduler

In this step, you can Send Reports at regular intervals to specific users through email without logging in to the CRM. Do not forget to check “Scheduling Active” to run this report using workflow scheduler. You are able to export PDF or EXCEL file or both.

Scheduler

Scheduler - Reports 4 You Vtiger 7

We support also generate 7 types of Charts

Bar

Stacked bar

Column

Stacked column

Line Chart

Pie Chart

Funnel Chart

Why should I use Primary search column?

If you choose in Dashboard part Primary search column, then you can this Widget filter from Dashboard by this column.

Filter Graph by Primary search column

With the version of reports ITS4YouReports_2_8_0 and higher. You are able to use Bing maps with our reports!

  • To start using Bing maps you need to create API Key. You can do that by going into Reports module, then click on the button  and select “API Key Settings”.
  • You must create key for Default usage or users can have their own key. How to get the Bing Map Key simply click on this URL text, see image below:
  • You will be redirected to the guide how to get a Bing Maps Key. Obtain key and choose if you want it for Default or User defined and paste the key in the window. Then “Save”.

After you successfully created and applied Bing Map Key, you can proceed to create or edit your reports. When you are creating report you have a step called “Maps” see image below:

You will have to select mapping for the fields in this step, explanation of the fields is below:

  • Pin title – title for the pin which will be shown on the map, select any value from the pick list
  • Pin description – select field which will be used as description
  • Street – select street field, for example Billing Street
  • City – select city field, for example Billing City
  • State – select state field, for example Billing State
  • Zip – select  postal code/zip field, for example Billing Postal Code
  • Country – select country field, for example Billing Country
  • Zoom – how much zoomed your map will be (optimal is 7)

When you are done with “Maps” step, proceed with generating reports. In the detail view of the report, please click on the “Display Map” button like it’s shown on the image below:

The result is that our Invoices are shown on the map based on the Billing details used:

Start using Reports now!

Very well documented

Find manual for version of vtiger that you need

Try Reports via our Extension Packages Trial (14 days)

(included in All Access package)

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