Reports 4 You for Vtiger 7 CRM

Reports 4 You Vtiger 7

Reports 4 You is the most powerful runtime and design environment for your custom reports
integrated into Vtiger CRM Open Source.
Main Features:

• Easy installation via module manager, does not modify your Vtiger source code
• You can create unlimited reports for all Vtiger CRM modules (incl. Vtiger compatible custom modules)
• Allows you to use all fields from primary module and his related modules
• Supports unlimited count of uitype 10 fields related to same module
• 5 Report types (Tabular report, Summaries, Summaries with details, Matrix report and for admin user also Custom report)
• Custom Labels definition
• Enhanced conditions functionality
• Support of Scheduler
• Graphs in High Charts style, possible Add to dashboards – widgets
• PDF, Excel Export and print are possible
• Inclusive support & FREE Updates during first year after purchase (you can renew after one year to continue)
• Key Metrics functionality
• You are able to use Bing maps with our reports!

 Note: For versions ITS4YouReports_4_0 and higher, you will be needing to have installed our Installer in order to activate license keys.

There are currently two options how to install extension:

• (Recommended) Using our Free extension Installer
  (Please visit the Installer page for more info)
• Manually installation using a .zip file
  (You still need to have Installer in order to activate license)

 Note: For versions ITS4YouReports_4_0 and higher, you will be needing to have installed our Installer in order to activate license keys.

Since December 2019 we launched our extended version of Installer which helps you install modules and manage extensions.

Make sure you have Installer installed, you can download Installer via our E-shop when you log in under Free Downloads section.
Next, simply install Installer via Module Management in Vtiger CRM by importing the .zip file you downloaded.

After successful installation, you can access Installer in two ways:

• by a click on Notifications Icon and then on the button ,
• or via Main Menu – Settings – CRM Settings – Extensions – ITS4YouInstaller.

 Note: To see modules and manage licenses you have to log in to our e-shop with @email and password via button (top right screen side in Installer module).
After log in, you can activate Extensions or our Packages licenses associated to your account via button.

When the license was activated you can see module available in the Modules tab below.
Simply hit the button and Extension is installed now.

 There is one extra step to do to finish installation of Reports extension.

After Installation when you access module, you need to also Import “HighCharts” for reports.

Please follow next steps:

1. Access the Reports via menu Tools – Reports 4 You.
2. The following screen will appear, please press or button.
   

   Reports – HighCharts Installation

3. If the “Import” button did not downloaded Charts automatically, you need import Charts manually, please hit button.
   

   Reports – HighCharts Installation

4. Next, go to the ~VTIGER_ROOT/modules/ITS4YouReports directory and create a folder with name: highcharts
5. Next, open the downloaded .zip file and copy all files to the ~VTIGER_ROOT/modules/ITS4YouReports/highcharts/ directory.
6. It should be like in the image shown below:
   

   Reports – HighCharts Installation

7. Next, go back to your CRM and press the button, Reports are now successfully installed and you can start using the extension.

Please provide following steps in order to install Reports:

1. Install the .zip (package) file of the Reports 4 You module via Setting -> CRM Settings -> Module Management -> Modules. Click on the Import Module from Zip.
   

   Installation step 1 -Reports 4 You Vtiger 7

2. Select the .zip (package) file that you downloaded from our shop. Please check that you accepted the disclaimer and would like to proceed. Click on the [Import] button.
   

   Installation step 2 -Reports 4 You Vtiger 7

   Note: If you have after this step error message: Sorry! Attempt to access restricted file. Please check if folder test/vlib has correct write permission for browser (apache, www-data).

3. Verify the import details parsed from the .zip (package) file. Please check that you accepted the license agreement and click [Import Now] to proceed or [Cancel] to cancel.
   

   Installation step 3 -Reports 4 You Vtiger 7

4. Reports 4 You was imported
   

   Installation step 4 – Reports 4 You Vtiger 7

 Note: In order to finish installation, you need activate license. For that please use our Installer

 There is one extra step to do to finish installation of Reports extension.

After Installation when you access module, you need to also Import “HighCharts” for reports.

Please follow next steps:

1. Access the Reports via menu Tools – Reports 4 You.
2. The following screen will appear, please press or button.
   

   Reports – HighCharts Installation

3. If the “Import” button did not downloaded Charts automatically, you need import Charts manually, please hit button.
   

   Reports – HighCharts Installation

4. Next, go to the ~VTIGER_ROOT/modules/ITS4YouReports directory and create a folder with name: highcharts
5. Next, open the downloaded .zip file and copy all files to the ~VTIGER_ROOT/modules/ITS4YouReports/highcharts/ directory.
6. It should be like in the image shown below:
   

   Reports – HighCharts Installation

7. Next, go back to your CRM and press the button, Reports are now successfully installed and you can start using the extension.

The upgrade of the module is initiated manually or via our Installer.

Updating via Installer:

• open the Installer in the CRM
• in the Modules tab find your installed module and you should see the button available
• If the new version is available, you will be notified via Installer Notifications icon

Updating Reports manually:

Upgrade – Reports 4 You Vtiger 7

So please refer to above installation part for details how to initiate the import of the module from the file. As can be seen on following picture you will be notified that the Reports 4 You module already exists. The upgrade will start immediately when you click on the button.

Upgrade – Reports 4 You Vtiger 7

After upgrade the notification about successful upgrade is shown.

Upgrade – Reports 4 You Vtiger 7

In the following sections you can find short description of Report’s types and how to create your first simple Report for vtiger CRM using Reports 4 You and.

Note: The full description of the Reports 4 You menus, tabs and icons can be found in the later chapters.

You are able to create 4 types of Reports like Standard User

Types of Reports (standard user) – Reports 4 You Vtiger 7

and 5 types of Reports like Admin User.

Types of Reports (admin user) – Reports 4 You Vtiger 7

Tabular report is very simple type of report, with a columns heading row followed by table data information.

Tabular Report – Reports 4 You Vtiger 7

Tabular Report – Reports 4 You Vtiger 7

Summaries report is intended to use when performing data calculations grouped by selected columns. Group data choosing rows values by one row or combination (rows-rows), (rows-rows-rows).

Summaries Report – Reports 4 You Vtiger 7

Examples:

• Report grouped by one row (Invoice status). Summaries columns are COUNT Records, SUM Total, AVG Total, MIN Quantity, MAX Quantity. Filter is not set. Pie Chart (SUM Total).
  

  Summaries Report grouped by one row – Reports 4 You Vtiger 7

• Report grouped by two rows (Invoice status, Customer No.). Summaries columns are COUNT Records, SUM Total, AVG Total, MIN Quantity, MAX Quantity. Filter is not set. Horizontal Chart (SUM Total).
  

  Summaries Report grouped by two rows – Reports 4 You Vtiger 7

• Report grouped by three rows (Invoice status, Contact Name, Invoice Date). Summaries columns are COUNT Records, SUM Total, AVG Total, MIN Quantity, MAX Quantity. Filter is not set. No Chart.
  

  Summaries Report grouped by three row – Reports 4 You Vtiger 7

Summaries report with Details is intended to use when performing data calculations grouped by one selected column with displayed record details. You can define calculations for all report datas and define limited/unlimited count of displayed record details.

Summaries Report with Details – Reports 4 You Vtiger 7

Example:

There is Report with details from Invoice module that is group by: Organization Name. Summaries Column is SUM Total. With Columns: Subject, Invoice No, Contact Name, Invoice Date, Sales Commission, Status, Total, Assigned To, Organization Name, Organization No.. Also Chart is included.

Summaries Report with Details – Reports 4 You Vtiger 7

Matrix report is a summaries report with one group column displayed in columns structure. For example COUNT, SUM, AVG, MIN, MAX columns summaries calculated and displayed by date intervals, status, or other column values.

Matrix Report – Reports 4 You Vtiger 7

Example:

Report is grouped by row: Status and column: Organization Name. With filter: Paid Amount is greater than 0.

Matrix Report – Reports 4 You Vtiger 7

Custom report have to be programmed by skilled user with programming experiences. Do not forget that custom SQL Report display Records based on defined SQL query. Keep in your mind to use user permissions queries and share with permitted users only! Take care to be really careful with custom report SQL definitions.

SQL query of Custom Report – Reports 4 You Vtiger 7

In the following part you can see how to create simple Report.

1. Open Reports 4 You ListView
   

   Create simple Report – Reports 4 You Vtiger 7

2. Click on button  and select your Report type or choose Select type view
   

   Create simple Report – Reports 4 You Vtiger 7

3. If you choose Select type view you can see types with short description. About Report types you can read more: Types of Reports.
   Choose Type of Report and click on button.
   

   Create simple Report – Reports 4 You Vtiger 7

4. Fill name and select primary module and also you can select Folder
   

   Create simple Report – Reports 4 You Vtiger 7

   You have 2 options to pass through Reports 4 You creation:

   • With button you pass through all possible tabs
   • If you use or button, immediately when all required info are filled Report is generated (tabs that are not necessary are skipped)
5. You can group, select Summaries field and limit and sort
   

   Create simple Report – Reports 4 You Vtiger 7

6. Select fields to display in Report
   

   Create simple Report – Reports 4 You Vtiger 7

7. You can edit Labels shown in Report
   

   Create simple Report – Reports 4 You Vtiger 7

8. You can use filters
   

   Create simple Report – Reports 4 You Vtiger 7

9. Define sharing
   

   Create simple Report – Reports 4 You Vtiger 7

10. You can turn on scheduling
    

    Create simple Report – Reports 4 You Vtiger 7

11. If you want to show Graphs you can set it in this tab
    

    Create simple Report – Reports 4 You Vtiger 7

12. In the last step you can create Widget on your Dashboard.
    

    Create simple Report – Reports 4 You Vtiger 7

    
    Then please click on or

The Work Area of the Reports 4 You consists of:

• ListView – used for common tasks like add new, edit, duplicate and delete Reports, and access to others tools
• DetailView – shows already created Reports in details
• EditView – allows the preparation of the new report or editing existing reports

The common tasks like add/delete Reports or start editing have to be initiated via Reports 4 You ListView. Go to All → TOOLS → Reports 4 You and Reports 4 You ListView will appear on your screen.

ListView – Reports 4 You Vtiger 7

The main part of the Reports 4 You ListView consists of list of the Reports, which gives you information about a Report name, Report Type, Module, Folder Name, Report owner and Description of Report. As shown in the picture, above the list of the reports you can find following:
ListView of Reports 4 You consists of:

• contains actions for switch to DetailView, edit, duplicate or remover Reports
• is used to add new Reports
• is used to add new Folder
• provides options to search your Reports
• next/previous page of Reports
• is used for License setting, Uninstall and Upgrade option
• to move or delete Reports
• open ListView of Key Metrics (read more about Key Metrics)

From ListView you can directly open any Reports 4 You in DetailView.

DetailView – Reports 4 You Vtiger 7

The DetailView consists of:

• Report details part
  • Information Block
  • Data Block
  • Chart part
• Report filters part
• Group of action buttons
  • open EditView of Report
  • to duplicate Report
  • allow to print Report
  • allow to export your Report to Excel format
  • allow to export your Report to PDF file
  • generate your Report again
  • show/hide Filter options
  • show/hide Report Information Block
  • Show Data
  • to save Report

The EditView shown in the picture below allows the preparation of the new Report or editing existing Reports. The main utilization of the EditView is in the additional correction of the Report. The EditView is divided into three parts:

1. Tabs of Report – here you can select which part of Report you want to edit
2. Buttons parts – there are buttons: Cancel, Save, Save & Run, Back/Next tab
3. Box of tab´s option – here you can edit your Report

EditView – Reports 4 You Vtiger 7

EditView consists of 12 tabs (some are available only for specific type of Report):

• Select Report Type
• Report Details
• Report SQL
• Grouping
• Columns
• Calculations
• Labels
• Filters
• Sharing
• Scheduler
• Graphs
• Dashboard

Now, you can choose type of Report you want to create and click on . To see differences between types of Reports please check chapter Types of Reports.

Select Report Type – Reports 4 You Vtiger 7

In Report Details, you will have to provide basic Report information.

Report Details – Reports 4 You Vtiger 7

Report SQL is available only for Custom SQL Report.

Report SQL – Reports 4 You Vtiger 7

This step provide in case you want to Summaries Report, Summaries with details and Matrix Report.

Grouping – Reports 4 You Vtiger 7

Group by

here you can define by which fields will be your Report grouped. You are able to choose other fields to group by. There are two option (Rows or Columns). Columns you can choose if you select Matrix Report. You can also define how should be your Report ordered (Ascending/Descending).

Group by – Reports 4 You Vtiger 7

There is also good option to choose date and group by date based on days, weeks, months, quarters, half years and years.

Group by date intervals – Reports 4 You Vtiger 7

Summaries Fields

You can show SUM, AVG, Min, Max of Available Summaries Fields.

Available Summaries Fields – Reports 4 You Vtiger 7

Limit and Sort order

allows you to limit and order grouping records.

Limit and Sort order – Reports 4 You Vtiger 7

Here you can see how to looks like if you have Limit set on e.g. 3. If you want to limit number of record set limit also in Select Columns part.

Limits in Grouping – Reports 4 You Vtiger 7

You can use it in Tabular report and Summaries Report with details.

In this step, you can select the fields to display in report with details. These fields can be selected from the Report module selected in Report Details and its related modules. Please choose one of available module from “Select Module” options and for easy navigation write part of field name in search input box. Limit and Sort order block allows you to limits and order detailed records. There is also option to sort by more then One Column.

Select Columns – Reports 4 You Vtiger 7

There is also useful option to search fields from chosen and related modules, choosing module and typing name of field.

Searching fields – Reports 4 You Vtiger 7

There is also Limit and Sort order, here you can set how many records are shown. For example, limit is set on 2:

Limit in Select Columns – Reports 4 You Vtiger 7

Limit in Select Columns – Reports 4 You Vtiger 7

Now, you can select the calculations for the fields available across the Report modules and only in Tabular Report. You can select the calculations like SUM, AVG, MIN and MAX values (Numeric Columns: Sub Total, Total, …) across the Report result records.

Calculations in Tabular Reports – Reports 4 You Vtiger 7

In Custom Calculation you can define expression of custom calculations based on fields available across the Report modules. You can define basic mathematical operations like: + , – , * , / or some other expressions: if … then … else … end (==,<=,>=,<,>) concat( … , … ).

This step gives you the flexibility to customize selected field labels. You can rename Selected Columns how you want.

Labels – Reports 4 You Vtiger 7

In this part, you can specify the conditions to filter the results in a report. You are able to 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 chosen based on type of field selected. You are allowed to provide unlimited number of conditions, we recommend 5 conditions.

Filters – Reports 4 You Vtiger 7

• 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)
  

  Filters – Reports 4 You Vtiger 7

• Summaries filters – powerful option to create Filters from Summaries fields
  

  Summaries Filters – Reports 4 You Vtiger 7

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

  Quick Filter – Reports 4 You Vtiger 7

In Sharing part, you can specify the security of the report. Here you can select report Owner and the type of report Sharing Rules (Public, Private or Share) across users in role hierarchy. Report can only be edited by Owner and other users whose roles is higher to the role of Owner.

Sharing – Reports 4 You Vtiger 7

Sharing (share) – Reports 4 You Vtiger 7

There is also option to setup default sharing options for all created reports.

In the list view of Reports module, click on the button and select “Settings”, the Sharing settings window will pop-up, see below:

For example, if you set it as “Private” and then save it, all reports you create will be automatically set as “Private” in the Sharing step when creating reports, see below:

In this step, you can Send Reports at regular intervals to specific users through email without logging in to the CRM.

By default is Scheduler inactive. Do not forget to check “Active” to run this report using workflow scheduler.

Scheduler – Reports 4 You Vtiger 7

Scheduler – Reports 4 You Vtiger 7

Differences between Recipients/Other Emails and Generate For

When you choose Recipients/Other Emails, all Users receive the same Reports like Reports Owner based on his privileges (e.g. 1 Report to 20 Users).
If you choose Generate For, then Reports 4 You send for each User particular Report based on User Field you choose (e.g. 20 Reports to 20 Users).

ListView with Scheduler – Reports 4 You Vtiger 7

When you turn on Scheduler for some Reports, in ListView of Report 4 You you can see at this Reports.
There is also Link to Report Detail included in received email.

Link to Report Detail – Reports 4 You Vtiger 7

Here, you can define Charts for every Report that is having a “Group by” definition and “Summaries columns”. Data series is using Summaries column values so you can define which one you want to use in charts.
Additionally, you can define Chart title, which is used in output files. Set Collapse data area or not and set Chart position. You are able to create up to 3 Charts. Here you can choose the chart type and Data Series.

Near each Chart type you see also icon as a preview how the chart will look like.

Graphs – Reports 4 You Vtiger 7

In Summaries Reports, Summaries Reports with Details and Matrix Report if you have Graphs you can use our useful functionality: Dashboards. Dashboards function allow add Widget to Dashboard of some modules and use also Primary search column to filter Graph direct from Dashboard.

Dashboard – Reports 4 You Vtiger 7

More about Dashboard you can find: Dashboard

Within the Reports extension, it is possible to export report data into the Excel or PDF formats or even Print it.

Report buttons have two options when clicked on:

Report Data

Exports the generated report data using the limit in the Report.

All (tabular reports)

Exports data according to report settings without limit (i.e. all records)

In the background

It exports data according to the report settings without limit by CronJob/Scheduler and sends it to the user who performed the action.

With Reports 4 You you are able to save your Reports as PDF files. To save Reports as PDF you need to have PDF Maker (Free version sufficient).

PDF Maker is extension tool designed by ITS4You for vTiger CRM.
For more info about PDF Maker please read: www.it-solutions4you.com/pdf-maker

PDF Export – Reports 4 You Vtiger 7

With Reports 4 You you can also save your Reports as Excel files. To save click on button.

Excel Export – Reports 4 You Vtiger 7

Some users prefer to not show this column in .xls exported files.

So here we will show you how to hide it:

1. Go to vtigerfolder/modules/ITS4YouReports/configs/env/
2. Create file with name XlsCurrencyColumn
   – should be like : modules/ITS4YouReports/configs/env/XlsCurrencyColumn
3. Open the file and write in the value 0
   – write it just as 0 without anything else
   0 – currency column not shown
   1 – currency column shown

Now the Currency column will be not showm in the exported .xls files.

Users which want an Average calculations without empty values or zero values can use this quick tip from us.

1. Go to vtigerfolder/modules/ITS4YouReports/configs/env/
2. Create file with name UseEmptyRowsCount
   – should be like : modules/ITS4YouReports/configs/env/UseEmptyRowsCount
3. Open the file and write in the value 0
   – write it just as 0 without anything else
   0 -counts the AVG value with COUNT rows where the value is not empty
   1 – counts the AVG value with COUNT rows where the value is empty

With Reports 4 You you are able to generate your Reports across your Companies created by Multi Company extension.

Support of Multi Company – Reports 4 You Vtiger 7

Multi Company is extension tool designed by ITS4You for vTiger CRM which allows you in easier way to manage your companies within one vtiger CRM installation..
For more info about Multi Company please read: www.it-solutions4you.com/multicompany-extension-vtiger-crm
How to create Report based on Companies created by Multi Company you can find in our Tips & tricks

The useful functionality of Reports 4 You is Key Metrics. Key Metrics allows you create Views on Dashboard(s) with information like Count of records based on Filter.
Extended version of Key Metrics included in Reports 4 You allows, after creating Tabular Report, use these Metrics ( SUM, AVG, Min, Max ) on Dashboard(s).

Key Metrics – Reports 4 You Vtiger 7

To create Key Metrics please provide following steps:

1. Open Reports 4 You and click on
   

   Key Metrics – Reports 4 You Vtiger 7

2. Now, you can see list of your Key Metrics.
   • To edit or delete Widget click on
   • To add Key Metrics Row to show on Widget please click on Name of Widget
   • to add new Widget click on
   

   Key Metrics ListView – Reports 4 You Vtiger 7

3. Click on insert Widget name and also you can insert Description and save it.
   

   Add Key Metrics – Reports 4 You Vtiger 7

4. Next step, is adding Key Metrics Row to calculate. Please click on Name of Your Widget
   

   Add Key Metrics Row – Reports 4 You Vtiger 7

5. Click on
   

   Add Key Metrics Row – Reports 4 You Vtiger 7

6. Insert
   • Label – Name
   • Report Name – you can choose filter or tabular Report
   • Column – if you choose only filter then you can select only Count of Records. If you choose tabular Report then you can select SUM, AVG, Min, Max from this Report

   and save it.

   

   Add Key Metrics Row – Reports 4 You Vtiger 7

7. Now, you can repeat step 6 like you need.
   

   Add Key Metrics Row – Reports 4 You Vtiger 7

8. To add Widget on Dashboard visit Home Dashboard, click on and find Name of Your Key Metrics.
   

   Add Key Metrics on Dashboard – Reports 4 You Vtiger 7

note

How to add Widget on Dashboard?

• Open your Dashboard, click on button and find your Name of Report
  

  Add Widget on Dashboard – Reports 4 You Vtiger 7

• Now, you can see your Widget on Dashboard.
  

  Add Widget on Dashboard – Reports 4 You Vtiger 7

   

Notice for Vtiger 6.x users: Since the version of Reports 4.3 there was fixed a bug, where you were not able to increase the size of Reports 4 You Widgets in Vtiger 6. x, because it has got no option to resize it by default itself.

So if you are facing this issue, please update your Reports to the latest version via Installer.

There is also option to print your Reports directly from Vtiger CRM as well as print end export Charts. Click on

Print – Reports 4 You Vtiger 7

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:

The Reports 4 You settings are accessible directly from the ListView and consist of:

• License settings – manage all settings related to your license
• Uninstall Reports 4 You – remove Reports 4 You completely from your Vtiger
• Upgrade Reports 4 You – upgrade/update Reports 4 You

Settings – Reports 4 You Vtiger 7

Since December 2019/January 2020 all our modules will be using Installer to manage licenses. Please check our Installer pages for more information.

You can access the License settings like its shown below:
(there can be more options from the pick-list, depends on the module)

Settings – License settings

After accessing the License window you can see screen bellow with following information:

• Module name, Your Vtiger domain URL
• Description, if license is activate or not:
  – your license is currently active,
  – your license is not active and you need active it via Installer.

To activate or manage license, click on the button.

Settings – License settings window

If you want to deactivate your license, please provide following steps:

• Go to your Installer, by a click on Notifications Icon and then on the button ,
  or via Main Menu – Settings – CRM Settings – Extensions – ITS4YouInstaller
• The following screen will appear (see below):
  

  Installer – deactivation of license

  You can deactivate license by click on the button

Note: The module will be deactivated but not uninstalled and license will be removed from the Activated Licenses tab.

To reactivate a license after deactivation, you need to follow the same process as you activated it first time:

1. Click on the   button and enter your license key.
   
2. Confirm with button.

When the license was activated you can see module available in the Modules tab below.

 Note: To see modules and manage licenses you have to log in to our e-shop with @email and password via button (top right screen side in Installer module).

The upgrade of the module is initiated manually or via our Installer.

Updating via Installer:

• open the Installer in the CRM
• in the Modules tab find your installed module and you should see the button available
• If the new version is available, you will be notified via Installer Notifications icon

Updating Reports manually:

Upgrade – Reports 4 You Vtiger 7

So please refer to above installation part for details how to initiate the import of the module from the file. As can be seen on following picture you will be notified that the Reports 4 You module already exists. The upgrade will start immediately when you click on the button.

Upgrade – Reports 4 You Vtiger 7

After upgrade the notification about successful upgrade is shown.

Upgrade – Reports 4 You Vtiger 7

If you need to remove the module from your Vtiger you have two options:

• Uninstall via Installer.
• Manually via going to module Settings and choose Uninstall option.

You have also option to remove the module via Installer window by accessing the Settings – Uninstall window:

• Go to your Installer, by a click on Notifications Icon and then on the button ,
  or via Main Menu – Settings – CRM Settings – Extensions – ITS4YouInstaller
• Find the module you need to uninstall in the Modules tab
• Via pick list button choose the Uninstall option, you will be redirected to the Uninstall window.
• Click on button

Installer – Uninstall module screen 1

• Confirm uninstall with button

Installer – Uninstall module screen 2

Now, the module has been removed from your Vtiger and your license has been deactivated. To use this module again, you need to provide installation and validation steps (see Installation chapter).

There is also available option to remove Reports 4 You from your Vtiger manually. To uninstall please provide following steps:

• Go to the list view of Reports 4 You and in Customize choose option Uninstall Reports 4 You
  

  Uninstall – Reports 4 You Vtiger 7

• Click on button
  

  Uninstall – Reports 4 You Vtiger 7

• Confirm uninstall with button
  

  Uninstall – Reports 4 You Vtiger 7

Now, Reports 4 You has been removed from your Vtiger and your license has been deactivated. To use Reports 4 You again you need to provide installation and validation steps (see chapter 2. How to install Reports 4 You).

As you may know, converted Leads are no more shown in your Vtiger CRM. But for lot of customer it is important to see these Leads. With Reports 4 You you have option to show these Leads or no. It is really up to you. Since 7.1.1lead version is default filter for Leads module “Converted [None]  Yes”:
.

Now, you have 3 options of making your Report:

• Report of not converted Leads – instead of “None” please use condition: not equal to
  

  Report of not converted Leads – Reports 4 You Vtiger 7

• Report of converted Leads – instead “None” please use condition: equals
  

  Report of converted Leads – Reports 4 You Vtiger 7

• Report of all Leads – remove please this filter
  

  Report of all Leads – Reports 4 You Vtiger 7

There should be also question how can CEO see Reports across all Companies created by Multi Company created by IT-Solutions4You?

This option should be possible for  Summaries Report, Summaries with details and Matrix Report.

You just need to use grouping by field Company.

Group by “Company” of Multi Company – Reports 4 You Vtiger 7

Invoices across Companies – Reports 4 You Vtiger 7

Add more Key Metrics on Dashboard at the same time

If you have more Key Metrics and you want to add all Key Metrics on Dashboard at the same time.
If you add first Key Metrics on Dashboard then other Key Metrics are not visible under button?

Yes, it is little issue with loading content. To display rest of your Key Metrics just please refresh your page.

• Check latest versions available and fixes applied
• What was changed/added to manual

• 26 March 2024: 4.38
  • fixed export to .xls where empty cells didn’t equally generated reports data
  • fixed some sub query generation bugs
• 31 January 2024: 4.37
  • fixed export to .xls where empty cells didn’t equally generated reports data
  • fixed issue where changed labels were not working after generating a report
• 10 January 2024: 4.36
  • added Dashboard HTML widget for Vtiger 6x
  • uitype 53 query generation fixed
  • Matrix report wrong column cells when export to .xls has been resolved

— 2023 —

• 19 October 2023: 4.34-35
  • fixed Report detail – where Save button didn’t appear after filter modification
  • fixed Matrix Report – Export to XLS where some columns were missing
  • other minor fixes for PHP 8 version
• 4 April 2023: 4.33
  • fixed Totals count population
  • fixed Save records session unset
  • fixed exports and generations
  • removed Inactive users from the saved recipients list on Scheduling
• 27 February 2023: 4.32
  • Vtiger 7.5 and PHP 8.x compatibility
• 16 February 2023: 4.31
  • removed “??” from GenerateObj to support older PHP versions
  • fixed Tabular Total calculations
  • fixed missing Total Calculations in PDF Export
  • fixed users entries pagination

— 2022 —

• 5 October 2022: 4.30
  • added “contains” condition for Multi picklist fields
  • fixed issue where Scheduling didn’t send all records in the .xls export file
  • fixed Matrix reports which were missing grouping totals values
• 6 September 2022: 4.29
  • CSV headers are displayed in one column cell – fixed wrong separator
  • CSV separator input missing in scheduler tab – fixed
  • Log Work Start date interval group range missing in summary Reports
  • fixed Javascript filter bugs
  • fixed limit and calculations of scheduled recording
  • fixed range filters in case of the big time zone (Thanks Ruben for simulations)
  • enhancement common_debug, detail_debug parameters for SQL analyze
  • minor XLS export bugs fixes
• 27 July 2022: 4.28
  • results pagination for tabular reports
  • new export options
    • Report data (reported data with limit)
    • All data (reported data without limit)
    • In the background (all data by cronjob)
  • Alan Lord – use empty rows count
  • created time query filter conditions updated by timezones – start time / end time
• 13 May 2022: 4.27
  • added new Pie percentage chart type
  • improved multi-select box search, translation
  • xls export will show the correct currency column value
  • fixed issue where xls AVG calculation was wrong in the case of results with empty rows
  • fix list view search by submit search bars
  • removed prefix “ITS4You​” from the default names of the reports
    (applied only when installing extension)
• 10 February 2022: 4.26
  • Bing maps will now show address properly and will no longer show any errors
  • Custom view access in Key Metrics has been fixed
  • selected fields will no longer cause issue when using a FR language
  • existing reports will be no longer removed from Dashboard when edited
  • Description fields will be now properly generated and no longer case issues like happened in some rare cases
  • improvement condition does not contain now display also null entries
  • Vtiger 6.x shared report with users does not display issue has been resolved
• 12 January 2022: 4.25
  • added new filter date conditions: After and Before specific date
  • added possibility of average value in summary graphs
  • monthly scheduling will now work properly
  • other minor bug fixes and improvements

— 2021 —

• 17 August 2021: 4.24
  • add Report widget on the Dashboard will be shown now properly based on permissions for the current report
  • custom totals calculations will no longer cause issues related to messed up or empty results
  • filter for Custom Date will now properly work when using “.” as separator between days/months/years
• 10 August 2021: 4.23
  • Vtiger 7.4 compatibility
• 21 July 2021: 4.22
  • summary details now should correctly show records which can be clickable (record will open in CRM)
  • fixed saving or editing reports which caused the error: “Error while inserting the record (QUERYID).”
  • fixe translation of chart data series for stages
• 15 July 2021: 4.21
  • added quick hotfix for the problem where calculation SUM was not working and AVG and MAX values were multiplied
• 7 July 2021: 4.20
  • custom date wrong formatting issue was resolved
  • bing maps will now show title correctly
  • number of decimals for custom calculations were fixed
  • an issue where was not possible forward or back in scheduler step was resolved
  • fixed query issues while generating reports
  • custom calculations should now calculate values correctly
  • in some rare cases the installation of extension caused errors, this has been resolved
• 17 June 2021: 4.19
  • the problem where it was not possible to go backwards or forwards from the scheduler step was fixed
  • fixed query generation of reports, which in some rare cases caused an error upon error generation
• 09 June 2021: 4.18
  • improved .csv export / sending
  • fixed issue where reports were not presented on the dashboard based on report settings
  • fixed interval issue for Filter values “last month” and “next month”
  • fixed issue with wrongly displayed calculations in totals table
  • other minor bugs have been fixed
• 29 April 2021: 4.17 (4.16 was skipped)
  • added .csv format files for Scheduled reports
  • added ability to define .csv export path after schedule
    (using UTF-8 encoding for .csv clients is recommended)
• 19 April 2021: 4.15
  • reports generation enhancements: relation fields, user fields
  • inventory results generation speed increased
  • reports which are using filter “Reports to” should now be generated properly
  • deleting reports will now properly remove reports on the dashboard too
  • fixed issue where charts were missing from exported PDF
  • fixed issue where non admin users were not able to see reports (blank page or error was presented)
  • minor bug fixes
• 03 March 2021: 4.14
  • fixed query generation issues
• 18 February 2021: 4.13
  • One of our biggest extensions Reports 4 You has been enhanced by an installation process that has caused some users a problem installing highcarts due to bad folder permissions.We added a notification when installing highcharts, so users can see where is the problem.
    Here is a notification you get while installing highcharts and write permissions has to be corrected:To fix this problem set the following permissions for folder highcharts:Some other improvements and fixes were added:
  • export of reports to PDF and XLS no longer causing messed up layout in exporting files
  • modComments query generation will no longer fail
  • other minor bug fixes which will improve reporting
• 27 January 2021: 4.12
  • added new feature Scroll bars for reports on Dashboard
  • improved installation of HighCharts by adding  and  buttons instead of manually copying higcharts to your FTP Reports folder

    

    Reports 4 You – New instalaltion of HighCharts

  • added option to select Product image field when creating reports (Product image name)
  • improved speed and caching
  • improved text area of displaying data
  • fixed issue where feature Export to PDF caused messed layout of the .pdf file
  • fixed issue where deleted folders were still visible in the list
  • minor improvements

— 2020 —

• 18 November 2020: 4.11
  • added new feature, tables for Dashboard for summaries and table reports
  • improved installation for HighCharts feature, we made it more user friendly so you don’t need to copy files manually
    (please make sure permissions for folders are correctly set)
  • fixed issue where custom calculations were missing in .xls exported files
• 16 October 2020: 4.10
  • fixed issue where purchase cost was not loaded loading from Poducts and Inventory (only Inventory)
  • fixed issue where scheduled reports did not send attached pdf files
  • fixed issue where export to .xls was showing a blank page in summaries with details and summary reports
• 01 October 2020: 4.9
  • fixed issue with Bing maps query request
  • fixed Matrix Reports design
  • Calendar data query permissions fixed
  • Date Time fields now displaying in a correct format
  • fixed multiple report info conditions / unique values for filter conditions
  • the max records limit is now not displaying when less than totals
  • fixed issue where scheduled reports were not working when enabling them again via edit
  • fixed issue where scheduled reports were not sending XLS files when the only XLS option was enabled
  • fixed issue in Vtiger 6.x where sender info was sometimes not correctly presented
• 26 August 2020: 4.8
  • fixed issue where currency fields disappeared from report display columns
• 25 August 2020: 4.7
  • added multiple dashboard loadings (Vtiger 7.x)
  • added ability to use one chart in more dashboard tabs (Vtiger 7.x)
  • added ability to use Purchase Cost and Margin in Reports extension
    (these fields are hidden by default in Vtiger)
  • added ability to set conditions based on existing currencies
  • charts now showing numbers with correct formatting
  • fixed issues where emails were not send with some specific PHP settings
  • minor bug fixes
• 14 June 2020: 4.6
  • fixed issues where special characters of users were not correctly shown
  • fixed issue with resizing widgets on dashboards
  • fixed issue where Bing Maps were not working because of SSL certificated URLs
  • fixed issue where users were not able to click on the menu from Bing Maps settings
  • fixed issues with shared reports where they were not shown in the list view
  • fixed problem with using daily, hourly scheduler
  • fixed problem where custom reports were sometimes causing issues for Vtiger 6.x (missing sql tab)
  • fixed problem where .xls reports had a broken content
  • fixed issue where custom report sharing didn’t allowed to execute the report
• 03 April 2020: 4.5
  • fixed issue for Vtiger 6.x with generating scheduled reports
  • set correct icon for Line Chart options
• 01 April 2020: 4.3 – 4.4
  • fixed issue where fields Created Time and Modified Time did not apply to the user time zone
  • unitize PDF export info blocks for Online and Scheduling
• 31 March 2020: 4.2 – 4.3
  • minor bug fixes
  • unitize PDF generation for Page and Scheduling
  • added list view setting link and option to set up default sharing. Default sharing is applied in Creation of Reports/Sharing tab
  • increased size of Reports 4 You Widgets in Vtiger 6. x, because it has no option to resize it by default itself
  • added small icon near the chart type selection to give hints to the user how does charts looks like
  • added Tax class column for Products module
• 02 March 2020: 4.1
  • fixed issues with query generation
  • fixed issue where Italian reports did not work correctly
  • fixed problem with columns while exporting Summaries with detail report to XLS – missing Currency Columns identification
• January 2020: 4.0
  • new validation system via our FREE extension Installer

— 2019 —

• October 2019: 710.02.08.01
  • minor bug fixes
• October 2019: 710.02.08
  • improvements for the Bing maps
  • fixed issues with Matrix reports
  • fixed failed query of reports
• September 2019: 710.02.07
  • added feature Export to Bing maps (Vtiger 6.x/7.x)
  • fixed issues like: query generation, filters JS bug custom report V7 compatibility
  • fixed issue where key metrics did not saved in dashboards
• July 2019: 710.02.06
  • fixed validation
  • fixed sharing permission selection for Vtiger 6 version
• June 2019: 710.02.05
  • fixed validation
  • Custom totals calculation enhancement
• April 2019: 710.02.03 – 710.02.04
  • fixed issue with custom date filters, when filtering through the months, change steps did not work
  • added custom calculation into totals for Tabular Reports
• April 2019: 710.02.02
  • fixed issue with export XLS currency data with amount and currency in separated columns
  • inventory totals and columns query problem fixed
• March 2019: 710.02.01
  • new format used for versions
  • PHP 7 compatibility
  • minor fixes
• February 2019: 710.1.12
  • minor fixes
  • fixed issues with blank page when you used “Generate Now” button

— 2018 —

• December 2018: 710.1.11
  • fixed issues with license validation
• November 2018: 710.1.10
  • fixed issues like:
    problem to create calendar Report in Greece language
    Calendar tabular Report Sum duration was doubled
    query generation failed when sorting by created time
    related list report display deleted data
    wrong summaries with detail headers
    .xls file name when scheduling only xls files
    display correct created time and filter in a right way
• September 2018: 710.1.8 – 710.1.9
  • fixed issue where you had a blank page when there was missing some blocks in the CRM system
  • fixed issue with empty results after edit of Report with custom date condition
  • data not displayed in user date format issue fixed
• August 2018: 710.1.7
  • added Calendar summary of Duration for Tabular and Summaries Reports
• August 2018: 710.1.6
  • fixed issue where calendar fields were missing when creating new Report
• June 2018: 710.1.5
  • fixed issue where total calculations amount of tabular reports were doubled
• June 2018: 710.1.4
  • minor fixes
• June 2018: 710.1.2
  • minor fixes
• June 2018: 710.1.1
  • first initiate version for Vtiger 7.x

• January 2020: manual based on Reports 4 You version: 4.0
  • updated chapters: Installation, Updates, License settings, Uninstall
  • new licensing via Installer – additional chapters added
• September 2019: manual based on Reports 4 You version: 710.02.07
  • added Bing Maps and updated some chapters of the manual
• June 2018: manual based on Reports 4 You version: 710.1.1
  • first initiate version for Vtiger 7.1.0