Preview: Report Builder module for Perfex CRM
Note: This is a module for
Perfex CRM. Not a standalone script.
Table of Contents
Brief description
Report Builder module allows creating your unlimited number of reports. This module allows running the reports on the screen with total dynamism, that is, you can add / hide fields, change the groupings, change the totalization / subtotalization of the numeric fields, change the operation to be performed on the numeric fields (sum, average, etc.). The current version allows customized reports to be designed against the Perfex CRM database and database of these modules: Inventory Management, Purchase Management, and Omni-channel Sales .
Module Features
-
Templates:
- Template Management
- Datasource Management: Relationships, Filters
- Groups Management: Group By, Sort By
- Sub-Total Management: Group By, Function, Columns Management
- Columns Management: Columns, Label, Cell Type, Aggregation function
- Cell Formatting Management: Columns, Label, Cell Type, Aggregation function
- Settings: Appearance, Security, Titles
- Report Management
- Sharing Management
-
Settings:
- General Settings: Appearance, Security, Titles
- Category Management
- Integration:
Demo
Set-up
Included documentation will help you upload and activate the module inside Perfex CRM, if you are not aware on how to do it.
Support
Our support team is always around to help. Feel free to raise a support ticket.
Guys from support department will get back to you as soon as possible with a reply, guiding you through any issues.
Changelog
Version 1.0.0 / 2024-08-11
Initial version
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