Reporting in SugarCRM
By Sarah Meyers
The best business decisions come from the best data insights. The more you know about your customers, the better the customer service you will be able to provide them. The biggest advantage of having a CRM is that you have your entire data consolidated and stored in one place. From customer profile to customer purchase history, every interaction that you have with your customers can now be documented thanks to CRM software. However, the huge heaps of data stored in your database are of little value if you cannot obtain valuable and detailed insights from it.
Reporting in CRM is a highly useful feature to help you get a holistic view of your business performance. Sugar is extremely competent in comparison to other CRMs when it comes to handling large amounts of data. It lets you gather data from various modules to generate reports that give you an excellent handle on your analytics. There are four types of reports that you can create in Sugar. Let’s explore them briefly today:
1. Rows and Columns
The Rows and Columns report is the most basic report to create out of the four report types. The result displays the data in a simple rows and columns format, showing values for the selected column fields for all records meeting the specified criteria. Users can simply define filters to determine which records the report will include or exclude and then choose the fields (e.g. Name, Email Address, etc.) they would like to display in the report result. Please note that only Rows and Columns-type reports can be exported as a .CSV (comma-separated values) file in Sugar. The screenshot below shows how a Rows & Columns Report looks like:
The Summation Report provides computed data based on the selected fields for records meeting the specified criteria. You can group the report based on one or more fields from the target or related module. You can choose an unlimited number of group-by columns to group the data in the report and can define group-by data for related modules as well. The report result displays the data in groups, summarized using computed derivatives (e.g. SUM, AVG, MAX, MIN) from numeric-type field values (e.g. opportunity amount, amount, etc.) as well as weighted amounts. Summation Reports can be viewed in a chart format and displayed as a Sugar Dashlet on your homepage as well.
The Summation Report does not provide detailed information like Summation Report with Details. The screenshot below shows how a Summation Report looks like:
3. Summation Report with Details
The Summation Report with Details is a combination of the Summation-type and Rows and Columns-type report as you can group the data, get the total count of records, and choose display columns as well (e.g. Contact Name, Account Name, Email Address, etc). You can group the report based on one or more fields from the target or related module. Summation Report with Details can be viewed in a chart format and displayed as a Sugar Dashlet on your Home page. The screenshot below shows how a Summation Report with Details looks like:
The Matrix Report is also similar to the Summation-type report as it provides an overview of the computed data and displays the total summary count. The report results display in a grid table with row and column headers. The numeric field values for all display summaries appear on the table along with the total amounts for each row and column. Matrix Reports can be viewed in a chart format and displayed as a Sugar Dashlet on your Home page. The screenshot below shows how a Matrix Report looks like:
This feature, available in Sugar Enterprise and Ultimate editions, greatly enhances the reporting functionality of Sugar. Advanced reports allow you to create custom reports using SQL statements to directly query your Sugar database. Users with extensive SQL knowledge can use advanced reports to craft direct database queries for more flexible and extensive reporting.
Advanced reports are a combination of three related modules:
Custom query records contain the SQL statement used to pull information from the database.
Data format records describe how to format and display the results of the related custom query. Data formats may also be interrelated to create child/parent combinations of queries.
Advanced report records serve as headers for the report and may display one or more data format. The advanced report record may also be scheduled to be automatically run and emailed to a user.
CRM has a wealth of information stored inside it but if does not support a robust reporting module, you can’t reap the full benefits of this technology. SugarCRM comes with Reports module to facilitate reporting requirements of sales, support and marketing teams. The reports provide brilliant insights into factors affecting the performance of the company. The results could be used to optimize business processes and give you complete control over your business operations.