Report Builder module for Perfex CRM

Note: This is a module for
Perfex CRM. Not a standalone script.

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

1. 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
2. Report Management
3. Sharing Management
4. Settings:
   • General Settings: Appearance, Security, Titles
   • Category Management
5. Integration:
   • Inventory Management module for Perfex CRM
   • Purchase Management module for Perfex CRM
   • Omni Channel Sales module for Perfex CRM

Demo

Report Builder 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