Powerful Reporting Tool with Dynamic Reports and Interactive Charts. Easy to switch among various chart types, detailed, summary and pivot tables. You can easily modify your reports and charts and view data in various dimensions, use extensive filters, sorting and grouping criteria.

Take the Tour

Features and Benefits

Interactive Dashboards with Common Filters

New Dashboard Solution with flexible chart sizes, drill-down ability to get detailed data and most importantly – the addition of common filters applicable to all charts and tables in your Dashboard. Interactive Charts with chart numerous types: Geographic Chart, 3-Axis Chart, Gauge Chart, Area and Funnel Charts. Feature video overview: https://youtu.be/iywk_NShWWA

View All Features
Merge multiple reports into a single Excel or PDF template, create professional looking layouts

Merge multiple reports into a single Excel or PDF template, create professional looking layouts and schedule them as email attachments.

Preview here: https://youtu.be/8mgPu6Z7AmY

View All Features
Snapshot Reports, using Data from the Change log

Analyze your business trends over time by comparing sales results by the end of each month using snapshot reports (using historical data from the change log). Track time spent on each Sales Stage to identify and improve the steps needed for closing important deals.

View All Features
Data Ranges

Add data ranges to your reports and calculate your own functions to set deadlines or sales targets.

View All Features

Interactive Dashboards with Common Filters

New Dashboard Solution with flexible chart sizes, drill-down ability to get detailed data and most importantly – the addition of common filters applicable to all charts and tables in your Dashboard. Interactive Charts with chart numerous types: Geographic Chart, 3-Axis Chart, Gauge Chart, Area and Funnel Charts. Feature video overview: https://youtu.be/iywk_NShWWA

Merge multiple reports into a single Excel or PDF template, create professional looking layouts

Merge multiple reports into a single Excel or PDF template, create professional looking layouts and schedule them as email attachments.

Preview here: https://youtu.be/8mgPu6Z7AmY

Snapshot Reports, using Data from the Change log

Analyze your business trends over time by comparing sales results by the end of each month using snapshot reports (using historical data from the change log). Track time spent on each Sales Stage to identify and improve the steps needed for closing important deals.

Data Ranges

Add data ranges to your reports and calculate your own functions to set deadlines or sales targets.

Access and relate any data

You can access and relate any modules (including Custom modules, Change log, Relationships and Permissions); set your own permissions: for data, filters and reports.

Drill-down to detailed data

You can drill-down to detailed data by clicking on the chart area. You can also switch from summary report view to the detailed view with just a few clicks.

Calculate your own functions

You can calculate your own functions from source field values and/or constants and add them to the report.

More than 100 pre-defined reports organized by areas

Sapiens.BI has more than 100 pre-defined report templates which are organized in a Folder Tree by categories. Pre-defined reports save you a lot of time and effort. By looking at the report title and description you will easily be able to find a report according to your needs. Adjust a few details, and your report is customized for your business.

Report Scheduling via email with run-time filters (xlsx, pdf and direct link)

You can schedule the report to be sent to selected users via e-mail in pdf and xlsx format (as attachment) or as link to the report: daily, weekly, bi-weekly, monthly or yearly. Run-time filters. You can also manually add an email address if the recipient does not have access to the tool.

Switch between simple summary/pivot/detailed report layout

The following report types are available: Detailed, Detailed with Summaries, Summary and Pivot Summary tables. Unlimited number of summary levels can be added to each report. There are also various grouping and sorting options available for each level.

Analytic Reporting made easy

Our user-friendly interface makes it easy to create new reports and charts or change existing report and chart content and layout. With Sapiens.BI it is easy to switch from summary to detailed view and change the number of levels, or order of report dimensions. You can create your own complex and visually appealing reports and charts without extensive IT skills.

Easy installation, plug-and-play integrated solution in SugarCRM

Since this tool is a Sugar plugin, it is part of your Sugar system - same as any other SugarCRM module. Module installation is easy - simply upload it via Module Loader located in the Sugar Administration panel.


Report & ChartReport & Chart
GEO ChartGEO Chart
Gauge ChartGauge Chart
Chart with 3 AxesChart with 3 Axes
Interactive ChartsInteractive Charts
Common Filters for DashboardsCommon Filters for Dashboards
SnapshotsSnapshots
Scheduled Reports (email)Scheduled Reports (email)
Sales DashboardSales Dashboard

Resources

Please where we're going to have PDF and what not

Similar Apps

iZeno CTI Connector to Sugar
Sugar Connector to DocuSign
Senate
Collab Cloud Contact Center
Sudologin
XperiDo Server-side Document Creation