Introduction:
As a user of Perfex CRM, I was excited to discover the Report Builder module, which promises to revolutionize the way I generate reports and analyze data within the platform. In this review, I’ll delve into the module’s features, usability, and overall performance to determine whether it lives up to its claims.
The Good:
The Report Builder module is an excellent addition to Perfex CRM, offering a high level of customization and flexibility in creating reports. With unlimited report creation, I was able to design and build reports that cater to specific business needs, such as tracking sales performance, analyzing customer behavior, and identifying trends. The module’s user-friendly interface made it easy to navigate and build reports, even for non-technical users.
One of the standout features is the ability to add/hide fields, change groupings, and customize the totalization/subtotalization of numeric fields. This level of control allowed me to create reports that provide actionable insights and are easily understandable by stakeholders.
The Not-So-Good:
While the Report Builder module is excellent, there are a few areas where it could improve. For instance, I found the documentation to be somewhat limited, making it difficult to troubleshoot common issues. Additionally, some users may find the layout and design of the reports to be a bit dated, although this is largely a matter of personal taste.
Integration and Customization:
The integration with other Perfex CRM modules, such as Inventory Management, Purchase Management, and Omni-channel Sales, is seamless and efficient. I was able to generate reports that drew data from multiple modules, providing a comprehensive view of my business operations.
Support:
The support team from GreenTech Solutions is responsive and helpful, providing quick and effective solutions to any issues I encountered. They are always available to help, and their support team is knowledgeable and patient.
Conclusion:
In conclusion, the Report Builder module for Perfex CRM is an excellent addition to the platform, offering advanced reporting capabilities and customization options. While there are a few areas where it could improve, the overall experience is positive, and I would highly recommend it to any Perfex CRM user looking to gain deeper insights into their business operations.
Score: 8.5/10
Recommendation: If you’re a Perfex CRM user looking to gain more visibility into your business operations, the Report Builder module is a must-have. Its advanced reporting capabilities and customization options make it an essential tool for analyzing data and making informed decisions.
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Introduction to Perfex CRM Report Builder Tutorial
Perfex CRM's Report Builder module is a powerful tool that enables users to create custom reports and dashboards to track key performance indicators (KPIs), analyze data, and make informed business decisions. With Report Builder, you can easily design and generate reports that provide a bird's eye view of your sales, marketing, customer service, and other key areas of your business. In this tutorial, we will guide you through the steps to use Perfex CRM's Report Builder module to create custom reports that meet your specific business needs.
Prerequisites
Before you start using the Report Builder module, make sure you have a good understanding of the basic features and functionality of Perfex CRM. Additionally, ensure that you have the necessary permissions and access rights to use the Report Builder module.
Getting Started with Report Builder
To access the Report Builder module in Perfex CRM, follow these steps:
- Log in to your Perfex CRM account.
- Click on the "Reports" tab on the top navigation menu.
- Click on the "Report Builder" button on the sub-menu.
- You will be redirected to the Report Builder module, where you will see a list of existing reports and a "New Report" button.
Designing Your Report
Now that you are in the Report Builder module, it's time to start designing your report. To create a new report, follow these steps:
- Click on the "New Report" button to start creating a new report.
- Choose a report template from the "Select a Template" dialog box. You can choose from a variety of templates or start from scratch by clicking on the "Blank Report" button.
- Enter a name for your report in the "Report Name" field.
- Choose the modules or entities you want to include in your report. You can select multiple modules by holding down the "Ctrl" key while clicking on the modules.
- Define the fields you want to display in your report by dragging and dropping them from the "Available Fields" pane to the "Fields" pane.
- Configure the layout of your report by dragging and dropping the fields to the desired locations.
- You can also add filters, calculations, and other advanced features to your report by using the "Add Filter" and "Add Calculation" buttons.
Configuring Data Sources
To connect to a data source in your report, follow these steps:
- Click on the "Data Source" button in the top right corner of the report.
- Choose a data source from the list. You can choose from existing data sources or create a new one by clicking on the "New Data Source" button.
- Configure the data source by entering the necessary information, such as the server URL, database name, username, and password.
Running Your Report
To run your report, follow these steps:
- Click on the "Run" button to generate your report.
- You will see a progress bar as the report is being generated.
- Once the report is generated, you can view it in a new tab or save it as a PDF, Excel, or CSV file.
Customizing Your Report
To customize your report, follow these steps:
- Click on the "Report Settings" button to view the report settings.
- You can configure report settings such as page size, orientation, and header and footer text.
- You can also schedule your report to run at a specific time and send it to a recipient's email address.
Tips and Tricks
- To save time, use report templates to create new reports quickly.
- Use the "Available Fields" pane to quickly find and add fields to your report.
- Use filters to narrow down the data in your report to specific criteria.
- Use calculations to create custom metrics and KPIs in your report.
That's it! With this tutorial, you should be able to create custom reports using Perfex CRM's Report Builder module. If you have any questions or need further assistance, don't hesitate to ask.
Database Connection:
database_default: {
driver: "mysql",
name: "perfex-report-builder",
username: "root",
password: "password",
host: "localhost"
}Connection Pools:
database_connections:
-
numConnections: 5
waitTimeout: 5 Data Source:
data_sources: {
perfex: 'report_builder.database_default.connectString'
}Report Configuration:
reports: [ ]Date Formatting:
date_format: 'php-date-format'Number Formatting:
number_format : '.'Default Filter:
default_filter: "{}"Menu Item:
menu_item: {
route: "report.Builder.Index",
iconcls: "icon-th-icon-report"
}Route Configuration:
routes:
report.builder.index:getIndexThis settings example should be equivalent to the default settings created during the installation of Perfex CRM.
Here are the features of the Report Builder module for Perfex CRM:
- 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:
- Inventory Management module for Perfex CRM
- Purchase Management module for Perfex CRM
- Omni Channel Sales module for Perfex CRM
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