Reports play a vital role in analyzing and  making right decisions for your business. They provide key insights and important details that can boost the performance of your business processes, e.g. better marketing campaigns, more accurate future forecasts, planed budgets and last but not least enhanced decision making.

Reports in CRM system

Reports are an integral part of CRM, that is why almost every CRM provides dedicated reporting mechanism. VTiger reports allow user to sort out heaps of data and generate meaningful insights based on data. On daily basis, your VTiger CRM system is fed with multiple gigs of data, this data may include new opportunities that your sales team created, invoices generated by your accounts department, project tasks created by the support team etc. Through VTiger Reports you can extract useful information from the data and then make better and smarter decisions.

Using VTiger reports user can add detailed and chart reports. Two of the most common VTiger reports types are as following

1. Chart Report: Pictorial represnetation of the data is done using charts. VTiger reports supports pie charts, line graph, bar graph etc.
2. Detailed Report:  This type of report is mostly used when user have to sort out data in tabular form.

Moreover, user can also generate the scheduled reports that will be sent to their inbox via an email. It helps in automatically generating the reports and send it to the desired audience.

Default VTiger reporting provides good enough features, but when user have to make complicated analysis by including advanced features then they fail to produce the desired results. For catering such needs we developed VTExperts Reports and Dashboard.

What is VTExperts Reports and Dashboards

VTiger Reports & Dashboards is a tool built to fulfill the needs of all the businesses looking to run complicated, but easy to read reports. It includes a report builder which is capable of creating detailed, summary, SQL, pivot, chart reports. All the charts and reports can be placed on the dashboard for quick & easy access.

Extension includes a lot of unique features such as drag & drop interface, completely redesigned interface for creating reports, highlighting columns, up to 3 charts per report, both detail and chart reports added on the homepage dashboard, custom permissions, scheduled reports & much more.

Efficient reporting with VReports. How?

1. We, at VTExperts, believe on doing more for our customers, that is why we designed Reports and Dashboard extension. VReports allows user to explore new horizons of efficient and effective reporting. In addition to detailed Reports and Chart reports it also supports Pivot and SQL reports.

• • Pivot Report: Pivot report is used when user need to organize data across multiple data sets. For example how much business did each employee bring in in $ figure.. It is a bit complex as compared to the other report types
  • SQL reports: User can also generate reports using SQL queries, this is an advanced type of reporting and should be carried out by the users with good enough knowledge

2. In addition to the basic four types of default VTiger reports, this extension allows user to generate doughnut chart, stacked chart, funnel chart and bar funnel chart

3. Completely redesigned reports with advanced functions

4. Supports Detailed, Summary, Grouped, Matrix, Pivot Reports

5. Supports Combined Modules on one Report

6. Supports Multiple levels of Grouping & Sorting

7. Supports Advanced Detailed Reports

8. Supports custom permissions (Share/Private/Public)

9. Supports schedule .csv/xls/PDF via email

10. Includes Intuitive Report Builder

Next Article: Autofill Supports Related Blocks