Details about this thread
  • State Verified Answer
  • Replies 12 replies
  • Subscribers 294 subscribers
  • Views 3220 views
  • Users 0 members are here
Related content from around SugarClub

How to create reports in SugarCRM's Advanced Reporting Function (ReportMaker)

Stella Wong

Hello,

Does anyone know how I can create new reports in SugarCRM's Advanced Reporting Function - ReportMaker. I can get to the module but there seems to be no Create button.

I have tried logging in as Admin but still cannot find the create button.

I am using SugarCRM Enterprise version 6.5.

Any help is appreciated.

Thanks,

Stella

Parents
  • 0

    Stella,

    A good place to start when learning how to use Advanced Reports is to review our online documentation.  This page goes into detail the different pieces that are needed in order to create an Advanced Report.  You will need to have knowledge of SQL in order to create Advanced Reports.  What I like to do is create a similar report in the Reports module, then show the SQL query for that report by editing the report > Click on Report Details > Check the "Show SQL" checkbox > then click Preview.  The SQL query will be displayed at the bottom of the report results.  Copy the query, then paste in the Advanced Reports Custom Query section and modify to meet your business needs.

    Hope this helps,

    Lori

  • 0 in reply to Lori Fuller

    Thanks so much for your reply, Lori.

    The documentation in your reference link is for version 7.5.  I am using Sugar Enterprise 6.5, would you know if this "Advanced Reports" feature is available in 6.5 ?

    I can find "Manage Advanced Reports" option but when I clicked on it, it didn't show the "Advanced Reports" tab with the "Create Advanced Reports",  "View Advanced Reports" options ...etc.  It just showed the  "Search ReportMaker" screen  with no other option on the screen.

    Thanks again,

    Stella

Reply
  • 0 in reply to Lori Fuller

    Thanks so much for your reply, Lori.

    The documentation in your reference link is for version 7.5.  I am using Sugar Enterprise 6.5, would you know if this "Advanced Reports" feature is available in 6.5 ?

    I can find "Manage Advanced Reports" option but when I clicked on it, it didn't show the "Advanced Reports" tab with the "Create Advanced Reports",  "View Advanced Reports" options ...etc.  It just showed the  "Search ReportMaker" screen  with no other option on the screen.

    Thanks again,

    Stella

Children