Sugar Reports does not allow reports to be generated like excel, any suggestions?

Hi Joseph Elvir ,

If I'm understanding properly, this report should be possible in Sugar via a matrix report. In the 'Define Group By' configuration of the report, you would group by the assigned user name and then the 'Month: Start' fields:

On the 'Choose Display Summaries', add the Calls > Count. The resulting report looks like this:

Chris

Hi Joseph Elvir ,

If I'm understanding properly, this report should be possible in Sugar via a matrix report. In the 'Define Group By' configuration of the report, you would group by the assigned user name and then the 'Month: Start' fields:

On the 'Choose Display Summaries', add the Calls > Count. The resulting report looks like this:

Chris

Awesome, appreciate it, Chris! This worked great, other than using the username which we have designated as their email addresses. This report intended audience is management. I would have preferred if the define by group had an option for full name. I see that there are options for first and last name as separately but no full name. I have users where some have the same first name and others have the same last names, so this report doesnt work good for those options, just the username option. Managers might not know email addresses, especially new ones. Any other ideas?