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Case Study

Insurance Plus Agencies LLC is the leading provider of high quality Insurance Products to Texas residents. They were using Insurance specific CRM system and wanted to Shift to SugarCRM. The requirement was to establish their core processes of creating Policies in the system, and the ability to link a policy to an account (in case of corporate insurance purchase), or with a specific lead...

BI and Reports Development in SugarCRM

Use the Reports module to create and manage reports on any module such as accounts, contracts, and opportunities. You can also create reports to track user activity such as viewed modules, modified records, etc.

Audiences

Administrators, End Users

SugarCRM Versions

sugarCRM 1.0 to 5.2

Duration

Four Hours (1 hour session per day)

Course Details

This course will enable you to:

  • Understand Reporting Features
  • Navigate the Reports Module
  • Understand Report Types
  • Create Reports
  • Modify Existing Reports
  • Schedule Reports for Email Delivery
  • Export and Print Reports
  • Display report charts on the Dashboard and Home page

Price

USD175

Schedule and Pricing

Click here for latest dates and pricing
Click here to Learn about our SugarCRM development, implementation and migration services

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Contact Our Experts Now!
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