Preview: Report Builder module for Perfex CRM
Notice: This can be a module for
Perfex CRM. Not a standalone script.
Table of Contents
Temporary description
Report Builder module permits creating your limitless variety of studies. This module permits operating the studies on the display screen with whole dynamism, that’s, you possibly can add / cover fields, change the groupings, change the totalization / subtotalization of the numeric fields, change the operation to be carried out on the numeric fields (sum, common, and so forth.). The present model permits custom-made studies to be designed towards the Perfex CRM database and database of those modules: Inventory Management, Purchase Management, and Omni-channel Sales .
Module Options
-
Templates:
- Template Administration
- Datasource Administration: Relationships, Filters
- Teams Administration: Group By, Kind By
- Sub-Whole Administration: Group By, Operate, Columns Administration
- Columns Administration: Columns, Label, Cell Kind, Aggregation perform
- Cell Formatting Administration: Columns, Label, Cell Kind, Aggregation perform
- Settings: Look, Safety, Titles
- Report Administration
- Sharing Administration
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Settings:
- Basic Settings: Look, Safety, Titles
- Class Administration
- Integration:
Demo
Set-up
Included documentation will enable you add and activate the module inside Perfex CRM, in case you are not conscious on the right way to do it.
Assist
Our assist crew is at all times round to assist. Be happy to lift a assist ticket.
Guys from assist division will get again to you as quickly as potential with a reply, guiding you thru any points.
Changelog
Model 1.0.0 / 2024-08-11
Preliminary model
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