VTiger Professional Reports 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, 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.

In the Configuration panel of VTE Reports,

Add Report: to create new reports

Reports List: list of all the reports created that can be sorted and found on the basis of Report name, type, module, owner and more.

It allows to create 3 types of reports:

Tabular Report – for xxx

Summaries Report – for xxx

Matrix Report – for xxx

It consists of 7 blocks:

1. General Information

Report Name: simply the name of the Report

Description: the quick information about the Report

Primary Module: the module about which the report is

Report Folder: create a folder to sort the reports according to their categories/working

2. Field Selection

Allows you to select fields to be included in the Report.

Select Module: drop-down to select from multiple modules that are linked to the primary modules. Simply check the field boxes and the selected fields will be included in the report.

3. Labels

It controls what shows up on the report.

Field: name of the field to be customized

Label: the custom label of the field

Highlight: check the box besides every field if you want to highlight the field

4. Sorting and Limiting

Sort by: allows you to sort by modules

Ascending/Descending: arrange the fields by their ascending or descending orders

Limit:

5. Filters

Creating new Filters.

Field name: select a primary field

Condition: choose on what condition it should be triggered

Keywords: the blank field where you put the keywords for the filter to be run

6. Report Owner and Sharing

Report Owner: select the owner/admin of the report

Sharing: configure the visibility of the report.

Public – anyone can see the report

Private – only admin can see the report

Share – share with selected users, groups, roles, or role and subordinates. Selecting this option will display another picklist where you will be able to assign the sharing rights.

7. Schedule

Configure the report’s schedule when you want it to be sent out and whom it will be sent to.

Frequency: set up when and how often you want the reports to go out

Active: select this box to make the schedule working

Report format: choose the format of the report in which you want the report to be sent i.e. PDF, Excel, or CSV

Time: select the time of sending the report

Recipients: select the users to whom you want to send the scheduled reports.

It consists of 8 blocks:

1. General Information

Refer to Tabular Reports.

2. Field Select from Primary Modules

This section contains all the fields related to Invoices. For more info on the block, refer to Tabular Reports.

3. Label of Total

Change the label of total amount in this section.

4. Creating Rows and Columns

This block allows you to add row, column, and then two more rows to the matrix report. Your results will be displayed as you configured.

1^st dropdown menu: its set to either ‘Rows’ or ‘Columns’ and cannot be changed.

2^nd dropdown menu: select the appropriate option from the menu according to your requirements and what you want to see in the rows or column.

3^rd dropdown menu: choose the order in which the information will be displayed (ascending or descending).

Summaries Select Order: the order of the summaries of the report.

5. Summaries Filters

The standard filter functionality to filter out certain report statuses, invoices etc.

1^st dropdown menu: select any invoice detail to be filtered out

2^nd dropdown menu: choose a condition on the basis of which the invoices will be filtered

Empty field: add the value that will be filtered out if matched

6. Report Owner and Sharing

Refer to Tabular Reports.

7. Schedule

Refer to Tabular Reports.

8. Graphs

Configure what kind of chart you want to display.

Chart title: the name of the chart

Data Series: select what kind of charts you want to display

Charts: select up to 3 charts, their views to display, and the content to be shown.

Once you save the report, it will display all the detailed information in the arrangement that you chose. In case of Matrix report, the graph for the report will also be available under the report.

There are several sections in a Report’s interface:

Edit: to modify the report

Duplicate: to make copies of the report

List reports: go back to the list of the reports

Filters: click to expand / collapse the filters block. If needed, you can create a filter on the go

Report: the configured report with the selected fields are shown in the original report created as per the configuration.

Generate now: to run the system and generate a fresh report

Save: to save the report

Add detail/widget to dashboard home page:  to add the widget of the report to the dashboard at home page