The KINAMU reporter is a flexible tool for SugarCRM reporting. It allows users to analyze data in SugarCRM, to intuitively build queries and also supports full charting capabilities. The KINAMU reporter, a SugarCRM Reporting tool, may be installed in all SugarCRM versions starting from v6 and also in all editions: Community, Professional, Enterprise and Ultimate.
- Rapid recurring evaluation of your data
- Automated and comparable snapshots
- Complex filter conditions and criteria
General Features of the KINAMU Reporter
- Lists (grouping, summing)
- Filter over several modules / Reporting on multiple primary modules *
- Run-time calculations & formatting (e.g. weighted pipeline) *
- Graphical display (graphs, bars, cakes)
- Displaying reports as subpanels *
- Displaying multiple charts per report *
- 1-click downloading graphs as images (JPG or PNG format) *
- Add and select from multiple color schemas for graphs *
- Send reports per E-Mail (scheduler job: daily, weekly, monthly, quarterly)
- Specify the list of reportable sugar modules (e.g. audit log, tracker tables) *
- Filtering results in dashboards *
Custom queries *
- Evaluation of geodata / Reporting spatial data *
- Creation of target lists
- Storing & displaying snapshots *
- Export as PDF, CSV or Excel *
- Using a slave database for reporting *
* Differentiator to Sugar’s standard reporting module
The KINAMU reporter is a flexible tool to analyze Data in SugarCRM which allows Users to intuitively build queries in SugarCRM. It is built on state of the art Frameworks and also supports full charting capabilities.
Screenshot 1 – HomeScreen with KINAMU Reporter Charts Dashlets
Lists (Grouping, Summing)
Screenshot 2 – List Report with summing per month
Filter over several modules / Reporting on multiple primary modules
With KINAMU Reporter you may select data from more than 1 primary module! Create a single report for all activities (calls, meetings, tasks, notes, e-mails) instead of one report per activity.
The following report shows the number and types of activities per user and calendar week.
Screenshot 3 – Activity type (call, meeting, task, notes, e-mail) and count per user and calendar week
Run-time calculations (e.g. weighted pipeline)
Decide with Custom Calculations & Formatting by yourself how to handle the results of a report before it is rendered! This gives you the opportunity to make calculations and custom formatting. The following report separates the values of opportunities due to their expected closing date into quarters of a year.
Screenshot 4 – Pipeline weighted / unweighted
The following report shows custom formatting: values greater than 5,000 are “green” and values below are “red”.
Screenshot 5 – Custom formatting values greater 5.000 green others in red
Graphical display (graphs, line charts,area charts, bars, cakes, donut charts)
Screenshot 6 –Display of different reports on the Sugar dashboard (graphs, bars, donuts, different stacked bars)
Displaying reports as subpanels
Screenshot 7 – Displaying of a chart in a subpanel
Displaying multiple charts per report
With advanced settings for graphs in KINAMU Reporter you can display the results of one report in multiple graphical views on one single page.
Screenshot 8 – Displaying multiple charts per report
1-click downloading graphs as images (JPG or PNG format)
You may also download and save each graph either as a JPG or PNG image from a context menu after clicking your right mouse button.
Screenshot 9 – Download/Save Chart “Opportunities – Trend (unweighted)”
Add and select from multiple color themes for graphs
Furthermore, you may adapt the colors to your individual CI or even define and select from multiple color themes:
Screenshot 10 – Selection of color theme
Screenshot 11 – Different color themes for stacked bar charts
Send reports per E-Mail (scheduler job: daily, weekly, monthly, quarterly)
Screenshot 12 – Send reports per E-Mail
Specify the list of reportable sugar modules (e.g. audit log, tracker tables)
Screenshot 13 – Specify the exclude list of reportable sugar modules
Filtering results in dashboards
Screenshot 14 – Filtering results in dashboards
A lot of demands we make to reports concern the possibility of touching the way of how queries are built. With KINAMU Reporter it’s up to you which data you are selecting.
The following sub-query e.g. counts the number of contacts which are maintained as contact persons per opportunity and could be used as output in a single custom column:
Screenshot 15 – Custom Query Code
But the sub-query from above respectively the number returned per opportunity could also be used as a filter criteria within the “where” clause of the selection, e.g. to select only those opportunities where the number of active contact persons is at least 4:
Screenshot 16 – Definition of filter criteria
Evaluation of geodata / Reporting spatial data
Displaying address data on a map is only the simplest use case for this feature of KINAMU Reporter. While you can use different colors and pins for e.g. customers, leads and competitors on a map the real efficiency becomes visible if you combine data of different modules: e.g. you may create maps and display sales data depending on individual criteria to visualize regional strength or you may have a look on the stations of your next business trip by rendering the locations of your meetings next week.
Screenshot 17 – Geocoding Data – Showing accounts on the map of Europe
Screenshot 18 – Geocoding Data – Configuring different images based on the classification value
Creation of target lists
Specify the name for a new target list. When you confirm the Dialog the System will evaluate the Report and create a new target list which you will afterwards find in the Campaigns Module and can use it there for a new Campaign.
Screenshot 19 – Report with export to target list button (actual data grayed out)
Storing & displaying snapshots
The KINAMU Reporter offers the capability to take snapshots of reports automatically or manually. A snapshot is a capture of the report results at a given point in time. The basic idea behind the snapshot functionality is to allow capturing the report results at multiple points in time with the purpose to revisit the results and also to allow comparison of the results. A simple but typical example might e.g. be the capturing of pipeline data of opportunities within a company to monitor on the pipeline development over time.
Screenshot 20 – Storing and displaying of different snapshots
Export as PDF, CSV or Excel
You can choose to export as PDF, CSV or Excel. Just select the option from the Export Menu and the report will be exported.
Screenshot 21 – Export as PDF with charts
Screenshot 22 – PDF Export
Using a slave database for reporting
Advanced reports may cause heavy load on the database. If you are running a MySQL setup with one “master” and multiple “slave” databases for performance reasons you will definitely want to run your reports against one of the slave databases. You are able to specify the database which will provide the data for any report starting from version 4.2 of KINAMU Reporter while this feature is only available in Enterprise, Corporate and Ultimate editions of SugarCRM – not in PRO editions.
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