Sugar Training for End Users

Sugar Reports Creation and Dashboard Setup

Deep Dive for Advanced Users

Applicable for

Sugar Sell

Sugar Serve

Sugar Enterprise

Upcoming Classes

Duration 3 Hours

Price $ 150

bhea sugarcrm reports and dashboards training

This training is for any business user or administrator of SugarCRM to learn how to create and run reports efficiently. We will provide the practical hands on experience to use Sugar’s reports module to run, share and schedule the reports that are required.

You will also learn how to create new reports directly as well as copying an existing report. Learn how to add Dashlets that summarize the information that is there in the report.

Topics Covered

  • Navigate to the Reports module.
  • Create custom reports.
  • Understand and use the 4 different types of reports available in the system.

 

  • Edit, Share, and Schedule a Report
  • Add a custom report to your home page dashboard and intelligent pane dashboard.
  • Understand which report to use for what purpose 

Hands on Practice

Pricing and Plans

Bhea Sugar for End Users

Sugar for End Users

Getting Started with Sugar
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Price: $150

Duration: 3 Hours

Sugar Forecast Configuration and Usage
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Price: $150

Duration: 3 Hours

Sugar Import Functionality
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Price: $150

Duration: 3 Hours

Bhea Sugar Administration Essentials

Sugar Administration Essentials

Implement Users, Teams and Role Based Permissions in Sugar
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$225

3 Hours

Configure Sugar with Developer Tools
Studio and Module Builder
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$225

3 Hours

Configure Sugar with SugarLogic
Studio Logic Builder
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$225

3 Hours

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Advanced Workflow Creation with SugarBPM
Deep Dive and Practice
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3 Hours

Bhea Sugar Developer Essentials

Sugar Developer Essentials

Sugar Developer Framework and Directory Structure
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$330

3 Hours

Sugar RESTFul API Basics
Testing with Postman
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$330

3 Hours

Sugar RESTFul API Advanced
Extending Sugar APIs
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$330

3 Hours

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