Reports and Dashboards Creation and Setup

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

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.
Shop Now

Topics Covered

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

 

  • Rows and Columns Report
  • Summation Report
  • Summation with Details Report
  • Matrix Report
  • 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

  • Create a Rows and Columns Report
  • Create a Summation Report
  • Create a Summation with Details Report
  • Create a Matrix Report
  • Case Study of Reports Example
  • Add Report into Dashboard

Pricing and Plans

Sugar for End Users

Getting Started with Sugar
  • Understanding how to navigate the SugarCRM and learning how to create in various modules like Accounts, Contacts, Leads, Opportunities and Activities modules.
  • Understanding and learning about the Lead Conversion mechanism.
  • Understanding and learning how to track the Activities and Tasks seamlessly and efficiently in Sugar.
  • Understanding how to Manage Sales Pipeline and Forecasting.
  • Learning and gaining hands-on experience on how to use Sugar as a Business User.

Price: $150

Duration: 3 Hours

Learn More
Shop
Sugar Forecast Configuration and Usage
  • Understanding the purpose and benefits of the Sugar Forecast module.
  • Learning how to enable the Forecast module and configure the Forecast Settings.
  • Navigating and Learning the process of inputting sales forecasts for various time periods and committing them to different forecast ranges.
  • Learning how to view forecast worksheets for both individuals and teams.
  • Understanding about the Forecast Reports and Dashlets and how to use them.

Price: $150

Duration: 3 Hours

Learn More
Shop
Sugar Import Functionality
  • Understanding the importance of data migration and updates in CRM systems, and discover how Sugar Import streamlines the process.
  • Exploring the significance of data cleaning and formatting before import, ensuring data accuracy.
  • Understand validation rules and practices to maintain data integrity throughout the import process.
  • Understanding how to navigate through the Import Wizard interface, choose import types, upload data, and understand the handling of duplicates.
  • Learning how to review the imported data, address inconsistencies, and maintain clean CRM data.

Price: $150

Duration: 3 Hours

Learn More
Shop

Sugar Administration Essentials

Implement Users, Teams and Role Based Permissions in Sugar

Price: $225

Duration: 3 Hours

Learn More
Shop
Configure Sugar with Developer Tools
Studio and Module Builder

Price: $225

Duration: 3 Hours

Learn More
Shop
Configure Sugar with SugarLogic
Studio Logic Builder

Price: $225

Duration: 3 Hours

Learn More
Shop

Price: $225

Advanced Workflow Creation with SugarBPM
Deep Dive and Practice

Duration: 3 Hours

Learn More
Shop

Sugar Developer Essentials

Sugar Developer Essentials
All-in-one SugarCRM training bundle

Price: $1,650

Duration: 15 Hours

Learn More
Shop
Sugar Developer Framework and Directory Structure

Price: $330

Duration: 3 Hours

Learn More
Shop
Metadata and Logic Hooks
Deepdive into Sugar Extension Framework

Price: $330

Duration: 3 Hours

Learn More
Shop
UX/UI Customisations
Deepdive into Sidecar Extension Framework

Price: $330

Duration: 3 Hours

Learn More
Shop
Sugar RESTFul API Basics
Testing with Postman

Price: $330

Duration: 3 Hours

Learn More
Shop
Sugar RESTFul API Advanced
Extending Sugar APIs

Price: $330

Duration: 3 Hours

Learn More
Shop