ReportPlus - Effortles Automated Reporting Module for Perfex CRM

Hey, thinking to purchase this plugin, but I can not create in Demo needed report. What I need is 2 reports: 1. Each staff member work time - if possible billable hours and none billable. 2. Each project spent time report - if possible billable hours and none billable. Can I do it with this plugin? if so please advice how can I do it on Demo. Thanks!

Can this module integrate with other modules? Additionally, does it support generating reports on specific suppliers? For instance, if Supplier A sells 20 products to your business, is it possible to generate a monthly report detailing the sales for that specific supplier?

hello, can find a way to add custom statuses (in case i will add more) on the report as well?

Hi! Any plans to update the module and offer the feature to send reports to customers? Eg: admin creates report template to be sent to each customer daily / weekly / monthly / bi-monthly (at 2 weeks intervals) for projects. Report is triggered by cron. Each customer gets an email / whatsapp message / telegram message when the report is generated and it's at their disposal in the customer area to view and download. The report should include everything that a customer would be interested to know. In case of a new project they need to know in what phase / story / milestone the project is currently at. Also, the number of tasks completed, tasks to be completed, invoices already generated for that project, the total amount paid / the total amount to be paid. Basically what a customer is interested to know at a glance without checking 100 pages in Customer Area to get these fragmented informations. Also, in case of maintenance (on going) projects, this is crucial for them to know what we've done for their website in the past week (plugins updated, website updates, the hosting plan stats (the space allocated, etc), tickets completed, tickets opened... Basically I need to offer customer a general (bird-view) of their project. If this is something you are working on, when do you plan to release this update? Currently, all the reports for admin are available by default. Customers are not so technical and all of them would prefer a report at their glance / fingertips so they know exactly what they are paying for.

What you have given option for Leads report is look basic report, I want custom Lead report like I can select lead table any parameter with different combination to filter and create custom report as many as we can, IS you system support that kind of customer report for leads?

Is it possible for this module to assist in sending weekly and monthly task reports AUTOMATICALLY to both the staff and their manager?

hello, this module need to do prevision order?

Hello, do you have any plans for an update soon?

Is it possible to use it with SaaS? I want my tenants to get auto-reports every week, and email should be beautiful like modern emails.

can user create custom reports apart from the reports already available in the addon

What you have given option for Leads report is look basic report, I want custom Lead report like I can select lead table any parameter with different combination to filter and create custom report as many as we can, IS you system support that kind of customer report for leads?

Hello excellent module, I would like to know if there are plans for integration with twilio whatsapp, so he could also send the report to the whatsapp of the admin or those responsible.

Do you have report in dashboard and chart?

this will work with toplevel domain & subdomain ?

Hi there, the logindata for the demo is not working. Please update it. Thanks!