Report Builder module for Perfex CRM

Note: This is a module for Perfex CRM. Not a standalone script.

Brief description

Report Builder module allows creating your unlimited number of reports. This module allows running the reports on the screen with total dynamism, that is, you can add / hide fields, change the groupings, change the totalization / subtotalization of the numeric fields, change the operation to be performed on the numeric fields (sum, average, etc.).

Report Builder module allows creating your unlimited number of reports. This module allows running the reports on the screen with total dynamism, that is, you can add / hide fields, change the groupings, change the totalization / subtotalization of the numeric fields, change the operation to be performed on the numeric fields (sum, average, etc.). The current version allows customized reports to be designed against the Perfect CRM database and the databases of the modules listed in the Integration section below..

Module Features

1. Templates:
   • Template Management
   • Datasource Management: Relationships, Filters
   • Groups Management: Group By, Sort By
   • Sub-Total Management: Group By, Function, Columns Management
   • Columns Management: Columns, Label, Cell Type, Aggregation function
   • Cell Formatting Management: Columns, Label, Cell Type, Aggregation function
   • Settings: Appearance, Security, Titles
2. Report Management
3. Sharing Management
4. Settings:
   • General Settings: Appearance, Security, Titles
   • Category Management
5. Integration:
   • Inventory Management module for Perfex CRM
   • Purchase Management module for Perfex CRM
   • Omni Channel Sales module for Perfex CRM
   • Manufacturing Management module for Perfex CRM
   • Accounting & Bookkeeping module for Perfex CRM
   • HR Records Management module for Perfex CRM
   • HR Payroll Management module for Perfex CRM
   • Timesheets & Leave Management module for Perfex CRM
   • Sales Commission Program module for Perfex CRM
   • Fixed Equipment Management module for Perfex CRM
   • Warranty Management module for Perfex CRM
   • Service Management module for Perfex CRM
   • Customer Service Management module for Perfex CRM

Demo

Report Builder Demo

Set-up

Included documentation will help you upload and activate the module inside Perfex CRM, if you are not aware on how to do it.

Support

Our support team is always around to help. Feel free to raise a support ticket.
Guys from support department will get back to you as soon as possible with a reply, guiding you through any issues.

Changelog

Version 1.0.0 / 2024-08-11 Initial version Version 1.0.1 / 2026-06-05 Added integration with multiple Perfex CRM modules, including Manufacturing, Accounting, HR Records, HR Payroll, Timesheet & Leave, Sales Commission, Fixed Equipment, Warranty, Services, Customer Service, Omni-channel Sales, Inventory, Purchase, and Expense Management. Expanded Report Builder data sources and reporting capabilities across integrated modules. Fixed report generation issues related to Inventory Delivery, Items, Projects, and Tasks. Fixed data source filter rendering issues in report configuration. Fixed database-related errors when generating reports. Fixed date and datetime filter issues in report generation. Fixed various minor issues to improve stability and performance. Version 1.0.2 / 2026-07-26 Fixed various minor issues.