BlogCombine Multiple Reports. Add Your Own Formatting for PDF / Excel Outputs
Having data and charts nicely organised on your dashboard is great, but there is often still a need to have combined, formatted data and summaries in PDF or Excel format.
BlogAttention all SugarCRM, SuiteCRM partners and users!
How many times have you seen large investments in BI initiatives within an organisation and then after a load of hard effort, with many months taken to set it all up, it’s then regarded as a failure due to a very simple reason - users don't use it!
Sapiens.BI Full Overview Video
Sapiens.BI has many features and putting them all in a short video has been something we have wanted to do for a long time. We have created a short 8-minute video to go over all the most popular features.
Announcing New Sapiens.BI Features
We are always working to make Sapiens.BI even more powerful and full of flexible solutions. With the latest release, we have three new features and we hope you will be as excited about them as we are.
Sapiens.BI Celebrates its 12-Year Anniversary
Sapiens.BI just turned 12 and what better place to celebrate our anniversary than the beautiful city of Dubai.
Sapiens.BI Goes to Dubai Expo With Presidential Delegation
We were truly honored to be part of the official Latvian Presidential delegation in Dubai Expo 2020.
Video Tutorial: Can You Gauge Your Performance?
Gauge charts are one of the simplest chart types that are both straightforward and effective. They are a fantastic tool to display how close you are to a specific goal which will keep you and your team motivated.
Video Tutorial: Got Funnel Vision?
Funnel charts are a great way to display how events are moving through different stages. They are most frequently used for tracking sales stages.
Video Tutorial: When Should You Use Line Charts?
We made a video tutorial on how to create another chart type – the Line chart. Line charts are most commonly used to see how your data developed over time. You can see how different data categories compare and identify trends.
Video Tutorial: Do You Know When to Use Horizontal Charts?
At first glance, it seems like horizontal charts and vertical charts only differ in appearance. There is, however, a slight difference in how they are typically used.
Video Tutorial: Where Are Your Clients?
Knowing where your clients are physically located can help you serve them better. You can create targeted messages for different regions, have location-based campaigns, and make other business decisions based on where your clients are physically located.
Video Tutorial: How Many Axes Can You Fit on a Chart?
With Combined charts, you can set up a 3rd axis, which allows you to include a surprising amount of complex data in a simple chart. By having 2 vertical axes, we can add an additional dimension to a chart.
What You Don’t Know About Your Business…
…is hiding in your data waiting for you to discover it. In the world of disinformation that we live in, it is ever more important to base our decisions on facts that are… well, facts. Numbers don’t lie and luckily for all of us, there are many areas of our lives where we CAN get real data that lets us evaluate how we are doing and effectively plan ahead.
Video Tutorial: How to Set up Dashboards with Clickable Charts
Dashboards are an amazingly practical way to see all your KPIs in one spot. They allow you to make data-driven decisions, get insights into your team’s performance, sales pipeline and monitor any other KPI that is important to your business. With Sapiens.BI, you can easily set up dashboards that allow you to see real-time data and drill-down to get more details as needed.
Video Tutorial: Creating Professional Looking Layouts With Combined Data, Printed in PDF / Excel
Too many people spend long hours putting various data together for their meetings with Management or Customers. It is often the same reports, just refreshed data and calculations that need to be put together and formatted again and again. Instead of doing this repeatedly yourself – with Sapiens.BI you can now fully automate this task and, if you wish - receive beautifully formatted PDF/Excel attachment regularly via scheduled e-mail.
Announcing the Launch of Our New Website
We are very excited to announce the launch of our newly designed website. We wanted to make the new website faster, easier to navigate, and more user-friendly.
Sapiens.BI Video Overview
It gives a good overview of our Business Analytics Tool with samples and shows how it can help your business.
Sapiens.BI - New Look and Feel of the Analytic Reporting Tool
We are excited to announce our new product brand name and image: the Analytic Reporting Tool by IT Sapiens will now be know as Sapiens.BI. With this change, our intension is to more accurately display our BI solution and what we offer as a team.
BlogOpportunity to Build Business Analytics
The ability to within a few minutes generate business intelligence is such an amazing place to be, which is why we love analytics reporting and the team at IT Sapiens.
BlogRitelite – the way to Analytic Reporting Tool from IT Sapiens
The tool helps support improved and more efficient sales processes as well as providing powerful, flexible data views and insights to all levels of our business, supporting agile and focused decision making.
BlogMy Personal Story: Management Challenges During the COVID-19 Crisis
This is the right time to organise and shape your business for the future. Would it be personal or professional – this is not an easy time for any of us. We all are close together in this crisis yet we are forced to be in distance from each other.
BlogThis Is the Right Time to Better Understand, Organize and Shape Your Business!
How our customers use IT Sapiens Business Analytics Tool to help managing their business during the COVID-19 crisis.
New Feature Video Tutorial: Filter the Data Based on the Counted and Summary Values
We are happy to share the news about new free additional features available in the latest version of the IT Sapiens Analytic Reporting Tool PRO for Sugar and SuiteCRM. One can now filter the data based on the counted and summary values which opens a number of new possibilities to improve your sales.
Blog“We Needed a Global Overview” - Customer Success Story
Our client “Skolnik Industries” is a B2B manufacturing company producing industrial containers in the United States and selling globally. The company has more than 10k clients and prospective clients and a number of sales representatives.
BlogCelebrating IT Sapiens Birthday
These 10 years of establishing and building IT Sapiens was certainly toughest and at the same time most exciting time of my life. Along with company and team growth you have to grow yourself, always. New challenges never end.
BlogWhen the Client Asked Me to Make the Lines to Go Up in Her Chart
A story from personal experience. Many of us have that experience with a special customer who wants impossible. Well, we say that nothing is impossible with IT Sapiens! At least, that is what we always aim for as "no limits" is our team’s internal motto.
Video Tutorial: Creating User-defined Functions Using User Interface
One of the most powerful features in the Analytic Reporting Tool: creating user-defined functions using User Interface. No need to be a programmer to do it. The video should help mastering this perhaps more complex functionality of the Reporting Tool. There are almost limitless options. E.g. one can calculate actual sales ratios vs. targets, opportunity ageing, actual lead cost vs. marketing campaign budget and many more.
BlogTraditional Business Intelligence is dead
The demand for Business Analytics is only increasing these days. Amount of data is growing rapidly and the business environment changes constantly. Which makes it ever important to take smart decisions for your Business with the help of Business Analytics. However, many traditional Business Intelligence (BI) stand-alone tools are often not up to the task any more. The power, the speed, visualization and easy User Interface have become "must haves" in BI tools nowadays.
New Features in the Latest Release of Analytic Reporting Tool PRO
Analytic Reporting Tool PRO becomes more and more rich with a functionality. Latest release include: Better chart designs, new chart features and better fit with SugarCRM & SuiteCRM Native Dashboards; You can calculate your own functions on both detailed and summarised data; Percentage calculations available from totals and subtotals; Excel templates for PDF output - improved interface & functionality; You can change the order of items for a Funnel chart also for non-cumulated type.
New Interactive Dashboards in the Latest Release of Analytic Reporting Tool
The new release of Analytic Reporting brings a brand new Dashboard Solution with flexible chart sizes, drill-down ability to the Detailed data and most importantly – the addition of common filters shared by all charts and tables in your Dashboard.
IT Sapiens achieves Partner Excellence with Award from #1 rated CRM provider
SugarCRM Inc., the company that helps global organizations build better business relationships, has named IT Sapiens 2019’s Software Technology Partner of the Year Award winner.
Benefits of using Sugar with Analytic Reporting Tool
SugarCRM enables businesses to create extraordinary customer relationships with the most empowering, adaptable and affordable customer relationship management (CRM) solution on the market. On top of that, Analytic Reporting Tool offers even more features for your Business’s benefit.
BlogKey Learnings at SugarCon 2018
Every SugarCon is an event of the year for us, and this one was the best so far! So many truly exciting things at the same time. Exchanging new ideas, listening to keynotes from experienced field professionals- gurus in Sales, CRM and IT. Networking opportunities with customers and partners, new friends and direct feedback.
IT Sapiens Partners with BrainSell
Since their founding in 1994, BrainSell has been a leading advisory and technology company that provides clients with a competitive advantage through unbiased business advice. BrainSell engineers smart growth with business-savvy software training and consulting services for companies of all sizes across North America.
IT Sapiens Attending SugarCon 2018 as Sponsors
IT Sapiens is attending SugarCon 2018 in Las Vegas on October 10-11 as Sponsors.
IT Sapiens partners with MyCRM
IT Sapiens is partnering with MyCRM in order to bring growth to our customers! MyCRM is a Germany based CRM solution provider on a mission to help customer facing teams every step of their way to their desired outcomes.
IT Sapiens Attending SugarCRM's Sales Kick Off 2018 as Sponsors
SKO FY19 promises to be the can't miss event of the year. For the first time in recent history, we are combining Sales Kick Off (SKO) and Partner Summit into a single event for the entire Sugar ecosystem.
IT Sapiens Attending SugarCon 2017 as Silver Sponsors
IT Sapiens is attending SugarCon 2017 in San Francisco on September 25-28 as Silver Sponsors. We will be happy to meet you at the Exhibit hall near our IT Sapiens Analytic Reporting Tool booth.
IT Sapiens is now vTiger 7 compatible
IT Sapiens is compatible with vTiger versions 5.x, 6.x and now also 7.x. As always, IT Sapiens will continuously support also new upcoming vTiger versions.
New Upgrade of Analytic Reporting Tool PRO
We are happy to announce the latest upgrade of Analytic Reporting Tool PRO version with the following new features added: Generate PDF output directly from your formatted Excel; Grand Totals are added in case data are split across several pages; Calculate % from Total; Disabling permissions for PDF and Excel export for read-only users.
New features of IT Sapiens Analytic Reporting Tool
The following new features are now available in the latest release of IT Sapiens Analytic Reporting Tool PRO: Identify your own ranges for report summaries; Search added for user/group selection on sharing & scheduling.
IT Sapiens partners with HIGHRANK
Highrank is not just a technology company delivering Software as a Service, but rather Software with a Service. We have a strong focus on getting the desired results and provide valuable solutions with the best possible user experience. For Highrank, Sugar is key in delivering this. With 10 years Sugar experience we are a solid partner.
German Translation for IT Sapiens
Great news! Analytic Reporting Tool is now available also in German. IT Sapiens supports all input data any language and characters.
IT Sapiens partners with Beagle Innovations
IT Sapiens is partnering with Beagle Innovation Pte in order to bring success to our customers! Beagle Innovation provide customized Customer Relationship Management (CRM) systems to help businesses reach their full potential.
IT Sapiens partners with Prospera Mundi
Prospera Mundi is private company specialized in supporting SME for more efficient business models and processes, financial and tax advisory that includes accounting services.
IT Sapiens Partners with Opentix
Opentix is a company specialized in consulting, development and implementation of management solutions company business. Our work is the implementation of ERP (Enterprise Resource Planning) and CRM (Customer Relationship Management) solutions to optimize the management of companies and their relationships with business partners, all with the objective of improving performance and business productivity.
IT Sapiens Partners with Solutions Metrix
We are excited to become partners with Solutions Metrix! Solutions Metrix made a success of more than 300 implementation of recognized systems of customer relationship management (CRM), such as SugarCRM, Oracle Sales Cloud, Saleforce.com and Dynamics CRM Microsoft.
A New Year brings new features of Analytic Reporting Tool
The following new features are now available in the latest release of Analytic Reporting Tool PRO: SNAPSHOT reporting from audit history; Detailed info on top first/last or min/max grouped items; Added cities to Geographic Chart; Count of unique values.
Technology Advisors Partners with IT Sapiens
Chicago, IL – Global business and technology consulting company, Technology Advisors Inc. (TAI), announces a new partnership with IT Sapiens Ltd, creator of the IT Sapiens Analytics. The IT Sapiens plug-in generates charts & reports by pulling data from customer relationship management (CRM) software. TAI specializes in CRM and business technology solutions. Through the new partnership, the company can offer this advanced BI tool to its SugarCRM customers.
New upgrade of Analytic Reporting Tool PRO
We are happy to announce the latest upgrade of Analytic Reporting Tool PRO version with the following new features added: You can add your own formated Excel templates; New chart type: Area chart; Additional filters: team, # of passed weeks, months, quarters; Permissions to edit selected filters for read-only users; Calculated function impovements.
Signed contract with the Investment and Development Agency of Latvia
On 1 August 2016 SIA IT Sapiens Ltd has signed a contract No.SKV-L-2016/639 with the Investment and Development Agency of Latvia for funding under the “International competitiveness promotion” measures, which is co-funded by European Regional Development Fund.
IT Sapiens @SugarCon 2016 (with pictures)
IT Sapiens was attending SugarCon 2016 in San Francisco on Jun 13-16 as Silver Sponsors. Big Thank you to the organizers and to everyone, who attended out booth, as this has been really valuable and exciting experience for us!
IT Sapiens Attending SugarCon 2016 as Silver Sponsors
IT Sapiens is attending SugarCon 2016 in San Francisco on May 13-16 as Silver Sponsors. SugarCon is organized by SugarCRM, it is an excellent opportunity for networking, meeting your partners and customers and learning about innovative technology trends.
BlogLet’s keep it easy!
Only very rarely one can build something good without a hard work and without aiming for excellence at every step. That is the way it should be. Feeling of purpose and achievement, growing as a professional and as a human being is priceless.
Upgrade of Analytic Reporting Tool PRO
We are happy to announce the latest upgrade of Analytic Reporting Tool PRO version
IT Sapiens is participating in the Sugar App Throwdown contest
The App Throwdown is where customers, partners, and prospects get to see some of the coolest, most useful, and innovative extensions that drive business transformation, save costs, and close deals faster.
New features of Analytic Reporting PRO version now available
Admin user and Report owner can add Chart to widget for all users under selected roles or select a specific user. Users must have permissions to view this report in order to see the widget with chart; After "Save" report remembers: If you change report Column width, expanded/collapsed report data groups, expanded/collapsed Report Editor/Chart editors; From Reporting Tool Settings you can update all reports: "expanded/collapsed Report Editor/Chart Editors".
See you at SugarCon 2016 (June 13-16)
Learn how you can empower individuals across your organization to make every customer relationship extraordinary. Read more: sugarcon.sugarcrm.com
IT Sapiens attending SugarCRM Global Partner Summit (October 19-22, Cascais, Portugal)
This year’s conference will be a great opportunity to get the information, tools, training and connections you need to grow your Sugar business.
IT Sapiens Attending SugarCon 2015 as Bronze Sponsors
IT Sapiens is excited to announce our participation at SugarCon 2015 in San Francisco on April 20-23 as Bronze Sponsors.