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.

We have clients who have spent several hours every week or every month just pulling data to excel manually, updating functions and calculations, adjusting formats, then printing to PDF and then emailing it to the partners or management team. Repeating this process over again and again.

But that was before they implemented Sapiens.BI!

Now imagine how much time and effort is saved and how many manual errors are avoided by having charts, summaries and measures - everything needed to automatically populate the PDF or Excel file in the format exactly the way you like it. Colours, text format, functions, print layouts - everything updated automatically with fresh data and automatically sent via email to all the target recipients.

And it is more than just time saved, It's also the power of a single source of truth for both interactive dashboards in your screen and document attachments via mailbox - trusted data and processes.

Please contact us for any questions or help! - we are here for you from your first step through to the deep-dive into Analytics.

We love Sapiens.BI. It is instrumental in helping our sales team increase their productivity by providing us custom, real-time key performance metrics and making these stats easily visible. Sapiens.BI provides excellent technical support and always go above and beyond to answer any questions we have.

The system has been ‘live’ for one month now and we are already benefitting from the features of Sapiens.BI both for day-to-day management information and, in particular, for the detailed statistical analysis of our services that is required by the organizations that provide financial support for the charity. Based on our experience of the product and your excellent customer service, we would have no hesitation in recommending Sapiens.BI to potential users.

Comprehensive tool that allows all types of advanced reports including audit tables, custom fields and combined reports. The developers offer fast and efficient support. Great tool!

Great support & implementation from the team. Graphs look beautiful!

Excellent work, communications and skills from developers; I appreciate all effort, commitment and work.

Your report generator ROCKS! Wish I had found it before investing in some other rubbish!

I'm extremely excited about Sapiens.BI. We've been using it for about a month and it's by far the best available reporting tool for SugarCRM. The tool is very robust and full of features. Also, the staff and support team are very helpful and are continuing to improve the tool.

We have bought the latest version of Sapiens.BI and it is a fantastic product for Vtiger CRM. By using this I have stopped our remote users having to send external paperwork. Would recommend Sapiens.BI to any users using Vtiger CRM.