In today’s fast-paced business environment, the ability to extract valuable insights from data can significantly impact decision-making processes. SuiteCRM users often face challenges when it comes to exporting data for detailed analysis. Enter Suite2Excel, the game-changing add-on by MokasIT that enables you to seamlessly export data from SuiteCRM to Excel, simplifying data management and enhancing business intelligence.
Excel Export Made Simple with Suite2Excel
Gone are the days when you had to deal with cumbersome CSV files and re-import data into Excel. Suite2Excel directly exports data from any list, report, or subpanel in SuiteCRM into an Excel file, saving you time and hassle.
The real beauty of Suite2Excel lies in its simplicity. In any module’s List View, you simply filter data according to your criteria, click on the Excel icon, and watch as your search results are instantly exported. The download commences automatically, and the time it takes to complete depends on the volume of data filtered.
Enhanced Reporting Capabilities
For those who need to export data from the Reports module, Suite2Excel integrates seamlessly to add a new button above each report. Clicking this button converts all report rows into an Excel document, which downloads automatically. However, for more complex reports involving relations between multiple modules, you might experience slower exports. If you have over 3000 records, consider breaking your report into smaller parts by applying additional filters.
Unleashing the Power of Campaigns
SuiteCRM’s Campaign management is robust, but accessing deeper campaign insights can be challenging, as it’s limited to subpanels on the Campaign Status form. Suite2Excel bridges this gap by allowing comprehensive campaign results export into Excel for detailed analysis.
The Ultimate Excel Experience
The result of using Suite2Excel is a pristine Excel file, exactly what you need for effective data analysis and reporting.
Streamline Your Workflow with Glances and Sapiens.BI
Integration doesn’t stop with Suite2Excel. Glances acts as a hub for real-time insights by integrating SuiteCRM with your favorite workplace apps. Meanwhile, Sapiens.BI is an indispensable tool for creating impactful reports with ease and style, making it suited for both Sugar and SuiteCRM environments.
To learn more about how Suite2Excel and other SuiteCRM add-ons can enhance your data management capabilities, visit the website.
Enhance your productivity and take advantage of advanced data export features with Suite2Excel today!