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PH Custom SuiteCRM™ standard reports include the User Report which has four sub reports:



New contacts made

  • Select the date range. Report has: when created and lists
    account associated with and User assigned to

Notes made

  • Select the user and date range. Report has:
    date/time/subject/description

Phone calls

  • Select the user and date range. Report has:
    date/time/subject/description

Emails read and sent

  • Select the user and date range. Report has:
    date/time/subject/account/contact/lead/associate


The User Report covers major activities used to track activities of someone in sales.


The Activity Report shows all the sales opportunities: a list of all expected sales by date with estimated closing percentages.


The Opportunity Detail Report shows sales opportunity details by account: sales product description, dollar amount, expected closing date, and expected closing percentage.


The Pipeline by Sales Stage Report is a pie chart report depicting the percentage potential sales in each stage in the sales process.


Customized Reports are available on a RFQ basis.



Most reports are available as PDF, Excel, or HTML formats. At the time a report is generated all reports can be attached to a user, contact, or account.



Reports may also be saved to a folder, e.g. Q4-2012, Q1-2013, etc. or a person's folder, e.g. John, Sally, Steve. Reports may also be mailed to multiple recipients.