As businesses continue to evolve in the digital age, data management plays a pivotal role in driving crucial decisions. SuiteCRM users understand the need for efficient data handling, and with Suite2Excel, you can streamline this process effortlessly.
Why Suite2Excel is a Game-Changer
Developed by MokasIT, experts in Excel export, Suite2Excel allows for seamless exporting of data to Excel spreadsheets from any list, report, or subpanel within SuiteCRM.
Gone are the days of struggling to open CSV files or undergoing the tedious process of re-importing data into Excel. With Suite2Excel, you can swiftly export data directly to an Excel file.
How It Works
The process is remarkably simple. Just open the List View in any desired module, filter your data according to specific criteria, and click on the Excel icon. The download of your search results initiates instantly, providing you with a pure Excel file for all your data analysis needs.
Enhance Your Report Exports
Previously, exporting to Excel directly from within the Reports module was not an option. However, Suite2Excel fills this gap. After installation, a new button appears above each report, allowing for easy exportation.
Note: For complex reports with cross-module relations and thousands of records, export times might lengthen. Consider splitting your report by date or another dimension to ensure efficiency.
Analyze Campaign Data with Ease
SuiteCRM’s Campaigns module is invaluable for engaging with prospects and customers. Suite2Excel enables users to delve deeper into campaign results, exporting them into Excel from the Status subpanels, allowing for advanced data analysis.
Your Hub for Real-Time Insights and Reports
Alongside Suite2Excel, tools like Glances and Sapiens.BI integrate seamlessly with SuiteCRM, providing diverse functionalities for business intelligence and collaborative data handling.
For businesses seeking to enhance their CRM data management, Suite2Excel, with its seamless integration and simplicity, proves to be an essential tool. For more information, visit the Suite2Excel add-on page.
If you’ve purchased this add-on and have a support question, create a support case. Engage with the CRM community and elevate your SuiteCRM experience today!
