Add-on for EspoCRM
WorkFolder Reports
Pixel-perfect reports for EspoCRM. Works like Microsoft Access: pick a data model, build a query, place every field on the page to a tenth of a millimetre, and run it to PDF, Word or Excel exactly as designed.
From US$490per site, one-off
REPORTS
Who it is for
Anyone who needs printed or exported reports from EspoCRM: timesheets, rosters, invoices, board packs and compliance returns.
Works on its own in the standard EspoCRM screens. With WorkFolder installed it also appears inside Work Folder tabs. Developer Edition includes it for your own development site.
StandardUS$490
- Pixel-perfect banded page designer: headers, groups, detail and footers, placed to 0.1 mm
- Graphical query builder across several tables and their relationships, no SQL
- Ready-made data models of joined EspoCRM entities
- Criteria, sorting and totals in an Access-style grid
- Report wizard and starter templates
- PDF, Excel and CSV export
- Every run shows only what the person is allowed to see
ProfessionalUS$990
- Everything in Standard
- Word, HTML and picture export
- Charts, sub-reports, conditional formatting and drill-down
- Scheduled reports by email, split by group
- Save output to an EspoCRM document or record
- Standalone report app across several EspoCRM servers
Screens
A closer look
Click any screenshot to see it full size.
See your own EspoCRM with a new face.
Try it free for a month on your own EspoCRM. Nothing to install: sign in and see your records as work folders.