How to create a Leads report , any demo ?

I would like to ask if this module is already compatible with the latest Perfex CRM versions, especially version 3.2+. If not, could you please provide an update to ensure full compatibility and stability with Perfex CRM 3.2 and higher?

I installed and activated, but Data Source – Join Data Type is not working.

Dear Support Team,

I purchased the Report Builder module on 1st June 2025 and successfully installed it in our CRM software. However, when attempting to generate the task report, it only displays outdated data and does not reflect the most recent entries.

For your reference, we were using Perfex CRM version 2.xx until February 2025 and have since upgraded to version 3.2.1.

Kindly look into this issue and advise on the necessary steps to resolve it.

Please how to fix the Type of join data selection, it now show empty drop down

Hello, this is a pre-sale questions before purchasing a module: 1-. Is it possible to use all fields from the database (show in report, where condition), including custom fields (generated through Perfex crm) 2- Are you planning to be able to plot the results inside the Perfex after the table has been released?

Hi, i need a report builder can i use this product for my systems like schools system or is it east to hire a programer to customize it with my system.

Hi, i need a report builder can i use this product for my systems like schools system

Hello, I have purchased several of your products. I would like to request an update so that this module can also use information from other modules that you have also developed:

Fleet Management, Warranty Management, Manufacturing Management, Spreadsheet Online, Service Management, Customer Service, Sales Agent Management, Fixed Equipment Management, HR Payroll, Accounting and Bookkeeping, HR Records, Timesheets and Leave Management.

I am absolutely certain that this product will have many more purchases, because it is incredible and if it can be integrated with the other modules, the result will be fantastic and more people will buy other modules and this one too. Do you do this type of integration? Thank you

Hi , This is a presale question, I am so much interested in this addon , however i need it to do stuffs like report items from different warehouse created within Perfex but i cant find any. Please let me know how to go about this, i need to buy ASAP

These are 4 modules that I am buying from you. I installed and activated, but Data Source – Join Data Type is not working. I watched a video, read documentation… To avoid a mistake – I went to your demo – and it is not working… Please help.

getting lots of errors with this module Type of join data does not populate. Yes we have sent a support email. In error checking this code the javascript errors are:

table_onchange is not defined Duplicate form field names etc

A few pre-sale questions before purchasing a module. Is it possible to use all fields from the database (show in report, where condition), including custom fields (generated through Perfex crm)

HI, Do you have a special price for all your module’s cyber sales?

Hello, i am checking your demo . Some of time “Type of join data” is not appear. What is the reason? I want to purchase but i want to be sure it will work properly or not?

Hi, we are interested with the module but we would need to know what is the future modules integration such as core modules, purchase….and other modules…?

Hello, any forecast for the release of the addon for Rise CRM?

Awesome work, team! This was the most awaited module.

We have some custom fields, and I would like to clarify the following pre-sales queries:

1. We have a few custom fields. Could you confirm if these custom fields will appear in the report builder module?

2. Will any newly created tables and their fields be listed in your report builder module?

any future plan to add Charts Based Report??

Hello,

I’m interested in your “Report Builder” module for Prefix CRM and am considering purchasing it. Before I do, I’d like to confirm some specific functionalities to ensure it meets our needs. We require a module that can generate unique monthly reports for each client, specifically listing tasks completed under invoices categorized as “maintenance.”

The report should include:

1.    Requisite client information along with our company details.
2.    A line item for each task completed.
3.    A column showing the number of minutes spent on each task.
4.    A total sum of the minutes spent.

If the Report Builder can accommodate these requirements, it would be ideal for us and negate the need for a custom solution. Can you confirm if these functionalities are supported?

Thank you for your assistance!