Full-page reporting dashboard for EspoCRM with tabbed Investor and Customer sections. Displays interactive Chart.js bar and doughnut charts sourced from the GroupedCount API.
Built by JuntoAI — the next generation business network.
- EspoCRM >= 9.0.0
- PHP >= 8.1
No other dependencies. This extension works standalone.
git clone https://github.com/JuntoAI/espocrm-reporting-extension.git
cd espocrm-reporting-extension
./build.shUpload the generated reporting-extension.zip via Administration > Extensions in your EspoCRM instance.
- Download the
.zipfrom Releases - In EspoCRM, go to Administration > Extensions
- Click Install, upload the
.zip, confirm
Configure the reporting dashboard through the EspoCRM Administration panel. Settings control which entity types, grouping fields, and chart styles appear in each tab.
Navigate to the Reporting page from the main menu. Use the Investor and Customer tabs to switch between sections. Each tab renders Chart.js charts populated by the GroupedCount API endpoint.
npm install
npm testThis extension is part of the JuntoAI EspoCRM ecosystem.
| Repository | Description | Dependency |
|---|---|---|
| espocrm-chart-dashlet-extension | Pie and bar chart dashlets for the home dashboard | Independent |
| espocrm-ai-assistant-extension | AI chat assistant for EspoCRM | Independent |
| espocrm-ai-backend | AI backend service bridging Gemini and MCP tools | Independent |
| espocrm-mcp-server | MCP server with 47 CRM tools | Independent |
| espocrm-gcp-terraform | Terraform modules for deploying EspoCRM on GCP | Independent |
JuntoAI is the next generation business network. We use EspoCRM as our CRM and share our extensions with the community as open source.
Join the waitlist at juntoai.org. Found a bug? Open an issue or reach out at juntoai.org.
MIT