We use Bubble basically as our CRM, so it has accounts, related to many opportunities, and so on. The challenge we have right now is that any time we want to report on anything we basically have to reinvent the wheel and build an interface and layout for it and so on. When using Salesforce, or Dynamics or really any CRM, you can just go to the Reports tab and easily build a report showing data from multiple related objects, such as showing all closed won opportunities, but also including the company address which is from the related accounts table and so on.
Other than just building this all in Bubble, are there any external ways to do this? I’d get a developer to do it for me most likely but I just don’t know what I’m asking for. I’d love some sort of utility or site where I can build reports in it, and then it pulls the data from Bubble. For example, being able to say generate a report using these 5 fields from this object, these 3 fields from this related one, and these 6 fields from this other related one, filtered to only show ones that are closed won, and so on. And then have it just export to CSV or generate the report for me to view.
Part of the reason I don’t think I can do this in Bubble is because we need relative dates which I was told Bubble doesn’t do. So meaning I’d want to view closed won opportunities, but where the close date is “THIS MONTH” or “LAST MONTH” or “THIS QUARTER” things like that, vs always having to specifically set the start and end date. I posted here before and was told you can’t do that, so that doesn’t really work for us. Managers need to be able to click a report like “Wins this month” and just have it show the data as they don’t have time to manually select the start and end date etc.
Can the Bubble database be accessed externally via SQL or how do people do reporting being that bubble built in reporting is so basic?