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Global Consolidation & Reporting — How to Install

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How to Install — Global Consolidation & Reporting

Module folder: modules/global_consolidation_reporting/   Version: v1.0.0

Enterprise consolidation groups, multi-entity reporting, KPI dashboards, and executive packs for Perfex CRM

Before you begin

  • Backup your database (Setup → Backup or your host backup tool).
  • Use a staff account with Modules / Settings access.
  • PHP version and Perfex CRM version should match the module README requirements when listed.
  • Keep the module folder name exactly global_consolidation_reporting.

Step-by-step installation

  1. Upload the global_consolidation_reporting folder into your CRM modules/ directory (FTP, cPanel, or Setup → Modules → Upload when available).
  2. Log in to Admin.
  3. Go to Setup → Modules.
  4. Find Global Consolidation & Reporting and click Activate (or Upgrade if already installed).
  5. Wait for migrations/tables to finish — do not refresh mid-activation.
  6. Go to Setup → Staff → Roles and assign permissions for this module.
  7. Open Global Consolidation & Reporting → Settings and save defaults.

Install notes from README

Installation

  1. Module folder is at modules/global_consolidation_reporting/
  2. Go to Setup → Modules
  3. Find Global Consolidation & Reporting and click Activate
  4. Assign permissions under Setup → Staff → Permissions

After activation — configuration checklist

  1. Log in as administrator → go to Setup → Modules.
  2. Find Global Consolidation & Reporting and click Activate.
  3. Tables and options are created automatically on activation.
  4. Assign staff permissions under Setup → Staff → Roles (or staff permissions).
  5. Perfex CRM 2.3+ (3.0+ recommended)
  6. PHP 7.4+ (8.1+ recommended)
  7. MySQL 5.7+ / MariaDB 10.3+ (InnoDB)
  8. PHP extensions: mysqli, json, mbstring, curl, fileinfo

Official documentation — Installation

1. Installation

  1. Extract the CodeCanyon ZIP package.
  2. Upload the folder global_consolidation_reporting into your Perfex CRM modules/ directory.
  3. Log in as administrator → go to Setup → Modules.
  4. Find Global Consolidation & Reporting and click Activate.
  5. Tables and options are created automatically on activation.
  6. Assign staff permissions under Setup → Staff → Roles (or staff permissions).

No core Perfex CRM files are modified. All code lives inside the module folder.

Requirements

  • Perfex CRM 2.3+ (3.0+ recommended)
  • PHP 7.4+ (8.1+ recommended)
  • MySQL 5.7+ / MariaDB 10.3+ (InnoDB)
  • PHP extensions: mysqli, json, mbstring, curl, fileinfo

Staff permissions (from module)

Assign under Setup → Staff → Roles. Each feature can expose different actions:

FeatureActions
Consolidation Dashboard
gcr_dashboard		view
Consolidation Groups
gcr_groups		view, create, edit, delete
Reporting Entities
gcr_entities		view, create, edit, delete
Report Periods
gcr_periods		view, create, edit, delete
Reports
gcr_reports		view, create, delete, export
Settings
gcr_settings		view, edit

Verify installation (checklist)

  1. Setup → Modules shows Global Consolidation & Reporting as Active.
  2. Admin sidebar shows the Global Consolidation & Reporting menu for an admin user.
  3. Setup → Staff → Roles lists this module's permission groups.
  4. Opening Global Consolidation & Reporting → Settings loads without PHP errors.
  5. Creating one sample record succeeds and appears in the list/table.
  6. (If used) Cron-dependent features have Perfex CRM cron enabled on the server.

After install — first actions

  1. Create master data required by this module.
  2. Create one sample record and walk it through approve/complete if applicable.
  3. Train staff using the Quick Start Guide.

Related: Features · Quick Start · FAQ · Version & Changelog

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