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Step 1: Hansaword data
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import
| File import | OR | REST API |
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| Suitable for demo accounts and quick testing purposes. | Suitable for accounts with small to medium amount of data | |
For this option you need to:
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OR
2. Hansaworld REST API connection available from version 8.1 or later, Hansawold Webshop module acess required to setup Rest API link.
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STEP 2 : IMPORT TEMPLATES
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For this option you need to:
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Step 2: Import templates
This step will take only couple of minutes, and you will have ready to use reports to play with.
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Instructions for report definition export & import
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- Open our templates
- Choose reports you like and export report definitions
- Import definitions in your Analyze tab
Step 3: Adjust templates to your data
Most of templates will work out of the box if you have imported current
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year data. If after importing the template
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report deos not show any results - open it by clicking on its name and check the data filtering selections e.g. adjust time period
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,
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sales persons
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Read more about adjusting Templates HERE
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, customer and other dimensions filters.