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STEP 2:
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Setup Your First Reports
This step will take only couple of minutes, and you will have ready to use reports you can use.
- Choose reports you like and in our Templates library export report definitions
- Follow our guideĀ to Create Reports
STEP 3: Adjust templates to your data
Most of templates will work out of the box if you have imported current year data. If after importing the template report deos not show any resultsĀ - open it by clicking on its name and check the data filtering selections e.g. adjust time period, sales persons, customer and other dimensions filters.
Tips and tricks
This webinar covers the process of data export, import and report setup in some more detail.
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