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STEP 1:
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Import HansaWorld data
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SOURCE FILES
Tip | Contact us or your partner to setup Automated exports with HAL package provided by us who will push files to server automatically. This option requires setup. |
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Step 2: Import templates 10 min
This step will take only couple of minutes, and you will have ready to use reports to play with.
- Open our templates
- Choose reports you like and export report definitions
- Import definitions in your Analyze tab
Step 3: Adjust templates to your data
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STEP 2: Setup Your First Report
- Choose one of ready to use Reports from our Templates Library
Templates will work out of the box if you have imported current year data. If after importing the template report deos not show any results - 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.
Widget Connector
STEP 3: Create Your Customized Reports
- Follow our guide to Create Customized Reports