STEP 1:
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Import HansaWorld data
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Read more Here :
Instructions for export
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2. REST API available from version 8.1, Hansawold Webshop module acess required to setup Rest API link. Read more HERE
Note : You can also setup Automated exports with HAL package provided by us who will push files to server automatically . Read more Here.
STEP 2 : IMPORT TEMPLATES
Open OUR TEMPLATES , Choose reports you like and import them on your data
Instructions for definition import and export Here : Report definitions
STEP 3 : Adjust Templates to your data
Open Each report and adjust Time period of report, or select Your sales persons.
Read more about adjusting Templates HERE
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Contact us or your partner to setup Automated exports with HAL . |
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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.
STEP 3: Create Your Customized Reports
- Follow our guide to Create Customized Reports