STEP 1:
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Import HansaWorld data
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Contact us or your partner to setup Automated exports with HAL . |
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STEP 2: Setup Your First
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This step will take only couple of minutes, and you will have ready to use reports you can use.
- Choose reports you like in our Templates library export report definitions
- Follow our guide to Create Reports
STEP 3: Adjust templates to your data
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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.
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STEP 3: Create Your Customized Reports
- Follow our guide to Create Customized Reports