Step 1: Hansaworld data import
For this option you need to:
- Export files from your Hansaworld system Integration or Data maintanance module
- Upload files in Source Files tab of yor account
- Setup Hansaworld application in Source application tab
OR
For this option you need to:
- Export files from your Hansaworld system Integration or Data maintanance module
- Upload files in Source Files tab of yor account
- Setup Hansaworld application in Source application tab
File import | OR | REST API |
---|---|---|
Suitable for demo accounts and quick testing purposes. | Suitable for accounts with small to medium amount of data | |
For this option you need to:
You can also setup Automated exports with HAL package provided by us who will push files to server automatically. This options requires aprox 3 - 4 hour setup. | For this option you need to:
Connection available from version 8.1 or later, Hansawold Webshop module acess required to setup Rest API link |
Step 2: Import templates
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
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 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.