Business Reports with Insyte

A quick and simple way to create reports, anytime, anywhere

Transcript

1. Click “Representative Name” in the top right-hand side of the screen,
2. Click “Reports” on the list,
3. A list of Reports is displayed on the left-hand side,
4. Select a Report from the list,
5. In this example we will select “Sales by Representative“ report,
6. Select the “Order Date” you would like to use, in this example we will select “This Year”,
7. By default, “ALL“ is set on the fields and is easily changes by clicking on the “Down Arrow”,
8. In this example we will select.
   1. “All Products”,
   2. “All Stages”
   3. One “Representative”,
   4. “All Business Unit”
   5. “Job Type – Sales”.
9. At the bottom of the screen, you will see “Totals” for the columns,
10. Clicking the “Export’ button, allows you export different formats, PDF, Picture, or Excel,
11. Let’s click “Excel”,
12. Change details if required, and
13. Click “Export” button to create a file as shown at the bottom of the screen.
14. You have now created an Excel spreadsheet for the Sales by Representative Report.

Quickly create Reports and export as required with a few easy steps?  Try Insyte today for free and see how else Insyte can benefit your business.