Ad Hoc reporting on the Inzant Sales Plus App
Explaining the Features of Ad Hoc reporting on the iPad-
Ad hoc reporting is designed to answer a single, specific business question. Ad hoc analysis is performed by business users on an as-needed basis to address data analysis needs not met by the business's static, regular reporting already conducted daily, weekly, monthly or yearly.
Ad hoc reporting is designed to answer a single, specific business question. Ad hoc analysis is performed by business users on an as-needed basis to address data analysis needs not met by the business's static, regular reporting already conducted daily, weekly, monthly or yearly.
- Open your Inzant Sales Plus App Information dashboard, scroll down the left of the screen and Select 'Ad hoc reporting'.
- Tap the start and end date and select the period you would like the report to show, when finished selecting Tap 'Done'.
- Select Your 'Retailer Filter'- No filter, Retail Chain, Retailer Grade, Retailer Type, Sales territory and State. Tap 'Done'
- Select your 'Retailer Value'. Press Done
- Select your 'Product Filter' field. You can filter Individual product Categories or have no product filter.
- When you Tap the 'Product Value' field, you will have a option spin wheel depending on what category for the report and Tap 'Show Results'
- You can view the information in with either Retailers or Products. You
can Re-filter your search at any time by pressing the tabs highlighted.
If you require further assistance with either of these functions please contact either your system administrator or the Support team for assistance
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