Generating Management Portal Reports
Inzant Sales provides three levels of reporting:
Search Screen Export capability.
- When using the Search Screens within the system, the More Options button provides the option to export the list data in a number of different formats.
- Using the Advanced Filtering and different Display Column Sets provides a super quick method of generating reports.
Management Portal Reporting Module
- The Reporting Module provides over 1000 different reports to access your data.
- Reports can be generated in a variety of file formats and provide a number of filtering options.
- Custom Reports can be created for use in the Reporting Module
PowerBI Reporting
- Where you require advanced reporting of you sales analytics, we provide an interface to PowerBI
- PowerBI provides you with a platform where you can "roll your own" reports and dashboards with slice and dice capability
This guide details how to use the Management Port Reporting Module
The Management Port Reports are available form the Side Bar menu.
- Click Reporting in the Side Bar menu
This will display the list of reports available in the system.
To assist with finding the reports you need, they are grouped into folders.
- Clicking on a folder will display the available reports in that folder in the Reports List
- To generate a report, click the edit icon (pencil) in the Actions column
This will display a popover that allows you to select filter values and the file type to be generated.
- Where a report is configured to use filters, they will be lists and can be changed for your needs.
Once you have set the filters as you require you can generate the report.
Depending on how the report is configured you may see a print option, or Export option, or both.
- Click Print if you would like to generate a printable PDF version of the report.
- If you would prefer to export the data to data file, click the Export button.
Clicking Print will load the PDF document in a new window where you can chose to Print it, or save the document.
Clicking the Export button will allow you to select the file type you would like the file created as.
- Select the File Type and the report will be created and downloaded to your device. It will normally appear in your Downloads folder.
Related Articles
Generating Reports
To access Reports, touch the 'Report' tab on the left of the Home Screen. The reports pop-up window will appear. You will be able to view generic reports by category. Touch on a category to open the file, showing all reports currently available to ...Open the Management Portal
The Management portal can be accessed by selected Inzant Users however your office will need to give you access to use this feature. To open the Management Portal touch the 'Utilities' icon in the top right of the Home Screen. Navigate down to 'Open ...Management Portal - Orders
The Management Portal play list includes the following topics; 1.Order Screen views 2.Using Advanced Searches 3.Order types Explained 4.Veiwing and editing an order 5. Taking an order 6. Managing web carts ...Adding & Editing Retailers using the Management Portal
This guide provides information on Adding & Editing Retailers in the Inzant Sales Management Portal. Adding a Retailer Retailers Can be added to two ways. From the Actions Menu in the Top Menu Bar or Using the New Retailer button on the Retailer ...Quick Guide - Creating an Order using the Management Portal
This is a Quick Guide on Creating a New Order using the Inzant Sales Management Portal Starting your Order-Open the Dashboard, Select a Retailer to Start a new Order. Next navigate to the Retailer Details screen. From a selected retailers detail ...
Popular Articles
Home Screen and Navigating the System
The Home Screen The home screen is the start up screen for the App. It contains links to all the other major screens and provides some KPI information and access to your schedule. In this article we will discuss all the links so you can navigate ...Creating a Retailer
This article provides a short walk-through tutorial on the steps required when creating a new Retailer Using the Inzant Sales app. To Create a New Retailer touch 'Retailers' on the left of the screen. You will now be able to view a list of previously ...Setting a Retailer to have Website access from the Management Portal
To enable customers access to the B2B Portal or Website, you need to allow the Contact on a Retailer to have access. After logging into the Inzant Sales Management Portal you'll need to navigate to the Contact or Retailer in question. Finding a ...Inzant Website CMS User Manual
The latest version (currently version 1.4) of the CMS User Manual is attached, which you can download and use as required.Creating Hyperlinks
There are two main areas within the CMS that hyperlinks can be created; In a specific content zone provided by a widget. In the CK Editor content entry zone. Both zones offer the same 3 basic link types, Internal URLs, External URLs and Mailto ...
Recent Articles
Management Portal - Adding a Pricing Rule Walk Through Video
Watch the linked video as we walk through creating a new pricing rule, set conditions for discounts, select products, choose applicable price lists, and schedule the rule for auto-publishing. Check out the detailed steps and explanations below to ...Performing a Hard Reset on an iPad
Adding a Favourites List to a Retailer
In this video, I will show you how to add a favourites list to a retailer. I will guide you through the steps, including selecting the retailer, navigating to the favourites section, and adding a list. I will also explain how to choose the contact ...Accessing and Managing Favourites Lists
In this video, I will show you how to access and manage your favourites lists on our platform. I will guide you through the steps to access your favourites list, apply filters, and view specific categories. Additionally, I will demonstrate how to add ...Creating Bespoke Favorites Lists for a Contact
In this video, I will show you how to create a bespoke favorites list for a specific contact. Sometimes, certain contacts may have unique preferences, and it's important to cater to their needs. I will guide you through the process of selecting the ...