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 use.
To select a report to run, touch into the category field, then touch 'Select' along side the report name.
Example: 'Retailer Top Performance Review' selected.
The App will then change to the History mode with the filters automatically applied to display the information requested.
If you would like to "dig deeper" you can edit the filters further.
DELETE BELOW
Now you will be able to view the full report.
Touch 'Retailer Totals' below to show different 'View Modes' . You will now view options to change the way the report is viewed.
Currently you are still viewing the top performers. You may view the list by :
- Order List
- Invoice List
- Order & Invoice
- Retailer Total
- Product Total
In this example, touch 'Retailer Totals'.
Now we have selected Retailer Totals, you can see the Retailer totals in descending order.
You may use the Filter section to find specific details or filter your current search. You may search and filter the report by Retailer, Product or Orders.
Here is the guide explaining the Order History Filters in further detail.
Note: The report Total figure is located in the bottom left of the screen.
Related Articles
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 ...Reporting on the iPad
This Quick Help Guide shows you how to access reporting on the iPad. Tap the 'Information' icon then you will see under “Reports”. Tap the Summary Report you wish to view. The range of information available is Weekly, Monthly, Ad hoc reporting, Quote ...Generating a Website SSL Certificate
We always recommend an SSL security certificate be installed on your Portal or Full Website as it provides a better presence for your site. Inzant can manage the generation and installation of an SSL certificate for you however if you would prefer to ...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 ...Quick Guide Reporting - Stockist
The set of Stockist's reports allows you to drill down into the products that retailers, and groups of retailers are actually stocking (and not stocking). This enabled you to make better strategic decisions on Marketing and Sales processes. Click on ...
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 ...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 Retailer in question. This involves clicking the ...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 ...Initialising & Resyncing the Inzant Sales App
If you need to reload your database the process is quite straight forward. Please be mindful that performing the below process will erase ALL information within Inzant Sales on the device, so please check and make sure all incomplete orders or quotes ...Shutting down Apps running in the background
If you are noticing your iPad starting to run very slowly and Inzant starting to crash then your iPad may have all its resources being used by other applications running in the background. We'd recommend periodically closing all apps running in the ...
Recent Articles
Settings - KPI Data Source
KPOI Data Source settings allow you to change the information shown in the Home Screen Sales Panel. Touch the Utilities Icon Touch Settings To Change the Data Source Touch Sales KPI Data Source If you have selected a Fiscal Year data source, you can ...Settings - Fixed Products per Row
Fixed Products per Row mode give you the option to set the number of products per row to be fixed when a device is rotated. Touch the Utilities Icon Touch Settings Touch Fixed Products per Row Select the option you prefer, this can be changed any ...Settings - Show Bulk Discounts
Show Bulk Discounts mode give you the option to allow bulk discounts to be applied on the Order Review screen. Touch the Utilities Icon Touch Settings Touch Show Bulk Discounts Select the option you prefer, this can be changed any time. Once you ...Video Guide - Subscription Management
Your Inzant Sales Subscription screen allows you to manage the total number of active User Licenses. The configured number of User Licenses is what calculates the total subscription cost each month. The Subscription screen allows you to modify the ...Video Guide - Order Types Explained
This video covers the work flow from iPad to ERP and what each stage of an order is named.