The following video explores printing reports from the performance section. It discusses accessing the prints report function, customizing reports, viewing summary and detail reports, sharing reports and saving reports.
Printing Reports from the Performance Section
Key Steps
Click on the "Print Reports" button to open a new window.
Select the type of report you want to print (e.g., trends report, new business report, coach reports, invoices).
Choose between viewing the report in summary or detail.
Group the reports by brand, group, category, tag, location, salesperson, or customer type.
Filter the reports by including or excluding certain elements.
Set the desired parameters for the report (e.g., date range, grouping, filtering).
Click on "Print" to generate the report.
Review the summary report followed by the detailed report.
Navigate through the pages if the report spans multiple pages.
Optionally, share the report via email by entering an email address and clicking on "Share."
Cautionary Notes
Ensure all required fields are filled out before printing the report.
Double-check the parameters and filters to ensure the accuracy of the printed report.
Be cautious of the volume of data in the report to avoid overwhelming printouts.
Tips for Efficiency
Familiarize yourself with the different report options available for printing.
Experiment with various combinations of grouping and filtering to customize the reports.
Save time by utilizing the email sharing option for reports instead of printing.