Volume

2


Interactive Reporting

Sales Analysis and Reporting Products

Interactive Reporting User’s Guide


Interactive Reporting

Interactive Reporting User’s Guide

ã Interactive Reporting Ltd., 2003

1 Great Island Enterprise Park • Ballincollig• Cork • Republic of Ireland

Phone +353-21-4850455 • Fax +353-21-4850454 • Web http://www.interactivereporting.com

 



Table of Contents

 

Overview... 1

Getting started.. 2

Generating Reports. 4

Report Variables. 5

Report Ordering.. 5

Report Grouping.. 5

Report Filters. 6

Report Types. 6

Favourite Reports. 7

Report Filter: Select Icon.. 7

Simple reports. 8

Save: Favourites. 9

Email.. 10

Simple reports with grouping.. 14

Pivot reports. 15

Pivot reports with grouping.. 19

Charts – Simple Reports. 20

Charts – Grouped Simple Reports. 22

Charts – Pivot Reports. 25

Comparison Reports. 27

Charts – Comparison reports. 30

Getting Help. 31


Chapter

1



Overview

What all the excitement’s about...

 

S

elling is never an easy business and making the right choices is crucial to any enterprise’s survival.  Sales Interactive Reporting is a revolutionary new tool designed to quickly obtain the right data to support key business decisions.  The reports Sales Interactive Reporting can generate range across the totality of your company’s data and may be readily exported to many other systems.

 

 

 

T

his manual documents how to get started with Sales Interactive Reporting and produce precisely-targeted sales reports within minutes.


Chapter

2



Getting started

Your journey begins...

 

T

o start using Sales Interactive Reporting, you’ll need to have a login-id and password assigned to you by your system administrator.  These will give you access to Sales Interactive Reporting and the sales data appropriate to your needs. 

Now, simply fire-up your favourite browser and navigate to the Sales Interactive Reporting login-screen (your system administrator will give you the URL):

Text Box: login-id

Figure 1