Discover the streamlined convenience of Centegra Plus Sales Reporting! This platform offers a user-friendly experience, allowing you to create and save customised reports and dashboards for quick access within your saved reporting listing - whether for your personal use or to share with others within your company.
What's more, you can take productivity to the next level by scheduling these saved reports and dashboard for automatic delivery on a schedule that suits you - be it daily, weekly, or monthly. Centegra Plus simplifies and enhances the way you handle sales reporting, providing efficiency and flexibility for your business needs.
Create A Saved Report
If there are Reports or Custom Dashboards that you use on a regular basis, you can store the report filters against a 'Saved Report' to save you time each time that you require the report.
To save report filters, you have to use a predefined date range within the report filters date picker, otherwise you won't get the option to save the report. That means, using the options down the left-hand side, like so:
To create a saved report:
- First, run the report or dashboard as normal using the filters that you want to save, remembering to use a predefined date range as mentioned above.
- Once the report loads, within the filter form against the report filters, you should now see a new button called [SAVE REPORT FILTERS].
- Select this, and then you'll get the option to enter a name for the saved report, as well as whether the saved report should be shared with others.
- Hit save, and the report is now available within your Saved Reports listing.
A little more information on the Share With options available:
- Personal - The saved report is just for you. It'll only show in your saved report listing.
- Selected Users - The saved report is for you, as well as any other users that you select. It'll show in the saved report listing for all of you, but you will remain as the saved report 'owner' in control of the saved report settings.
- Company - The saved report is for everybody. It'll show in the saved report listing for everybody within the company, but you will remain as the saved report 'owner' in control of the saved report settings. (Avoid this option if you're planning on scheduling the report to email out.)
Once you've created the saved report, you now have the option to schedule the saved report to send out periodically if required.
Schedule A Saved Report To Send Periodically
If there are reports or dashboards that you use on a regular basis, you can set them up to email and PDF and CSV copy to yourself and others on a period basis. This can be useful for your regular daily, weekly and monthly reports.
The first step is to create a saved report to store the filters for the report or dashboard that you'd like to receive by email, as covered in the previous section. Once the saved report is created, as the report 'owner', access the saved report within your saved reports listing.
Against the report:
- Select [OTHER ACTIONS] button then select Edit Schedule.
Within the saved report settings, define the following:
- Saved Report Name: The name of the saved report and the subject of the email that you'll receive.
- Enabled: Tick this box enable the option to send out as part of the schedule.
- Cc: By default, as the saved report owner you will receive the email automatically. Here, you can select other users of the system to copy them into the emails too.
- Time: Select the time of day that the email should send. (Per the time zone selection below.)
- Then, select when the report should send by entering ONE of the following:
- Day(s) Of The Week: If you're setting up a daily or weekly email, then select the day(s) that the email should be sent.
- Day Of The Month: If you're setting up a monthly email, select the day of the month that the email should be sent.
- Time Zone: Select the time zone that the schedule time is based on.
Select [SAVE] to save all settings.
You - and anyone you copied in - will now start to receive the report based on the schedule you have defined. Your reports will come from noreply@centegraplus.com.