Now that you have completed the fourth and final installment of the webinar series, this article will help you review the content you have just learned. The steps below will help you to take that content and apply it to getting your business up and running with Heartland Retail.
Review the Help Center! Find the Reporting section here.
Build a Basic Report using:
Filters
Groups
Metrics
Pivots
Sort
Compare
Options
Reporting Tips and Tricks Reminders:
Canned Reports
Use these as a starting point to build personalized reports
Save vs. Save As
Sharing Reports
Exports
Links
Suggested Reports to Create:
Review Reports Built Into Heartland Retail:
Sales Dashboard
Play with Reports > Analysis and get comfortable building reports!