Heartland Retail

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. &nbsp;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 <a href="http://support.heartlandretail.us/reporting">here</a>.

- Filters
- Groups
- Metrics
- Pivots
- Sort
- Compare
- Options

Reporting Tips and Tricks Reminders:

Use these as a starting point to build personalized reports

- Canned Reports
- Use these as a starting point to build personalized reports
- Save vs. Save As
- Sharing Reports
- Exports
- Links

<a href="http://support.heartlandretail.us/reporting/sales-reporting/how-to-create-a-simple-top-customers-report">Customer Top Spend Report</a>

<a href="http://support.heartlandretail.us/reporting/sales-reporting/reporting-net-sales-by-hour">Sales Transaction Per Hour</a>

<a href="http://support.heartlandretail.us/inventory/how-to-create-a-simple-on-hand-report">Inventory on Hand</a>

<a href="http://support.heartlandretail.us/reporting/sales-reporting/how-to-create-a-returns-report">Returns Report</a>

- <a href="http://support.heartlandretail.us/reporting/sales-reporting/how-to-create-a-simple-top-customers-report">Customer Top Spend Report</a>
- <a href="http://support.heartlandretail.us/reporting/sales-reporting/reporting-net-sales-by-hour">Sales Transaction Per Hour</a>
- <a href="http://support.heartlandretail.us/inventory/how-to-create-a-simple-on-hand-report">Inventory on Hand</a>
- <a href="http://support.heartlandretail.us/reporting/sales-reporting/how-to-create-a-returns-report">Returns Report</a>

Review Reports Built Into Heartland Retail:

<a href="http://support.heartlandretail.us/faq/does-springboard-have-an-end-of-day-z-out-or-x-out-report">Daily Summary</a>

<a href="http://support.heartlandretail.us/sales/customers/selling-more-with-the-customer-dashboard">Customer Dashboard</a>

<a href="http://support.heartlandretail.us/general-settings/locations/viewing-the-cash-drawer-activity-log">Cash Drawer Activity Log</a>

- Sales Dashboard
- <a href="http://support.heartlandretail.us/faq/does-springboard-have-an-end-of-day-z-out-or-x-out-report">Daily Summary</a>
- <a href="http://support.heartlandretail.us/sales/customers/selling-more-with-the-customer-dashboard">Customer Dashboard</a>
- <a href="http://support.heartlandretail.us/general-settings/locations/viewing-the-cash-drawer-activity-log">Cash Drawer Activity Log</a>

Play with Reports &gt; Analysis and get comfortable building reports!

- Play with Reports &gt; Analysis and get comfortable building reports!

Reporting Webinar Homework

Find answers and get help from Intercom Support and Community Experts

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