In this article you will learn about the reports screen and how to export the different reports that Komet Sales offers.
User Roles: Admin, Reports, Sales Managers, and users with access to reports.
Table of Contents
What are Reports?
Reports contain important business information that enables you to identify trends and make accurate business decisions. In Komet Sales, you will find up to three types of reports depending on your permissions:
Classic. The original version with the same functionality.
New. The new Komet Analytics reports for company operations. Our strongest analytics tool to date.
Legacy. Previous custom dashboards that remain accessible and user-controlled but unsupported by Komet Sales.
What is Komet Analytics?
Komet Analytics is a powerful tool that can help your company make informed decisions, streamline operations, and stay ahead of the competition. By analyzing data, you can gain valuable insights that enable data-driven decision-making, improve operational efficiency, enhance customer understanding, and assess and mitigate risks. Additionally, Komet Analytics facilitates performance measurement, tracking, and resource allocation optimization. You can leverage your company's data to drive success and growth with the right decisions based on actual data. In short, analytics is an essential resource that can help you make the most of your data and achieve your business goals confidently and enthusiastically.
Komet Analytics is available as an add-on subscription. If you want to have analytics enabled, please contact us.
Classic
The classic Komet Reports you know and love. These include Vendor, Product, Salesperson, and Other reports you can export as Excel or PDF files.
To view and export classic reports, do the following instructions:
Go to Reports and select Classic.
Select the type of report.
Fill out the report parameters.
Click on the report you want to export. The system will download a file with the report in the selected format.
You can learn more about classic reports in the following article: Reports.
New
The full Komet Analytics experience. From this tab, you will be able to harness the power of all your company’s information through several dashboards that enable you to make informed business decisions.
This tab uses Komet Analytics, an add-on to the Komet Core System. If you want lo learn more about this tool, read Komet Analytics.
Sales managers and report users can access two types of reports in the New Tab, which are divided into sections:
Procurement.
Period-to-Date (PTD). In this report, you can select a period and compare it to the previous year's results in the same period. Additionally, you can use the granularity filters to increase or decrease the detail of the data shown.
Time Range (TR). In this report, you can select a date range and see the results of that period.
Sales.
Period-to-Date (PTD). In this report, you can select a period and compare it to the previous year's results in the same period. Additionally, you can use the granularity filters to increase or decrease the detail of the data shown.
Time Range (TR). In this report, you can select a date range and see the results of that period.
Open Reports
To view and export new reports, do the following instructions:
Go to Reports and select New.
Select the report you want to view. The system will open Komet Analytics in a new tab.
Use the available filters to populate reports.
Optional: If you see a graph where you need more information, hover over the chart and click on the expand icon.
Give users access to Reports
You can control who can access reports by adjusting the user settings or giving them the reports role, or you can also grant access to specific users by enabling the Access to Reports setting from the User Setup. To learn more, read Access to Reports.
Legacy
In Legacy, custom report users will retain access to dashboards that existed before the migration to the new analytics engine.
To view and export legacy reports, do the following instructions:
Go to Reports and select Legacy.
Select the report you want to view.
We no longer provide support for legacy reports. If you have new or additional requirements for your reports, please contact us and ask for more information on our Komet Analytics alternatives.
FAQs
Yes, you can export reports in multiple file formats. To export a report, hover over the widget you want to export, click on the three vertical dots menu and select the file type by hovering on the export option.
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