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.

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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:

1. Go to Reports and select Classic.

2. Select the type of report.

3. Fill out the report parameters.

4. 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: https://kometsales.atlassian.net/wiki/spaces/KB/pages/3341703.

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Open

To export classic reports, go to Reports and select Classic.

 

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.

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:

1. Go to Reports and select New.

2. Select the report you want to view. The system will open Komet Analytics in a new tab.

3. Use the available filters to populate reports.

4. Optional: If you see a graph where you need more information, hover over the chart and click on the expand icon.

Open

When you select a report from the Reports - New screen, the system will open KA in a new tab.

 

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FAQs

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