Click where it says 'Import' and then download the sample file. You can use this file as is if the reports we've created suite your needs, or modify it to create your own reports.
For this example we'll be reviewing the first row on the sample file. This is a list view year-over-year report of sales across all of your customers. The screen shot below shows you what the report will look like in-app. Notice the four columns; Customer, YTD$, PYTD$, and %∆.
How to approach your spreadsheet
When creating your report, it's best to frame your work around the answers to these questions:
- What time period am I comparing?
Our example shows you a year-over-year report but there are 5 total configurations:
- What customizations do I need to make?
This includes making the column headers that display in the report accurate to the data of the reports (ie YTD$, MTD$, QTD$ etc), excluding or including specific order categories from the report, and if the report should be showing gross sales, net sales, or returns.
- What if I need to customize the report even further?
If you want to measure something other then sales performance across your customers, have more questions around detailed reports, or in general are looking to change default cell values, it is recommended that you contact our customer success team who can assist you with these kinds of changes.
Formatting the spreadsheet
The sample spreadsheet you downloaded should look something like this...
Let's dive into the different fields you will see on the downloaded file, what they do, and how they relate to this example. They are grouped regarding:
- published - This determines if the reports will be visible in app after you've imported the spreadsheet. Filling this in with 'FALSE' will result in the reports not being visible. Making this field 'TRUE' will sync down the reports to your devices.
- title - The title to be displayed at the top of the report when viewing on the iPad or iPhone. In our spreadsheet we have this field filled out with Total Sales. On the iPad screen you can see this above the report itself and on the left side of the screen in the Customer Reports section.
- subtitle - Best used as a brief description of the report. In our spreadsheet we have this filled out with This year vs last year. On the left side of the iPad screen, you can see this just below the title of the report.
- group_by - Because we are reporting on sales across all customers, this field must be filled in with "customer". (This is the set default, no need to modify this field)
- segment_by - Not applicable in customer list view reports.
- order_categories - The order categories you want include or exclude when running this type of report. In our example we left this blank so sales data is being pulled from all orders in all order categories. You may want to run reports comparing the success of a specific trade show or possibly exclude Handshake Direct orders year-over-year if those orders live in their own category.
- include_order_categories - This field should either be 'true' or 'false'. It dictates whether or not you are including or excluding the categories specified in the previous (order_categories) field.
- period - The current duration of time for which you'd like to see sales history. This can be set as 'year', 'quarter', or 'month'. Since our example is a year-over-year report, we have it set to 'year'.
- compare_period - This is the historical data you are comparing the current data to.This can be set to 'year', 'quarter', or 'month', but must be greater than or equal to whatever you have set as the period for this report.
- compare_period_to_date - This field should either be 'true' or 'false'. Looking at our year-over-year example, we've set this field to 'true'. This means that when looking at last years numbers as compared to this years numbers, we are seeing the year-to-date data as it was this time last year. This is opposed to showing us the total of last years sales as compared to this years year-to-date sales. If this was comparing month-over-month sales, you can think of it as; am I comparing all of last months sales up against what I've done so far this month or am I comparing what I've done up until this day in the prior month against what I've done so far this month.
- include_qty - This field should be filled with 'All', 'Positive', or 'Negative'. This will determine whether or not the populated sales number reflects net sales, gross sales, or returns. Our example has 'All' so we are displaying the net sales.
- column_header:primary - From left to right, this is the title for the first column of the report displayed on your iPad/iPhone screen. This field will more than likely be set to 'Customer'. The first column in our example report is showing a list of customers and the header title accurately reflects this.
- column_header:period_to_date - From left to right, this is the title for the second column of the report displayed on your iPad/iPhone screen. Depending on the data you are pulling in the period field, you'll want this header to reflect that appropriately. In our example we are doing a year-over-year report, and the data in the period field is 'year', so the header for this column is 'YTD$'.
- column_header:compare_period - From left to right, this is the title for the third column of the report displayed on your iPad/iPhone screen. Depending on the data you are pulling in the compare_period field, you'll want this header to reflect that appropriately. In our example we are doing a year-over-year report, and the data in the compare_period field is set to 'year', so the header for this column is 'PYTD$'.
- column_header:delta - From left to right, this is the title for the last column of the report displayed on your iPad/iPhone screen. This column pulls the percent difference of the period and compare_period fields. We recommend having this header set to '%∆'.
Regarding the cell_value fields in the image above (primary, period_to_date, compare_period, delta), these are fields you shouldn't need to modify when generating your customer reports. We advise that you don't alter the data within these fields. If you feel that a specific report you are trying to run relies on modifying these, please email our customer support team so that they may assist you.
In the image above we can see the fields that determine how wide each column will appear on iPad and iPhone when running your report. The values in the cells above are the default column widths and most likely will not require adjustments. If you find that you need to adjust your column widths to properly display your data, keep in mind that you can not exceed the sum of the default device column widths. In other words, if you need to adjust column widths of your iPhone report display, the sum of all those values can not exceed 496px. If you need to adjust the column widths of your iPad report display, the sum of all those values can not exceed 672px. If you have any questions about this, please email our customer support team.
Let's take a look at how you can make a more detailed report that drills deeper into the sales data between your team and one of your customers.