With the reporting feature in Pickler, you can make detailed reports for your customers on their sales and impact data, based on their order history.
Preparation: Sales data
For this, you need to upload your sales data in Pickler.
Once you have uploaded sales data to your Pickler platform, you're ready to start creating reports for your customers.
Step 1: Create a new report
Navigate to reporting in Pickler to see the latest sales data.
If you want to adjust the report to focus on a specific date range (fx. 01/01/2024-31/12/2024) you simply select it in the custom date range and click apply.
If you can't find the right customer, it's likely that its not part of your sales data file.
Once you're satisfied with the report you can now click "Save" in the top-right corner, to save and store it for later use.
Step 2: Finding your saved reports
To find your saved reports, click on the "Saved reports" tab in the top-left of your corner
By clicking on your report you will be taken back into the report, from where you will be able to share it.
Step 3: Sharing your report
Your report is ready! In the reporting dashboard, you will be able to share your report for either private or public use. Go to the top-right of your screen and "Share" to share your report however you like to.
Once this is complete, you can now access your report and share it with your customers, stakeholders, or whoever it is intended for. All the graphs and charts from the dashboard have been embedded into the file so that it is more digestible.
That's it! You're now ready to take your Pickler use to new heights. Should you have any questions or concerns, then don't hesitate to reach out.