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レポートタブ

[レポート] タブでは、レポートを表示できます。

レポートは高度な設定が可能で、さまざまな目的で作成できます。たとえば、レポートには、個人のステートメント、 最上位パフォーマー、ダッシュボード、または割り当て達成情報を含めることができます。また、これらのレポートには、チャート、グラフ、その他の情報を含めることができます。

レポートに関する照会

該当のレポートに対して照会が有効になっている場合、ユーザーは照会を送信できます。

[en] Imagine you're a Sales Manager reviewing the Earnings Details Report on Sales Portal. As you check the report, you notice discrepancies in the sales figures and suspect they might be caused by incorrect customer data. You want to resolve this swiftly to ensure accurate records and prevent mistakes in future sales evaluations. To clarify the issue, you decide to use the inquiry feature available in this report.

注記

この機能を有効にするには、管理者がVaricentサポートに連絡する必要があります。

注記

[en] The inquiry process might require you to fill out different fields, which can vary if your administrator has customized it. This means that depending on your administrator's specific settings, the fields you see may differ to better meet your organization's or department's needs.

[en] To make inquiries, follow the steps below:

  1. [en] From Sales Portal, open a report where your administrator has enabled an inquiry form within the report table.

    ヒント

    [en] These reports are identified with an Inquiry Inquiry icon icon displayed on the report toolbar.

  2. [en] Click the Inquiry Inquiry icon icon from the report toolbar.

  3. [en] In the Submit new inquiry panel, enter information in the inquiry form fields set up by your administrator.

  4. [en] Under Attachments, check the box for your current report to attach a copy of it to your inquiry.

  5. [en] Click Drop file(s) or click to upload if you wish to upload any external files from your local device.

    注記

    [en] You can upload files up to 10MB each, with a maximum of 10 files.

  6. [送信]をクリックします。

照会へのレコードのコピー

[en] In Sales Portal, you have the convenient option to copy data rows directly from report grids into an inquiry. This feature is particularly useful when you want to provide specific context about data-related questions or issues.

[en] Imagine you're reviewing a sales report and notice an error in one of the entries. Instead of manually specifying which part of the report your inquiry relates to, you can easily copy the entire row into your inquiry. This guarantees you reference the exact data point, making your communication clearer and reducing potential misunderstandings.

注記

[en] This capability becomes accessible only when activated by your administrator.

[en] To copy a row to your inquiry, follow the steps below:

  1. [en] From Sales Portal, open a report where your administrator has enabled an inquiry form within the report table.

  2. [en] Select a specific table row from which you wish to make an inquiry.

    [en] This helps in pinpointing the exact context of your question or concern.

  3. [送信]をクリックします。

    [en] This automatically fills the inquiry form with information from the chosen row, simplifying the process for you to add the required context.

    注記

    [en] This icon becomes active after you've selected a specific row.

  4. [en] In the Submit new inquiry panel, enter information in the inquiry form fields set up by your administrator.

  5. [en] Under Attachments, check the box for your current report to attach a copy of it to your inquiry.

  6. [en] Click Drop file(s) or click to upload if you wish to upload any external files from your local device.

    注記

    [en] You can upload files up to 10MB each, with a maximum of 10 files.

  7. [送信]をクリックします。

データの行とヘッダーが、照会のコメントフィールドにコピーされます。