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How to set up sales reports on the Numerik mobile app
How to set up sales reports on the Numerik mobile app

Follow this quick guide to set up custom sales reports in the Numerik App, enhancing your sales tracking and strategy.

Sam Eichhorn avatar
Written by Sam Eichhorn
Updated over a week ago

Configuring sales reports in the Numerik app

STEP 1: Navigate to the scorecard page by tapping on the Numerik logo in the top left-hand corner.

STEP 2: Select scorecards from the side menu.

STEP 3: Then select the scorecard you wish to set reports for.

STEP 4: Once on the scorecard, tap the 'More' tab to access the 'Report' tab.

STEP 5: Tap on the report tab at the top right of the screen.

STEP 6: Tap on create report and fill out the requested fields.

STEP 7: Once you are finished select the save changes button at the bottom of the page.

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