CLIENT RUN OWN REPORTS | Voters

CLIENT RUN OWN REPORTS

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Paula Teague

Allow us to set up reports that can be accessed by client- so they can run their own reports 24/7. allow them to see what their employees are ordering, etc. allowing limited information access - takes burden off of supplier to run reports on a weekly, sometimes daily basis.

December 11, 2024

Paula Teague

cannot have clients run their own reports if we don't have unlimited?

This is HIGHY disappointing, as all clients regardless of what "plan" you have should be able to run their own reports. I don't have unlimited. I did - until you jacked the prices.

Makenzie Hurd

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Makenzie Hurd

Hi Paula Teague. We have this available now through the 'Store Performance' dashboard located in the top header when you are viewing one of your Stores. If you have the InkSoft Unlimited plan, you are able to share a similar version of this view with your clients and they can also run the same reports available through this page. (Note: these reports have been customized for client viewing and have sensitive information like order totals removed from their versions)