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How to create a customer Snapshot report

Generating customer-facing Snapshot Reports gives you the ability to discuss and present a customer’s spend, opening up difficult conversations which can lead you to ask the right questions and identify any potential opportunities.

This guide will show you exactly how to create a report on any customer account, which you can print off or save and take to your customer calls.

Desktop

Download a PDF version

Step 1: Go to Quick Search

Use the Quick Search to find the account you wish to create a report.

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Step 2: Select a Result

Select the correct result so that it is highlights green and then click Dashboard.

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Step 3: Select the Snapshot Option

Select the Snapshot tab.

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Step 4: Generate a Snapshot Report

From the right-hand side, select Generate Snapshot.
Want to customize this report? Click here to see how.

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Step 5: Choose your File Type

A pop up box will open, asking you what format you would like your customer report to be created in.

If you wish to share this report with a customer it’s advisable to choose the un-editable format PDF, then click Export.

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Step 6: Report Pop-up

The Snapshot Report will now generate. You can wait a few moments for the report to appear as a pop-up download window. Ensure that pop-ups are not blocked from sales-i by your browser.

If you want to have the report to hand for use later, you can click Email me when ready and the report will be sent to your inbox.

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Step 7: AUTOPILOT

That’s it, your Snapshot report is now ready to use.

No internet where you’re going? Use the Autopilot feature on the sales-i app to generate this report even when offline.

Click here to see how to use Autopilot on your mobile device.

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Apple

Download a PDF version

Step 1: Use the Quick Search

From the home page, use the

to find the account you wish to create a report for by searching for the (full or partial) account number or name.

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Step 2: Select account

Select the correct account from the result list to view their Account Card.

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Step 3: Tap Generate Snapshot

From the Actions section, tap the Generate Snapshot icon.

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Step 4: Select dates

Select your start and end date for the report and tap Generate.

Want to customize this report? Visit https://support.sales-i.com/dashboard/how-to-guides/how-to-customize-snapshot-reports to see how (desktop only).

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Step 5: Email or Download?

You now have two options:

If you want to have the report to hand for use later, you can tap Email and the report will be sent to your inbox.

Alternatively, tap Download to view the report instantly (the report will appear when downloaded).

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Step 6: Success

That’s it, your Snapshot Report is now ready to use.

No internet where you’re going? Use the Autopilot feature on the sales-i app to generate this report when offline.

Visit https://support.sales-i.com/autopilot/how-to-guides/getting-started-with-autopilot to see how to use Autopilot on your Apple device.

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Android

Download a PDF version

Step 1: Quick Search

From the home page, use the Quick Search to find the account you wish to create a report for by searching for the (full or partial) account number or name.

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Step 2: Select Account

Select the correct account from the result list to view their Account Card.

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Step 3: Generate Snapshot

From the ACTIONS section, tap the GENERATE SNAPSHOT icon.

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Step 4: Select dates

Select your start and end date for the report and tap GENERATE SNAPSHOT.

If you want to use the report later, you can tap EMAIL WHEN READY and the report will be sent to your inbox.

Want to customize this report? Visit https://support.sales-i.com/dashboard/how-to-guides/how-to-customize-snapshot-reports to see how (desktop only).

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Step 5: Notification

The Snapshot Report will now generate.

When it has been downloaded, you will receive a notification.

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Step 6: Tap View

Tap and choose your PDF viewer to view the report on your device.

*Please note: you may need to download a PDF viewer from the Google Play store, if you don't already have one.

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Step 7: Autopilot

That’s it, your Snapshot Report is now ready to use.

No internet where you’re going? Use the Autopilot feature on the sales-i app to generate this report when offline.

Visit https://support.sales-i.com/autopilot/how-to-guides/getting-started-with-autopilot to see how to use Autopilot on your Android device.

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Need additional help?

Drop us an email regarding your query to support@sales-i.com and we’ll get back to you within 24 hours. Alternatively, speak to a sales-i representative on Live Chat.