How to save an Enquiry

If you run an Enquiry on a regular basis, it may be useful to save it for future reference.

Saved Enquiries can automatically update to display the latest sales data – this is especially useful when you have an Enquiry with more complex parameters, such as multiple filters (i.e. three different products).

Your saved enquiries can be accessed and loaded from your Home page, saving you valuable time.

 

Select a device

Desktop

Apple

Android

 

Desktop

Download PDF version

 

Step 1: Generate report

Once you have the Enquiry built how you require, click the Save button in the top right corner of the screen.

Save an enquiry - desktop 1

 

Step 2: Name Enquiry

Simply name the Enquiry you wish to save, ensuring this is something meaningful to the enquiry and explains what’s included. For example, Top 5 Sales Reps By Product Group Level 1 YTD.

Save an enquiry - desktop 2

 

Step 3: Permissions

Select the Roll dates option should you want the report to be dynamic and the data kept up to date.

If you are a Power User, you will have the Save enquiry globally option to allow all other users to see and load the relevant results based on restrictions.

Save an enquiry - desktop 3

 

Step 4: Save

Once set, click the Save button and your report is all saved, you can find this on the Home Page or within the Saved Enquires at the top of the page.

Save an enquiry - desktop 4

Apple

Download PDF version

 

Step 1: Go to Enquiries

Choose the Enquiries feature from the navigation at the bottom of the screen.

Save an enquiry - iOS 1

Step 2: New Enquiry

Click the New Enquiry button in the top right-hand corner of the screen and choose from the options, which enquiry you’d like to run.

In this example, tap on Full Picture.

Save an enquiry - iOS 2

Step 3: Gather data

From the available bubbles select the option you wish to run, in this example we are using the Name bubble.

Save an enquiry - iOS 3

Step 4: Save Enquiry

To save your enquiry tap on the ‘Options’ icon with 3 lines on the right-hand side, just under you set date range.

When tapping this button, it will show 3 additional option buttons.

Tap on the Save Enquiry button.

Save an enquiry - iOS 4

Step 5: Name enquiry

Here you can name your Enquiry and choose if you want to save the enquiry ‘Globally’ (Power users only can save globally) by sliding the switch to the right.

Save an enquiry - iOS 5

Step 6: Save

When you have named your enquiry tap the red ‘Save’ button.

Save an enquiry - iOS 6

Android

Download PDF version

 

Step 1: Go to Enquiries

Choose the Enquiries feature from the navigation at the bottom of the screen.

Save an enquiry - android 1

Step 2: New Enquiry

Click the New Enquiry button in the top right-hand corner of the screen and choose from the options, which enquiry you’d like to run.

In this example, tap on Full Picture.

Save an enquiry - android 2

 

Step 3: Gather data

From the available bubbles select the option you wish to run, in this example we are using the Name bubble.

Save an enquiry - android 3

 

Step 4: Save Enquiry

To save your enquiry tap on the ‘Options’ icon with 3 lines on the right-hand side, just under you set date range.

When tapping this button, it will show 3 additional option buttons.

Tap on the Save Enquiry button.

Save an enquiry - android 4

 

Step 5: Name Enquiry

Here you can name your Enquiry and choose if you want to save the enquiry ‘Globally’ (Power users only can save globally) by sliding the switch to the right.

Save an enquiry - android 5

 

Step 6: Save

When you have named your enquiry tap the Save button.

Save an enquiry - android 6

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.