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Articles in this section

  • Front End Insights Navigation (Gold Suppliers)
  • Front End Insights Navigation (Silver & Bronze Suppliers)
  • Updating Your Preferences and Changing Your Password (All Suppliers)
  • How to Use Ri-BIT Dashboards (ALL Suppliers)
  • How to Run a Sales Report (Gold Suppliers)
  • How to Run a Sales Distribution Matrix (Gold Suppliers)
  • Report Menu Buttons for Completed Reports (Gold Suppliers)
  • Understanding Rollups (Gold Suppliers)
  • Importing a Report Template (Gold Suppliers)
  • How to Import a Custom File (Gold Suppliers)
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Importing a Report Template (Gold Suppliers)

This function allows you to associate an Excel file template with a saved report.

To get to the Report Template page, click the My Report Templates button at the top of your navigation panel. You will arrive at a new page labeled 'My Reports Spreadsheet Templates'.

  1. Select a report from your Saved Reports List.
  2. Upload your template. *Make sure the first sheet of your template is blank so the report can be added to the first page of your template. 
  3. Click the Upload button.

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  • How to Run a Sales Report (Gold Suppliers)

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