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7.9.1 - AgriNous Clearing Sale Reports

Steps to generate, download, and manage sales reports in AgriNous for team members.

 

 

Key Steps

1. Accessing Sales Reports 0:01

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  • Navigate to the reports section in AgriNous

  • Identify the various categories of reports available: agencies, agents, buyers, cards, vendors, and sale files.

2. Downloading Reports 0:16

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  • Select the desired report category.

  • Click the 'send' button to email the report directly by entering an email address.

3. Exploring Report Options 0:27

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  • Review the available reports for vendors and buyers.

  • Access the agent report from the buyers screen.

4. Expanding and Printing Reports 0:55

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  • Expand the report details to view more information.

  • Choose to download the report as a PDF or print it directly.

5. Sending Vendor Reports 1:04

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  • For vendor reports, click 'send' to distribute the information to all vendors involved in the sale.

6. Saving Favorite Reports 1:15

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  • Identify reports you frequently use.

  • Click the star icon to save these reports to your favorites for easy access in the future.

7. Final Review 1:43

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  • Ensure all necessary reports are generated and saved as needed.

Cautionary Notes

  • Always double-check the email addresses before sending reports to avoid miscommunication.

  • Ensure that sensitive information is handled according to company policy when sharing reports.

Tips for Efficiency

  • Familiarize yourself with the report categories to quickly locate the reports you need.

  • Regularly update your favorites list to streamline your workflow.

Link to Loom

https://loom.com/share/b73156f417be40cab2e87a2e66be14fc