How to use the Customers report

A big benefit of the Instore platform is the gathering of customer information into a database you can use for workflow, customer service, and marketing purposes. Below are a few sample use cases for the new and improved Customers report on Office. To access this report, navigate to Office on any computer or web-enabled device. … Continue reading How to use the Customers report

Emailing reports

Many of the reports generated in Instore are used by an accountant or a third party who does not have access to your account. Instead of having to export first, then email as an attachment, Instore can directly email a report for you. To email reports, from the Sales tab in Office, click on any … Continue reading Emailing reports