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Infoveave Learning

Template Reports

Creating insightful and visually appealing reports is essential for effective communication and decision-making. The Infoveave Add-in for Microsoft Office offers a seamless solution to the creation of template reports, making data analysis and reporting more efficient. By importing widgets and Infoboards directly from Infoveave into Microsoft Word, PowerPoint, or Excel, you can construct detailed reports with ease. This tutorial will guide you through the process of installing the Infoveave plugin, connecting with Infoveave, importing widgets, and uploading reports back to Infoveave.

Guide to Creating a Template Reports: A Step-by-Step Process

Template report creation starts with the process of installing the Infoveave plugin to your MS office tools such as Microsoft Wors, Power Point, or Excel.

Install Infoveave Plugin

  1. Open your Microsoft Power Point and start with a fresh page.
  2. Click on Get Add-ins in the Add-ins group located on the right side of the Home page.

Infoveave

  1. Click on More Add-ins to access the Microsoft Office store.
  2. Search for “Infoveave” and click on Add to install the plugin.
  3. Access the Infoveave plugin under the Insert option of your MS Office tool.

Add Infoveave Plugin

Connect with Infoveave

Connecting Microsoft Word to Infoveave enables you to access your Infoveave account directly from Word. This connection is necessary to import widgets and dashboards from Infoveave into your report. Follow the below steps to link the Power Point with Infoveave.

  1. Click on the installed Infoveave plugin under the MS office tool Insert option. This action will open the Infoveave login form, on the right side of the screen.
  2. In the Infoveave Instance field, enter your Infoveave instance.
  3. Your Infoveave instance would be “YourName.infoveave.net,” where “YourName” represents the tenant name.
  4. Enter your Username or Email in the corresponding field.
  5. Enter your Password in the appropriate field.
  6. Click the Login button to log into your Infoveave account.
  7. After logging in, you will see the options: Insert Infoboard, and Insert Widget. Let us choose the option Insert Infoboard.

Insert Infoboard

Insert Infoboard

Inserting the Sales Performance Dashboard Infoboard into the report, presents the key sales metrics (KPIs) and trends in a visually appealing format.

  1. Click on Insert Infoboard and select the “Sales” Infoboard from the list.
  2. Select the date range for the Infoboard.
    • Date range allows you to customize the data that is displayed in the dashboard.
  3. Click on Insert Image to add the selected Infoboard to your report.

Insert Image

Insert Infoveave Widgets

Importing widget into your Power Point report, can highlight key sales metrics and trends to support your analysis. The widgets like Revenue and Profit over the Months provides a detailed breakdown of revenue and profit figures for a specific period.

  1. Click on Insert Widget and search the “Sales” Infoboard from the list.
  2. Select the Sales Infoboard and the widget list open up.
  3. Select “Revenue and Profit over the Months” from the list.
  4. Customize the widget dimensions and date range for the widget.
  5. Click on Insert Image to add the widget to your report.

Inserting Revenue

  1. The widget will be added to the PowerPoint report. You can add detailed description for the inserted widget.
  2. Bring more widgets from your Infoboard.

Create the Sales Analysis Report

Use the Infoboard and the added widget to visualize key sales data and trends, enhancing the readability and impact of your report. When creating the sales report, provide context for the data presented. Explain the significance of the sales performance metrics and how they impact the business.

  1. Start by adding a title to your report, such as “Sales Report - [Month/Year].”
  2. Describe the purpose of the report and the data it covers.
  3. Use the Infoboard and widget to analyze sales performance for the selected period.
  4. Include any additional insights or observations based on the data.

Upload Report to Infoveave

Upload the report back in Infoveave to makes it shareable with others in your organization. This allows for easy sharing and collaboration on the insights and findings presented in the report. Additionally, uploading the report to Infoveave ensures that it is securely stored and can be accessed from anywhere.

  1. Navigate to Reports under Studio Module
  2. Click on New Report. It opens up the upload report dialog box.
  3. Give a name your Report.
  4. Choose the report from your local storage location in the file picker dialog.
  5. Click Save to save the report in Infoveave.

!New Report](https://help.infoveave.com/wp-content/uploads/2023/08/New-Report.png)

  1. The new report will be visible in Reports under Studio Module. Module

Conclusion

Infoveave Add-in in Microsoft Office enables the creation of comprehensive and insightful sales reports. By seamlessly integrating Infoboards and widgets from the Sales Performance Dashboard, you can analyze sales data with ease, gaining valuable insights into performance trends. Customizing date ranges allows for a focused analysis, leading to informed decision-making and ultimately, improved business outcomes.