Trade Insights can generate insights reports, so you don’t have to do it yourself. This allows you to stay on top of the most important information you constantly monitor or share the report with your team. Here’s how you create and save reports.

Step 1: Create a report on the last step of a use case

There are three use cases found in trade insights: Monitor Competition and Spot Opportunities, Optimise Pricing Strategy dan  Validate Trend Performance. Generating a report is found on the last step for each of the use cases, as shown below. 

Step 2: Save the report

Once you have reviewed and analysed the data and get the insights, you can go to the ‘Generate Insights Reports’ step and click ‘Save’. You have an option to edit the name of the report for easy reference. Below is an example of how to save a report in ‘Optimise Pricing Strategy’ use case:

Step 3: Access All Your Reports

If you want to revisit or edit your report, simply go to the ‘My Trade Reports’ tab in the Trade Insights module and you can find your saved reports there.

Now you have all your reports and insights saved in the dashboard. Do you know that you can also get notifications for the reports that you have saved on a weekly or monthly basis? Read on this article.

Reach out to your Client Success Manager if you would like to learn more.

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