Creating reports with JustPerform 365 Connector

1. Navigate to the Explorer tab of the Excel add-in.

2. Select the plus icon and then select Tables.

3. Enter Sales Report in the Report Name field and select Report from the Type dropdown.

4. From the Model dropdown, expand the folder structure to choose Gross Sales Model or use the Search bar.

5. Click OKAY.

   

6. Click the filter icon next to Revenue Accounts.

7. Check Allow multi-select to enable checkboxes and then select the Units Sold, Avg Sale Price, and Gross Sales.

8. Click OKAY.

9. Click the filter icon next to Products.

10. Allow multi-select and then check the box next to PS-Standard.

11. From the dropdown, choose Current Member & Leaf Members.

12. Enable the checkbox for Display Parent after Children and click OKAY.

13. Click the filter icon next to Version.

14. Allow multi-select and specify Plan – Current Plan and click OKAY.

15. Click the filter icon next to Time.

16. Allow multi-select and select 2024 – 2024 and choose Leaf Members from the drop down to narrow down the data to the relevant year.

17. Click OKAY.

18. Click the filter icon next to Customers highlight All Customers and click OKAY.

19. Click the filter icon next to Company, highlight Sydney and click OKAY.

20. Click the Update icon and then click OKAY.

    

21. Next, expand the Options menu and go to Styles and click the edit icon.

22. Expand Global and then select a Report - Light and click OKAY.

23. Click the Update icon and then click OKAY.