Running reports in Lokad

The status of the export in Unify Enterprise is real time and its progress can be viewed in the status area of this screen.  When the export is complete the status will be changed to Uploaded. Once it is uploaded Login to Lokad. 

Lokad_export_complete 

Click on Start Run to view the sales forecasting export file created by Unify Enterprise.

Run_export_Lokad 

Lokad will prepare the file and it will run until the files have been imported.

Lokad_start_project

Lokad_file_create

The files that are created will imported as data into SalesCast.

Lokad_file_run_complete

To learn how to create Projects and more, visit the SalesCast information on the Lokad website.

See what happens after Lokad generates your report from QuickBooks.  (Skip to 2:18)
Tip:  the Lokad integration is available to use during the Unify Enterprise free trial. 

 

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