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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. 


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


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



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


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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