Setting Up: Insights App

Insights App:

Get your Sales Reports directly on your phone in just few clicks

In this article:

INSTALL ' INSIGHTS ' APP

In the ' Apple Store ' => APPLE STORE ' INSIGHTS ' => Download the App 'Oolio Insights'

OR

In the Google ' Play store ' => PLAY STORE ' INSIGHTS ' => Download the App 'Oolio Insights'

INSTALL

 

LOG IN/OUT of ' INSIGHTS ' APP

  1. Once Installed => click on the app => LOGIN :

Once Installed => click on the app => LOGIN :

 

2. Use the same logins you use in your POS :

(or your personal email if created in the Back Office with the right Permissions, to learn how to create Users & Permissions, see this article: CREATE USERS & PERMISSIONS

3. To Log Out => Click on the ' Cog icon ' on the top right => Logout:

REFRESH DATA

If new changes have just occurred, they might not reflect directly in your Insights App,

to solve that:

Click on the ' Refresh Icon ' on the left top corner of your screen to refresh your Data:

SWITCH VENUES

If you have several Venues/Stores:

Display the Sales Data of one venue in particular or multiple venues at once

  1. Click on the 'Cog Icon' on the right top corner to access your Settings:

Click on the 'Cog Icon' on the right top corner to access your Settings:

2. Tick / Untick the venues by clicking on the name: