Settings

Welcome to the comprehensive settings management section of our platform. This area is dedicated to ensuring that you can effectively configure and customize various aspects of our software to match the specific needs of your business. By exploring these settings, you will gain the tools necessary to optimize data integration, reporting, and operational efficiency.

Overview

The settings section is divided into several subpages, each designed to help you manage different dimensions of your software setup. From defining profiles for managing diverse data sources to customizing labels for data consistency, this documentation will guide you through every step necessary to tailor our software to your operational requirements.

Profiles Management

One of the key features available on this page is the ability to create and manage profiles. Each profile corresponds to a different data source, such as an online store, ERP system, or a manual file upload. Creating a separate profile for each source allows you to customize how data from that source is handled, ensuring that the integration is smooth and that the data is used effectively.

Creating a Profile

To create a profile, you will need to provide basic information about the data source, such as the type of data it generates and the frequency of updates. This information helps the system understand how to process and prioritize data from each source.

Managing Profiles

Once profiles are created, they can be easily managed through our interface. You can update profile settings as your business needs change or as new types of data become available. This flexibility is crucial for maintaining the relevance and effectiveness of your data integration strategies.

Label Definition

Another critical aspect covered in this section is the definition of labels. Labels are used to map the columns in your input CSVs or Excel files to the corresponding fields in our software. Proper labeling is essential for ensuring data consistency across different files and systems.

General Business Information

In addition to profiles and labels, this section also allows you to enter and manage general information about your business. This information includes details like business size, industry, and geographic location, which are crucial for determining which reports are applicable to your company.

Explore and Configure

We encourage you to thoroughly explore each submodule and take the time to configure your settings accurately. Detailed guidance is available throughout these pages to assist you in making informed decisions about how to set up and manage these aspects of your software.

By understanding and effectively managing these settings, you can ensure that our software performs optimally, providing you with reliable data and meaningful insights that are essential for your business operations.