Strategic Business Unit (SBU) Reporting

Do you have multiple businesses/ data sources connected to Putler?

Then you are in for an advance TREAT 🍬

Now you no longer need to go to settings and keeping checking/unchecking the data source or SBU (Strategic Business Unit) you want to view reports for.

I’m going to show you a way out of this repetitive, mundane task.

Steps to switch between SBU’s in a single click

  • Go to Settings
  • Create a team
  • Select the data source or SBU you wish to analyse individually
  • Assign yourself as a team member
  • Once you assign the team to yourself, it will appear right above your display picture.
  • You can then easily switch between accounts and view reports for your business/data source individually.

How to see aggregated, consolidated reports of all data sources?