Opmetrix 5.3 Version Information

Opmetrix version 5.3 is available for upgrade as of Tuesday 22nd November 2016, with updates for both the field application (App) and the back office reporting and administration suite (CMS).

Key Features  

• New Calling Card Deck Reports – accommodates larger photos, with room for longer notes
• New Survey Deck Reports – with integrated photos
• Time/Date stamp included on images (new survey reports only)
• Option to send automatic reports (Portfolios) as Excel files instead of PDF Reports
• Promo Compliance Tasks – new option to include/exclude from task list

Features in Detail

Calling Card Deck Reporting

Calling Card Deck Report

The new Deck Reports are designed to present information in larger formats. These might be used in a monthly reporting deck, or can be printed and shared with others.  

Key features:

• A tile based report with bold headings and larger text
• The report is sorted alphabetically by Store, making it easy to find a store/outlet
• The note text space has been increased to 250 characters and we have removed blank lines
• The image is optimised in size for printing 
• Filters can be added to limit by Activities, Tasks or Escalations

A sample of the new report is here  Calling Card Deck Sample  

Survey Deck Reporting

Survey Deck Reports

There are two new deck reports for Surveys. A large tile based report and a condensed version.   Key features:

• The report is sorted alphabetically by store making it easy to find a store/outlet
• Images are included along with general answers (previously required separate reports)
• Images include a date/time stamp (only applied to new images after the App is upgraded)
• Filters can be applied to limit to just one question

A sample of the new report is here  Survey Deck Sample
A sample of the new condensed report is here Survey Deck Condensed Sample

Portfolios Excel Reporting

Portfolio reporting, or the ability to send scheduled reports via email, is a popular Opmetrix feature. We have now extended this with a choice when configuring a Portfolio to send Excel files or the standard PDF report.

You can send multiple reports, and if these are Excel then the system will ‘zip’ the file up and send as a zip file.  This is important to note as some email clients (or users) may not accept or open zip files if it’s not from a trusted source.   

The Portfolio excel output is switched off by default. If you would like to use this feature please contact our support team who can enable this for you and discuss how zip files can be best handled.

Promo Compliance Module

Sites with many Promo Compliance in-store audits will find the task list can get quite busy. A new option to include/not include them in the main task list is now available.

Upgrade Process

If your Opmetrix system is hosted in the Opmetrix cloud, your system upgrade will be automatic.

If Opmetrix is installed on your own local server, our support desk will be working through sites to upgrade you as soon as possible.  You are welcome to contact support if you would like your upgrade completed earlier.

Field App users can download the new 5.3 version from the appropriate Apple, Android or Windows App store.

Desktop users can install via this link  www.opmetrix.com/install