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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  


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 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:

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