Help Center
Find help for BUSY integration, dashboard examples, sales reports, stock reports, outstanding ageing, financial analytics, scheduled MIS, WhatsApp/email delivery, Excel/PDF exports, user access, pricing, and support requests.
Get Help by BUSY Reporting Workflow
BUSYNETPORTAL support works best when the question is tied to a report, dashboard, user role, delivery schedule, or export requirement rather than a generic analytics request.
Map support questions to BUSY report names
Use dashboard examples before finalizing scope
Confirm users, roles, companies, branches, and godowns
Review Excel and PDF output needs early
Plan email and WhatsApp MIS schedules by role
Document access and privacy assumptions during setup
Help Topics
Choose the support topic closest to the workflow you want to set up or troubleshoot.
Getting Started
Understand what BUSYNETPORTAL does, what information to prepare, and how to plan a first dashboard or demo conversation.
BUSY Integration
Review how BUSY reporting data can be mapped into dashboards, role views, exports, and scheduled MIS workflows.
Dashboard Examples
See sample dashboard structures for sales, purchase, inventory, outstanding, accounting, finance, industry, and role views.
Reporting Modules
Find the right support path for sales analytics, inventory analytics, outstanding analytics, and financial analytics.
MIS Schedules
Plan daily, weekly, or monthly report delivery for owners, finance teams, sales managers, branch teams, accountants, and CAs.
Exports
Understand how dashboard outputs can support Excel, PDF, management review packs, accountant exports, and offline sharing.
Access and Privacy
Review controlled reporting access, role views, privacy expectations, and implementation details that should be confirmed during setup.
Pricing and Demo
Review plan guidance, what affects pricing, and how to request a demo around your BUSY reports, users, companies, and branches.
How to Get the Right Support Faster
The fastest support path is to connect your question to a BUSY report, a dashboard view, a user role, and a delivery format.
Choose the Help Topic
Start with the area that matches your question: BUSY integration, dashboards, reports, exports, schedules, access, pricing, or support.
Prepare BUSY Context
Note the BUSY report names, companies, branches, godowns, users, filters, and output format your team needs.
Review Examples
Compare your requirement with sample dashboards for sales, stock, outstanding, finance, industry, and role-based reporting.
Contact Support
Send the requirement or book a demo so the team can review the right reporting setup and next steps.
Before You Contact Support
A short setup note helps support understand your BUSY environment, reporting needs, and expected output without long back-and-forth messages.
Send Support RequestBUSY version and company setup
Company, branch, godown, or location scope
Report names such as sales register, stock status, outstanding ageing, ledger, trial balance, P&L, or balance sheet
Users and roles such as owner, finance team, sales manager, accountant, CA, branch manager, or inventory team
Preferred delivery channels such as dashboard link, email, WhatsApp, Excel, or PDF
Sample MIS format, screenshot, or existing Excel report if available
Common Setup Questions
Most support conversations start with scope, formatting, user roles, or multi-branch reporting. These notes help frame the requirement before implementation review.
Dashboard Scope Is Too Broad
Start with the decision the dashboard should support, then choose the BUSY report, filter, user, and delivery schedule.
Reports Need Manual Formatting
Identify which Excel or PDF outputs are repeated every day, week, or month so they can become scheduled MIS candidates.
Users Need Different Views
Owners, finance teams, accountants, sales managers, and inventory teams should not always receive the same dashboard.
Multi-Branch Reporting Is Unclear
Confirm the company, branch, godown, and user fields available in BUSY reports before planning branch-wise dashboards.
Delivery and Automation Help
Support can help review which dashboards, summaries, and exports should be sent by email, WhatsApp, PDF, Excel, or dashboard link after BUSY reports are mapped.
Email Support
Send reporting requirements, demo requests, or support questions through the contact page.
WhatsApp MIS Questions
Ask which dashboard summaries can be scheduled for WhatsApp delivery after reports are mapped.
Export Questions
Clarify Excel, PDF, accountant review, and management pack requirements before setup.
AI Summary Questions
Review where AI-assisted summaries can support sales movement, overdue pressure, stock trends, and cash-flow signals.
Access and Privacy Help
Reporting support should clarify who needs access, which views each role should see, how manual file sharing can be reduced, and which implementation details need written confirmation.
Review Privacy Policy- Use role-based dashboard views for owners, finance teams, sales teams, inventory teams, accountants, and CAs.
- Share only the reporting outputs needed for the workflow being reviewed.
- Confirm technical architecture and security details during implementation review.
- Use the privacy policy and contact page for data handling questions.
Helpful Resources
Use these pages when your support question needs more detail about setup, dashboards, KPIs, or pricing.
BUSY Integration
Review setup readiness, report mapping, access planning, and scheduled MIS delivery.
Open pageDashboard Examples
See sample sales, purchase, inventory, outstanding, accounting, and finance dashboards.
Open pageKPI Library
Use KPI formulas and dashboard use cases for sales, stock, outstanding, purchase, and finance.
Open pagePricing
Review plan guidance for users, reports, branches, companies, exports, and implementation scope.
Open pageHelp Center FAQs
What can I find in the BUSYNETPORTAL Help Center?
The Help Center organizes support paths for BUSY integration, dashboard examples, reporting modules, scheduled MIS, WhatsApp and email delivery, Excel and PDF exports, user access, privacy, pricing, and contact requests.
How do I get started with BUSYNETPORTAL?
Start by listing the BUSY reports your team uses, the dashboards you want, the users who need access, and the delivery channels such as email, WhatsApp, Excel, PDF, or dashboard links.
What should I prepare before asking for BUSY integration help?
Prepare your BUSY version, company and branch scope, report names, required filters, user roles, existing MIS formats, and preferred delivery schedule so the setup can be reviewed clearly.
Do I need to upload Excel files manually?
The goal is to reduce repeated manual Excel work by mapping BUSY reporting data into dashboards, exports, and scheduled MIS. Final setup depends on the reports and fields available in your BUSY environment.
Can the Help Center explain WhatsApp or email report schedules?
Yes. The Help Center routes users to MIS schedule guidance, dashboard examples, and contact support for WhatsApp, email, PDF, Excel, and dashboard link delivery questions.
Where can I see sample dashboards?
Use the Dashboard Examples page to review sample sales register, purchase register, stock status, outstanding ageing, ledger, trial balance, P&L, balance sheet, industry, and role dashboards.
How do I contact support or request a demo?
Use the Contact page to send a support question or book a demo. Include the BUSY reports, companies, branches, users, and MIS outputs you want to review.
Is my BUSY reporting data secure?
A practical setup should focus on controlled reporting access, role-based views, reduced manual file sharing, and implementation review. Exact architecture and security details should be confirmed for your deployment.
Need Help With a BUSY Reporting Workflow?
Send your BUSY report names, dashboard requirement, users, branches, companies, delivery schedule, and expected export format for review.