HELP DOCUMENTS HOW TO SIGN UP FOR ROGR.IO

1. Go to http://rogr.io/, enter your email address and click on SIGN UP.

2. You’ll receive a confirmation email in your inbox. Click on the link in the email and fill out your cell phone number

(this will be your login device), accept the data privacy policy, and click on COMPLETE SIGNUP

3. Use the code we sent to your cell phone for your first login. That’s all.

HOW TO SIGN IN TO ROGR.IO

1. Go to http://rogr.io/, enter your email address and click on LOGIN.

2. No need to remember a password; we’ll send you one to your cell phone. Just enter it and click on LOGIN. That’s

all.

HOW TO CREATE YOUR OWN FETCH WITH ROGR.IO

1. After logging in on http://www.rogr.io/, you see your personal dashboard. Click on the plus sign (+) in the bottom right corner.

2. Your fetch needs a title. We also recommend entering a cover letter for your recipients with an explanation about the data you want from them.

3. Add the recipients by entering their email addresses. Don’t forget to press enter after each address to add them.

4. The arrow in the bottom right corner brings you to the next screen.

5. Enter all the data fields that you want to include in your fetch. Each field can be a simple input field, or a table. We’ll define that in a later step. Don’t forget to press enter after each field to add it.

6. The default data type for each data field is TEXT You can select a different type by clicking the selector next to the

field name.

7. Choose the data type for your data field here. Besides TEXT, NUMBER and CURRENCY, there is STATUS which can

be red, yellow, or green, and LIST for fields that can only contain a set of user-defined values, like gender (female, male, other) or approval (yes, no).

8. If all of your data fields are just that: single fields, you can skip this step. If a field is a table, add the DIMENSIONS and the VALUE RANGE here. Example: To get a table of the revenue by month, enter month as the DIMENSION, and the names of the relevant months as VALUE RANGE.

9. You’re all set. Click the envelope button in the bottom right corner of the screen to send your fetch out to all

recipients.

10. This is how the form will be displayed to your recipients. You can see how the Revenue forecast data field results in

a nice table.

HOW TO MANAGE YOUR ADDRESS DATA BASE WITH ROGR.IO

HOW TO DO PROGRAM MANAGEMENT WITH ROGR.IO

Effective program management requires transparent insights into the status of all involved projects and sub-projects. While this usually is a time-consuming process that causes many sleepless nights, it can be done very efficiently and secure with rogr.io.

1. Create a fetch with all your project leads as recipients. We find the following structure useful:

2. That’s all to start the reporting. Now you have time for other tasks. 3. You can check the status of the reporting at any time. We recommend checking it every few days, more often when

it gets close to the dead line for your next program status report. To do so, log in to rogr.io. You’ll see the fetch you sent out and the overall completion on the right-hand side.

4. Click on the name of the fetch to access further details.

5. The overview screen shows all recipients for the fetch, as well as their status. A little check mark means that the

recipient has successfully submitted their data. Use the envelope icons to send reminders to individual recipients, or all, or all who have not yet replied.

6. Click on the export symbol to download a consolidated view of all data submitted so far. The CLASSIC format is

easier to read and process, the PIVOT format is optimized for creating reports using the pivot table function in Excel.

HOW TO CREATE YOUR BUDGET WITH ROGR.IO

HOW TO MANAGE YOUR MASTER DATA WITH ROGR.IO

HOW TO GET SALES REPORTING WITH ROGR.IO

HOW TO MANAGE YOUR FETCH

HOW TO COMMUNICATE/ SOLVE QUESTIONS ON A FETCH

HOW TO USE/ EXPORT THE DATA YOU COLLECTED

HOW TO CONTACT US FOR FURTHER QUESTIONS

HOW TO CREATE A PIVOT REPORT FROM MY FETCH

FAQ WHAT IS A FETCH?

I HAVEN’T RECEIVED MY CONFIRMATION EMAIL.

I HAVEN’T RECEIVED THE CODE ON MY CELL PHONE.

I CHANGED MY CELL PHONE NUMBER/ LOST MY PHONE. HOW CAN I ACCESS ROGR.IO?

I ADDED A WRONG RECIPIENT. CAN I DELETE IT?

I FORGOT TO ADD A RECIPIENT. CAN I ADD IT LATER?

WHAT IS THE DIFFERENCE BETWEEN THE FREE AND THE PAID VERSION?

WHERE CAN I GET FURTHER HELP?

WHERE DO YOU GET MY USER ICON? CAN I CHANGE IT?