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Creating Reports

Last Updated: Jun 14, 2016 02:19PM CEST

About this article

The 'Reports' section offers you a functionality to export excel files based on data from sales, stock and inventory.

Creating reports

To create a report, follow the steps below:

  • Click 'DASHBOARD' in the General section of the top menu.
  • Click 'REPORTS'.
  • Click '+REPORT' in the upper-right corner and you will be redirected to this view:
  • Enter the following information:
  • Status - Change the report's status to 'Active' (green)
  • Name - Enter the name of the report
  • Store - Choose from which store you would like to draw the report
  • Method - Choose what kind of report you would like to create
Methods:
  • Sales Per Product/Order - If you select this method, a 'Limit' drop-down will appear to the left. Select limit and continue entering information about the report.
  • Sales Per Product - If you select this method a 'Limit' drop-down will appear to the left. Select limit and continue entering information about the report.
  • Sales Per Order - If you select this method a 'Limit' drop-down will appear to the left. Select limit and continue entering information about the report.
  • Sales Per Folder - If you select this method a 'Limit' and a 'Level' drop-down will appear to the left. Select limit and how many levels of folders should be included in the report. Then continue entering information about the report
  • Intrastat Sales
  • Invoice report - Will export all you invoices. If you select this method a 'Limit' drop-down will appear to the left. Select limit and continue entering information about the report.
  • Invoiced Items Per Brand - If you select this method a 'Limit' drop-down will appear to the left. Select limit and continue entering information about the report.
  • Timeframe - Choose the timeframe of the report. Selectin timeframe is a pre-set and you will be able to edit the dates once you export the report.
  • Click 'SAVE' in the bottom-or upper-right corner.

Exporting a report

Once you have clicked 'SAVE' you will able to export your report as an Excel file. To do this follow the steps below:

  • Click 'EXPORT' in the upper-right corner and this pop-up window will open:
  • In this view you may edit the timeframe of the report or just click 'EXPORT' to export the report.

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