Reports can be created using data from many tables and fields used on your platform, e.g., those related to products, orders, sales, etc.
Need additional help?
Please contact Commerce Vision for assistance and training on Report writing.
Step-by-step Guide
1. Create Report Field Groups
In order to create a new report, you first need to create report field groups.
Report Field Groups form the criteria for a report. They specific:
- What information you want – this is the 'Select Field Group' (Mandatory).
- In what case you want to get it – this is the 'Search Field Group'.
- In what order you want it displayed – this is the 'Sort By Field Group'.
- How the information should be grouped – this is the 'Group By Field Group'.
To create a Report Field Group:
- On your website, go to Reports Design → Report Field Groups (zReportFieldGroup.aspx).
- Click New.
- Choose a logical name for your field group code and name (e.g 'myReportSelect').
- Click OK.
- Click Fields.
- Click New.
- Select the required Table, a heading for the column, and the required field.
Example: a field group that displays all product codes:
- Table - Product
- Heading - Product Code
- Field – Product Code
- Click OK.
- Repeat Steps 7-9 as required.
Additional Information
For Administrators
| Minimum Version Requirements | 4.17 |
|---|---|
| Prerequisites | -- |
| Self Configurable | No |
| Business Function | Reporting |
| B2B/B2C/Both | Both |
| Third Party Costs | n/a |
On this page:
2. Create Report
- On your website, go to Reports Design → Report Design (zReportDesign.aspx).
- Click New.
- Populate the fields as required, e.g.:
- Report Code - MyReport
- Report Name - My Report
- Table – Product
- Select Field Group - myReportSelect
- To save, click OK.
3. Run Report
Go to Reports → Run Reports and follow the prompts.
Related Resources
