Reports can be created using data from many tables and fields used on your platform, e.g., those related to products, orders, sales, etc.
Learn more: Report tables
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
