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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

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Create a report on products, orders, sales, etc. 


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titleNeed 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:

  1. On your website, go to Reports Design → Report Field Groups (zReportFieldGroup.aspx).

  2. Click New.

  3. Choose a logical name for your field group code and name (e.g 'myReportSelect').

  4. Click OK.

  5. Click Fields.

  6. Click New.

  7. Select the required Table, a heading for the column, and the required field.
    Example:  a field group that displays all product codes:
    1. Table - Product
    2. Heading - Product Code
    3. Field – Product Code

  8. Click OK.

  9. Repeat Steps 7-9 as required.



Additional Information

For Administrators

Minimum Version Requirements


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4.17


Prerequisites


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--


Self Configurable


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No


Business Function


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Reporting


B2B/B2C/Both


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Both


Third Party Costs


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n/a



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2. Create Report

  1. On your website, go to Reports Design →  Report Design (zReportDesign.aspx).

  2. Click New.

  3. Populate the fields as required, e.g.:
    1. Report Code - MyReport
    2. Report Name - My Report
    3. Table – Product
    4. Select Field Group - myReportSelect

  4. To save, click OK.

3. Run Report

Go to Reports → Run Reports and follow the prompts.
 


Related Resources

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