On your website, go to
Note
ClickMinimum Version Requirements
Prerequisites
Self Configurable
Business Function
B2B/B2C/Both
Third Party Costs
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
| Excerpt | ||
|---|---|---|
| ||
Create a report on products, orders, sales, etc. |
| title | Need additional help? |
|---|
This guide helps you create a simple report to find all B2B users awaiting approval when Auto Part Registration is enabled.
Step-by-step Guide
1. Create
Report Field GroupsIn 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'.
a User Report Field Group
To create this Report Field Group:
- On your websiteAs Website Admin, 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'
- In Report Field Group Code, enter: User
- In Report Field Group Name, enter User (or any meaningful name).
- Click OK.
2.
Click
Add Email Address Field
Select the required
- While in the User Report Field Group, click Fields.
- Click New.
, a heading for the column, and the required field.
- In Table
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
- Name, select User.
- In Column Heading, enter Email Address.
- In Report Field Group Code, select User (or the name you entered when creating the Report Field Group).
- In Field Name, enter: emailaddress
- Leave the other fields as is, thn click OK.
Additional Information
For Administrators
| Multiexcerpt | ||
|---|---|---|
| ||
4.17 |
| Multiexcerpt | ||
|---|---|---|
| ||
-- |
| Multiexcerpt | ||
|---|---|---|
| ||
No |
| Multiexcerpt | ||
|---|---|---|
| ||
Reporting |
| Multiexcerpt | ||
|---|---|---|
| ||
Both |
| Multiexcerpt | ||
|---|---|---|
| ||
n/a |
| Panel | ||||
|---|---|---|---|---|
On this page:
|
2. Create Report
3. Add Date Created field
- While in the User Report Field Group, click Fields.
- Click New.
- In Table Name, select User.
- In Column Heading, enter Date Created.
- In Report Field Group Code, select User (or the name you entered when creating the Report Field Group).
- In Field Name, enter: fwCreated
- Tick Expression.
- Leave the other fields as is, thn click OK.
4. Create Report
3
- Go to Statistics → Reports Design → Report Design (zReportDesign.aspx).
- Click New.
- Populate the fields as requiredEnter in these fields:
- Report Code: a report code, e.g., UserstoApprove
- Report Name:
- Report Code - MyReport
- Report Name - My Report
- Table – Producta report name, e.g., Users to Approve
- Report Group: ADMIN
- Table: Name: [user]
- Where Clause: deactivated = 1 AND IsAutoPartRegistrationCreated = 1
- Select Field Group - myReportSelect: user
- To save, click OK.
5. Run Report
Go to Reports → Run Reports and follow the prompts.The report can be run in the CMS.
- In the CMS, go to: Ecommerce → Reporting → Run Reports
- Find the report and click Run.
- Click Generate.
- The report will list any users awaiting approval.
Related Resources
| Content by Label | ||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|