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Overview


Excerpt
hiddentrue

The Report Generator lets nominated users generate reports sorting and grouping fields of reports they have access to. If a report is also enabled for Report Subscription, the generated report can be scheduled for update reruns and emailed to select feature permits defined groups of users (by Role) to re-run (generate) certain reports themselves. 

Report Generator permits defined groups of users (by Role) to re-run (generate) certain reports themselves.  During the report design stage, a report can be assigned a Report Group and made active for Report Generator. When configuring Report Generator, Admin selects the Report Groups that can be accessed via the Report Generator. All active reports in selected Report Groups will be viewable. Viewing restrictions can be set so that only nominated Roles can access particular Report Group reports.           

As an additional option, generated reports can be enabled for Report Subscription. This feature allows the User to set up a scheduled reporting task so that their generated report can automatically be updated and emailed to themselves and any nominated recipients on a daily, weekly or monthly basis.

  

The Report Generator and Report Subscription features must first be enabled for your website by Commerce Vision. 
Info
titleReport design notes
  • Report design is an Admin level function. ThereforeDuring this process, the Admin User selects the search by, grouping and sorting features of a report, whether it can be subscribed to, and have access to the Report Generator Widget, where they can edit field names and text displayed in the Report Generator screen.Admin can assign a Report Group to the report and make a report active for Report Generator and Subscription. (See Create a Report for more help.)  
  • In Report Settings (on the Report Design page), the following fields are relevant:
    - Report Group:   
    - 'Is Active': set to 'Yes' (allows the report to be active and can be generated) 
    - 'Available to Subscribe': set to 'Yes' (allows the Subscription feature for the report - optional)
    - 'Report Description': description for the report  
    - 'PDF Output Template': prepared PDF for generated reports (optional - if used, the template must have been created; if not used, the report is a CSV file)   
    - 'Email Subject': Subject heading for email sent with attached report (if Subscription is enabled)

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