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As an additional option, Report Subscription can be enabled for Report Generator. This feature allows Admin to flag the original report as subscribable. This will allow Users 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.
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Step-by-step guide for Admin
During the Report Design stage, a report is assigned a Report Group. When configuring Report Generator, you decide the following:
- which group(s) of Users (all or by Role) have access to Report Generator.
- which group(s) of Users (all or by Role) have access to Report Subscription. (Note - This additional functionality can be disabled but if used, permissions for Roles should be coordinated with those in Report Generator.)
- which Report Groups are accessible by which group(s) of Users (all or by Role). (Note - Permissions for Roles should be coordinated with those in Report Generator.)
Enable and configure Report Generator settings
Report Generator can be enabled globally (for all Users) or restricted to specific Roles using the Override feature. If a User has access to Report Generator, when logged into the website, the Report Generator function appears in the Dashboard menu.
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To enable Report Generator:
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In the 'Scheduled Reporting Features Settings' screen, go to the Enable Report Generator toggle.
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Since reports may contain confidential data, it is strongly suggested that Report Generator configurations are tested in Stage before sending it to 'Live'. |
2. Configure Report Generator widget options (optional)
The Report Generator widget allows you to customise labels and text displayed in headings and fields in the Report Generator screen on your website. To access the widget,
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Step-by-step guide for Users
Generate a report
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You can only view and generate (run) reports you have been granted access to based on Role. Before generating a report, you will be able to change how the report displays (order of sort and group fields), add notes, and change the report name, if you wish. A generated report has a unique ID number and is saved with a new name. It is viewable only by the User who generated it. If the Subscription functionality is available for you and the original report is set to Subscribable, your generated report will be available in the Report Subscription screen.
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To access Report Generator:
- Log in to your website and click Dashboard.
- On your Dashboard, scroll down to the 'My Pages' section and click Report Generator.
- By default, the Reports list displays all active reports you have access to. (Active reports are those marked as 'current' by Admin.) Find the report you wish to generate. You can search by name or scroll down the list. If you want to find an inactive report, tick the 'Show Inactive Reports' checkbox and click the Search button.
- For the report you
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- selected, click the Edit Selection Report Criteria button. The Report Selection Criteria section is displayed.
- In Report Name, you can edit the name so it is more meaningful
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- or easier to identify. Otherwise, the name of the original
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- report will default.
- In Report Format, the dropdown list will allow you to select a pdf file download option instead of the default csv if this has been set by Admin.
- The Search section contains the report's fields. Note - The availability of 'Search', 'Group By' and 'Sort By' fields for customisation will be different, depending on how each report has been designed. If options are available, select order preferences
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- the generated report's data
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- will be displayed.
- To generate the report, click the Generate button. The report will be downloaded to your computer
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- Open the file to view it.
- (optional) If this functionality is available to you and the original report, once the report is generated, the Subscribe button
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- will be displayed. This allows you want to schedule a subscription task for the generated report
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To add a subscription, click Subscribe. You will be taken to the Subscription screen. See Report Subscription help for details.
- If you did not select to subscribe (Step 9), click Close when you have finished with the 'Report Generator' facility.
Additional Information
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Minimum Version Requirements |
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Prerequisites |
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Self Configurable |
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Business Function |
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BPD Only? |
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B2B/B2C/Both |
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Contact Commerce Vision |
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Contact Commerce Vision
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Reporting |
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Third Party Costs |
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Related Resources
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