The Report Generator is used for running CSS reports on products, stock, payments, and receipts. Depending on a report's design, field grouping and sorting can be customised to suit. When linked to the Report Subscription facility, a report can be scheduled to be run and emailed to selected recipients on a daily, weekly or monthly basis.
Report creation notes
To utilise Report Generator's grouping and sorting features, a report must be created with 'Group By' and 'Sort By' field groups, respectively. For assistance setting these up, refer to Field Groups help.
Step-by-step
To generate a report:
- Login to your website and click 'Dashboard'.
- In 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. 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 or view all reports in the system, tick the 'Show Inactive Reports'checkbox and click the Search button.
- For the selected report, click the Edit Selection Report Criteria button. The Report Selection Criteria section is displayed.
- In Report Name, edit the name so it is more meaningful for your purposes, if required.
- The Search section contains the report's fields. Note - These will be different for each report. If available, determine how you want to group and sort the report.
- To generate the report, click the Generate button. The report will be downloaded to your computer as a CSV file.
- Open the file to view it.
- (optional) If available, you can click Subscribe for the system to generate an updated version on a daily, weekly or monthly basis. Refer to Report Subscription help for details.
Click Close when you have finished with the 'Report Generator' facility.
