Overview
The Report Generator feature permits Role-defined groups of users to re-run (generate) certain reports themselves. You can only see reports you have been granted access to by Admin.
Step-by-step guide for Users
Generate a report
If you have access to the Report Generator, it will appear as a menu item in your Dashboard.
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.
To generate a report:
- 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 want, 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 and easy to identify. Otherwise, the original name will default.
- 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 for how you want the report's data to display.
- To generate the report, click the Generate button. The report will be downloaded to your computer as a CSV file unless the PDF option has been set up for the report.
- 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 appears. This allows you want to schedule the generated report to be updated and emailed to you and/or other recipients on a daily, weekly or monthly basis. 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
| Minimum Version Requirements | 4.23 |
|---|---|
| Prerequisites | |
| Self Configurable | No |
| Business Function | Reporting |
| BPD Only? | Yes |
| B2B/B2C/Both | Both |
| Ballpark Hours From CV (if opting for CV to complete self config component) | Contact Commerce Vision |
| Ballpark Hours From CV (in addition to any self config required) | Contact Commerce Vision |
| Third Party Costs | n/a |
| CMS Category | Reporting |
