New reports can easily be made and kept for future use.
To create a new report:
1.
Log in with Manager rights and go to Management.
2.
In the Reports section click Table reports.
3.
Enter a name for your new report and a brief description. Variables can be added to the description.
•
[PortalName] will be replaced by the name of the portal where the order was placed.
•
[yyyy] The year as a four-digit number.
•
[yy] for the last two digits of the year.
•
[MM] The month, from 01 through 12.
•
[MMM] The abbreviated name of the month.
•
[MMMM] The full name of the month.
•
[dd] The day of the month, from 01 through 31.
•
[ddd] The abbreviated name of the day of the week.
•
[dddd] The full name of the day of the week.
•
[HH] The hour, using a 24-hour clock from 00 to 23.
•
[hh] The hour, using a 12-hour clock from 01 to 12.
•
[mm] The minute, from 00 through 59.
•
[ss] The second, from 00 through 59.
•
[DateStamp] The date the report is run.
•
[TimeStamp] The time the report is run
4.
Select the fields that you want to include. The fields are divided into 6 sections. To see the field available click on the cross. If you want to select all the fields in the section click in the check box next to the section heading. If only certain fields are required, just click in the check box next to the required field.
5.
Click the Save button to save your report.
6.
Select a date range and run your report. If you decide that different fields are required in the report you can amend the report as required. Just remember to save the report when you have selected the fields.
