Creating a Report

About this article

The Reports section offers you a functionality to export excel files based on data from sales, stock and inventory.

Creating reports

To create a report, follow the steps below:

1. Go to 'Reports' in the main menu to the left

2. Click '+ Create report template' in the upper-right corner and you will be redirected to this view:
   

3. Enter the following information:

   • Status - Change the report's status to 'Active' (green)
   • Report template name - Enter the name of the report
   • Method - Choose what kind of report you would like to create
   • Store - Choose from which store you would like to draw the report

   Methods:

   • Sales Per Product/Order - If you select this method, a 'Limit' drop-down will appear to the left. Select limit and continue entering information about the report.
   • Sales Per Product - If you select this method a 'Limit' drop-down will appear to the left. Select limit and continue entering information about the report.
   • Sales Per Order - If you select this method a 'Limit' drop-down will appear to the left. Select limit and continue entering information about the report.
   • Sales Per Folder - If you select this method a 'Limit' and a 'Level' drop-down will appear to the left. Select limit and how many levels of folders should be included in the report. Then continue entering information about the report
   • Intrastat Sales
   • Invoice report - Will export all you invoices. If you select this method a 'Limit' drop-down will appear to the left. Select limit and continue entering information about the report.
   • Invoiced Items Per Brand - If you select this method a 'Limit' drop-down will appear to the left. Select limit and continue entering information about the report.
   • Timeframe - Choose the timeframe of the report. Selecting timeframe is a pre-set and you will be able to edit the dates once you export the report.

4. Click 'Save' in the bottom-or upper-right corner.

Exporting a report

Once you have clicked 'Save' you will be able to export your report as an Excel file. To do this follow the steps below:

1. Click 'Export report' in the upper-right corner and this pop-up window will open:
   
2. In this view you may edit the timeframe of the report or just click 'Export' to export the report.