This built in report will give the merchant a clear picture of Item Sales Information within a designated date range.
To generate your report you simply;
A. Date Range
- Enter the from/to date range desired or alternatively, click one of the Date Range shortcuts (see below)
B. Select your optional choices (check box)
- Shipping Address
- Checked = shipping address
- Not checked = billing address
- Customer Last Name
- Checked = last / first name
- Not checked = first / last name
- Include Sales Rep Code
- Checked = Sales Rep Code included in report
- Not checked = Sales Rep Code Omitted
C. Filter Item ID's
- Enter Item ID's that you wish to restrict the report to. Enter one per line (enter key starts new line).
D. Generate Report
- Here's the easy part. Click the Generate Report button when finished.
Date Ranges
There are only two dates to be entered;
- From (starting date) and
- To (ending date). This tells the system the reporting period you want to see.
Common Date Ranges (shortcuts)
To the right of the date fields is the Common Date Ranges shortcuts. Consider this optional method for entering your date range to save some typing. Simply click the link from one of the following rows:
- Recent
- Days ago
- This Year
- Last year row.
Generate Report
Click the Generate Report button once you have finished entering the Date Range and any optional settings. If the report date range is short, your report may become available immediately. If not, you will receive a Report Pickup notice email informing you what to do when it's ready for pickup (see below). The following is an example of the Coupon Usage Report with very short date range settings. This particular report is comprised of a worksheet with only one tab as shown below:
Report Pickup
If a report that you've created covers a large date range you can expect some wait time. You'll be notified if there is a delay and will be told that you can obtain the report in the Report Pickup area.
Here's an example of the Report Pickup Area
Click here for more about the Report Pickup.