Introduction:

What is a Report?

• Report shows you information about your sales and how customers make purchases.

• Click on User defined reports under Reports component in left side panel.

• After click on User defined reports, reports page displayed.

• Click on New Reports link.

• After click on new reports link the following page displayed with Modules on left side and select fields to export drop down.

• Select Modules and respective fields from drop down then click on Generate Report.

• After click on generate report, report based on selected fields & module Report Results page displayed.

• To save the report click on Save button.

• After click on save link, Save report pop-up displayed with Report Name, Report Description, Report Access drop down, Save & Cancel button.

• Gave all details like report name, report description & select Private or public from report access drop down and clicks on save.

• After click on Save button, saved report displayed in list page.

• To export the reports click on Export results link.

• If we don’t want to save or export the results click on Cancel link.

 

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