Reports

To get an overview of the invoice sales and averages, the reports function can be used. This tool gives you the possibility to keep an eye on sales over periods of time of your choice. Simply click "Reports" in the top menu and select which report you want to generate.

To activate an order, choose "Search Pending Invoices" in the top menu. The search for pending invoices is exactly like the search described in "Finding an invoice". When you have found the order to activate, you can either choose to activate the whole order, or activate certain articles on the order if some are not deliverable.

Report Types

There are different types of reports to generate:

Purchase And Return Information Report Shows sales and return data for desired month/months set in the date input field.

Sales And Averages For Partners During Period When generated, this report shows statistics regarding total sales and averages within the desirable timeframe set in the date input field (see "7.1 Generating reports" for instructions on how to set desired dates).

Sales And Averages Month By Month Report Shows monthly sales data for desired month/months set in the date input field.

Sales Data Day By Day Report Shows daily sales data for desired days set in the date input field.

Settlement CSV Report Generates a .csv file with including transactions of the time period selected in the date from/date to fields.

Settlement Attestation Specification Report Shows settlement details for desired period set in the date input field.

Generating reports

To generate the report of your choice, select the type in the dropdown menu. This choice is followed by a selection of parameters that can be set differently depending on the kind of report you desire. The parameters are:

Report type: The types available are "Column chart", "Pie chart" (only available for Sales And Averages For Partners During Period), "Line chart" (available for Sales And Averages Month By Month Report and Sales Data Day By Day Report), and "Excel". Decides the layout/style of the report generated.

Show values in graph: Show numeric values in generated report. Can be set to on and off with the checkbox.

Start of period: Sets the report period starting date.

End of period: Sets the report period ending date.

Partners: Shows available partners/stores. Select multiple stores by Ctrl-clicking to include more than one store in the generated report.

Hide/Show report settings: Hides or shows the report parameters.

When the parameters are set to desired values, click "Get report" to generate the report.