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The CV ecommerce platform has an inbuilt capacity to create reports. Using this feature and viewing those reports are usually only for the Administrator role. Suppose your business wants to provide certain individuals, even some outside your company, with access to a specific report? This is the aim of Scheduled Reporting.


Scheduled Reporting Features

The scheduled reporting feature:

  • provides report access to allows Admin to make a report visible and/or subscribable to other Roles*
  • gives certain logged in users access to a report based on website Role (beyond the Admin role).allow this Role
  • allows this Role to generate a custom copy of this report so that the original report is remains intact and unchanged  
  • allows this Role to subscribe others (via email address recipients) to be subscribed (sent) the report
  • allow subscribers to receive updated reports by setting a schedule 

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  • so they are automatically sent their generated report 
  • allows this Role to set a subscription schedule and period for sending of updated reports. 

* Report visibility to a Role without the subscribability function can be enabled. 

Example Use Cases

These are just a few use cases that indicate what the feature can do. Explore the feature's functionality to determine whether it can be adapted for your specific use.

  • A sales report is created for Sales Team Leaders . You want each to access on your website. Each Sales leader to can manage distribution of the report within their teams. 
  • Your business is contracted to sell workgear to a number of large organisations. One organisation wants each area's A suitable report is created to display sales of certain products to the organisation's cost centres. Only the Admin role has access to this report and adds email addresses of the customer's managers so they receive the report monthly. This allows the manager to keep track of purchases, or to ensure new staff have purchased required gear. A suitable report has been created to display this data. 
  • Your business sells to resellers. You have created a product report that shows what each reseller customer purchases fast-moving inventory on a monthly weekly basis. You want certain staff inventory control managers to receive this report at the end of every monthweek.  

  

Report Generator

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Report access to a Role is provided by Report Generator sub-feature. Reports the user can view are listed. The user can edit parts of the report to customise it for their specific needs. For example, they can change the order of sorting and grouping fields, add notes, and edit the report name, if they wish. A user-generated report does not edit the original report. It has . This 'new' report has a unique ID number, is saved with a new file name, and is also only available to the User user who generated it.             


As an additional option, Image Added


Report Subscription

The Report Subscription sub-feature can be enabled for added by Admin for individual reports visible through Report Generator. This feature allows Admin to set the original report as subscribable. If a User has been granted Subscribe permissions, they can set a scheduled reporting task for their generated report to be automatically  updated and emailed to themselves or other nominated recipients on a daily, weekly or monthly basis during the subscription period. Recipients are added by email address and are therefore not limited to staff or website users. A subscription can be edited, viewed, paused or cancelled by the User. Subscriptions are trackable via the

Report Subscription Features

The user who generated the report can:

  • send their generated report to any email address
  • set a daily/weekly/monthly schedule so the latest report data is resent to added subscribers
  • add a subscription period end if needed
  • edit, pause and cancel the subscription at any time
  • track subscription details with the subscription log.

  

Step-by-step guide for Admin


Info
titleReport design notes
  • Report design is an Admin level menu item on your website used for creating reports. When creating the original report, you can set Report Generator and Subscription options. (See Create a Report for more help or contact Commerce Vision for assistance in designing custom reports for your business requirements.)  
  • In Report Settings (on the Report Design page), the following fields are relevant for Scheduled Reporting:
    - Report Group: Report Group code this report belongs to for the purpose of Report Generator. This can be any meaningful word that makes sense for the reports assigned to it.     
    - Is Active: 'Yes' allows the report to be flagged as in current use. NOTE - 'inactive' reports in a Report Group can still be found and generated by the User. TIP - If an inactive report should not be accessible, re-assign it to a Report Group not available for Report Generator.   
    - Available to Subscribe: (optional) 'Yes' allows permitted Users to add subscriptions generated from this report 
    - Report Description: meaningful description of the report (e.g., use, purpose and content) displayed in the Report Generator screen to provide Users with helpful information about the report   
    - PDF Output Template: (optional) name of prepared PDF template used for the generated report. The template must have been created and available for use; if this field is left blank, the generated report will default to a CSV file.    
    - Email Subject: Subject heading for email sent with attached report (if Subscription is enabled)

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During the Report Design stage, a report is assigned a Report Group. When configuring Report Generator, you decide the following:

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