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hiddentrue

Create reports on products, orders, sales, etc. 

In order to create a new report, you first need to create report field groups. These form the criteria upon which the report is based.

Report Field Groups are as follows: 

  • What information you want – this is the 'Select Field Group' (Mandatory).
  • In what case you want to get it – this is the 'Search Field Group'.
  • In what order you want it displayed – this is the 'Sort By Field Group'.
  • How the information should be grouped – this is the 'Group By Field Group'.

This guide helps you create a simple report to find all B2B users awaiting approval when Auto Part Registration is enabled. 

Step-by-step

...

Guide

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1. Create a User Report Field Group

To create this Report Field Group:

...

  1. As Website Admin, go to Reports Design → Report Field Groups (zReportFieldGroup.aspx).

  2. Click New.

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  1. Image Added
  2. In Report Field Group Code, enter: User

  3. In Report Field Group Name, enter User (or any meaningful name).

  4. Click OK.

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2. Add Email Address Field

    1. While in the User Report Field Group, click Fields.

    2. Click New.

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    1. In Table

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  1. Table - Product
  2. Heading - Product Code
  3. Field – Product Code

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To Create a Report:

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    1. Name, select User.

    2. In Column Heading, enter Email Address.
       
    3. In Report Field Group Code, select User (or the name you entered when creating the Report Field Group).

    4. In Field Name, enter: emailaddress

    5. Leave the other fields as is, thn click OK.



Additional Information

For Administrators; For use with B2B Auto Part Registration 

Panel

On this page:

Table of Contents



3. Add Date Created field

  1. While in the User Report Field Group, click Fields.

  2. Click New.

  3. In Table Name, select User.

  4. In Column Heading, enter Date Created.
     
  5. In Report Field Group Code, select User (or the name you entered when creating the Report Field Group).

  6. In Field Name, enter: fwCreated

  7. Tick Expression.

  8. Leave the other fields as is, thn click OK.

4. Design Report

  1. Go to StatisticsReports Design →  Report Design (zReportDesign.aspx).
    Image Added

  2. Click New.

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  1. Enter in these fields:
    Image Added
    1. Report Code: a report code, e.g., UserstoApprove
    2. Report Name:

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    1. a report name, e.g., Users to Approve
    2. Report Group: ADMIN
    3. Table: Name: [user]  
    4. Where Clause: deactivated = 1 AND IsAutoPartRegistrationCreated = 1
    5. Select Field Group

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    1. : user

  1. To save, click OK.

5. Run Report

The report

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can be

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Note
titleNeed additional help?

Please contact Commerce Vision for assistance and training on Report writing.

Additional Information

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MultiExcerptNameAdditional Info

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Multiexcerpt
MultiExcerptNameMinimum Version Requirements

4.17

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Multiexcerpt
MultiExcerptNamePre reqs

--

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Multiexcerpt
MultiExcerptNameSelf Configurable

No

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Multiexcerpt
MultiExcerptNameBusiness Function

Reporting

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Multiexcerpt
MultiExcerptNameBPD Only

Yes

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Multiexcerpt
MultiExcerptNameB2B/B2C/Both

Both

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Multiexcerpt
MultiExcerptNameBallpark Hours From CV (if opting for CV to complete self config component)

Contact Commerce Vision

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Multiexcerpt
MultiExcerptNameBallpark Hours From CV (in addition to any self config required)

Contact Commerce Vision

...

Multiexcerpt
MultiExcerptNameThird Party Costs

n/a

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Multiexcerpt
MultiExcerptNameCMS Category

 Reporting

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run in the CMS.  

  1. In the CMS, go to: EcommerceReportingRun Reports

  2. Find the report and click Run.
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  3. Click Generate.
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  4. The report will list any users awaiting approval.
    Image Added


 

Related Resources

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