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
1. Create a User Report Field Group
To create this Report Field Group:
- As Website Admin, go to Reports Design → Report Field Groups (zReportFieldGroup.aspx).
- Click New.
- In Report Field Group Code, enter: User
- In Report Field Group Name, enter User (or any meaningful name).
- Click OK.
2. Add Email Address Field
- While in the User Report Field Group, click Fields.
- Click New.
- In Table Name, select User.
- In Column Heading, enter Email Address.
- In Report Field Group Code, select User (or the name you entered when creating the Report Field Group).
- In Field Name, enter: emailaddress
- Leave the other fields as is, thn click OK.
Additional Information
For Administrators; For use with B2B Auto Part Registration
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3. Add Date Created field
- While in the User Report Field Group, click Fields.
- Click New.
- In Table Name, select User.
- In Column Heading, enter Date Created.
- In Report Field Group Code, select User (or the name you entered when creating the Report Field Group).
- In Field Name, enter: fwCreated
- Tick Expression.
- Leave the other fields as is, thn click OK.
4.
CreateDesign Report
- Go to Statistics → Reports Design → Report Design (zReportDesign.aspx).
- Click New.
- Enter in these fields:
- Report Code: a report code, e.g., UserstoApprove
- Report Name: a report name, e.g., Users to Approve
- Report Group: ADMIN
- Table: Name: [user]
- Where Clause: deactivated = 1 AND IsAutoPartRegistrationCreated = 1
- Select Field Group: user
- To save, click OK.
5. Run Report
The report can be run in the CMS.
- In the CMS, go to: Ecommerce → Reporting → Run Reports
- Find the report and click Run.
- Click Generate.
- The report will list any users awaiting approval.
Related Resources
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