Audience: Retailers and Suppliers
The Reports tool gives you enhanced visibility into data related to your account. When you run generic reports (such as total orders received during a date range) or run detailed reports (such as orders received by location, sorted by shipment carrier, etc.), you can select custom parameters and get the information you need from your or your trading partner’s account.
Reports are related to the different workflows you use in your drop-ship program: Orders, Items, Trading Partners, etc. Depending on your specific account, the available list of reports may vary.
Looking to configure a report with specific parameters and share it with others on your account? See Configuring and scheduling reports.
Looking to create a custom report for your supplier trading partners? See Creating custom reports for your trading partners.
Disclaimer: The Reports tool can be as simple or as complex as needed. Note that parameters on the tool align with standard reporting practices and may require an outside knowledge of database structures to fully utilize.
Step 1: Click the navigation menu and select Automation & Reporting > Reports. The Reports page is displayed.
Step 2: Select the report to run. In this example, we’ll click the Open Orders report.
Step 3: In the pop-up window, leave the toggle set to Run and specify the parameters for the report. In this example, only a date range needs to be specified.
Step 4: When finished, click Process. Depending on the size of the report, it may take several minutes to process. You can leave the Reports page and come back, as needed. Once the report is ready, it’s listed in the Downloads section.
Step 5: View the report by clicking the green Download icon. Reports remain in the Downloads section until you click the red trash can icon to delete the report.
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