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To create new automated reports, you have to add orders or commissions so you can read the documentation to generate orders and configure the commissions.
Procedure
¿How to create automated reports?
When you want to add a new automated report, you have to go to the commission's commission’s dashboards or the orders page to select the button with the filter icon.
Commissions dashboard
Orders dashboard
You have to add your custom filters and click on the icon with 3 dots and select “the create automated reports” option and it will open a drawer like this:
In this drawer, we can see the fields that are necessary to create an automated report.
*Alias: Name or title of the automated report.
*Period: Range of dates that the report will take to be executed.
The 1the available options are:
Last seven days
Last fourteen days
Last thirty days
Last week
Last two weeks
Last three weeks
Last month
Last two months
Last three months
Last quarterly
Last half of the month
Custom Period: When you select this option, then you can set up a custom period days and a custom period type. There are two validations to it: If you select the week type, then the number of weeks can not be more than thirteen. On the other hand, if you select the day type, then the number of days can not be more than ninety.
Note: You can not add more than ninety days or thirteen weeks.
Repeat: This field indicates how often the automated report will be executed.
The available options are:
Daily
Every seven days
Every fourteen days
Every twenty-one days
Every thirty days
Weekly
Every two weeks
Every three weeks
Every half of the month: When you select this option, then you can set up how many days after the half of the month will the automated report be executed.
Monthly
Every two months
Every Quarterly
Custom repeat: When you select this option, then you can set up a custom period days and a custom period type.
*Start On and time delivery range: This field indicates when the report will be executed for the first time(date and time).
Note: All fields marked with an “*” are mandatory
When you finish setting up all parameters, you will be able to see in the “examples” section an example of the next four times they will be executed and the date ranges they will be applied.
To create a new automated report, you can click the green save button.
Automated Reports section.
To see all automated reports created for you, go to the “automated reports“ section, Here you will be able to see a list of the all records. If you have the “manage all automated reports” permission you will be able to see other users' records.
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If you have the “manage all automated report” permission you will see two available filters:
Search by user: it will search all the reports created by the user you type.
See only my automated reports: it will search all the reports created by you.
Report type: it will search by report type. Those could be commissions or orders.
On the other hand, if you do not have the permissions, then, only the following filter will appear:
Report type: it will search by report type. Those could be “commissions“ or “orders”.
The reporting table looks like this:
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User: The person who creates the automated report.
Alias: The name of the automated report.
Type: Commissions or orders.
Period: Range of dates that the report will take to be executed
Repeat: Indicates how often the automated report will be executed
Schedule at: The next date it will be executed.
Executions: How many executions there are.
Created at: The date it has been created.
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View generated reports (If you have executions).
Delete automated reports.
Click the “Delete” option and accept the delete confirmation to delete the record.
Generated automated report
To see the generated reports select the option “View generated report” and a drawer with reports will open.
You can filter a generated report by search date range
If you want to download the report, click on the downloadable icon button and it will do the download.
On the other hand, if you want to see the added filters, click on the eye icon button and this will open a drawer with all the filters.
General reports
Automated reports and general reports both are in my reports section but when a report is generated by an automated report then you will be able to see an indicator.
Go to the account menu and select my reports option.
If the report has been generated by the automated report then an icon will appear in the item row with the name of the automated report and also see the filters and download the report.
Best Result
If the scheduled automated report runs successfully, the report will be generated, sent to the user's email, and appear in my reports sections.
Worst Result
The application will throw an Error and you will need to check if the data is not corrupted.
If after checking this you still have an error please contact support@webforcehq.com