The Reports tab is useful for collecting all your data that is available in the Flex platform and reporting on it as a whole, or in parts. The report generator is flexible and you can create a report quickly using the filters across the top of the screen. Reports can include data from multiple shops within your company. In this article you will learn how to Create a Report, Print a Report and Export a Report.
See also: Flex: What type of reports are possible?
Create a Report
Click the Reports icon on the left hand menu bar, the top toolbar contains a row of drop-down filters to select the data that you want to report on.
Work your way through the filters from left to right:
- Box 1 lists all the main databases (by name of the report). These include total sales, gross profit, sales orders, average sales per customer, conversion rates, detailed sales per design, and detailed sales per shop. For more detailed information see What type of reports are possible?
- Box 2 lists the time period. For example, this year, this quarter, this month.
- Box 3 lists how to display the data in a time period. For example, by day, by week, by quarter.
- Box 4 is the salesperson list. You can tick 1 or more salespeople.
- Box 5 is the list of shops that the data should include.
When you have selected your criteria, you will see a report generated and displayed like a print preview.
Use the control icons above it to move between pages, save it or print it.
Printing a Report
When you click the Print icon your browser will generate the report for printing and the printing dialog box will open.
Saving/Exporting a Report
Click the Save icon to select from the formats: PDF, XLS, XLSX, RTF, DOCX, MHT, HTML, text, CSV, image. These are popular formats compatible with many common PC applications. Once you have selected the format browse to where you want to save the file and click Save button.
You can customize the export options by clicking the cog icon, in the black sidebar, on the right side of the screen. Options include detail like changing the page border, the resolution of an exported image, quality of a PDF file etcetera.
You have now completed the User Guide