...
The reports are displayed grouped by:
Consolidated account.
Customer
Language
Product
Customer > Language > Product
Language > Product
Order > Language > Product
Order
Accessing and using Profit and loss reports
The reports are accessed via From: Manager > Reports > Profit and loss reports
| Info |
|---|
Due to performance reasons, the report doesn’t show live data and can be updated on demand (except for the Orders page). The report runs when the user first navigates to the page (unless it was run within the last 24 hours by the user), and then can be run on demand once an hour (fig 4). The system displays the last time the report was run (fig 5). |
To view the various grouping methods, simply navigate between the different tabs (fig 1)
Loss rows are displayed in red (fig 2)
All reports including the The Product, Order, or Language count columns, allow drill-down reportsto show quantities.
Click on one of the values value (fig 3) to open a the breakdown of the clicked value.To improve customer experience and allow quick and efficient loading of the data:When running the report, if the data is more than a day old - it is automatically updated to display the latest information.
A manual update is possible, once an hour.
To update the data, click the “Run now” button (fig 4).
The system displays the last time the report was run (fig 5)
This does not include the “Orders” tab which is a live report.
Report data can be exported to Excel:
Click the “Generate export” button (fig 6)
Click “Yes” in the popup that appears.
Click the “Download export” button to download the file.
...