Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision Next revision Both sides next revision | ||
|
merchant:existing_merchant:selfcare_system:reporting [2020/04/20 14:24] robinc [Scheduled Report] Added creating report steps |
merchant:existing_merchant:selfcare_system:reporting [2020/04/20 19:07] robinc [Scheduled Report] Added Edit and Delete Report content |
||
|---|---|---|---|
| Line 160: | Line 160: | ||
| * **Report Info**: here you are going to inform the Report Name. | * **Report Info**: here you are going to inform the Report Name. | ||
| * **Report Schedule**: the Run Report field allows you to inform the periodicity of the report (Daily, Weekly, Monthly, Once Off-custom, up to 12 months). | * **Report Schedule**: the Run Report field allows you to inform the periodicity of the report (Daily, Weekly, Monthly, Once Off-custom, up to 12 months). | ||
| + | * {{:merchant:existing_merchant:selfcare_system:reporting:schedule_report_info.jpg|}} | ||
| 3. Select delivery method | 3. Select delivery method | ||
| * **Delivery Methods**: only two methods allowed - FTP and E-mail - and both require their specific details. | * **Delivery Methods**: only two methods allowed - FTP and E-mail - and both require their specific details. | ||
| + | * {{:merchant:existing_merchant:selfcare_system:reporting:schedule_report_delivery.jpg|}} | ||
| 4. Build Report | 4. Build Report | ||
| * **Report Builder**: here you can choose, among a set of fields, the data to be used when filtering your report's desired information. | * **Report Builder**: here you can choose, among a set of fields, the data to be used when filtering your report's desired information. | ||
| + | * {{:merchant:existing_merchant:selfcare_system:reporting:schedule_report_builder.jpg|}} | ||
| * **Report Columns**: those are the possible fields to appear in your report. | * **Report Columns**: those are the possible fields to appear in your report. | ||
| + | * {{:merchant:existing_merchant:selfcare_system:reporting:schedule_report_columns1.jpg|}} | ||
| + | * {{:merchant:existing_merchant:selfcare_system:reporting:schedule_report_columns2.jpg|}} | ||
| + | * {{:merchant:existing_merchant:selfcare_system:reporting:schedule_report_columns3.jpg|}} | ||
| + | **Edit a Report** | ||
| - | <html><img class="imageReplace img_small" src= " | + | Click on link under Report Name column |
| - | data/media/merchant/existing_merchant/selfcare_system/selfcare_reporting_schedulereports_create-nu.png"/></html> | + | * {{:merchant:existing_merchant:selfcare_system:reporting:edit_schedule_reports.png|}} |
| - | \\ | + | |
| + | **Delete a Report** | ||
| + | Click on the horizontal ellipsis to display the options: Set as Inactive and Delete Scheduled Report. | ||
| + | * {{:merchant:existing_merchant:selfcare_system:reporting:delete_schedule_reports.png|}} | ||
| \\ | \\ | ||