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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 14:51] robinc [Scheduled Report] Added report column images |
merchant:existing_merchant:selfcare_system:reporting [2020/04/29 19:19] robinc [Scheduled Report] |
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2. Enter Report Info | 2. Enter Report Info | ||
* **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). |
+ | * *Custom reports may take up to an hour to be delivered. | ||
* {{:merchant:existing_merchant:selfcare_system:reporting:schedule_report_info.jpg|}} | * {{: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|}} | * {{:merchant:existing_merchant:selfcare_system:reporting:schedule_report_delivery.jpg|}} | ||
+ | * {{:merchant:existing_merchant:selfcare_system:reporting:schedule_report_deliveryemail.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. | ||
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* {{:merchant:existing_merchant:selfcare_system:reporting:schedule_report_columns3.jpg|}} | * {{:merchant:existing_merchant:selfcare_system:reporting:schedule_report_columns3.jpg|}} | ||
+ | **Edit a Report** | ||
+ | Click on link under Report Name column | ||
+ | * {{: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|}} | ||
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