reseller:console:reports_custom

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
reseller:console:reports_custom [2009/07/17 09:07]
nell content added
reseller:console:reports_custom [2009/07/17 09:09] (current)
nell
Line 7: Line 7:
 In addition to the variety of pre-made reports described above, the reseller console reports section also provides the tools you need to create unique custom reports. Once you have created and saved a custom report, it will be displayed on the main reports page under the Custom Reports header. Reports will be displayed by the name you assign to them at the time the report is created. In addition to the variety of pre-made reports described above, the reseller console reports section also provides the tools you need to create unique custom reports. Once you have created and saved a custom report, it will be displayed on the main reports page under the Custom Reports header. Reports will be displayed by the name you assign to them at the time the report is created.
  
-==== Create Your Own Report ====+===== Create Your Own Report ​=====
  
 To create a custom report, simply click on the Create Report button at the bottom center of the screen and follow the four steps outlined below. To create a custom report, simply click on the Create Report button at the bottom center of the screen and follow the four steps outlined below.
Line 13: Line 13:
 Once you have created a custom report it will appear on the main reports screen under the Custom Reports heading. You may create as many or as few custom reports as you like, and may edit them by clicking on the pencil icon to the right of the report name, or delete them by clicking on the trash can icon. Once you have created a custom report it will appear on the main reports screen under the Custom Reports heading. You may create as many or as few custom reports as you like, and may edit them by clicking on the pencil icon to the right of the report name, or delete them by clicking on the trash can icon.
  
-=== Step 1: Filter Merchants ===+==== Step 1: Filter Merchants ​====
  
 |{{https://​www.usaepay.com/​resellers/​support/​images/​crss1.gif}}| |{{https://​www.usaepay.com/​resellers/​support/​images/​crss1.gif}}|
Line 59: Line 59:
 |Sales $ Amount |total dollar amount of sales completed by any single merchant in the past 30 days| |Sales $ Amount |total dollar amount of sales completed by any single merchant in the past 30 days|
  
-=== Step 2: Select Fields ===+==== Step 2: Select Fields ​====
  
 |{{https://​www.usaepay.com/​resellers/​support/​images/​crss2.gif}}| |{{https://​www.usaepay.com/​resellers/​support/​images/​crss2.gif}}|
Line 67: Line 67:
 The list of fields that can be included in your custom report is identical to the list of fields by which you filtered. (See table above.) ​ The list of fields that can be included in your custom report is identical to the list of fields by which you filtered. (See table above.) ​
  
-=== Step 3: Choose Sort Order ===+==== Step 3: Choose Sort Order ====
  
 |{{https://​www.usaepay.com/​resellers/​support/​images/​crss3.gif}}| |{{https://​www.usaepay.com/​resellers/​support/​images/​crss3.gif}}|
Line 73: Line 73:
 Once you have decided what fields to include in your report, you must choose the order in which those fields should be sorted. You may wish to sort by name, number or date, just make sure when you select the fields you would like the report sorted by that they are fields that you have selected to appear in the report. For each of the sorting fields, select whether you would like the column to sort in ascending or descending order. Once you have decided what fields to include in your report, you must choose the order in which those fields should be sorted. You may wish to sort by name, number or date, just make sure when you select the fields you would like the report sorted by that they are fields that you have selected to appear in the report. For each of the sorting fields, select whether you would like the column to sort in ascending or descending order.
  
-=== Step 4: Enter Report Title ===+==== Step 4: Enter Report Title ====
  
 |{{https://​www.usaepay.com/​resellers/​support/​images/​crss4.gif}}| |{{https://​www.usaepay.com/​resellers/​support/​images/​crss4.gif}}|
  
-You're almost done! Just enter a title for your new custom report and click the Save button at the bottom of the screen. Be sure to name your new report something descriptive so that you will remember what kind of report it is when you run reports in the future.+You're almost done! Just enter a title for your new custom report and click the Save button at the bottom of the screen. Be sure to name your new report something descriptive so that you will remember what kind of report it is when you run reports in the future. All custom reports that you create will be listed under the "​Custom Reports"​ icon on the main [[reports_index|Reports]] page.
    
reseller/console/reports_custom.txt ยท Last modified: 2009/07/17 09:09 by nell

Page Tools