Company Reports

Company Reports are designed for big picture, company-wide direct-to-consumer sales performance tracking. Each of the reports available can be used to assess the company's performance in each area; by customer type, by sales channel, and overall year-over-year trending. 

Access Reports

1. From the menu: Reports > select report category.

   

   
   

2. From search results: Select Action > select report category.

   

   
   

Data for Reports

Reports can be viewed with three different data sets:

1. Date Pickers: Select a date range to view default report information.

   

2. Search: Begin with an Order or Payment Type search, and use the current search results to generate a report.

   

3. Saved Search: Create a saved search for a corresponding report type, and use the drop-down menu to automatically run and load the results of a saved search directly into a report. 

   

View Criteria, Refine Search, and View Results

When viewing reports, if a current search or saved search is loaded into the reports, a new function menu is available:

• View Criteria: to display all of the search form criteria
• Refine Search: to go directly to the search form loaded with the current search

• View Search Results: to return to the result list

  

Report Categories and Search Result Types

Within Company Reports are four categories.  Use the drop-down menu to select a reporting category, which will update the available report tabs. 

Each report category is available only with specific search result types. Use this guide below to match a current to saved search with the corresponding reports available.