You can choose from a variety of reports to run against your account and download in several formats. Reports are offered in PDF, XLS (Microsoft Excel), XML, RTF (Rich Text), CSV (Comma Separated Value). Additionally, you can schedule reports so that information about your account is sent to you regularly via email.
Once you have logged in, click on the ‘Reports’ tab.
The Reporting page will display the following information:
- Available Reports – The reports you can run against your account
- Report Name – The title of the report
- Description - ?A description of information found in the report
- Reports In Queue – Any reports that are pending creation by our system
- Recently Completed Reports – The five most recent reports that were created
- List all Completed Reports – Shows a list of all the reports you have saved
The Reporting also provides you with 4 sub-menus which include Request Report, Report Queue, Completed Reports, and Scheduled Reports.
You can click the ‘Request Report’ tab to view a list of all the available reports that can possibly be run against your account. Over time and with your input, we will begin adding additional reports to this section.
- Report Name – The title of the report
- Description – A description of information found in the report
- Begin Date – The date when you want to start the range of past sales data
- End Date – The date when you want to end the range of past sales data
- Report Format – Select from the list of formats offered for download
You can click the ‘Report Queue’ tab to view reports that are currently pending creation within our scheduler system. Your report will run as soon as the scheduler is ready.
You can click the ‘Completed Reports’ tab to view all the reports that have been run against your account. Keep in mind, reports will eventually be deleted.
- Delete -Check this and click ‘Delete’ to remove the report
- Report Name – Click the title to download the report.
- Format - The file type of the report
- Generated On – Date and time that the report was made
- Expires On – When the report will be removed from our system
- Re-run Report – Click to run this same report again and generate a new download.
You can click the ‘Scheduled Reports’ tab to view list of all the reports that have been scheduled to run.
- Delete – Check this and click the ‘Delete’ button to remove the scheduled report
- Edit - Click this icon to edit the options of this report
- Report Title – The name given to your report
- Format - The file type of the report
- Next Schedule Date – When the report is going to run next
- Data Date Range – How far back the data history will go from the scheduled date
- Last Scheduled Date – When the scheduler will stop running this report
Add Scheduled Report -
To add a Scheduled Report click the Add Scheduled Report link on the right side of the page. – You will then fill out the form with the appropriate information and also set the schedule for the report to be delivered. After entering the appropriate information click the ‘Save’ button to create a report that is scheduled to run at a later date.
- Title - The name of your report
- Report – The report type
- Format – The file type of the report
- Starting Date – When you want to start running the report



