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FAQs

Payment Reports

Payment Reporting How is Payment Reporting different to Sales Reporting? These reports rely on 'payment date' and 'payment values.' While the total value of a Sales Order is recorded at the date and time the order is placed, payments function differently. Pa...

Promotion Usage

Customer Reports

The report lets you track the revenue added by each promotion. It shows each promotion, as well as how many uses, associated revenue and total discounts.  Figures shown only include orders which have been marked as completed, awaiting despatch, partially desp...

FAQs

Stock Reports

Real Time Data Are the reports up to date? All reports show a snapshot of data at the instant that they were generated. As such, they are always up to date. General Are Reports sortable? All reports are sortable - simply click on the headers. Can a repor...

Stock Notify

Stock Reports

This report shows all Products about which customers have asked to be notified about when they come back in stock.  Customers will be emailed automatically when stock is added to these products. It is also possible to view the individual customers who ha...

Stock Discrepancy

Stock Reports

This report provides you with a list of all stock discrepancies over time, both as a value (based on cost price) and stock quantity. These overages and write-offs are based on Stock Takes and manual inventory alterations. The report provides a headline value ...

Stock Holding

Stock Reports

This report can be used to give you a full valuation of stock held at a specific location. Select your Store and Stock Location at the top of the screen. This gives a breakdown by Variant, and will not detail the Unique Stock Items, e.g. you have five Examp...

Aged Stock

Stock Reports

This report shows individual stock records, their cost price and the date they were added to the system. It can also be used to view the individual unit prices of each unit of stock in the database. This gives a breakdown by Variant, and will not detail th...

Logistics

Stock Reports

This report shows a calendar view of goods coming in and out of your Store(s). This will include: Purchase Orders coming into a Store Stock Transfers coming into a Store Stock Transfers leaving a Store Supplier Returns being collected from a Store It ...

Best Customers

Customer Reports

This report will show a list of your best customers for a given period.  It is possible to add Customers to Customer Groups from this screen.  Tagging Customers Use the checkboxes to the left of the records to select customers to tag. Use the control at t...

Customer Products

Customer Reports

Report on customers who have purchased a specific product. You can search for a SKU Code or a Product Name.  Tagging Customers Use the checkboxes to the left of the records to select customers to tag. Use the control at the bottom of the screen to choose w...

Ticket Sales

Customer Reports

This report will show you Bookings made (tickets sold) for a given period.  It includes personal data for the customer, as well as a link to their Sales Order.  This report will only be available if you are using the Bookings function.  Filters This ...

Competition Entries

Customer Reports

This report will show you competition entries within a given period.  This will show entrants in summary - to view the detail of their entry, including any answers they provided to competition questions, please export the report as a CSV.  This report will...

FAQs

Customer Reports

General Are Reports sortable? All reports are sortable - simply click on the headers. Can a report be exported? All reports are exportable as a CSV. Why are some results 'N/A' or simply blank? This will be due to missing information, e.g. products that a...

Summary

Competitions

FAQs

Log Reports

General Are Reports sortable? All reports are sortable - simply click on the headers. Can a report be exported? All reports are exportable as a CSV. Why are some results 'N/A' or simply blank? This will be due to missing information, e.g. products that a...

Search Log

Log Reports

This report will show you Site Searches made within a given period.  Unsuccessful searches are highlighted in red. This report is intended to be used in conjunction with Search Overrides to make the most of your popular searches, correct typos and mitigate...

Notes by User

Log Reports

This report shows a summary of notes by User.  This is a summary of the Tasks within the CRM.  Filters This report may be filtered by: Date Range Key to icons  = download report FAQs FAQs for Log Reports may be viewed here. 

Admin Activity Log

Log Reports

This report will keeps a log of user activity within the CMS. It will show you who has logged in and what they have changed. It is not possible to undo changes that have been made - this report is solely for indicative purposes Data is held on all ac...

Summary

General Modular Blocks

Version Control

General Modular Blocks

Every Modular Page comes with version control.  These are intended to allow users to work on multiple versions of the page, either to make changes in draft before putting them live, or to have multiple versions for different purposes: Although all changes ...