Basic Reporting in CA

The Commerce Assistant reporting tool provides over 250 comprehensive real-time reports on information such as:

• Revenue
• Orders
• Licenses
• Products
• Regions
• Payment Exchange of money for goods and services in an acceptable amount to the customer where the payment amount has been agreed upon in advance. The customer can only pay with an accepted payment method. Each payment has an individual payment cost. options

Basic reporting uses pre-configured reporting templates that are organized in a folder structure. For every template, you can customize the results to create reports that best suit your needs. You can bookmark these reporting configurations for future use.

The reports can be viewed interchangeably in bar, line, and table formats and can be exported into PowerPoint, Word, Excel, or PDF with one click.

You control which users have access to which reports with the reporting tool's advanced rights management system.

Manage Reports

You can use the Reporting worksheet to configure and view reports.

Configure a Report

1. In the main menu, select Reporting > Open Report. The Reporting worksheet displays.
2. Select a report type from the directory structure on the left.
3. To access specific reports, click the arrows to expand and collapse the individual folders.
4. Double-click a report type to open the report. The selected report type displays at the top of the worksheet, so you can change the report type using drop-down lists instead of the directory structure.

   Example

   If you selected the report type Sales revenue->Total->All orders, there will be three drop-down lists at the top of the worksheet: Sales revenue, Total, and All orders.

5. In the additional drop-down list(s), select options to change the display of data in the report. Different drop-down lists display, depending on the type of report you selected.
6. If applicable, select a period for the reporting results.
7. Select a time span for the reporting results.
8. If applicable, select order An agreement between a seller and a buyer to exchange goods and/or services for money. An order can: - contain multiple products and quantities; - have multiple financial transactions. A preorder authorization is considered an order. configuration details from the following fields:
   • Payment status — Select from all orders, all real orders, paid orders only, quotes, and registrations.
   • Reference time — Select from time of financial transaction, order submitted, and order paid.
   • Reference type — Select from aggregated, only revenue, and only returns.
9. To deduct Cleverbridge fees from the revenue totals, select the Deduct Cleverbridge fees checkbox.

View a Report

Reports automatically display when first opened. If you change the options in the drop-down lists, click Refresh to view the updated report.

You can switch the report type in the report directory structure or in the drop-down lists at the top of the worksheet.

Display Type

You can select a display type for the report. The options are: bar, line, pie, and table. For regional reports, a world map is the default report type. The raw data display type provides a two-dimensional view of the data.

Bookmarks

Once you have configured a report to display the way you would like, you can bookmark this report in order to easily view it again without the need to set it up again.

About Quick Stats

Quick Stats provides an overview of net revenue and number of orders by month, week, and day. It provides a comparison of the numbers from the previous time frame with the current time frame, and the percentage column displays the difference. The comparison with the previous month's data is based on the first day of the previous month up to the equivalent number of days from the current month. There's only one exception: the Last Month total, which displays the value for the entire previous month.

You can:

• Click the Refresh button to update the data in real-time.
• Click Copy to Clipboard to use the data outside the Commerce Assistant.