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Business Analytics

Business Analytics helps you to track orders and create reports based on your business needs.

Administrators and finance users can use Business Analytics to view data about orders, and create and filter reports.

You can create reconciliation reports, order reports and refund reports for a time that you specify. Filter reports by things such as group, order ID and order date. Select from a set of columns that you want included in the report, such as order and product info. Use this list of common terms to analyse your reports.

The reports are in a CSV format, which is compatible with Microsoft Excel.

Once an administrator or finance user has created a report, requisitioners can also download and view it. Reports vary based on the account permissions of the person viewing it.

To create a report:

  1. Go to Business Analytics. Choose one of the available reports from the drop-down:
    • Reconciliation
    • Orders
    • Refunds
    • Shipments
    • Savings
    • Credentials
  2. From the Time period drop-down menu, select a predefined time range or specify a custom date range.
  3. Select the Filter icon to customise the data in your reports. To add multiple filters, select Add new filter. Select Submit.
  4. Select the Adjust columns icon. Select the plus sign to see the columns for each category. You can delete any unnecessary columns that are selected by default.
  5. Select Get order information and other documents to download the “Invoices” and/or “Printable order summary” specific to the order that you select. Tick the boxes for the desired order_id, and select Get Order Documents.
  6. Select Download CSV to download a copy of your customised report. When you open the CSV file, you can further filter the report by specific columns to find the information you need.

    Note: You can queue up to five reports for downloading. Reports may take time to generate, depending on their size. When the report is complete, the file will download automatically and a green bar will appear to notify you. You can also view the download history to retrieve reports generated in the past.

  7. To save an open report, select Add title and save to your templates.
  8. All saved reports are available in the Your Reports page. To view this page, move the mouse over the drop-down menu next to Business Analytics and select Your reports.

    Note: If ASINs and tracking numbers are missing digits, it could be an issue related to reading certain values in Microsoft Excel. Use a text editor to open the file, or use the import data utility in Microsoft Excel to load the CSV file. You can customise each column’s data type to display as text.

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