Summary: This training will guide you through the process needed to create various reports related to data from your Store in real time as well as orders of any status that is listed in the filter menu.
Note: This training is taken directly from the Magento User Guide. Xennsoft has provided this link for your assistance. On occasion you may find that some items within the WorldVu system do not match the training provided by the Magento User Guide due to modification made within WorldVu to accommodate the Direct Sales Industry needs. If this happens and you are unable to accomplish your desired actions or find a more specific WorldVu training, please contact your Xennsoft Success Coach and/or enter a Ticket to Xennsoft and we will promptly reply. When needed, Xennsoft will make custom trainings that will fit the modified Direct Sales format within WorldVu.
How to Run a Sales Order Report (Example for all Reports Listed in this Training)
Process to Run a Sales Order Report
Additional Information:
Note: There are many reports available under the “Reports” tab. They all generally follow the “Process to Run a Sales Order Report” example. The filters may be different on certain reports. Some reports are already set to produce specific data returns based on configurations you set and used while creating your products, your Store, payment method, etc.
Updating Data for Reports
Refreshing Statistics Before Running Reports
Note: The data for recent statistical reports will be current based on the date and time listed in the “Updated At” field of the “Refresh Statistics” page listed in the Reports tab. If you run reports using past data it may be wise to run the “Refresh Lifetime Statistics” action in the “Refresh Statistics” page to be sure all data is included in your report.
We hope this helps. Check out our other training posts for additional assistance.
