Ch. 070 Report Writer (Data & Reports)

PRESSERO > Pressero Documentation Manual

Report Writer

The report writer allows you to create, save and run custom reports for your order history that is based on criteria you set. The Report Writer can be found by going to Admin > Tools > Report Writer. Advanced functions such as grouping and changing column positions will perform best with Firefox.



 

The Filter Area

Select inside the bar at the top of the page titled "Filter." There are several choices here. 
 
 
Start Date and End Date - Choose a date range that you would like to run the report for. 
 
Columns - The column drop down will display a long list of options you can add to the report. There are some checked by default. Click on the box in front of the option to select or unselect the columns you want added to the report. Click on the refersh button to have the new column selections update on your report view.
 
Orders Level Summary - If you would like the summary of the report to be run at the orders level, click on the button here. Otherwise the report will treat all columns of information the same. See below for information on how to sort the report by columns you select as another option. 
 
Saved Report Configurations - This drop down list will show all the saved reports you have. If you are creating a new report that needs to be saved, enter in the name of the report. Make sure to save. 
 
The image below shows the list of column options you can choose for your report.
 

Customizing the details of the Report

Now that you have all your columns selected, you will want to organize it. 
  • You can change the order of the columns by clicking and dragging the column headers.   
  • You can change the sort order by clicking directly on the column name.  
  • In most of the columns in the grid of data, you can filter down to data fitting certain criteria. Enter some text in the header of the column, then click the filter icon to select which type of column filter to use. Note you can filter as many columns as needed.
  • See the image below that shows how you can group columns by dragging the column header up to the blue bar. For example, you might want to group orders by the year, month, and day. 
 
The result of dragging Year, Month , and Day can be seen in the image below. 
 
 
 
Saving Your Report
 
To save your report enter in a report name into the "saved report configurations" drop down menu found within the filter area. 
 
When you are finished, you can easily export the report to Excel or CSV format by clicking the icons in the upper right hand corner of the grid area. 
 

Export Data using the Pressero API

As an add-on to all Pressero packages, an XML API is also available. This is used to provide a direct, real-time link between another XML capable application and the Pressero system, eliminating the need to manually export data and import (or hand enter) into another application. Uses include MIS and Scheduling integration. An example of the power of this kind of integration is the instant Shipping Estimate a User sees when they enter a zip/postal code and see various FedEx, UPS and USPS rates displayed.