To create a saved report, follow these steps:
NOTE: This example takes place in the Admin interface. The steps will be the same for buyer users, the only difference is the interface's aesthetic.
1. Log onto your Administrative interface.
2. Click on the "Reports" top navigation tab.
3. Click on any of the report types in the left navigation bar.
4. Give the report a name, for example: Line Item -- Company Name -- Monthly.
NOTE: Saved report names must be unique.
5. Select all of the properties of the report that you need.
6. Click the “Save” button.
7. This report will now show up in a searchable list of saved reports that appear when you initially click on the "Reports" top navigation tab. Additionally, if you are working with reports and would like to view all saved reports, you can click on the “Saved Reports” link in the left navigation bar.
On the main Reports page, each saved report has quick links including Preview and Download.These links function exactly the same as the Preview and Download buttons on every report page. Preview brings you to a page where the filter criteria is populated and the report data is returned in a grid on that same page and Download will return the report data in a csv file for downloading. To view the report without the results being returned, click on the report name.
If you would like to change one or more fields of a saved report, follow these steps:
1. Navigate to the saved reports list by clicking on the "Reports" top navigation tab.
2. Click the name of the report you would like to edit.
3. Change the fields that need to be modified.
4. Click the “Save” button.
If you have several reports that are similar, you can copy them by following these steps:
1. Navigate to the saved reports list by clicking on the "Reports" top navigation tab.
2. Locate the report you would like to copy and click the “Clone” link in that row.
3. Clicking "Clone" on an existing saved report will take you to that report type with all the fields filled in (with the exception of the name field).
4. Fill in a new name for this cloned report.
5. Change any necessary fields.
6. Click the “Save” button.
7. A new saved report will now appear on the main Reports page.
Using .csv files in Microsoft Excel
If you are opening a saved .csv file into Excel, data with leading zeroes becomes truncated. For example, a product with an ID of 0001, would show up in Excel as 1. To preserve the leading zeroes, save the .csv file with a .txt extension and then open it in Excel. This will cause Excel to launch the text import wizard. When you choose delimited file, with a comma separator, the columns in your report will be displayed. From there you will be able to choose which columns to change from "General" data format to "Text" data format.
Additional information can be found on the Microsoft Office website
Reference Material: None
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