The TecknaShop Report Administration enables you to build your own reports from the system databases, access your WorldPay's CMS, a user feedback facility and resource usage report.
The report writing facility works by prompting you for the data fields you require (from the order and catalogue areas of the underlying databases), then for layout specifications, sorting and totalling parameters. The final report can then be saved, printed or deleted after the initial use.
The user feedback facility enables you to contact TecknaShop's support with any suggestions for enhancements to the next version, or notification of unexpected events and bugs that have occurred when administrating your store.
The resource report give details upon how much space you have used on your host server, also the number of visitors to your store and some order status details.
To enter the report facilities or to view any of the reports click the Go buttons next to their titles.
Adding an Order Report
To show how to create a report, we will use the example of a report that prints all the ordered items for a shopper, sorted in ascending order, then variant order, showing totals, key dates and order status. Start to create a report by clicking the Add button in the report writer menu, and then you will be able to enter any of the following parameters to produce a user-defined report.
Report Title
When you first enter either the order or catalogue report writing area,
you will need to give the report a descriptive title. Note:
The title entered will be printed at the head of the report.
Default Output
Format
This will determine whether the report is displayed on your screen, which
can be printed from your browser or as a CSV file (commonly used by applications
such as Microsoft Excel and Lotus 123) that contains no headers or footers
and can be imported directly into a spreadsheet. Note:
TecknaShop recommend that when downloading the CSV file, you save
the report to disc, rather than opening the file in its current location
(when prompted at runtime), as your browser may not be able to handle
the current file format.
Options (Disallow Runtime Changes)
Reports can be created by one user, but run by many (dependant on user
access privileges: see User Options).
A creator of a report can determine whether users are presented with the
option of specifying the selection criteria and the output format of the
report, or whether the report will run without prompting. To disallow
changing the parameters of the report in runtime, tick the options checkbox.
Note: You can also fix each of the selection criteria
separately giving the report creator greater control of what the report
output will be.
Display Columns
This menu enables the selection, positioning order, totalling and formatting
of the data items that make up your custom report.
|
Add Column |
Choose the data items (from either the order or catalogue database) that you wish to display as a column on your report. |
|
Insert |
The insert drop down list determines the positioning of the newly added column in relation to those already inserted. |
|
Column Header |
Enables you to overwrite the default column headings (those shown in the Add Column drop down list) with a more descriptive name. |
|
Count |
Gives a count of the number of items selected. Only one count is allowed. |
|
Break |
Creates a break in the text for counts or totalling. Only one break is allowed. |
|
Subtotal |
Prints a total of all numeric items since the last break. Note: Selecting this option for a non-numeric field will produce a count. |
|
Total |
Prints a grand total of the numeric items in the report. Note: Selecting this option for a non-numeric field will produce a count. |
|
Suppress Repetition |
Will prevent the report from displaying duplicated records in the same column, which is useful in reports with sorted columns. This function for example, can prevent the same product or customer name being printed over and over if this item sorts the report. |
Operational Note: When producing an order report, some of the data fields that can be added to your report as columns contain some basic mathematics. The following mathematic describes how the data items are produced.
Item
Item Shipping + Item Shipping Tax = Item
Shipping Total
Item Cost - Item Discount + Item Shipping Total + Item Tax = Item
Total
Item Unit Cost x Item Quantity = Item
Cost (note: that the item unit costs is what it was at the time
the order was confirmed by the customer - the variant price is what it
is now)
Order
Order Shipping Cost + Order Shipping Tax = Order
Shipping Total
Order Cost (including discount) + Order Shipping Total + Order Tax = Order Total
After adding and formatting a column for your report click the Store Report button. The new columns will now be featured in the display column menu giving you the ability to rapidly change any of the settings or even delete a column.
Selection
Criteria
This menu enables you to state a Selection Criteria for
the report so that it only extracts items of data from the database.
|
Add Selection |
Choose from the drop down list the data fields that you wish to make part of your selection criteria. |
|
Criteria |
From the criteria drop down list select a logical operator to apply to the selection criteria. |
|
Value |
Enter a value that will be used in conjunction with the selection and criteria, for example, a shopper's Name Equal To Smith, a Product Name Not Equal to CD, where Smith and CD are the values. Note: A number of selections simulates an 'And' type report, i.e. Selection A and Selection B will be printed, whereas values entered into this field separated by commas simulate an 'Or' type report, i.e. Selection A or Selection B will be printed. If at runtime, no values are entered into Value, no data will be printed. |
|
Insert |
The insert drop down list determines the order of the selection criteria and has no effect on the contents of the report. However, it may affect the speed of the reports production as subsequent criteria extracts are made from the previous selection, not on the database as a whole. |
After adding a selection criteria click the Store Report button to enter the changes and display the criteria in the menu.
Operational Tip: Selecting the Shopper's Name as a selection, and not actually specifying a value for the shopper, in conjunction with enabling runtime changes, enables you to produce a report where you can enter the name of shopper at report runtime.
Sort Options
This enables you to determine how the rows within your report are ordered.
For example, by setting the sorting options initially on the product name,
and then sorting on a variant, the report will display the rows in alphabetical
order, first on the products name and then by the variant. You can however,
reverse the order in which they are displayed i.e. from A-Z, to Z-A, by
clicking the Reverse
Order
checkbox when adding each of the sort options.
View/Edit an Order Report
When an order report is selected it can be viewed in more detail by clicking
the View/Edit
button. This new screen will display the date of the report creation and
the creator, also the date when the report was last run and by whom. You
may change or delete any of the report parameters and sort criteria. To
confirm any of changes click the Store
Report button, or click the Run
Report button to view the report.
Running a Report
To run one of your reports simply select the order report title from the
drop down list and click the Run
button.
Operational Tip: The report can be printed for later reference using your browsers print button when displayed on the screen. If it is outputted as a downloadable CSV file then you can open and print the file using a spreadsheet package like Microsoft's Excel or Lotus 123.
Deleting a Report
Select the report from the drop down list that you wish to delete, once
selected click on the Delete
button. When deleting, a confirm
deletion checkbox is displayed in order to avoid accidental deletions.
This box needs to be checked before the delete button becomes effective.
Adding a Catalogue Report
This follows the same structure as the Order
Report above, but instead contains catalogue items in the drop down
data fields.
View/Edit a Catalogue Report
When a catalogue report is selected it can be viewed in more detail by
clicking the View/Edit
button. This new screen will display the date of the report creation and
the creator, also the date when the report was last run and by whom. You
may change or delete any of the report parameters and sort criteria. To
confirm any of changes click the Store
Report button, or click the Run
Report button to view the report.
Running a Report
To run one of your reports simply select the catalogue report title from
the drop down list and click the Run
button.
Operational Tip: The report can be printed for later reference using your browsers print button when displayed on the screen. If it is outputted as a downloadable CSV file then you can open and print the file using a spreadsheet package like Microsoft's Excel or Lotus 123.
Deleting a Report
Select the catalogue report from the drop down list that you wish to delete,
once selected click on the Delete
button. When deleting, a confirm
deletion checkbox is displayed in order to avoid accidental deletions.
This box needs to be checked before the delete button becomes effective.
The feedback area enables you to contact Click and Build's support with any suggestions for enhancements to the next version, or notification of unexpected events or bugs that have occurred when administrating a store. You can make a suggestion by simply typing your comments into the form provided and then clicking the Submit button to send it. To submit a bug you must first state what type of error has occurred using the radio buttons provided. The different types of errors are Internal Server Error, Document Contains No Date, Blank Page (can view source HTML) and Error has Occurred in application, which are displayed in your browser. If any of these errors have a occurred it is useful to copy any error message displayed and paste it into the Message Given when Error occurred field for further reference. An error may not fall into any of error types which is why there is space provided for other types of error details. TecknaShop Support will also need to know what actions resulted in the error and the time and date that they occurred.
By clicking on the Go button for WorldPay CMS you will be redirected to the WorldPay Administration Server where you will need to enter your user name and password for your WorldPay customer account. You can then view your account details including order transactions.
This reporting facility gives a detailed report on what resources you are using on the host server. Set the date parameter to state the start and end date that you wish to view, the end date is by default the current date. The report generated will display the date range that the report was generated from. The report contains the number of visitors to your store and the disk space used. It also provides the number of products, variants, catalogues, images and downloadable goods that have been included in your store. In addition, it shows the order status, such as the number of actual orders, and the number of orders that have been completed, authorised or cancelled. As the report is broken down into individual day usage you can get a precise account of the work being carried out on your store, but for general information there is a report grand total at the foot of the report.
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