How To

ChannelAdvisor for Brands – Using the Reports Center

ChannelAdvisor’s Report Center enables brands to configure, schedule and deliver reports for Where to Buy and Product Intelligence. With access to this data, brands are able to make data driven decisions to continue to monitor and grow the business. After all, your strategy is only as good as the data that validates it.

 

Creating reports in the Report Center


  1. Navigate in your ChannelAdvisor Account to Reports > Reports Center Beta or Reports > Create Report.
  2. Pick the Channel called Product Intelligence or Where to Buy with the report you are creating from the dropdown menu.
  3. Select the report you want to create by clicking on its name. You can see more details about each report by choosing the More Detail option.
  4. Select Create Report within Content Tracker - Products.
  5. Enter the report Name Demo Report - Content Tracker - Products - <Your Initials>.
  6. Change the date period to the desired date or time frame (i.e. Last 90 Days),
  7. Select the account(s) you want included.
  8. Select the Fields you want shown in the report:
    1. Remove fields by clicking the X by the field.
    2. Add fields by clicking +add field.
  9. Select the field(s) and sorting format by one or more of the following:
    1. Org Name
    2. Brand
    3. Date
    4. Product Count
    5. Change the order from ASC (Ascending) to DESC (Descending).
  10. Select a Filter (if desired) by clicking +add filter.
  11. Select to run report now or to schedule.
    1. For a schedule, select the frequency and start date and time.
  12. Select delivery options and format.
  13. Click Save.
  14. Click Preview on a previously created report to avoid waiting for the scheduler to execute.

Once submitted, reports are processed and will be updated on the Report Activity page when completed. Processing times are generally a few minutes for smaller reports and up to an hour for larger reports.

If you have questions, contact your ChannelAdvisor representative or Customer Support .

ChannelAdvisor’s Report Center enables brands to configure, schedule and deliver reports for Where to Buy and Product Intelligence. With access to this data, brands are able to make data driven decisions to continue to monitor and grow the business. After all, your strategy is only as good as the data that validates it.

 

Creating reports in the Report Center


  1. Navigate in your ChannelAdvisor Account to Reports > Reports Center Beta or Reports > Create Report.
  2. Pick the Channel called Product Intelligence or Where to Buy with the report you are creating from the dropdown menu.
  3. Select the report you want to create by clicking on its name. You can see more details about each report by choosing the More Detail option.
  4. Select Create Report within Content Tracker - Products.
  5. Enter the report Name Demo Report - Content Tracker - Products - <Your Initials>.
  6. Change the date period to the desired date or time frame (i.e. Last 90 Days),
  7. Select the account(s) you want included.
  8. Select the Fields you want shown in the report:
    1. Remove fields by clicking the X by the field.
    2. Add fields by clicking +add field.
  9. Select the field(s) and sorting format by one or more of the following:
    1. Org Name
    2. Brand
    3. Date
    4. Product Count
    5. Change the order from ASC (Ascending) to DESC (Descending).
  10. Select a Filter (if desired) by clicking +add filter.
  11. Select to run report now or to schedule.
    1. For a schedule, select the frequency and start date and time.
  12. Select delivery options and format.
  13. Click Save.
  14. Click Preview on a previously created report to avoid waiting for the scheduler to execute.

Once submitted, reports are processed and will be updated on the Report Activity page when completed. Processing times are generally a few minutes for smaller reports and up to an hour for larger reports.

If you have questions, contact your ChannelAdvisor representative or Customer Support .

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