Overview:
This article will help you how to customize a report on Order status tracking page in Xvantage. The new Customize report experience allows you to select the exact fields you want included in your report across categories such as General, Tracking details, Invoice details, Technology solution, Cloud solution, and Address details for more tailored reporting.
Process:
Log in to Xvantage.
From the left navigation menu select My business, then click Orders.
On the right side of the screen click Reports.
There are two tabs you can explore - Scheduled Reports and Saved Templates.
Click on a Create report template.
When you start to create a report, you will see 3 tabs - Select Dataset, Schedule Report and Customize Report. Select Dataset tab will be loaded automatically after starting the creation.
Select an available dataset: Last Day Shipment Report or Open Order Report. Click Next to continue to Schedule Report tab.
Fill the fields in Configuration tab: Report name, Report description (optional), Export file types (CSV or Excel), Is this a recurring report? (Yes, it is recurring report or No, it is one-time report), How frequent do you want it to receive this report? (Monthly, Weekly, Daily), Check if you want to Email yourself or add Email recipient(s) in the field below. Click Next to proceed to tab Customize Report.
The report functions are separated into 2 categories - Available Data and Selected Data.
In Available data are listed all options by 3 subcategories - General, Technology solution and Cloud Solution. Select the desired ones by clicking in the checkbox.
In Selected Data are listed all selected settings. You can change their place by click, hold and move them up or down.
Click on Save template and exit. If you want to export it now, click on Execute now. If you want to return on the previous page, click on Back.