To create or edit Custom Reports, you will need to ensure your user permissions settings allow this.
From Reports, find and Select the report you wish to amend and click [Customise]
Report details are displayed, and you can make changes as required
This will not overwrite the existing report, but it will create a new one. If you are editing an existing custom report, it will overwrite it.
Custom Report Name: Type in the name for your Custom Report
Reports will be sorted alphabetically. We suggest you start with your name or department to find it easily in the list.
Zedonk shows the "parent" report which defines the possible fields you will be able to add
Zedonk shows the API Key (dataAPIName) to access the report via API
For more info and to obtain API access, please contact our Client Success Team.
If this report allows it, you can ADD extra fields from the dropdown
REMOVE a field by clicking on the red cross
If you remove a field which has a preset filter, the filter will no longer apply.
Removing the field CS (current season) from the example above, would make the report run across all seasons, and you would not be able to sort/filter by this field. You might want to keep the field and just remove the filter if required.
If you want to schedule a report for a SPECIFIC season ( where Multiple Season selection is not available) follow these instructions:
For the "Custom Report" and 'Scheduled Report' feature to work on this report, you need CS "Unticked" and the season specified in the "Season" category (Manually written in but matching exactly the way the season is written in SETTINGS).
Amend Header names as required
Adjust the width of columns
Add Sort Priority - insert priority number (1,2,3..) and define Ascending or Descending
In this example, the report will be automatically sorted by "Customer Category", Descending (Z to A), within the Category, by "Customer Country", Ascending (A to Z) within the Country, by "Customer Name", Ascending (A to Z). You can leave the Sort Priority blank if not needed.
Add Grouping Priority - insert priority number (1,2,3..)
In this example, the report will be automatically grouped by "Customer Category" and within the category, by "Customer Country"
Select a filter rule from the dropdown, then set your filter value
In this example, the report will only show orders created on or after 01/01/2015, not including the customer category "Stock".
Save + Close
Back to your report list where you can DISPLAY or EXPORT or SCHEDULE your new custom report
The custom report created will display under Custom Reports
Click on CUSTOMISE to make any amendments, copy or delete this report
Make any changes and "Save+Close" to amend the report.
"Close" to exit without saving
"Delete" to remove the report from the list
"Copy" to create a copy - then you can change name and settings for a different result.
