Generated Reports

The Generated Reports page shows all your standard reports that have been created or are currently being processed. View report status, download completed CSV files, filter reports by date or type, and manage your report history. All reports are generated as CSV files that you can download and analyze in Excel or other tools.

Standard Reports

Why Use Generated Reports?

Centralized Report Management

View all your generated reports in one place. See report status, generation dates, and download links without navigating multiple pages.

Real-Time Status Tracking

Monitor report processing in real-time. See when reports are pending, processing, completed, or if errors occurred. Use the refresh button to check status updates.

Powerful Filtering

Quickly find specific reports using filters. Search by report ID, name, description, date range, period, or status. Filter multiple columns at once to narrow down results.

Easy Downloads

Download completed reports instantly. All reports export as CSV files, making them easy to open in Excel, Google Sheets, or any data analysis tool for further processing.

Viewing Generated Reports

This page displays a comprehensive table with all your reports and their current status.

Access Reports List

Navigate to generated reports from the Reports menu or by clicking the Generated button in the page header. The page title shows “Reports CSV”.
Understand the Reports Table

The table displays all generated reports with the following columns:
- ID: Unique report identifier
- Name (*): Report type name (searchable)
- Description (*): Full description including account, date range, and filters (searchable)
- Period [days]: Number of days covered by the report
- Date: Date and time when the report was generated
- Status: Current processing status
- Email: Email address if the report was sent via email
- Download: Action column with download links or status indicators
Use Table Filters

Use the built-in filters at the bottom of each column to find specific reports:
- ID: Filter by report ID number
- Name: Search by report name
- Description: Search within descriptions
- Period: Filter by number of days
- Date: Use date range picker to filter by generation date
- Status: Filter by status (Pending, Processing, Completed, Empty, Error)
Refresh the List

Click the refresh button (🔄) next to the page length selector to reload the table and check for status updates.
Navigate to Report Generation

Click the Standard Reports button in the page header to navigate to the principal page and generate new reports.

Understanding Report Status

Reports can have one of five statuses, each with different actions available:

Pending

Report is queued for processing
Shows spinner icon (⏳) and “Wait please” message
No action needed, wait for processing to complete
Check back in a few minutes

Processing

Report is currently being generated
Shows spinner icon (⏳)
Wait for completion (can take up to 3 hours for large reports)
The table automatically refreshes to show status updates

Completed

Report is ready for download
Shows Download link
Click to download the CSV file immediately
File downloads automatically to your computer

Empty

No data found for the selected criteria
Shows file icon (📄) and “Nothing to download” message
Review your date range and filters
Try generating again with different parameters

Error

Report generation failed
Shows DELETE link in red
Click DELETE to remove the failed report entry
Try generating again with the same or different parameters

Generating New Reports

To generate new reports, click the Standard Reports button in the Generated Reports page header. This takes you to the report generation interface where you can create new reports.

Modern Interface

The modern interface provides an easy-to-use card-based system for generating reports.

Open Report Generation Page

Click Standard Reports button from the Generated Reports page header, or click Reports from the Reports menu.
Navigate Between Tabs

The page has two tabs:
- Standard: Pre-built report templates (default)
- Advanced: Advanced reports requiring replica database server
Select Report Type

Browse available reports organized in cards. Each card shows:
- Report name and description
- Icon representing the report type
- View button to configure parameters
- Schedule button for automated runs (if schedules exist, shows badge with clock icon)
Configure Report Parameters

Click View on any report card to open the configuration modal:
- Account: Select account from dropdown (required for multi-account users)
- Date Range: Use the date range picker to select start and end dates
- Report Name: Optional custom name for the report
- Filters: Apply report-specific filters if available (varies by report type)
- Order Status: Filter by order status if applicable
Generate or Schedule Report

Choose your action:
- Click Generate to create the report immediately
- Click Schedule to set up automated recurring reports
- Click Cancel to close without generating
Monitor Report Status

After generating, navigate to Generated Reports pages to see your report in the queue. The status will update automatically as processing completes.

Standard Report Types Available

Order Reports

Shipped Orders

Shows all orders that have been shipped
Includes: Company name, order date, ship number, order number, reference number, carrier, shipping method, tracking number, shipped date, customer information (name, company, address, city, state, zip, country, email, phone), COD amount

Product Sales Processing

Products sold and processed during the period
Includes: Company name, channel, ship number, order number, reference number, SKU, UPC, description, quantity, sold price, processed date

Shipped Products (Lot/expir/UOM)

Shipped products with detailed tracking information
Includes: Company name, cart name, ship number, order number, reference number, SKU, UPC, description, quantity, shipped date, bin, lot number, expiration date, unit of measure

Shipped Orders with RMA

Orders that have been shipped and include return merchandise authorization
Useful for tracking returns and exchanges

Inventory Reports

Daily Inventory Storage

Daily snapshot of inventory levels
Includes: SKU, UPC, description, product quantity, lot number, expiration date, unit of measure, bin tag, location, date
Can be grouped by Bin or Location when generating

SKU Inventory History

Historical inventory changes for specific SKUs
Includes account selection and date range filtering

Daily Inventory Changes

Changes in inventory levels over time
Limited to 90 days maximum date range
Shows additions, removals, and adjustments

Idle SKUs

SKUs that haven’t moved in the last 15 days
End date is automatically set to today
Helps identify stagnant inventory

All Bins

Complete list of all bins in the warehouse
No date range required (WMS users only)
Shows bin locations and current status

Inventory Adjustment

All inventory adjustments made during the period
Includes adjustment details, reasons, and timestamps
Useful for audit trails

Shipping & Cost Reports

Shipping Cost

Analysis of shipping costs
Includes cost breakdown by order and shipping method (WMS users only)

Holistic Shipping Spend

Total shipping spend across all accounts
Available to Admin users only
Provides system-wide shipping cost overview

Shipping Spend Report by Carrier

Shipping costs broken down by carrier
Useful for carrier comparison and cost analysis

Base Rate

Base shipping rates configured in the system
Shows rate structure and pricing (WMS users only)
Useful for rate management

Shipped Boxes

Information about boxes shipped
Includes box dimensions, weight, and shipping details
Useful for packaging analysis

Financial Reports

Ledger Transactions Log

Complete log of all financial transactions
Includes: Company name, transaction type, ID, description, cost, timestamp

All Transactions

Comprehensive transaction report
Includes all transaction types and details
Available when 3PL Billing module is activated (WMS users)

Statement

Account statements for billing periods
Includes charges, credits, and account balance
Useful for billing reconciliation

Other Reports

Replenishment Report

Replenishment requests and their status
Can filter by replenishment status (Processing, Ready for Review, Processed, Arrived, Partially Processed, Archived)
Helps manage inventory replenishment workflow

Picking Log

Log of picking activities
Shows picking times, quantities, and locations
Available when Picking Log module is activated
Useful for warehouse efficiency analysis

Manufacture Orders

Manufacturing orders and their status
Includes production details and completion dates

Product Serials

Serial numbers for products
Useful for tracking individual items

Routing Orders

Orders that have been routed
Shows routing information and status
Useful for multi-warehouse operations

Managing Report Status

Report Processing Times

Reports are processed in the background. Processing time depends on:

Report type complexity
Date range selected
Amount of data to process
System load

Typical processing times:

Simple reports (single account, short date range): 1-5 minutes
Complex reports (all accounts, long date range): 15 minutes to 3 hours
Very large reports: Up to 3 hours

Table Features

The reports table includes:

Pagination

Default: 20 reports per page
Options: 10, 20, 50, 100, 200, 500, 1000, 1500, 2000, 2500, 5000
Use the dropdown at the bottom left to change page size

Sorting

Click column headers to sort
Default sort: Report ID (descending - newest first)
All columns are sortable

Search and Filter

Individual column filters for precise searching
Date range filter for the Date column
Text filters for ID, Name, Description, Period, and Status
Filters work together (AND logic)

Refresh

Click the refresh button (🔄) to reload data
Useful for checking status updates without full page reload

💡 Best Practices

Use Appropriate Date Ranges

Select date ranges that match your reporting needs. Shorter ranges process faster. For monthly reports, use preset options like “Last 1 Month” instead of custom dates spanning 30+ days.

Check Report Status Regularly

Large reports can take time to process. Use the refresh button to check status updates. Reports remain available for download once completed.

Download Reports Promptly

Download completed reports as soon as possible. While reports are stored in the system, it’s best practice to download and archive important reports locally for your records.

Schedule Regular Reports

For reports you need regularly, use the scheduling feature in the modern interface. Set up automated reports to run daily, weekly, or monthly. Scheduled reports appear with a clock badge on the report card.

Clean Up Failed Reports

Delete reports with “Error” status to keep your reports list clean. Failed reports can’t be downloaded, so removing them helps you focus on successful reports.

Troubleshooting

Report Stuck on “Pending” or “Processing”

Reports process in the background and can take time
Wait at least 15 minutes before checking again
Very large reports (all accounts, long date ranges) can take up to 3 hours
Use the refresh button to check for status updates
If stuck for more than 3 hours, contact support

Report Shows “Empty” Status

No data matches your selected criteria
Try expanding the date range
Check if the account selection is correct
Verify that data exists for the selected period
Review filters applied during generation

Report Shows “Error” Status

Generation failed due to system error or data issue
Click DELETE link (in red) to remove the failed report
Try generating again with the same or different parameters
If errors persist, contact support with the report ID

Can’t See Expected Report Types

Some reports are only available based on your user level
WMS-only reports (All Bins, Base Rate, Shipping Cost) require WMS user level (level 2)
Admin-only reports (Holistic Shipping Spend) require Admin level (level 3)
Some reports require specific modules to be activated (e.g., Picking Log, 3PL Billing)
Check with your administrator if you need access to additional reports

Download Link Not Working

Ensure the report status is “Completed” (not Processing or Pending)
Try refreshing the page using the refresh button
Check your browser’s download settings and pop-up blockers
If the file is very large, download may take time - be patient
Try a different browser if issues persist

Can’t Generate Report

Click the Standard Reports button to access the generation interface
Verify all required fields are filled
Check that you have permission to generate reports
Ensure your account is active
Check browser console for JavaScript errors

Filters Not Working

Ensure you’re typing in the correct filter box for each column
Date filters require selecting both start and end dates
Clear all filters and try again
Refresh the table if filters seem stuck

Next Steps:

Reports Overview - Overview of the reports system
Business Intelligence - Advanced analytics and insights
Orders Overview - Manage and track orders
Inventory Overview - Monitor inventory levels