Report generation Options
On initial entry to Reports :: Sales Report II, you're presented with the following display:
In this section of the report-generation options, you identify the filters to be used for the to-be-generated report.
Determine the orders' dates to be included in the report from either one of the date 'presets' or a specific date-range. When you click on the Choose Custom button, you're presented with a starting/ending date range for the report:
... and clicking in either of the date-entry fields brings up a "datepicker" to make it easier for you to choose your custom date-range:
In the Search Date of... section, choose either
- Order purchase, to select all orders purchased in the specified date-range.
- Assigned status (select below), to select only orders whose status was changed to the selected order-status in the specified date-range. Clicking on this choice brings up a drop-down selection so that you can identify the status value you're interested in.
To limit the report's output to specific products or customers or both, tick the respective checkbox and enter either a comma-separated list of products_id or customers_id values.
Use each of these drop-downs to further filter the results.
Use this section of the report to identify the information to be displayed, the timeframe granularity in which the report outputs and the method(s) with which the generated report is to be output.
Choose the timeframe granularity (Daily, Weekly, **Monthly **or Annually) from the displayed choices, noting that the starting point for the chosen range is the starting date of that range.
For the Timeframe chosen, indicate whether the Oldest or Newest is to be displayed first in the report.
Choose what information is to be displayed by the report, one of:
- Timeframe Totals
- Timeframe Totals + Product Line Items
- Timeframe Totals + Order Line Items
- Timeframe Statistics
If you chose to display Timeframe Totals + Product Line Items or Timeframe Totals + Order Line Items, choose the primary field on which to sort each timeframe. The sortable fields depend on which information you chose to display and, when displaying the Order Line Items, whether you've ticked the Display Customer's Email Address checkbox:
If you chose to display Timeframe Totals + Product Line Items or Timeframe Totals + Order Line Items, choose the secondary field on which to sort each timeframe. The sortable fields depend on which information you chose to display. See the choices above.
Once you've selected the information to be included in the report, this section lets you indicate the output format and contains the button through which you start the report's generation.
Choose one of:
- Screen Display (the default). Displays the results on your display.
- Print Format. Displays the results in a printable format.
- CSV Export. Generates a CSV (Comma-Separated Value) file that you can save for import to a spreadsheet or accounting program.
If you've chosen to display Timeframe Totals + Order Line Items, this checkbox indicates whether you want to include an additional column that indicates whether an order's total value (as stored in the database) matches the report's calculated value based on the order's order-total values also stored.
If you've chosen to display Timeframe Totals + Order Line Items, this checkbox indicates whether you want to include the customer's email address at the time of the order when the report is generated. Ticking this checkbox also enables you to sort the report by email address.
This section includes a checkbox where you indicate whether (default) or not to open the report's results in a new window. The choice you make is remembered for your Zen Cart admin session. Click the Show me the money! button to start the report's generation.