How to Create and Download Reports in Omnitron?
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This tutorial provides step-by-step instructions for managing Reports in Omnitron.
Get access to the Omnitron panel.
Enter your Username and Password, and then click the Sign In button.
Follow the Omnitron sidebar and click the Reports page.
Below you can find the description of the displayed form. Complete the form by filling in the following fields:
Report Type: Select one of the two options - Sales Report or Order Report.
Sales Channel: Select the sales channel for which you wish to create a report.
Start Date: Enter the start date for the sales or orders to be included in the report.
End Date: Enter the end date for the sales or orders to be included in the report.
Product SKU: Users can optionally create a sales or order report based on a single product. This field is not mandatory.
Product Base Code: Users can optionally create a sales or order report based on the product base code. This field is not mandatory.
Export Format: Download the report in CSV or XLS formats.
Once you have filled in the relevant fields, click the Save button. The report will be sent to the email address that has been used to log into the Omnitron panel.
Click the link in the email and the report will be automatically downloaded (If the user is still logged into the Omnitron panel). Reports are available for 6 hours and this duration may vary. If the user is not logged into Omnitron, they will need to sign in before proceeding.
Forwarding the report sent to a specific email address follows the same process. If the recipient is logged into Omnitron, the report will be automatically downloaded. If not, a user login is required to proceed.
