Create Simple Reports from Search Tools

Two of the search tools in RO, Product Search and Customer Service Search, allow you to create simple reports based on your search results. While this feature is not as robust as the Reporting tool, it is simple to use and can come in handy. The steps for creating reports through Product Search are similar to those through Customer Service Search. The only difference is the data you want on your report: product data, order data, or customer data.

Create Reports from Product Search

  1. Go to Product > Product Search. Enter a search query.
  2. In the top-right corner, press the [Export to CSV] button.
  3. In the pop-up window, select the fields you would like on your report. Press the [Download] button.
Create Reports from Product Search

Create Reports from Customer Service Search

  1. Go to Customer Service > Search. Select between Orders and Customers. Enter a search query.
  2. In the top-right corner, press the [Export to CSV] button.
  3. In the pop-up window, select the fields you would like on your report. Press the [Download] button.
Create Reports from Customer Service Search
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