About Building Reports
*Video at bottom
1. Click on the Reports tab at the top of the screen.
2. Click on the New Report button.
3. You can select row based reporting or column based reporting on the top right under “Report Against”
All Products - This format will produce one row per competitor per product with each product attribute shown in its respective column (Historical Report also uses this report format).
My Products - This format will produce one row for each of your products with additional information such as competitor pricing being stored in its respective column.
4. If you wish to share this report with other users in the organization, click the box under “Shared Report” (please note, this will share with all users)
5. Columns will allow you to select which columns you would like to show in your report.
Here you can explore various product attributes that you would like to be included such as “Retailer, Brand, Shipping Price etc”.
6. The report will automatically refresh with any changes you make as you build the new report.
7. Simple Filters allows you to further customize the report by choosing which products to include.
If you have created a product list, you may select this from the drop down menu.
Price Range - if you wish to limit your reports to products within a certain range, this filter allows you to specify this range
Price Expiry - use this to indicate the maximum age of each price included in the report (Tip - If you use price expiry different from the one in your portal, consider also including “Crawl Date” as a column in your report. This will show you the exact date/time when each price was obtained)
Price Comparison - use to include prices that are the same, higher or lower than your price in the report.
After you have selected the desired criteria, click Apply button to refresh your report.
8. Additional filters are available to help you narrow down your reporting. They are similar to the three main views of the portal: Competitor, Category and Manufacturer. To use these filters:
Scroll to the Categories, Competitor or Manufacturer filter pane.
Click Select button to select desired criteria. Certain filters have a search box for easier navigation.
Once you select, click Ok.
Report will refresh automatically
9. Once you are satisfied with your report, you click SAVE (Create name for your report). If you click Back to Reports, you will now see your new report in the system.
10. Click Run Now for the system to start your report, after it is completed, you can export to CSV.