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CPQ Cloud allows you to generate and store reports. You can generate reports on Commerce main document and line item attribute data. Reporting will return results based on user permissions.
A Reporting Manager is available for every Commerce Process in the system. Users can store, edit, run and manage reports in the Reporting Manager.
Use folders for organizing reports within the Reporting Manager. All users can choose to share their reports with other users. The other users can run the report on the transaction data that is available to them, depending on their user rights. Reports can be built from scratch or from saved views. When a report is run, the results generated are displayed in the UI. These results can also be downloaded to Microsoft Excel, or sent as an Excel attachment to an email.
You can specify filter attributes to generate report results. For example, you can create and run a report that will give you all the "Closed" quotes that have been created in the last 60 days. In this example, you specify the Quote Status, the Date Created and the Duration (Last 60 days) as the filters to generate the report.
Report Manager Overview
There is one Report Manager available for each Commerce Process. Using the Report Manager page, you can add, delete, edit, run, share, schedule and/or store reports.
|Field or Action||Description|
|Delete||Click the delete icon next to the report(s) you wish to delete. Only self-created reports can be deleted. Shared reports must be deleted by the user that created them.|
|Edit||Click the edit icon next to the report you'd like to edit.|
|Report Name||Click the Report Name Label to edit.|
|Description||Write a description of the report by clicking the description field.|
|Last Modified||Time stamp for the last time the report was updated or edited and saved.|
|Shared||Check this box so your report is available to all other users.|
|Run||Click Run to generate the report.|
|Schedule||Click the schedule icon to open the Schedule Report Editor. Then determine how often to run the reports and to whom they should be emailed.|
|Add||Click Addto create a new report.|
|Update||Click Update after making changes to the description or checking/un-checking the Shared option.|
|Stylesheet||Click the Stylesheet to open the Reporting Stylesheet Editor.|
|Refresh Reporting Data||Click Refresh Reporting Data to refresh the reports with the most up-to-date information.|
Adding a Report
Enter the name of the report and begin customizing your report.
Adding a Folder
Click Edit under the Folders section within the Report Manager.
Enter the Folder Name in the text box.
Scheduling a Report
Choose the day, week, month, and/or specific time or date for when you will run the report.
Enter the email credentials and a subject line for who should receive an email and a report attachment once the report is run.
Running a Report
When you have finished creating your reports and charts, you can run the report.
Click Run from the Report Manager OR if you're in the Report Builder, click the Run Report tab in the header bar.
Click Run Report again to see the report and the chart that you created:
If the report that was generated meets your requirements, you can save, email, or export the report to Excel. The report actions are located just next to the report name.
Click Email. The following dialog appears:
There are a few limits to be aware of when using Native Reporting.