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Reporting Management

OVERVIEW

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.

ClosedExample

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.


ClosedReport 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.


ADMINISTRATION

ClosedAdding a Report

  1. Click Add from the Report Manager to open the Create Report pop-up.
  2. Choose an option: 
  3. Click OK to open the Report Builder.
  4. Enter the name of the report and begin customizing your report.


ClosedAdding a Folder

  1. Click Edit under the Folders section within the Report Manager.

  2. Click Add Folder from the Admin Folders pop-up.
  3. Enter the Folder Name in the text box.

  4. Click OK to save the change or Cancel to return to the Report Manager.
    1. To edit a folder, click the Pencil icon. To delete a folder, click the Delete icon.

ClosedScheduling a Report

  1. Click on the Schedule icon on the Report Manager page.
  2. Select an option, under Repeat, based on how often you'd like the report to run.
  3. Choose the day, week, month, and/or specific time or date for when you will run the report.

  4. Enter the email credentials and a subject line for who should receive an email and a report attachment once the report is run.

    1. Users can schedule a maximum of 10 reports at a time.

ClosedRunning a Report

When you have finished creating your reports and charts, you can run the report.

  1. Click Run from the Report Manager OR if you're in the Report Builder, click the Run Report tab in the header bar.

  2. Modify the Standard Filters by using the drop-downs for Date Filter (Date Created, Expiration Date, Date Last Modified, and so on) and for Date Duration (Custom, Last 30 Days, Current Quarter, and so on).
  3. Click Run Report again to see the report and the chart that you created:

  4. 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.

  5. Click Email. The following dialog appears: 

  6. Complete the two required fields (marked by an *) and click OK to email your report and chart. The file is sent as an attachment in Excel format.
    1. The user can open transactions when Display Columns are shown as links.

TROUBLESHOOTING

ClosedReporting Limits

There are a few limits to be aware of when using Native Reporting.


NOTES

RELATED TOPICS

Related Topics Link IconSee Also