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Articles on:Organize Reports
Manage reports efficiently by creating, scheduling, running, and organizing them with templates.

Categories

  • Getting Started
  • Organize Reports
  • Report Editor
  • Settings
  • Tutorials
  • Templates
  • Function Reference
  • FAQ
  • Create New Report
    In the Dashboards menu area, you can create a new report by clicking on the "New report" button. This will open a new page where you can select the items you want to export. If you don't want to start from scratch, you can also choose one of the templates provided.Some readers
  • Run Reports
    Start a report at any time by clicking the "Run now" ( ) button. Once the process is complete, you can download the result by clicking "Download"( ).Few readers
  • Duplicate and Delete Reports
    To duplicate or delete a report, simply click on the three dots ( ) and select "Delete" or "Duplicate" ( ).Few readers
  • Export and Import Reports
    You can export reports and then import them back into other shops. If you receive reports from our support, then you need to import them into your shop. In the report summary, click on the three dots "Export report configuration" This will download a "json" file to your computer. (https://storage.crisp.chat/users/helpdesk/website/d00f55635133d800/Few readers
  • Schedule Reports
    Click "set schedule" to select a time for the report to run. Once scheduled, the report will display its next run time instead of "set schedule". You can also find all scheduled reports under the "scheduled" tab. Then choose from these options: every 15 minutes (on request) every full hour every day at a specific time every week on a specific day at a specific time every first or last of the month on a specific day at a speFew readers

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