Reports (Portal)

Reports are an important tool when it comes to checking the quality and integrity of product data. Reports are based on SQL database queries which can be defined in the “System setup” section of iPIM CC For example, here you can define queries which retrieve products that are lacking images, texts, items or other product data. Learn more This way, you keep the overview where particular product data still needs to be maintained. In the “Reports” app you can view the results of automatically executed reports and you can trigger reports manually to retrieve the current state of the respective product data. Retrieved product data can be viewed directly in the app or they can be exported as a datasheet file. Depending on the configuration of a report, the products which were caught by the query are added to a worklist or they are sent to a workbox. And you can apply so-called report actions to the products caught by the query of a report. Less information

1. Choose the report from the report directory.
   Possibly use the text search to filter the list of reports by a search term.
2. Click on the report. Then the result of it’s last execution is shown in the table on the right-hand side.

Execute reports manually

1. Choose the report from the report directory.
2. Move the mouse cursor over the report. Then appears a menu bar with different buttons.
3. Click on the button to execute the report. If the process was successful, a corresponding message will appear and the result of the report execution is shown in the table on the right-hand side.

The option to execute a report manually only exists for reports where the “Executable immediately” toggle switch was activated.

3. Click on the button to call up the corresponding dialog box.
4. Set the appropriate parameters.
5. Click on the RUN button to execute the report. If the process was successful, a corresponding message will appear and the result of the report execution is shown in the table on the right-hand side.

The option to execute a report manually only exists for reports where the “Executable immediately” toggle switch was activated.

Download report results

You can download the results of a report in the form of a spreadsheet file. To do so, proceed as follows:

1. Choose the report from the report directory.
2. Move the mouse cursor over the report. Then appears a menu bar with different buttons.
3. Click on thebutton to access the action menu behind it.
4. In order to click on the option “ Dowload” to commence the download. As soon as the download is completed, you can access the file via your local download folder.

Export selected report results

Starting with version 5.8, individual report results can be exported using the “Export” option in the action menu. To do this, proceed as follows:

1. In the table, check the report results you want to export.
2. Click on the button in the footer to access the action menu.
3. Click on the “Export” option to show the corresponding submenu.
4. Click the “Export” option in the submenu to call up the dialog box for configuring the export.
5. Configure the export as desired. Click here to learn more.
6. Click on the EXPORT button to export the selected report results, or click on the DOWNLOAD button to download the selected report results directly as a file.

Execute report actions

You can apply a report action to products which were captured by the execution of a report. You can either apply the report action to all the products or to selected products only.

Execute report actions for all

In order to execute a report action for all the products which were captured by the execution of a report, proceed as follows:

1. Choose the report from the report directory.
2. Click on the report. Following this, the result of it’s last execution is shown in the table on the right-hand side.
3. Move the mouse cursor over the report. Then appears a menu bar with different buttons.
4. Click on thebutton to access the action menu it.
5. Click on the option “ Execute report action” to call up the corresponding dialog box.
6. From the upper menu, select whether the report is to be run before the report action is executed (since version 5.4.3).
7. From the lower menu, select a report action. Following this, the corresponding selection menus and input fields are shown.
8. Make the appropriate selections and entries.

• In order to execute the report action, click on the RUN ACTION. If the process was successful, a corresponding message will appear.
• In order to cancel the process, click on the CANCEL button.

Execute report actions for selected

In order to execute a report action for selected products, proceed as follows:

1. Choose the respective report from the report directory.
2. Click on the report. Following this, the result of it’s last execution is shown in the table on the right-hand side.
3. Tick the products to which you want to apply the report action.
4. Move the mouse cursor over the report. Then appears a menu bar with different buttons.
5. Click on thebutton to access the action menu it.
6. Click on the option “ Execute selective report action” to call up the corresponding dialog box.
7. From the upper menu, select whether the report is to be run before the report action is executed (since version 5.4.3).
8. From the lower menu, select a report action. Following this, the corresponding selection menus and input fields are shown.
9. Make the appropriate selections and entries.

• In order to execute the report action, click on the RUN ACTION. If the process was successful, a corresponding message will appear.
• In order to cancel the process, click on the CANCEL button.

View report descriptions

You can call up the description for a particular report. To do so, proceed as follows:

1. Choose the report from the report directory.
2. Move the mouse cursor over the report. Then appears a menu bar with different buttons.
3. Click on thebutton to access the action menu behind it.
4. Click on the option “ About”. Then appears the corresponding dialog box which shows the description of the selected report.
5. In order to close the dialog box, click on the CLOSE button.

FAQ

What are reports based on?

Reports are based on SQL database queries, which can be defined in the “Reports” section of the “System Setup” area of iPIM CC.

Why can’t every report be run manually?

The option to run reports manually is only available for reports for which the “Run immediately” toggle has been activated in the “Reports” section of iPIM CC.

Rights

The identifier of rights are not shown correctly here as hyphens are shown as half square dashs. In order to search for a particular right in iPIM CC, copy the key to the clipboard and search for the key.