Reports

The reports tab allows you to see all available reports for your Order Management System (OMS). Find this view in the Sales > Reports section in your OMS admin.

Sales > Reports

Admin Menu

Permissions

See the Enable role permissions topic for more information.

Once permissions are granted for the user, all available OMS reports become accessible:

  • Live reports
  • Pick declined

Once the functionality is enabled and your role has the correct permissions, a user can request to generate a report in the Sales > Reports view in your OMS Admin. This request generates an email that will include a URL to download a .csv file with the desired data.

This report is sent to the user’s email. It is recommended to check your spam folder.

Requests are generated real time. The Magento Service Bus rate limiting allows up to 24 requests per day per client. Too many requests in a short period of time will trigger an error message in your OMS admin.

Live reports

Live reports provide information about:

  • OMS Finance Returns
  • OMS Finance Refunds
  • OMS Finance Shipments
  • Master Order
  • Weekly Financial Demand
  • Weekly Financial Refunds
  • Weekly Financial Shipment
Field Description
OMS Finance Returns A report that includes information for all returned items within a specified date range.
OMS Finance Refunds A report that includes information for all refunds issued by the OMS, indicating the refund request date and the refund confirmation date once the bank settles the refund, within a specified date range.
OMS Finance Shipments A report that includes information for all shipped items in the range of predefined dates.
Master Order A comprehensive report for all sales done, extracted directly from the production database, to achieve visibility into sales performance.
Weekly Financial Demand A report that includes information for orders that were rejected or are on hold.

The INVOICEVAT ($) and INVOICENET ($) columns convert the total amount of original currency to dollars. This conversion uses the weeknumber to calculate the last exchange rate available that week (typically Sunday evening) that is provided by the API.
Weekly Financial Refunds A report that includes information for orders that are refunds.

The INVOICEVAT ($) and INVOICENET ($) columns convert the total amount of original currency to dollars. This conversion uses the weeknumber to calculate the last exchange rate available that week (typically Sunday evening) that is provided by the API.
Weekly Financial Shipment A report that includes information for orders that are complete (either fully or partially shipped). This report also shows the number of orders per partner per week.

The INVOICEVAT ($) and INVOICENET ($) columns convert the total amount of original currency to dollars. This conversion uses the weeknumber to calculate the last exchange rate available that week (typically Sunday evening) that is provided by the API.

These reports can be generated based on three criteria:

  • Report—Name of the report you want to request
  • From (UTC)—Starting date and time from which to pull data
  • To (UTC)—Ending date and time from which to pull data

From (UTC) date cannot be older than To (UTC) date.

Generate a report

To generate a live report:

  1. Navigate to Sales > Reports > Live Reports.
  2. Select the name of the report you wish to generate from the Report field.
  3. Click into the From (UTC) field to select the date and time you want to set as the start date of your report.
  4. Click into the To (UTC) field to select the date and time you want to set as the end date of your report.
  5. Click Generate to receive an email with a .csv file.

Reports with more than 12 months of data cannot be processed.

Pick Declined

In the Pick Declined view of the OMS, Sales > Reports > Pick Declined, you can view and download an informative list of all pick declines. The Pick Declined grid has several columns of information that provide a nice overview of all pick declined orders.

Field Description
Order External ID Order ID, recognizable externally, for the pick declined order; Click to navigate to the individual order details page for that order.
Source Source for the pick declined order
Source External ID External ID of the source for that particular order and pick declined item
Item SKU SKU of item that was pick declined
Shipping Method Shipping method for the declined order (SHIPTOSTORE, STANDARD, ISPU)
Declined date Date and time the order was declined
Decline reason Reason the order was declined (Missing, Product damaged, Cancelled at packing, Changed mind, Product recall, and more)

Filter report

To filter the visible pick declined list:

  1. Click Show Filters.
  2. Specify the Order External ID, Sources, Shipment Request Method, Decline reason, From date, or To date fields to narrow your query.
  3. Click Apply.

    Alternatively, click a column name to sort the entire list for that column of information only.

Export report

To download a pick declined report:

  1. Navigate to Sales > Reports > Pick Declined.
  2. Filter the list of pick declined orders as needed.
  3. Click Export report to a CSV file to download the spreadsheet.