Reports

Find all available reports, Live Reports and Pick Declined, in the Sales > Reports section in your Order Management System (OMS) Admin.

Sales > Reports

Admin Menu

Live reports

In the Live Reports view of the OMS, Sales > Reports > Live Reports, you can generate several types of live reports.

Live Reports view

Live Reports view

Field Description
OMS Finance Returns Download a spreadsheet containing the information for all returned items within a specified date range.
OMS Finance Refunds Download a spreadsheet containing the 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 Download a spreadsheet containing the information for all shipped items in the range of predefined dates.
Master Order Download a spreadsheet containing a comprehensive report for all sales done, extracted directly from the production database, to achieve visibility into sales performance.
Weekly Financial Demand Download a spreadsheet containing 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 Download a spreadsheet containing 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 Download a spreadsheet containing 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.

Report data can be downloaded based on three search criteria:

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

Generate a report

To generate a live report:

  1. Navigate to Sales > Reports > Live Reports.
  2. Select the name for 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 download the .csv spreadsheet.

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.

Pick Declined view

Pick Declined view

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.