A report is a saved overview of what your customers buy, with what has changed since the previous report.
Steps
Create a report now
- Go to Reseller management › Reports › Reports.
- Under Report for, choose All customers or one customer.
- Click Create report now.
- Download the report under Reports created as PDF or CSV.
Receive a report automatically by email
- Under Report by email › How often, choose Every week or Every month, and the day.
- Enter the addresses (up to 5).
- Choose PDF, CSV or both, and optionally With costs and margin.
- Click Save.
Good to know
- The first report is the starting point. From the second report on, you see the changes.
- The automatic report is sent at 06:00 on the chosen day.