Reporting Options

Overview: Order Broker provides several operations reports. You can run reports on demand as well as schedule reports on a daily or weekly basis.

Operations reports: The reports provided with Order Broker are:

• Auto Cancellation Report: A list of orders that include lines that have been automatically canceled. See Auto-Cancel Unclaimed Orders for a discussion.

• Unfulfillable Report: A list of orders that were completely or partially unfulfillable. The information on the report includes the customer’s name, email address, and phone numbers, as well as the type of order and whether the order is fully or partially unfulfillable.

  Order Status Report: A list of orders which you can generate by status, type, originating or fulfilling location, region, or ship via.

• Zone List Report: Identifies the locations assigned to each active or inactive fulfillment zone as either a primary or alternate fulfilling location, and lists locations that are not assigned to any zones.

• Import Errors Reports: A list of locations that failed when importing locations, products, system products, product locations, or product barcodes.

Report formats: You can generate reports in PDF format; in XLS format (so that you can open the report in a Microsoft Excel®); or in both formats. You can view or download the reports from a window in Order Broker and can send them by email to one or more recipients.

The Data Formats defined for the organization control the language, numeric, and date formats on reports. See Localization Settings for more information.

Scheduling reports: You can create one or multiple schedules for a report, specifying which day(s) of the week and which time(s) of the day when Order Broker should generate the report automatically. Each schedule can specify different selection criteria, such as different order statuses, locations, or date ranges. Also, you can specify an email distribution list for each schedule of a report.