Running Reports
Reports in velocity give you access to aggregated data. These reports are customizable through the use of filters. Reports can be sent via email and downloaded directly from Velocity.
Velocity supports reporting of the following report types:
- Commission
- Customer Commission Overrides
- Customers
- Orders
- Order Items
- Payments
- Refunds
- Shipments
- Subscriptions
- Subscription Items
- Velocity Users
Each report type uses the following pieces of information to generate the report:
- Report name
- Timezone
- Filters
- Columns
- Email address(es) to send the report to
This is a custom name used when sending the report via email and also when saving a report for later. This can be any text you want to make identifying the report easier.
You can select the timezone for your report to be generated in. Doing so converts all time and date information of the filters and the report to the selected timezone.
Filters allow you to have more fine-grained control over the information in a report. All filters you use will be combined into the final report. For example, if you filter the orders report by user and date, the generated report will only show orders placed by that user AND placed on that date.
Date/time selection filter
The date filter can be used to either filter by a relative date range, e.g. Last week, or by a custom date range. Relative date ranges are calculated based on the date the report runs. The timezone referenced above will also be used in the information gathering process when running the report.
Each report type has a specific set of columns that will appear in the generated report. You can use the checkboxes to select which columns you would like in a report.
You can click and drag a column to choose the order the they will appear in the generated report.
To generate a report, select the Generate report button at the bottom of the report page. Optionally, you can enter one or more email addresses to send an email with a link to download the report once it is finished generating. If no email is provided, the report will still be generated and can be accessed from Recent reports.
Recently generated reports are also accessible at the top of any report page where you can download and get a link to the report.
The report will have a blue checkmark if it was generated successfully, or it will have a red X if there was an error generating it.
You can access all recent reports by selecting the Recent reports link at the top of the report page menu.
Only the reports you have generated will be visible in both the top of the page and also the Recent reports page. Reports other users have generated will not be visible.
All generated reports will be available for 30 days after they are generated, after which they will be deleted.
Velocity reports allow you to generate a shareable link with anyone. To generate the link, select the linked chains button in Recent reports. The link will expire in 24 hours from the time it was generated.