ORSI 123 Reports

Symmary

Product are uploaded and cached onto the app from your Shopify store. The data can then be queried, arranged, plotted on a graph and emailed out at selected times.

Product uploading

Click on >Synch Shop Data (takes 5 seconds) to do this or on >Load Example Data (takes 1 second) . The latter is just mock data to test the site.

Product query

The products get split into the following components: products, variants, options, images. The advanced query builder helps to very easily select the data you need by creating the selection criteria. Click on >Add rule to add criteria, select values and exclude data. Can >Add rules many times and >Add groups for larger sets of criteria. All the fields are in the Select field drop down.

Query maintenance

Once a query has been set up press >Run Query. It will select basic columns. Now go to the multi select box and choose the columns you would like by moving them to the rights and also order them by moving up and down. Once these are selected go to the setting tab. Here you can assign new names to the columns, select date formats for the dates (like dd/mm/yyyy) and decimal places for the numbers. Press >Run Query again and if all ok go to Save Query and save all the settings you have chosen. Queries can be loaded and deleted by pressing >Load Query

Chart

To get a visual presentation of the data can go to the Chart tab. Here can select any two columns and the graph will be plotted.

Exporting the data

For a simple CSV export press >Export to CSV. It will download a CSV file of the report. Otherwise a schedule can be set up to regularly send email with the reports attached. Go to Schedule and click >New Schedule. When creating schedules the following fields are the most important: Selected Reports and the email address. You can modify and deleted schedules in the Schedule tab