Operational reports

The following reports are available:

Inventory Receipts by Product report
Review inventory receipts.
User roles that can access the report are:
  • Consumer direct: Buyer (sell-side), Category Manager, Marketing Manager, Product Manager, Seller, Operations Manager.
  • Business Edition onlyB2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.
  • Business Edition onlyDemand chain: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.
  • Business Edition onlyHosting: Category Manager, Channel Manager, Operations Manager, Product Manager, Seller.
  • Business Edition onlySupply chain: Channel Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.
Inventory Receipts through Expected Inventory Records report
Review expected inventory record receipts.
User roles that can access the report are:
  • Consumer direct: Buyer (sell-side), Category Manager, Marketing Manager, Product Manager, Seller, Operations Manager.
  • Business Edition onlyB2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.
  • Business Edition onlyDemand chain: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.
  • Business Edition onlyHosting: Category Manager, Channel Manager, Operations Manager, Product Manager, Seller.
  • Business Edition onlySupply chain: Channel Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.
Inventory Status report
Review current inventory allocation and receipt status of products in stock.
User roles that can access the report are:
  • Consumer direct: Buyer (sell-side), Category Manager, Marketing Manager, Product Manager, Seller, Operations Manager.
  • Business Edition onlyB2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.
  • Business Edition onlyDemand chain: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.
  • Business Edition onlyHosting: Category Manager, Channel Manager, Operations Manager, Product Manager, Seller.
  • Business Edition onlySupply chain: Channel Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.
Open Expected Inventory Records report
Review expected receipts and outstanding expected inventory records.
User roles that can access the report are:
  • Consumer direct: Buyer (sell-side), Category Manager, Marketing Manager, Product Manager, Seller, Operations Manager.
  • Business Edition onlyB2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.
  • Business Edition onlyDemand chain: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.
  • Business Edition onlyHosting: Category Manager, Channel Manager, Operations Manager, Product Manager, Seller.
  • Business Edition onlySupply chain: Channel Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.
Order Summary report
Review and analyze store performance.
User roles that can access the report are:
  • Consumer direct: Buyer (sell-side), Category Manager, Marketing Manager, Product Manager, Seller, Operations Manager.
  • Business Edition onlyB2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.
  • Business Edition onlyDemand chain: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.
  • Business Edition onlyHosting: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.
  • Business Edition onlySupply chain: Channel Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.
Outstanding Returns report
Determine which returned inventory has not yet been received.
User roles that can access the report are:
  • Consumer direct: Buyer (sell-side), Category Manager, Marketing Manager, Product Manager, Seller, Operations Manager.
  • Business Edition onlyB2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.
  • Business Edition onlyDemand chain: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.
  • Business Edition onlyHosting: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.
  • Business Edition onlySupply chain: Channel Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.
Overdue Backorders report
Determine which backorders are overdue.
User roles that can access the report are:
  • Consumer direct: Buyer (sell-side), Category Manager, Marketing Manager, Product Manager, Seller, Operations Manager.
  • Business Edition onlyB2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.
  • Business Edition onlyDemand chain: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.
  • Business Edition onlyHosting: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.
  • Business Edition onlySupply chain: Channel Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.
Inventory Adjustments report
Review inventory adjustments.
User roles that can access the report are:
  • Consumer direct: Buyer (sell-side), Category Manager, Marketing Manager, Product Manager, Seller, Operations Manager.
  • Business Edition onlyB2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.
  • Business Edition onlyDemand chain: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.
  • Business Edition onlyHosting: Category Manager, Channel Manager, Operations Manager, Product Manager, Seller.
  • Business Edition onlySupply chain: Channel Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.
Products on Backorder report
Determine which products, and how many of each, are on backorder.
User roles that can access the report are:
  • Consumer direct view: Buyer (sell-side), Category Manager, Marketing Manager, Product Manager, Seller, Operations Manager.
  • Business Edition onlyB2B direct view: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.
  • Business Edition onlyDemand chain: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.
  • Business Edition onlyHosting: Category Manager, Channel Manager, Operations Manager, Product Manager, Seller.
  • Business Edition onlySupply chain: Channel Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.
Return Receipts Not Disposed report
Determine which returned products have not been disposed.
User roles that can access the report are:
  • Consumer direct: Buyer (sell-side), Category Manager, Marketing Manager, Product Manager, Seller, Operations Manager.
  • Business Edition onlyB2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.
  • Business Edition onlyDemand chain: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.
  • Business Edition onlyHosting: Category Manager, Channel Manager, Operations Manager, Product Manager, Seller.
  • Business Edition onlySupply chain: Channel Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.
Returns with Partial Receipts report
Determine which returns have not been fully completed due to products not received.
User roles that can access the report are:
  • Consumer direct: Buyer (sell-side), Category Manager, Marketing Manager, Product Manager, Seller, Operations Manager.
  • Business Edition onlyB2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.
  • Business Edition onlyDemand chain: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.
  • Business Edition onlyHosting: Category Manager, Channel Manager, Operations Manager, Product Manager, Seller.
  • Business Edition onlySupply chain: Channel Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.
Shipping Exceptions report
Determine which releases are missing manifest information.
User roles that can access the report are:
  • Consumer direct: Buyer (sell-side), Category Manager, Marketing Manager, Product Manager, Seller, Operations Manager.
  • Business Edition onlyB2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.
  • Business Edition onlyDemand chain: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.
  • Business Edition onlyHosting: Category Manager, Channel Manager, Operations Manager, Product Manager, Seller.
  • Business Edition onlySupply chain: Channel Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.
Manifested orders report
Determine which orders have had items released for shipping, in order to monitor shipping traffic.
User roles that can access the report are: seller opMgr podMgr makMgr catMgr buyer
  • Consumer direct: Buyer (sell-side), Category Manager, Marketing Manager, Product Manager, Seller, Operations Manager.
  • Business Edition onlyB2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.
  • Business Edition onlyDemand chain: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.
  • Business Edition onlyHosting: Category Manager, Channel Manager, Operations Manager, Product Manager, Seller.
  • Business Edition onlySupply chain: Channel Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.
Future orders report
Determine which orders have items for which the requested ship date is in the future. This can help in planning for future events, such as the holiday season.
User roles that can access the report are:
  • Consumer direct: Buyer (sell-side), Category Manager, Marketing Manager, Product Manager, Seller, Operations Manager.
  • Business Edition onlyB2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.
  • Business Edition onlyDemand chain: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.
  • Business Edition onlyHosting: Category Manager, Channel Manager, Operations Manager, Product Manager, Seller.
  • Business Edition onlySupply chain: Channel Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.
Returns report
Determine which orders have had items returned. This can help determine the reasons that customers make returns and affect business improvements such as the need for a different vendor or packaging system.
User roles that can access the report are:
  • Consumer direct: Buyer (sell-side), Category Manager, Marketing Manager, Product Manager, Seller, Operations Manager.
  • Business Edition onlyB2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.
  • Business Edition onlyDemand chain: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.
  • Business Edition onlyHosting: Category Manager, Channel Manager, Operations Manager, Product Manager, Seller.
  • Business Edition onlySupply chain: Channel Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.
Blocked orders report
Determine which orders are currently blocked.
User roles that can access the report are:
  • Consumer direct: Buyer (sell-side), Category Manager, Marketing Manager, Product Manager, Seller, Operations Manager.
  • Business Edition onlyB2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.
  • Business Edition onlyDemand chain: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.
  • Business Edition onlyHosting: Category Manager, Channel Manager, Operations Manager, Product Manager, Seller.
  • Business Edition onlySupply chain: Channel Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.
Marketplace Usage report (all reseller stores)
Review key data related to orders and customers to get a snapshot of Marketplace performance for all reseller stores.
User roles that can access the report are:
  • Consumer direct: Buyer (sell-side), Category Manager, Marketing Manager, Product Manager, Seller, Operations Manager.
  • Business Edition onlyB2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.
  • Business Edition onlyDemand chain: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.
  • Business Edition onlyHosting: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.
  • Business Edition onlySupply chain: Channel Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.
Marketplace Usage report (single reseller store)
Review key data related to orders, customers, and visits to get a snapshot of Marketplace performance for a single reseller store.
User roles that can access the report are:
  • Consumer direct: Buyer (sell-side), Category Manager, Marketing Manager, Product Manager, Seller, Operations Manager.
  • Business Edition onlyB2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.
  • Business Edition onlyDemand chain: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.
  • Business Edition onlyHosting: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.
  • Business Edition onlySupply chain: Channel Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.
Storefront Usage report
Review key data related to orders, customers, and visits to get a snapshot of store operations and performance.
User roles that can access the report are:
  • Consumer direct: Buyer (sell-side), Category Manager, Marketing Manager, Product Manager, Seller, Operations Manager.
  • Business Edition onlyB2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.
  • Business Edition onlyDemand chain: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.
  • Business Edition onlyHosting: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.
  • Business Edition onlySupply chain: Channel Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.
Store Performance Evaluation report
Review the total revenue and order volume for resellers or hosted stores. The report ranks stores by largest to least gross sales.
User roles that can access the report are:
  • Consumer direct: Buyer (sell-side), Category Manager, Marketing Manager, Product Manager, Seller, Operations Manager.
  • Business Edition onlyB2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.
  • Business Edition onlyDemand chain: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.
  • Business Edition onlyHosting: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.
  • Business Edition onlySupply chain: Channel Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.
Registration reports
Registration reports provide information on Business Edition onlyregistered organizations and customers for your site in a given time period.
User roles that can access the registration reports are:
  • Consumer direct: Buyer (sell-side), Category Manager, Marketing Manager, Product Manager, Seller, Operations Manager.
  • Business Edition onlyB2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.
  • Business Edition onlyDemand chain: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.
  • Business Edition onlyHosting: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.
  • Business Edition onlySupply chain: Channel Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.
Business Edition onlyContract reports
Contract reports provide information on the contract activity in your site or store.
User roles that can access the contract reports are:
  • Consumer direct: Buyer (sell-side), Category Manager, Marketing Manager, Product Manager, Seller, Operations Manager.
  • Business Edition onlyB2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.
  • Business Edition onlyDemand chain: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.
  • Business Edition onlyHosting: Category Manager, Channel Manager, Marketing Manager, Operations Manager, Product Manager, Seller.
  • Business Edition onlySupply chain: Channel Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

Business Edition only In addition, there are six account and contract management operational reports:

Orders by account report
Review orders for the selected account balance. User roles that can access the report are: B2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.
Limits of limited purchase orders by account report
Review the current balance, and the limit of purchase orders for the selected account. User roles that can access the report are: B2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

Refund by account report
Review the refunds issued to the selected account. User roles that can access the report are: B2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.
Contracts close to expiry date report
Review the contracts for the selected account that are close to expiring. User roles that can access the report are: B2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.
Orders by contract report
Review orders for the selected contract. User roles that can access the report are: B2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.
Refund by contract report
Review the refunds issued to the selected contract. User roles that can access the report are: B2B direct: Account Representative, Buyer (sell-side), Category Manager, Logistics Manager, Marketing Manager, Product Manager, Sales Manager, Seller.

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