Displaying custom reports in SalesRep | Experlogix Digital Commerce

Purpose and scope

Only available when SalesRep is integrated with SAP Business One.

As a merchant using SAP Business One, you may wish to extract information from your ERP to share with your customers on WebShop or SalesRep. The custom report feature allows you to create, edit and delete custom reports that contain either customer-specific or product-specific information that you require. You manage these reports in Management Interface. Custom reports can be displayed on WebShop and/or SalesRep.

The purpose of this feature guide is to demonstrate what your customers see when you have created custom reports in Management Interface for their use.

Introducing terms and concepts used in this article

Term	Definition
Customer	a client of the merchant.
Enterprise resource platform (ERP)	(ERP), a collection of your critical business operating systems, such as product, stock levels, financial, customers, suppliers and so on that run on the same platform.
Merchant	a company who uses Experlogix Digital Commerce Platform.

Step by step

Create and manage custom reports

Create and manage

Custom reports are created and managed in Management Interface. Read Using custom reports in Management Interface for a step by step guide.

Reports are synced with SalesRep when you select to sync the data, or at scheduled, regular intervals.

What do my customers see after I have set up a custom report?

See

Example

A custom report called Warranty Report (custom) has been created in Management Interface for display on the SalesRep customer dashboard.

In Management Interface:

The custom report is displayed as a tab on the SalesRep dashboard, which is where your customer can view the data.