Custom reports
Generate a report for a period and a set of stores of your choice, then download it as CSV.
Before you start​
- You need the Report Management permission with read access to settlements for the stores you include.
- Custom reports cover transactions settled by Walley only.
Report types​
| Report type | What it contains |
|---|---|
| Settlement Summary | Aggregated data from every settlement in the period. Can include the settlement reference. |
| Transactions | Every transaction in the period, including those not yet settled. Can include the settlement reference and action reference. |
| Transaction Details | Detailed information about purchases and returns in the period. This report contains a lot of data and takes longer to generate. |
| Merged | Every settlement transaction merged into one file. Can include the settlement reference and action reference. |
| Company Customer Credit Limits | An overview of each company customer's credit reservation and how much of it is still available. |
| Orders | Every order placed in the period. |
Generate a report​
- Select Generate report. The Create custom report dialog opens.
- Fill in the dialog:
- A name for the report
- The report type
- The period, up to one year
- Optionally, the stores to include. Leave it empty to include all stores.
- Select Generate report.
- When the status is
Done, select Csv to download the report.
Generating takes a few minutes. Select Refresh reports to update the status. A report can be Generating, Done, or Failed, and stays available for 90 days. Use Show reports from the last to choose how far back the list goes.