Overview #

These reports are for analyzing orders placed through eCat and eCat Online. Only authorized users can access these confidential reports.

Report Features #

• All reports can be selected by date range, order type, order origin and intro = y/n.
• Report selection criteria can be easily changed as desired after the report displays.
• Click column headers to sort reports as desired.
• Report URL's can be used to share reports with other authorized eCat users.
• Selected reports can be grouped and sub-totaled by criteria like 'territory', 'order type' and 'order origin.
• Reports can be downloaded for further analysis.

Three report formats #

Summary Report: Sales by date, territory, or order writer showing the # of orders, # of items ordered, and total monetary amount ordered.

Product Detail Report: Sales by item showing quantity and amount ordered, with or without photos. SKU numbers link to item details. Default sort is by descending total monetary sales amount. Can be grouped and sub-totaled by zone and product category.

Orders Report: order list showing summary order information, with links to order print view

Market Report Examples #

Below are a few specific ways you can use Market Reports.

Summary Reports

• Sales by Order Date (all orders)

  • Report on: Order Date

• Sales by Order Date - 'Confirmed' orders

  • Report on: Order Date

  • Order Type: Confirmed

• Sales by Territory/Primary Rep

  • Report on: Territory

• Sales by Order Writer

  • Report on: Order Writer

Product Detail Reports

• All Items Sold

  • View the default

• New Introductions Sold

  • New Intro: Y

• Non-Introductions Sold

  • New Intro: N

Advanced usage: Pivot Tables

If you turn on "Show more fields," Update Report, then "Export CSV," the Admin Portal will email you a CSV file you can open in Excel or Google Sheets.

From there, you can set up a pivot table to get summary information such as follows. This allows you to get reporting specific to your needs.

Order Detail Reports

This lists order summary information for one order per row with columns for order #, order date, customer #, customer name, customer PO number, territory, order type, and order origin. Totals for the selected orders display at the top. The order number links to the admin portal order print view.

Group & sub-total by order date, territory, order writer, order type. Select by date range, order type, order origin, or territory.

• All Orders

  • No changes needed

• Filter Orders by status (Confirmed, etc)

  • Order Type: Confirmed (and whatever else you need)

• Filter Orders by Territory/Rep

  • Territory: Select the territories you need

Tips & Tricks #

• Data for reporting is updated hourly. So reports may not include information for the most recent orders shown in the eCat admin site.

Known Issues #

• For performance reasons the information is updated hourly. Therefore the data in the report may be up to an hour out of date.