Versions Compared

Old Version 2

changes.mady.by.user Michelle Ng (Unlicensed)

Saved on

compared with

New Version 3

changes.mady.by.user Michelle Ng (Unlicensed)

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Note

This will not include cancellation records or upcoming potential subscriptions that aren’t Accepted.

Steps

  1. Go to the reports ModuleReports Module

Expand
titleExpand for details on navigating to Reports

Insert excerpt
Create Reports in CM: Overview
Create Reports in CM: Overview
nameGo to Reports
nopaneltrue

  1. In the main menu, 📖 copy the report titled “Price Increases Report Template”

  2. In the “Edit the report” interface, you can further customize this report.

  3. Filter for the product / group of products / vendor in the left navigation sidebar

Expand
titleExpand for different ways to filter your report

Filter for a specific product

  1. Expand the PRODUCTS box in the left navigation side bar

  2. Type the whole or part of the product name in the search bar, e.g.

  1. Hit the Enter key to apply the filter

Filter for a group of specific products

  1. Expand the list under “Name”

  2. Click on Show more

  1. Look for and check off the products you want in the pop-up.

  1. Click outside the box to close it

Filter for all products from a vendor

  1. Expand the PUBLISHERS box in the left navigation side bar

  2. Type the whole or part of the vendor name in the search bar, e.g.

  1. Hit the Enter key to apply the filter

...