Accessing the Report Builder & Using the Options
To access the Report Builder, sign in to your Bbot Owner Panel and navigate to the 'Reports' link under the 'Reports/Sales' section.
If you are already logged into your owner panel, you can use the side navigation menu to access the Reports page, as well.
Choose the report you would like to run using the 'Report Builder'.
The report builder has many options for selecting a time frame for the data available.
The report can be run in ‘Whole Days’ increments or ‘Custom Times’ as well as multiple 'Grouping' options.
Whole Days -
are exactly as they sound, a complete day or complete days of data when the range selected is for more than one day.
Custom Times -
Allows the selection of specific time periods. In the example below, the ‘Custom Times’ selection is for 08:00 am to 04:00 pm on 09/26/2020 and will only provide the data for that specific time frame.
Grouping -
The following options are available for grouping
By Transaction - Provides all transactions within the selected Time Frame of ‘Whole Days’ or ‘Custom Times’
By Half Hour - Provides the data broken down into half hour increments within the selected Time Frame of ‘Whole Days’ or ‘Custom Times’
By Hour - Provides the data broken down into hour increments within the selected Time Frame of ‘Whole Days’
By Day - Provides the data broken down by day within the selected Time Frame of ‘Whole Days’
By Week - Provides the data broken down by a week or weeks depending on the Time Frame of ‘Whole Days’ chosen. The ‘By Week’ choice supplies data from Sunday to Monday.
Example: 8/9/2020 was a Sunday. When a date entered falls on a Sunday the report will return one week of data as shown in the example below.
When entering any date that didn’t fall on a Sunday or a selection that includes more than one day the report will return multiple weeks of data. The data returned will be any week or weeks that contains the selected date or date range.
Example: 8/9/2020 was a Sunday. Choosing the range of 08/8/2020 to 8/09/2020 returns data for the week of 8/2/2020 - 8/8/2020 and the week of 8/9/2020 - 8/15/2020 as shown below.
By Month - Provides the data broken down by a month or months depending on the Time Frame of ‘Whole Days’ chosen. The ‘By Month’ choice supplies data for all days within the month(s) selected.
Choosing the range of 9/2/2020 - 9/3/2020 returns data for the full month of September
Any selection of days that span different months will provide data for both months the dates fall within.
Example: Choosing the range of 8/28/2020 - 9/2/2020 returns data for the full month of August and the full month of September as shown below.
No Grouping - Provides the data for the selection of days within the selected Time Frame of ‘Whole Days’ or ‘Custom Times’.
For the Vendor Transactions and Transactions Details reports, you are able to specify the 'Order Date' or the 'Desired Fulfillment Date' in the report as well.
By clicking the plus icon next to the drop-down, you can also include both variables in the report as well.
