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Setup and Support

On this page we will try to explain how to setup an account with StoreReport, how to use Customer Support portal and more. 

Users

There are 4 different categories under which you can setup an account or interact with StoreReport:

Trial (7 days)

  • Full access to StoreReport for 7 continuous days including weekend and for one Skubana Store
  • Limited access to Customer Support portal

New User

  • Users with new account or trial accounts after 7 days period
  • Full access to StoreReport for 30/180/365 continuous days and for one Skubana Store
  • Full access to Customer Support portal

Existing user

  • Users with existing accounts
  • Full access to StoreReport for 30/180/365 continuous days and for one Skubana Store
  • Full access to Customer Support portal

Multi-store VIP users

  • New or existing accounts
  • Full access to StoreReport for 30 continuous days and for up to 10 Skubana Stores depending on the VIP Plan
  • Full access to Customer Support portal

Orders & Plans

All users should submit their orders using Orders & Plans in the menu of this site.

Orders

It is a 3 step process which will include: General information about your account, Category of your account and finally Plan.

On the following page please enter your name, email address which you are using with your Skubana Store, name of your store (if you have more than 1 Skubana Store enter VIP) and read our Terms and Conditions including our Privacy Policy. Once read, check that you have read and agree with them and Continue.

Plans

In step 2 you have the option to specify future category of your account. Multi-store Skubana Store users will have access to different stores and their plans are different.

Please select that you are: New user, Existing user, Trial user or Multi store/Accountant/3rd party service user; Please input your instructions or elaborate how you plan to use your account.

Once completed, verify Captcha and Continue.

Payment/Billing

Final step is to select your plan. New and Existing users should proceed with their payment on this page. Select your Plan and re-type email address you have registered with your Skubana Store. Click pay Now and wait for PayPal to prompt secure payment page. You can use your PayPal account or any Debit/Credit card supported with PayPal.

Trial users should NOT proceed with payment unless you plan to use StoreReport after 7 days trial period.

Multi store/Accountant/3rd party service users please do NOT proceed with payment since you will be able to complete your payment through our Customer Support portal.

Support

Use Customer Support portal to submit new ticket requesting support, make payment, change your plan and more.

Tickets

Only registered users can submit a new ticket to Support. To submit ticket login to Customer Support portal with credentials we provider upon registration. All other requests for support will void.

Guide

StoreReport Guide is available to all, both visitors and users. Please try to find answers before submitting New Ticket.

 

Final words

You reached the end of this guide. Hope you found it useful? Tell us what you think? We can end the way we started. Security is tight in StoreReport. We keep only basic information in our user database and we make NO changes to your data.

Thank you.

 

 

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Chart

Chart

Chart component will display in Chart view whatever is in Orders view.

It works only in Orders Tree View with grouped values. It charts the in Column chart two Columns per item.
It is showing [Sales Revenue, Cogs] as one column and [Tax, Shipping Revenue, Discounts and Sales Revenue + COGS]

chart view

 

 

Slider on left - Save StoreReport file format

Bottom scroll - Scrolls the displayed data.

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Menu

Menu

Save File - Save StoreReport file format

Load File - Load saved StoreReport file

Load aggregated data - Add new StoreReport data to already loaded data

Export data - Export data in CSV format for EXCEL or other software

Data Grid Layout - Save and Load your Data Grid layouts.

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Data Grid Current Cost

Data Grid Current Cost

Get current cost for product. Crucial for COGS report, and crucial to populated with number value. This works in Orders, Products and Inventory view.

Skubana "currentCost"  field is value that is stored in Vendor Product or FIFO from your Purchase Orders. First it checks if there is a PO for the product to get the latest FIFO price, if there is no PO it checks for Vendor Cost in your Skubana store. 

This field is crucial for calculating COGS, and COGS report will not be available until you have all the Current Cost populated. 

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Error View

Error View

This component is searching for errors in Skubana data. The type of errors are some common ones we found in our usage scenario. Error View can help you clean your data and make better reports. Works only in Orders View.

Remove- Remove selected Items. It can remove items from data set, like removing wrong orders, test orders or anything that is making wrong calculations.

Change - Change any field on selected Item / Items [Multiple selection with SHIFT or CTRL + CLICK]. Mostly used to change currentCost field from zero, so we get accurate COGS report.

Today Cost - Used when Current cost is null. Meaning there was no Cost found on the day of the order. This will try to fetch the today data, so it gets the cost if it is added later, after order is placed.

*Merge with Parent - Used for fixing the Split Order issue. It will merge the selected item with its parent, that will fix the COGS report for that order. Still in test phase.

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Data Grid Filter

Data Grid Filter

Data Grid Filter is an advance filter component allows you to filter your data based on [IF,AND] statements and math conditions. You can filter comparing two fields or by fields value. 

Select Field - Select the field you want to filter by

Operator - Select your wanted operator [Contains, < , >, = , != …]

Value - Type in desired value, if second Option is selected, than value is not needed.

Select 2nd Field - Select this option if you want to compare between two fields. If you change it to a field, than you don't need to input any value for the filter because it will compare values from two selected fields.

"+" Button - Click button + on lower right to add one more AND statement. You can only add AND statements.

Filter Button - Click button Filter to filter out the data.

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Data Grid Custom Math Field

Data Grid Custom Math Field

Field Name - Name of the field that will be added to Data Grid fields list 

X to P - Assign fields to variables, only one can be used if needed

Enter Formula - Enter formula with assigned variables to make calculations for your new field. Like (x+y)/2

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Data Grid Summaries

Data Grid Summaries

This component is used for adding more summaries fields.

StoreReport uses "#" in front of field name to distinguish summary field. It can be any number field from Skubana data. It can also be any custom field that you have added. When you add new summary field it will be added to the end of the Data Grid Fields list. From there you can drag to the front and place between other summary fields, and hit Refresh Data Grid button.

 Be sure to add only line item fields.

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Data Grid

Data Grid

This component is used for displaying data. It is main view of StoreReport. What you make of Data Grid is what you get in export for Excel.

StoreReport uses Advance Data Grid for displaying data. Most custom work was done for the Orders View as we identified that it is where StoreReport is most useful, dealing with Orders issue and Orders Export.

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