The main reporting elements can be defined as follows:
From your Slerp Controls Administration Page, navigate to Orders > Generate Report in order to generate a report.
- For further information on report types, see our Generate Report article
Financial Statement generation
- For further information see our Statements article
Statement Start and End date filter
Statement Creation Button (Export as XLSX)
Order Summary Generation
Order Summary Start and End Date and Time filter
Sort report by date placed (Order Date) or date of order fulfilment (Fulfilment Date)
VAT fields to include or exclude in the summary
- For further information relating to VAT in your statement, refer to our Downloading a Report for VAT Claims article
Order summary output field filters
Export file type
Specific or unique-case reports
Report all current accepted and pending orders for the next day with their fulfilment details
A complete product listing with names, categories and further details relating to store products
A full list of Customers (Users with accounts) and Guests (Users that have not yet created an account) that have chosen to opt-in for marketing.
- For further information on the above, see our Download Customer Database article
An online view (Copy Link) or a downloadable Excel (XLSX) sheet (Download Report)