Reports FAQs - اسئلة شائعة في التقارير

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How To "Reports" - دليل ارشادي للتقارير

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• How to download a report in excel format? كيفية تحميل التقارير لملف اكسل؟

  To download a report: Go to Reports Click on Downloads You will find the following: A tab labelled Reports where you will find a list of reports that you can download. A tab labelled Downloads where you can download reports you generated from the Request button You can download the following reports in Excel format: :​خطوات تSome readers

• how to view sales reports? كيفية رؤية تقارير المبيعات؟

  To view sales reports: Go to Reports Click on Sales Click on Sales Report Set the Date Range Filter by: Channels (online, POS) Branches Order Language Order types (Pickup, Delivery) Order Status. Payment status These filters are likely located at the top of the report page alongside the timeframe selection.​ The report will show: Revenues: total sales excluding shipping and the discounts for a period Orders: number of ordersSome readers

• How can I generate a daily sales closing report? كيف يمكنني الاطلاع على تقرير الكاشير اليومي؟

  The daily closing report can be accessed in the: Reports section of the side menu. Click on the Closing Report. In the Closing Report page you will find: Closing for: The report is generated for the user logged in - which represents the branch and areas granted to that user's permissions. Sales Based on: you can calculate the closing report figures based on when orders were received, or the expected delivery/pick-up time of the orders. Day: the date/timeFew readers

• How to get a report of customers with contact and order details in specific date? كيفية الحصول على تقرير للعملاء مع تفاصيل الاتصال والطلبات؟

  To download a report of customers list with contact details and orders they made in specific date?: Go to Reports Click on Downloads Search for Customer Segments report Click on the Request button Click on Downloads tab Click on the Button under Downloads :لتنزيل تقرير لقائمة العملاء مع تفاصيل الاتصال والطلبات التي قاموا بها في تاريخ محدد توجه إلىFew readers

• How can I view my customer growth trend? كيف يمكنني الاطلاع على تقرير نمو عملائي؟

  To view your customer growth trend: Select Reports from the side menu Press on Customers Click on Customer Growth A chart, which you can see as a % of total or as an absolute value will show: New customers (green) that purchased during a month Dormant customers (red) that have not ordered in a month, but have ordered in previous months. Returning customers (yellow) that have ordered in a month and in previous months. (https://storage.crisp.chat/users/helFew readers

• How can I check my customers’ segmentations? كيف يمكنني الاطلاع على تقرير فئات العملاء؟

  You can check your customers' segmentations using various reports: Segments RFM Report: Segments customers based on recency, frequency, and monetary value of their purchases. Segments RFM Report Customer Growth & Customer Base Mix: Shows returning customers, dormant customers, and new customers by numbers and percentages over a specified period. Customer Growth & CusFew readers

• How can I check my B2B orders sales? كيف يمكنني الاطلاع من مبيعات طلبات الشركات؟

  To check your B2B orders sales: navigate to Reports Sales B2B Sales. :لعرض تقرير مبيعات الشركات توجه إلى التقارير ضمن التقارير, انتقل إلى المبيعات ثم اختر مبيعات الشركاتFew readers

• How can I view the sales by area or province? كيف يمكنني الاطلاع على المبيعات حسب المنطقة أو المحافظة؟

  To view the sales by area or province: Go to Reports Click on Sales Click on Map Select the Date range Notes: You can see the orders in this period by: "Map" or "Area" or "Province" The map will highlight the areas between green to red as red is the highest volume :لعرض المبيعات حسب المنطقة أو المحافظة توجه إلى التقارير اFew readers

• How to Download Orders in Excel Format كيفية تحميل الطلبات بصيغة Excel

  To download your orders: Click on Reports Click on the Downloads You will find two types of reports: Order-wise Report: Shows sales at the order level Line Item Report: Shows sales for each product in the invoice Click the Download icon next to the report you want to download A window will appear with options to generate the report: Only the Date Range is required, all other filters are optional. Select the Date Range of the orders you wantFew readers

• Is it possible to print or view a daily preparation schedule for orders by product? هل من الممكن طباعة او رؤية جدول التحضير اليومي؟

  You can view the preparation sheet of products report from: Click on Reports Sales Order Prep. Sheet. This allows you to efficiently plan and prepare for each day's orders without the need to go through each individual order. :لعرض تقرير جدول تحضير المنتجات توجه إلى التقارير ضمن التقارير, انتقل إلى المبيعات ثم اختر جدول التحضير يتيح لك هذا التقرير التخطيط والاستعداد لطلبات كل يوم بكفاءة دون الحاجة إلى مراجعة كل طلب على حدةFew readers