Running and Managing Reports

  • Updated

Unimarket provides a robust reporting engine within the Insights module. Allowing authorized users to extract real-time community data for analysis and auditing.

 

Required Roles & Permissions

Reporting access is restricted to users with specific responsibilities. You must have at least one of the following roles assigned to your user profile, to access the Reports menu:

  • Community Administrator
  • View Transactions
  • Create Invoices

 

Accessing Reporting History

Unimarket stores previously generated reports ,so they can be re-downloaded without being re-run.

  1. Navigate to the Insights module in the top navigation bar.
  2. Select Reports.
  3. Locate the desired report in the list.
  4. Select Actions > Download to save the file in CSV format.

IMPORTANT:

Data Retention Policy: Reports are stored in the system for 18 months. After this period, they are automatically removed and must be re-generated if the data is still required.

 

  • You can watch this short video on how to review reports: 

 

Creating a One-Time Report

If you need fresh data for a specific period, follow these steps to trigger a new report:

  1. Go to the Insights module > Reports.
  2. Click the Run Report button in the upper right corner.
  3. Configure the Pop-up Box:
    • Email Address: Enter the email address where you want to receive the notification when the report is finished.
    • Report Type: Select the template that matches your needs (e.g., Order Report, GRNI, etc.). Once chosen, the Report Description field will provide a brief description of the desired report.
    • Date Range: Choose your From and To dates.
      • Note: The range defaults to one month automatically.
  4. Select Create.

 

  • You can watch this short video on how to create and run a new report:

 

Retrieving Your Report

Once created, the report joins the processing queue.

  • Monitor the State column; once it changes to Complete, your report is ready.
    • Note: You may need to refresh your screen to see the Complete state. 
  • Click Actions > Download to extract the data.

 

Managing Report Templates

The data structure of your report is determined by the Report Type template selected.

Template Sources

 

Pro-Tips for Efficient Reporting

  • CSV Format: All Unimarket reports are extracted in CSV format, which is easily opened in Microsoft Excel or Google Sheets for further filtering and pivot table analysis.
  • Timeframes: While the default is one month, you can adjust the range as needed. For high-volume communities, running reports in quarterly increments often provides the best balance of detail and file size.