Hello from **Fordeer**!

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We're excited to introduce our new **Reports** feature, designed to streamline your business processes and provide actionable insights. With the **report**, you can consolidate multiple invoices into one document, making tracking customer transactions and monitoring sales performance easier.

### **Why use the reports feature?**

* View total sales and revenue for specific timeframes, such as: last week, last month, last year

* Easily create, share, print, or archive concise and professional reports.

* Track all sales, taxes, and payment statuses in one place for better financial management.

### **Types of reports supported**

Our app currently supports two types of reports:

1. **Merged Invoice Report**: Combines data from multiple orders into a single document for streamlined analysis.

2. **Transaction Report**: Lists all transactions for a selected date range.

**Note: One order may include multiple transactions.**

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In this article, we will walk you through how to create a merged invoice report and customize it:

### **How to create a merged invoice report?**

Step 1: Go to the **Reports** section in the app's sidebar menu and click the **Create Report** button.

![](https://chat.fordeercommerce.io/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBbGdFIiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--684acdd7de74c7dd88810366bdbc9add8f1dc8b5/image_2bufnp.png)

Step 2: Select **Report**

![](https://chat.fordeercommerce.io/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBbFlFIiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--8f5b7d8ac838ea353e650ed147a706ded9a6abd3/image_tiupfx.png)

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In the pop-up modal, set the following options:

* **Report Type**: Choose Invoice report or Transaction report

* **Date Range**: Select the time range orders were created

* **Sales Channel**: Specify the channels where orders were created.

* **Financial Status**: Choose order statuses (e.g., Paid, Fulfilled).

* **Currency**: Select the order currency.

Step 3: Click **Create**

![](https://chat.fordeercommerce.io/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBbGNFIiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--03fcf88145d6850b899b5bc7eaee8db6c1236653/image_14a3s.png)

The report will appear in the Report List. Wait for the progress bar to update from "Processing" to "Success."

![Processing status](https://chat.fordeercommerce.io/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBbFVFIiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--6664476e393877b4e9c468b5a6e49f5c147d92d1/image_11heuyf.png)

![Success status](https://chat.fordeercommerce.io/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBbGtFIiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--138811bcbf233c501bb701919f133a3f14a6d8e3/image_1jcg58.png)

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Step 4: Once completed, download the report to review the generated data.

![](https://chat.fordeercommerce.io/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBbG9FIiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--f9d7e27c59c0b7bb1378eaa8d4ad8277f79a7d25/image_5kg9p7.png)

![](https://chat.fordeercommerce.io/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBbHdFIiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--3ea37acbd26da6383282382c040bf74d02fa9d34/image_1keu551.png)

### **How to customize a report?**

If the generated report doesn't meet your needs, you can customize it as follows:

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Step 1: Go to the **Report List** page.

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Step 2: Click **Custom Report Template** and select **Merged Invoice Report**.

![](https://chat.fordeercommerce.io/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBbHNFIiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--818450cb1e949505e74873bfd7f19baf47ba15bc/image_197ckml.png)

Step 3: Use the **Customization** page to adjust the report layout easily.

![](https://chat.fordeercommerce.io/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBbDBFIiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--7f3b9a9aa75cfab72bac5dde6dcb7d4575863a88/image_mhl4b9.png)

=> If you require additional fields in the report, let us know! Our team is happy to assist you with customization.

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Step 4: Click **Save** at the end

![](https://chat.fordeercommerce.io/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBbDRFIiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--9574ab4409eee47ead0f1bcda9ecf05663a1d65e/image_oho43a.png)

Step 5: Create a new report to see the updates (if needed)

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**Customizing the transaction template follows the same process.**

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By using merged invoice reports, you'll gain a better understanding of your business's financial health while saving time and improving efficiency.

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**Currently, this feature is available on the Professional Plan or higher. To access it, please upgrade your plan and enjoy the benefits**

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Please give them a try and do not hesitate to contact us if you have any questions along the way.

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