Sales Reports
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Sales reports can be key in keeping the sales process and the cash flow movement.
Sana enables customers to download printable reports (PDF file) generated by Microsoft Dynamics NAV directly from the webshop.
Sales reports can be also uploaded to the file system on the Web server and downloaded by customers from the webshop. For more information, see Sales Reports.
Microsoft Dynamics NAV can generate reports for all types of sales documents (orders, quotes, invoices, shipments, return receipts, credit notes).
To be able to download sales reports from the webshop, you should enable this feature in Microsoft Dynamics NAV. Click: Webshop > Webshops and open the Webshop Card. On the Downloading FastTab, select the Enable Document Downloads checkbox.
In the Sana webshop a customer can download the printable report (PDF file) from the corresponding sales document page.
Microsoft Dynamics NAV uses Reports as the basis for PDF files generation. For every sales document the respective report is used.
To view sales documents with the corresponding reports in Microsoft Dynamics NAV click: Sales & Marketing > Order Processing > Setup > Report Selections Sales. The Report Selections table contains the specifications of which report will be used for a certain sales document.
If a Sana webshop connected to Microsoft Dynamics NAV 2009 R2, a customer will be able to download printable reports only if reports in Microsoft Dynamics NAV have layouts which are used for the RoleTailored Client. Starting from Microsoft Dynamics NAV 2013 layouts are used for reports by default.
Sales Report Layouts
Applies to: Microsoft Dynamics NAV 2016 and higher
Custom report layouts are supported starting from Sana Commerce Cloud 10.0.17 in Microsoft Dynamics NAV.
In Microsoft Dynamics NAV 2016 and higher there are standard layouts for sales reports, for example for quotes, orders and invoices. You can also create custom layouts for different types of sales documents which you can assign to different customers.
A document layout controls which data should be shown in the report and its format.
By default, Sana uses the standard report layouts which exist in Microsoft Dynamics NAV.
You can find these standard report layouts in Microsoft Dynamics NAV at the following location: Departments > Administration > IT Administration > Reports > Report Selection – Sales.
Sana also supports custom document layouts for sales document reports which can be assigned to the customers in Microsoft Dynamics NAV. If you create a custom report layout for a certain sales document and assign it to your customer, Sana will use this report layout for this customer. You can create different layouts for different sales documents and customers.
To assign a custom report layout to a customer, open the Customer Card and click: Navigate > Document Layouts.
