Purpose and scope

Only available when Aphix WebShop is integrated with SAP Business One.

As a merchant using SAP Business One, you may wish to extract information from your ERP to share with your customers on Aphix WebShop or Aphix SalesRep. The custom report feature allows you to create, edit and delete custom reports that contain either customer-specific or product-specific information that you require. You manage these reports in Aphix Management Interface. Custom reports can be displayed on Aphix WebShop and/or Aphix SalesRep.

The purpose of this feature guide is to:

  • show you how to create, edit and delete custom reports in Aphix Management Interface

  • demonstrate what your customers see in Aphix WebShop once you have saved the report.

Read here to understand what your customers see if you have deployed the custom report in Aphix SalesRep.

Key points

  • We support two custom report types; reports containing customer-specific data and product-specific data.

  • This feature requires you to 

    • understand how to create database (SQL) queries so you can extract the desired data you wish to display in WebShop, and

    • understand where data is stored in SAP Business One in order to create database queries.

Introducing terms and concepts used in this article

Term

Description

Customer

a client of the merchant; a person or set of people who use one or more of Aphix' suite of products, such as WebShop, where they are provided by the merchant.

Merchant

a client of Aphix; a company who uses the Aphix platform.

Structured Query Language (SQL)

a standard language used to insert, retrieve and manipulate data found in relational databases.

Step by step

Step 1: Log into Management Interface

Log in

Log into Management Interface using your username and password. This opens the dashboard of your Management Interface.

Step 2: Open Customers

Open

Click Customers on the left sidebar menu. This opens Customer Administration.

Step 3: Open Custom Reports

Open

Click Custom Reports.

This opens Custom Reports.

Action 1: Create a custom report

Create

To create a new custom report, click Add New Report. 

This opens the Edit Report page. Then:

  • Specify the Report Name,

  • Write the SQL query to extract the data you require, and 

  • Define where and how you want the report viewed by your customers. 

Key points

  • We support the following SQL methods: Select, Call, Exec.

  • You can only apply a customer group restriction to Aphix WebShop.

  • Click Save to share the custom report with your customers. The custom report is visible immediately to your customers.

    We recommend that you verify that the correct data is returned by using our Test Report feature at the bottom of the Edit Report page. Simply click Run after you have entered your SQL query; this returns the data based on the SQL query. It is not visible to customers.


Action 2: Manage a custom report

Manage

To edit an existing report, click Edit to the right of the report's name on the custom reports page. This opens the Edit Reports page, where you can edit, test and save your changes.

To delete an existing report, click Delete to the right of the report's name. This opens a confirmation message, since this action cannot be undone. This deletes the custom report immediately.

What do my customers see after I have set up a custom report?

See

Example

A custom report called Warehouse has been created in Aphix Management Interface for display on the product page.

This is configured in Aphix Management Interface, and can be seen on the list of custom reports.

This is what your customer sees when the log into Aphix WebShop, and open the product page.