Set up e-commerce reports

You can make business reports available to e-commerce customers using the Aptean Document Publication extension. Reports configured with the Custom usage and a designated category code appear on the customer's My Account Dashboard page in the e-commerce portal, where they can request them and receive them by email.

The Aptean Document Publication extension must be installed and configured for this feature to be available.

Prerequisites

Before setting up e-commerce reports, complete the following steps in the Aptean Document Publication extension:

• Set up custom categories and note the category code you want to use for e-commerce reports. All e-commerce reports share one category code. For more information see Set up custom categories.
• Set up the reports you want to make available to customers. For more information see Set up document publication reports.

Configure report selections for all customers

To make reports available to all e-commerce customers, follow these steps:

1. Select the Search icon, enter Document Publication Report Selection, and choose the related link.
   The Document Publication Report Selection page opens.

2. Select an empty line and enter information in the following fields:

   Field	Value
   Usage	Select Custom.
   Report ID	Select the report to make available to customers.
   Output By	Select Document Publication.
   Output Type	Select Email.
   Process By	Select User.
   Publish	Select the Publish checkbox.
   Dialog	Clear the Dialog checkbox.
   Custom Category Code	Select the category code created for e-commerce reports.

3. Repeat step 2 for each report you want to make available to all e-commerce customers.

Configure report selections for individual customers

Individual customers can have their own exclusive reports that other customers cannot see. To make reports available to a specific customer, follow these steps:

1. Select the Search icon, enter Document Publication Layouts, and choose the related link.
   The Document Publication Layouts page opens.

2. Select an empty line and enter information in the following fields:

   Field	Value
   Source Type	Select Customer.
   Source No.	Select or enter the number of the customer with access to this report.
   Usage	Select Custom.
   Report ID	Select the report to make available to the customer.
   Output By	Select Document Publication.
   Output Type	Select Email.
   Process By	Select User.
   Publish	Select the Publish checkbox.
   Dialog	Clear the Dialog checkbox.
   Custom Category Code	Select the category code created for e-commerce reports.

3. Repeat step 2 for each report you want to make available to individual e-commerce customers.

Assign the category code to e-commerce

To link the report category to the e-commerce portal, follow these steps:

1. Select the Search icon, enter E-commerce Setup, and choose the related link.

2. In the Document Publication Custom Category Code field, select the category code created for e-commerce reports.

The Document Publication Custom Category Code field is only visible when the Aptean Document Publication extension is installed. When the field value is left blank, no reports are available to e-commerce customers and the REPORTS button is hidden on the My Account Dashboard page.