{"id":1324,"date":"2023-05-30T13:54:14","date_gmt":"2023-05-30T12:54:14","guid":{"rendered":"https:\/\/ibridge.co.uk\/help\/?post_type=ht_kb&p=1324"},"modified":"2025-07-25T14:26:02","modified_gmt":"2025-07-25T13:26:02","slug":"reporting-setup","status":"publish","type":"ht_kb","link":"https:\/\/ibridge.co.uk\/help\/knowledge-base\/reporting-setup\/","title":{"rendered":"EOD\/W\/M Reporting Area\/Setup"},"content":{"rendered":"

Reporting Area<\/strong><\/h2>\n

Automated Reporting Area:<\/strong> https:\/\/drive.google.com\/drive\/u\/1\/folders\/1jjemo61F7WOJmil0tCQSdryAC2r4YQvb<\/p>\n

Setting we use to point at the folder bobglobalconfiguration.gdriverootfolderid =1jjemo61F7WOJmil0tCQSdryAC2r4YQvb<\/p>\n

To build up monthly KPI figures when it is not the end of the month we need to ensure bobglobalconfiguration.kpitableupdatetaskbypassdatecheck is set to TRUE so it can be ran.<\/p>\n

Full Stock List<\/strong> – Uses spLast12Months stored procedure<\/p>\n

Update bob_ProductKPIQuantityHistory every month with new sales data.<\/span><\/p>\n

Requires Task: UpdateMonthlyProductFigures to be ran which updates Bob_ProductMonthlyKPI table.<\/p>\n

End of Day <\/strong><\/h2>\n

(BoB 2 Task – Report Build And Save Task EOD)<\/strong><\/p>\n

Run Time:<\/strong> Every day at 01:00AM.<\/p>\n

Consists of the following reports…<\/p>\n

    \n
  • Daily Takings<\/b>\n
      \n
    • StartDate =\u00a0ReportDate (Yesterdays date) with time = 00:00AM<\/li>\n
    • End Date =\u00a0ReportDate\u00a0with time =\u00a023:59PM<\/li>\n<\/ul>\n<\/li>\n
    • VAT Report<\/b>\n
        \n
      • StartDate =\u00a0ReportDate\u00a0with time = 00:00AM<\/li>\n
      • End Date =\u00a0ReportDate\u00a0with time =\u00a023:59PM<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n

        End of Week <\/strong><\/h2>\n

        (BoB 2 Task – Report Build And Save Task EOW)<\/strong><\/p>\n

        Run Time:<\/strong> Every 7 Days with start date being 1st of the month at 01:15AM.<\/p>\n

        Consists of the following reports…<\/p>\n

          \n
        • Average Invoice Values<\/b>\n
            \n
          • StartDate =<\/li>\n
          • End Date =<\/li>\n<\/ul>\n<\/li>\n
          • Stock Adjustments<\/b>\n
              \n
            • StartDate =<\/li>\n
            • End Date =<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n

              End of Month <\/strong><\/h2>\n

              (BoB 2 Task – Report Build And Save Task EOM)<\/strong><\/p>\n

              Run Time:<\/strong> Task to run daily at 01:30AM, though an IF to check on run that looks at whether it is the first of the month. If it is then run the task, else fail and try again the next day.<\/p>\n

              NOTE: First task that runs should be UpdateMonthlyProductFigures, this builds the new data needed to build bob_ProductKPIQuantityHistory, which is a summary at stock level of the sales for a month and the On Hand Qty & Cost at EOM.<\/em><\/p>\n

              Consists of the following reports…<\/p>\n

                \n
              • Daily Takings<\/b>\n
                  \n
                • StartDate =\u00a0First day of the previous month with time = 00:00AM<\/li>\n
                • End Date = Last day of the previous month\u00a0with time =\u00a023:59PM<\/li>\n<\/ul>\n<\/li>\n
                • VAT Report<\/b>\n
                    \n
                  • StartDate =\u00a0First day of the previous month with time = 00:00AM<\/li>\n
                  • End Date =\u00a0Last day of the previous month\u00a0with time =\u00a023:59PM<\/li>\n<\/ul>\n<\/li>\n
                  • All GRN<\/b>\n
                      \n
                    • StartDate =\u00a0First day of the previous month with time = 00:00AM<\/li>\n
                    • End Date = Last day of the previous month\u00a0with time =\u00a023:59PM<\/li>\n<\/ul>\n<\/li>\n
                    • Stock Awaiting Pick or Pack<\/b><\/li>\n
                    • Stock Dispatched<\/b>\n
                        \n
                      • StartDate =\u00a0First day of the previous month with time = 00:00AM<\/li>\n
                      • End Date = Last day of the previous month\u00a0with time =\u00a023:59PM<\/li>\n<\/ul>\n<\/li>\n
                      • Orders Awaiting Pick or Pack<\/b>\n
                          \n
                        • StartDate =\u00a0First day of the previous month with time = 00:00AM<\/li>\n
                        • End Date = Last day of the previous month\u00a0with time =\u00a023:59PM<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n

                          Update: The below reports have been added to EOM as of the 21st July 2025.<\/p>\n

                          \n
                            \n
                          • Successful Payments by Day\u00a0<\/b><\/li>\n
                          • GRN Detail stock <\/b><\/li>\n
                          • KPI Margin Line Detail<\/b><\/li>\n
                          • KPI Detail <\/b><\/li>\n
                          • Paypal+eBay <\/b><\/li>\n
                          • Stock + Carriage <\/b><\/li>\n
                          • Stock on Hand Cost<\/b><\/li>\n
                          • Stock Adjustments<\/b><\/li>\n
                          • Stock Take Adjustments <\/b><\/li>\n
                          • RMA Replacements<\/b><\/li>\n
                          • Sales by Country<\/b><\/li>\n<\/ul>\n<\/div>\n

                             <\/p>\n

                            Has a setting called bobglobalconfiguration.EOMrepordatecheck which when TRUE will perform a date check when trying to run the scheduled task and will only generate when its the first day of the month. Changing this to FALSE and running the task will pass the first and last day of the current month to generate and save the reports to the Google Drive<\/p>\n

                             <\/p>\n","protected":false},"excerpt":{"rendered":"

                            Reporting Area Automated Reporting Area: https:\/\/drive.google.com\/drive\/u\/1\/folders\/1jjemo61F7WOJmil0tCQSdryAC2r4YQvb Setting we use to point at the folder bobglobalconfiguration.gdriverootfolderid =1jjemo61F7WOJmil0tCQSdryAC2r4YQvb To build up monthly KPI figures when it is not the end of the month we need to ensure bobglobalconfiguration.kpitableupdatetaskbypassdatecheck is set to TRUE so it can be ran. Full Stock List – Uses…<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"ht-kb-category":[67,75],"ht-kb-tag":[],"class_list":["post-1324","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-reporting-setup-area","ht_kb_category-scheduled-tasks"],"_links":{"self":[{"href":"https:\/\/ibridge.co.uk\/help\/wp-json\/wp\/v2\/ht-kb\/1324","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ibridge.co.uk\/help\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/ibridge.co.uk\/help\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/ibridge.co.uk\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ibridge.co.uk\/help\/wp-json\/wp\/v2\/comments?post=1324"}],"version-history":[{"count":17,"href":"https:\/\/ibridge.co.uk\/help\/wp-json\/wp\/v2\/ht-kb\/1324\/revisions"}],"predecessor-version":[{"id":1839,"href":"https:\/\/ibridge.co.uk\/help\/wp-json\/wp\/v2\/ht-kb\/1324\/revisions\/1839"}],"wp:attachment":[{"href":"https:\/\/ibridge.co.uk\/help\/wp-json\/wp\/v2\/media?parent=1324"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/ibridge.co.uk\/help\/wp-json\/wp\/v2\/ht-kb-category?post=1324"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/ibridge.co.uk\/help\/wp-json\/wp\/v2\/ht-kb-tag?post=1324"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}