EyeQ: Online Sales Report

Problem

You need to generate a report in EyeQ to show information about online sales made via Connect, Join At Home, or MobilePro within the last 6 months.

Resolution

1. Log into EyeQ.

2. Go to Query Builder and select Create a Query.

3. In the Select Fields section, add the following:

   • Sales Detail Table:

     • Contact ID
     • Booking Cancelled
     • Gross Amount
     • Net Amount
     • Participation Date Time
     • Participation Site
     • Payment Method
     • Product ID
     • Quantity
     • Status
     • Status Date
     • Tax Amount
     • User ID

   • Contacts Detail Table:

     • Full Name

   • Product Hierarchy

     • Cost Centre
     • Department
     • Product

4. In the Conditions section, add:

   • Sales Detail Table: Payment Method

5. Modify the condition to read:

   • Sales Detail Payment Method is equal to XXXX, where "XXXX" is the Payment Method for online transactions.
   • By default, this is usually WEB for online transactions, but this can vary depending on your system configuration.

6. If your online systems use more than one Payment Method, repeat step 5 for each, and change the selection criteria from "all of the following apply" to "any of the following apply".

7. Click Save and provide a name for the report (e.g., "Online Sales Report").

8. Click Save and Open, then choose Export as Pivot.

9. Open the report in Excel. If prompted, click Enable Content.

10. In the Pivot Table, organise the following fields:

    • Filters/Columns:

      • Sales Detail User ID
      • Sales Detail Booking Cancelled
      • Sales Detail Status
      • Sales Detail Payment Method
      • Sales Detail Contact ID
      • Sales Detail Status Date

    • Rows:

      • Product Hierarchy Cost Centre
      • Product Hierarchy Department
      • Product Hierarchy Product

    • Values:

      • Sales Detail Quantity
      • Sales Detail Gross Amount

11. (Optional adjustments in Excel Pivot Table:)

    • Change the Pivot Table Design to Show in Tabular View.
    • Re-group Sales Detail Status Date if needed.
    • Select Do Not Show Subtotals.
    • Change Gross Amount column format from General to Currency.
    • To remove cancelled bookings, filter Sales Detail Booking Cancelled to “No”.
    • Use the Sales Detail Status Date filter to select your desired date range (e.g., "Yesterday").

12. Save the Excel Pivot Table.

Notes

• Determining the Online Payment Method:

  • Individual system configurations may vary. To confirm which Payment Method is used for your online sales, check as follows:

    • Connect:
      • Open Plus2 and go to Configuration > System > Configuration. Expand the Connect tab to find the Payment Method.
    • Join At Home:
      • Open the GMC and go to Configuration Manager > Configuration. Select Join@Home from the Product drop-down menu, expand Application Configuration, and locate the Payment Method.
    • MobilePro:
      • Open the GMC and go to Configuration Manager > Configuration. Select Advanced Web Service from the Product drop-down menu, expand Payment Settings, and locate the Payment Method.

• The default Payment Method for online transactions is traditionally WEB, but this may be different depending on your specific setup.

• If your system uses multiple Payment Methods for online sales, be sure to include all relevant Payment Methods in your conditions.

This page as markdown · All pages · llms.txt