The Reporting in pixi Web offers you comprehensive functionality for creating reports. Here you can create reports according to your needs by first creating report profiles. These profiles serve as the basis for the effortless generation of reports in a user-friendly web view. The following functionality can be used in Reporting:

• Create, edit, delete report profiles

• Generate reports from report profiles

• New sorting and grouping of columns

• View a preview of a report

• Download reports in JSON and spreadsheet file format

• Create report layouts

• Enable role-specific access to report profiles

• Unlock additional reports and report groups

• and much more...

Activation for Users

All users for whose role the pixi Reports right is enabled have access to the Reports page.

1. In pixi Web, navigate to Administration > User Administration > Roles.

2. Scroll to the Reports section. Click Edit.

3. Check the box next to pixi Reports - Use of pixi Reports allowed.

4. Click Save.

Role-specific Activation for Report Management

With the Manage Report Profiles setting, you can give users rights that allow them to edit existing report profiles and change profile options. The authorization can be found for roles under the following path: Administration > User administration > Roles > {Role} > Reports > Manage report profiles.

This setting is automatically enabled for administrators.

The following shows the different functional competencies for administrators and users:

Generating Reports

You have the following options for generating reports:

• You can generate reports from profiles on the Profiles page (action bar)

• You can generate reports on the Reports page (action bar)

• You can generate reports on profile detail pages (action bar)

• You can generate reports again by using the Restart button on the Reports page. This functionality is available if the label NO DATA is displayed in the Info column.

When generating a report, XLSX, PDF, and JSON files are created and stored in Document Storage. The generation time depends on the number of records; large reports, especially those with large XLSX files, may take longer. Once generation is complete, the XLSX file is available for download more quickly because it is already stored in Document Storage. The actual download speed still depends on the connection between client and server. When deleting a report profile, all related files in Document Storage that were created based on the profile design are removed. When deleting a report, both intermediate documents and all generated files for that report are deleted.

Video Tutorials: Reporting for Users and Administrators

To help you get started with the reporting features in pixi Web, we provide video tutorials that clearly explain the key functions and the user interface.

Video: Reporting for Users

https://vimeo.com/1091145076/

Video: Reporting for Administrators

https://vimeo.com/1091144433?share=copy

Report Managing Permission for Users

The Manage Report Profiles setting allows you to assign rights to users that allow them to edit existing report profiles and change profile options. The authorization can be found under the following path for roles: Administration > User Roles > Group: Reports.

This setting is automatically enabled for administrators.

Profiles

The Profiles page allows you to manage report profiles. Here you can create, edit and delete the profiles required for creating reports. The overview includes the most important details such as the profile name (with a link to display further details), report group, data set and the data and users associated with the creation and modification.

In this overview, you have the option of sorting and filtering. You can also show or hide columns. These settings can be saved locally.

Creating Default Profiles

When you first open the page without ever having created a report profile or the page is empty, pixi can provide you with default profiles. Therefore, a pop-up opens. Click Create to have a default profile set up automatically. You'll need to change the names of the profiles and set the correct user permissions and default parameters for the profiles.

If you activate the checkbox in the dialoge, pixi will apply the German (!) standard layout for each report automatically. This means that the table headers no longer show the database field names (e.g., address_line_1), but instead load user-friendly UI labels (e.g., Address line 1).

Profile Overview and Action Bar

When you open the Profiles page, you will first see a clear list of all the profiles you have already created. From here you can create new profiles, delete profiles and access details of the individual profiles. Reports can also be generated directly by clicking on the profile and clicking on Generate Report in the action menu.

You will find these functionalities in the action menu:

1. Create New Profile: Create a new report profile

2. Duplicate Report: Duplicate a report

3. Generate Report: Generate a report

4. Change profile schedule status: Set the report profile's schedule status to "Enabled" or "Disabled".

5. Delete Report: Delete a report profile

Sorting and Grouping

On this page you also have the option of grouping the various columns according to your requirements and displaying the page more clearly. To do this, click on a column header and drag it into the bar between the action menu and the column overview.

Create a Profile

Follow these steps to create a profile:

1. Click on Create New Report profile in the action bar .

2. Fill in the mandatory fields:

   • Profile name: The name of your profile.

   • Report group: Select the overarching subject area for the report.

     • Customer Service

     • Logistics

   • Data Set: For which data should pixi generate the report.

     • Accounting

       • Customer Account Cash Flow

       • Customer Account Cash Flow Controlling

       • Customer Account Turnover Controlling

       • Customer Accounts

       • Deleted Invoices / Credits

       • EU VAT from 7/1/2021

       • International VAT until 6/30/2021

       • Invoices/Credits

       • Tax Report

       • Turnover by Payment Type

     • Customer Service

       • Customer Orders For Period

       • New Customers

       • Not Paid Invoices List

       • Oversold Items

       • Personalized Items Advanced

       • Summarized Orders By Status

     • Logistics

       • End-to-End Warehouse Performance

       • 1-Scan-Shipping

       • Bin Takeouts for Locations

       • Inventory - Audit

       • Inventory - Not Inventoried Bins

       • Inventory items to Refill

       • Inventory Report

       • Items on stock with BN/BBD

       • Items on stock without information for BN/BBD

       • Logistic Overview

       • Ordered Items with BN, BBD and TAGs

       • pixi Shipping Seal

       • Stock Movements

       • Stock Overview by Bins with TAGs

       • Stock Range

       • Stock Shortage

       • Stock Value

       • Stock Value FiFo

       • Stock Value FiFo - Details

       • Unshippable Orders

     • POS

       • POS Daily Close

       • POS Invoices

       • POS Invoices and Payments

       • POS Journal

       • POS Journal Overview

       • POS Sessions

       • POS Sold Items by Customer

       • POST VAT Overview

     • Purchasing

       • Delivery

       • Historic EK

       • Intrastat for Goods Receipt

       • Items Overview

       • Not delivered items (overdue)

       • Purchasing volume

       • Supplier Orders Documents

     • Sales

       • Credits and Repl. by Items

       • Credits and Repl. by Suppliers

       • Gross Profit

       • Gross Profit Hist

       • Intrastat

       • Order Size Distribution

       • Returns by Items - Details

       • Returns by Reason (deprecated)

       • Sold Items

       • Turnover by Categories

       • Turnover by Categories Overview

       • Turnover by Customers

       • Turnover by Items

       • Turnover by Items Variants

       • Turnover by Suppliers
         
         
         

3. Click Create.

4. Your profile has been created. To generate a report from it,

   • select the report profile on the Profiles overview page (so that it is highlighted in blue) and then click on Generate report in the action bar or

   • open the profile details page and then click on the Generate report icon in the action bar.

Custom Reports

In addition to the standard reports mentioned above, custom reports can also be displayed. These reports are individually commissioned and can be activated by our Support team if needed.
Since these reports are typically created based on customer-specific requirements or tailored to individual customers, we cannot guarantee proper functionality across all customer databases.

Important: Custom reports are not covered by the monthly support services. They often do not conform to the standards used for all customers, which is why they are not listed as standard reports at a later stage.
Any changes or adjustments must be commissioned through Account Management for a fee and are generally handled by Professional Services (PS) according to the applicable lead times.

Further information: Support Services

Edit a Profile

Follow these steps to edit a profile:

1. In the profile overview (Controlling > Reporting), click on a name in the Profile name column to open the details page.

2. In the Profile information tab, the following areas can be changed by editing:

   • General: Profile name, report design (layouts and templates) and user roles (these users are allowed to access the page)

   • Profile options: Country, Date range (From + To) including the relative date, Shop, Location, User
     
     
     

3. Make your changes and click Save.

4. Your changes have been applied.

Set a Relative Date

A relative date refers to a date that is specified in relation to another point in time, such as “in three days” or “one week ago” from today. In Reporting > Profiles > Profile Options, you can set such a relative date.

Schedule

The Report Profile Details screen includes the Schedule function. This functionality allows you to define when Reports should be automatically generated at fixed times. The function is located under Profile Options or General, depending on whether profile options are available for the selected data set. The following fields are available:

• Activated: checkbox that indicates whether the schedule is executed

• Start: the start date

• Recurrence: options for daily, weekly, and monthly recurrence (visible only in edit mode).

• Starts at: start time (by default, 12:00 noon, with the exclusion of maintenance times and automatic adjustment for invalid times)

• Next Schedule Appointments: displays the next five calculated appointments

• Send e-mail: Checkbox that allows you to automatically receive reports via email.

• Generate Public Download Link: When enabled, this option creates a link that does not require login (only visible if Send e-mail is active).

• Note: Private links may cause a loading error if opened without being logged in.

• Recipients: Input field for the email addresses of the recipients for the reports (please note the information regarding email receipt in the next section under 4a).
  
  
  
  
  

Scheduled Report Emails

Reports can be automatically generated using the schedule function and received via email. When generated automatically, the report is sent in XLSX format as a download link in an email to the specified recipient(s).

Follow these steps to receive reports via email automatically:

1. Open the Profile > Profile Information tab > Schedule section.

2. Click Edit.

3. Enable Send e-mail.

4. Enter one or more email addresses in the Recipients field. If you want to enter multiple recipients, separate the addresses with semicolons.

   1. Note: If the Control Center setting Auto Emails - Test Mode is enabled, all individual sending settings for all email types will be overridden. As a result, report emails will also not be sent to the recipient address stored in the web interface. To check whether Test Mode is enabled in your system, open the Control Center and navigate to Auto Emails V2 > Auto Emails - Test Mode. If you deactivate this setting, the report email will be sent to the stored address.

5. Click Save.

You must also activate the Auto Email Export Document in Control Center.

Difference Between Relative Date and Schedule

Please note that the relative date applies to the data generated in the report and that a report with the definition of a relative date can be executed at any time, while the schedule defines the automatic execution of the report at one or more points in time.

Examples:

Relative date

You want to create the report on the sold items from the last three weeks today.

1. Open Profile > Profile Information tab > Profile Options section > Edit and set the parameter “Started in the last 3 weeks”.

2. Then click Save and generate the report as usual.
   
   

Schedule

You want to generate the report for sold items from the last three weeks every Monday at 8 a.m.

1. Open Profile > Profile Information tab > Profile Options section > Edit and set the parameter “Started in the last 3 weeks”.

2. Then click Save.

3. Now go to Edit in the Schedule section (directly below the profile options).

4. Select the Activate checkbox.

5. Set Repeat to Weekly and select MO.

6. Select Starts at 8:00.

7. Click Save.

Duplicate a Profile

Follow these steps to duplicate a profile:

1. Click on the profile so that it is highlighted in blue.

2. Select Duplicate report profile from the action menu.

3. The profile was duplicated.

Delete a Profile

Follow these steps to delete a profile:

1. Click on the profile so that it is highlighted in blue.

2. Select Delete report profile in the action menu.

3. Confirm the deletion of the profile in the dialog box.

4. The profile has been deleted.

Profiles: Generate a Report

Once you have created a profile for , you can create reports or have reports generated.

Follow these steps to generate a report:

1. Open Controlling > Profiles.

2. Click on a profile so that it is highlighted in blue.

3. Click on Generate report in the action bar.

4. Fill in the fields:

   • Report name*: The name of your report.
     Note: The following characters should not be used in the report name: \ / : * ? " < > |."
     In exported file names, these characters will be replaced with an underscore (_).

   • Report group*: The overarching subject area for the report.

     • Customer Service

   • Data set*: For which data should pixi generate the report.

     • New Customers

   • Location**: Select the reporting location.

   • Shop**: Select a specific shop or choose all to refine the results.

   • Country: Here you can specify the country for which the report should be generated.

   • From: Start of the reporting period.

   • To: End of the reporting period.

   • Shop: Select the shop for which you want to generate the report.

5. Click Generate.

6. Your report will be generated. Open the Reports page to view your report.

*Mandatory field
**Some reports do not feature these options

Reports

Various functionalities are available on the Reports page. These include

• Downloading/exporting reports

• Generate new reports

• View details of the reports and a preview

Report Overview and Action Menu

You can access generated reports in the report overview. Various information is also available on the overview page:

• Info: Status of the report

  • NEW: The report has been generated. The NEW label disappears as soon as the report was exported as a file or its detail page was opened.

  • NO DATA: No data available for generating the report. You can restart the generation of the report by clicking on Restart in the action bar.

• Report name*: Shows the name of the report - defined when it was created, contains the link to open its detail page

• Report group*: To which group the report belongs, the group represents the superordinate subject area

• Data set*: For which data has pixi generated the report.

• Location**: Select the reporting location.

• Shop**: Select a specific shop or choose all to refine the results.

• Status:

  • Pending: Report is in the queue

  • Generating...: Report is being generated

  • Complete: Report is complete

  • Failed: There may have been no data to generate the report. You can restart the report or change the parameters.

• Generated (descending): Date of generation

• Generated by: User who generated the report

• Changed: If changes have been made, the column shows when they were made

• Changed by: User who changed the report

*Mandatory field
**Some reports do not feature these options

You will find these functionalities in the action menu:

1. Reload: Refresh the page.

2. Download: Export the report in JSON or spreadsheet format (XLSX)

3. Restart: You can restart the generation. This functionality is available for Reports with the label NO DATA.

4. Delete: Delete individual reports.

Reports: Generate a Report

Follow these steps to create new reports on the Reports page:

1. Click the plus icon in the action bar.

2. Select the report profile and click Select.

3. Set the parameters in the new Create Report window.

   • Report name: The name of your report.
     Note: The following characters should not be used in the report name: \ / : *? ‘<>|.

   • Report Group: The overarching subject area for the report.

   • Data Set: For which data should pixi create the report?

   • Report-specific parameters

4. Click Generate.

5. Your report will be created and will be available on the Reports page once it is created.

Printing Reports in pixi Web

In pixi Web, the Print button is available both in the reports list and on the individual report detail pages—located right next to the Download button. The Print button is visible and accessible to all users, regardless of admin rights.

When is the Print button active?

The Print button remains inactive until all of the following conditions are met:

• A report has been selected from the list

• A template is available for that report

• The report contains data

Delete a Report

Follow these steps to delete a report:

1. Open the Reports page.

2. Select a report by clicking on it to highlight it in blue.

3. Click on the recycle bin icon at the top of the action bar.

4. Confirm the deletion process in the dialog box.

5. Your report has been deleted.

Reports: Detail pages

On the detail pages, you can view and download reports and customize the layout according to your wishes. Follow these steps to open a detail page:

1. Open the Reports page.

2. In the Report name column, click on the linked name of the report.

3. The detail page opens

Preview

A preview is available on the detail page of a report. Users with the Manage report profiles permission can see the original column name by moving the mouse over the title of the heading in the Preview tab on the detail page of the report.

Rename Column Headers

Each column in the preview has the Rename option. Follow these steps to rename a column header:

1. Open the three-dot menu of the column you want to rename.

2. Click on Customize. Rename your header.

3. Click on Save.

4. The column header was renamed.

Applying Formulas to Columns for Report Exports

As part of a report export, you can apply formulas to entire columns. For example, you can have the total of the Net Total column automatically calculated in an extra row after export. Follow these steps to apply formulas:

1. Go to the Preview tab in the report.

2. Open the three-dot menu of the column to which you want to apply the functionality, for example Net Total.

3. Select Customize.

4. Select the desired function from the drop-down menu. The following functions are available:

   • (No Value): Set by default, the export is performed without an additional row.

   • Summary: Returns the sum of the individual column values.

   • Average: Calculates the average of the individual column contents.

   • Minimum: Indicates the smallest value of all columns.

   • Maximum: Indicates the highest value of all columns.

   • Count: Indicates the total number of rows.

5. Click Save.

6. Export your report by downloading it to check the result.

Linking Items

Links can be added to the respective values in the columns. Depending on your preference, you can link to the item detail pages in pixi Web or to a third-party URL. It is important to note that the value in the Item ID column is always appended to the URL. This means, for example, that to get to the page ‘https://web.pixi.eu/Item/Detail/50’ via the Item ID column, ‘https://web.pixi.eu/Item/Detail/’ must be entered as the URL. pixi automatically adds the item ID ‘50’.

Follow these exemplary steps to generate links (ex. Item ID column):

1. Open the three-dot menu in the Item ID column header.

2. Click on Add link.

3. Enter the URL without the item suffix, e.g. https://web.pixi.eu/Item/Detail/

4. Click on Save.

5. pixi reloads the preview (this may take a few seconds) and generates the links with item suffix.

6. The linked items can now be accessed directly from the preview.

   • To make the links permanently available, you must save the layout.

Downloading Reports (JSON, XLSX)

You can currently download reports in JSON or spreadsheet file format (XLSX) if the report is using a layout. To do this, follow these steps:

1. Open the report details page. The Preview tab is automatically displayed at the bottom of the page.

   1. Optional: You have the option of rearranging the column layout using drag-and-drop. You can also rename the column headers as you wish.

2. Click on the download icon in the action bar.

3. Select the file format you wish to download.

4. The data is downloaded.

Downloading Reports (PDF)

In pixi, only template-based reports can currently be downloaded as PDF. The templates need to be created through the template editor, which is located as a tab on the Profile page. Reports that use layouts do not support PDF export.

To download a Report in PDF format, follow these steps:

1. Open the report details page.

2. Open the tab Template Editor.

3. Create and save a template.

4. Open the Preview tab. The template should be displayed automatically. If this is not the case, re-generate the report.

5. Click on the download icon in the action bar and download the report as PDF.

How to Tell if a Report Supports PDF Export:

Check the Report Style field in the Report Profile:

• PDF: If the dropdown shows entries with a file icon (e.g., Report 1, ProForma Invoice), it uses a Template.

• JSON/XLSX: If it shows entries with a table icon (e.g., System Default (ENG), Systemstandard (GER)), it uses a Layout.
  
  
  
  

Go to the Report Preview tab:

• If the preview displays a designed form (like an invoice layout), it uses a Template.

• If the preview shows a data grid or table, it's a Layout.

Parameters

On this tab, you will find general information and the previously set profile options that were used to create the report. Both areas are read-only (editing is not possible).

Designs (Layouts and Templates)

On the Profiles page, you can view all previously created layouts and templates at a glance. To do so, click the gear icon on the right side of the overview.

Report Layouts

On the detail pages of the individual reports, you have the option of creating layouts for reports that you can then apply to other reports. You can move the columns and rename the column headers as you wish.

You can also use standard layouts that are stored for the various reports in German and English. Under the Select layout option, you have the following options:

• None: No layout is used. pixi uses the parameters (e.g. ItemNrSuppl, ItemName, SupplName etc.).

• System Default (ENG): Standard designation for the column headers in English

• Systemstandard (GER): Standard name for the column headers in German

• User-created layouts, in case layouts were created for this report

However, layout changes only affect how reports are displayed in the current view and do not impact downloaded reports.

If you move, rename or hide columns, these changes are not saved. If you select the system layout again at a later date, it will be restored to its original form.

Create a Report Layout

Follow these steps to create a report layout:

1. Open the Reports page.

2. In the report name column, click on the linked name of the report.

3. The details page opens. You will find the preview in the lower area. Move the columns as you wish or rename individual column headers.

4. Open the drop-down menu for saving and go to Save as...

5. Enter a name for the layout.

6. Click Save.

7. Your report layout was created.

Apply a Report Layout

Follow these steps if you want to adopt a report layout:

1. Open the Reports page.

2. Click on the linked name of the report in the Report name column.

3. The details page opens. You will find the preview in the lower area. Here, click on Select layout .

4. Select the desired layout and click Confirm.

5. The layout was applied to the report.

Delete a Report Layout

Follow these steps to delete a report layout:

1. Open the Profiles page.

2. Click on the gear icon on the right-hand side of the action bar.

3. Click on the report layout so that it is highlighted in blue.

4. Click on the trash can .

5. Confirm the deletion of the report layout in the dialog box.

6. The report layout was deleted.

Templates

Coming soon...

Control Center Settings

Limit for Scheduled Report Generation

To help manage system load, a new setting has been introduced: Limit for Scheduled Report Generation. This setting defines the maximum number of reports that can be generated automatically per day via schedules. The default value is 5 reports per day.

This setting is visible and configurable only by Descartes' pixi Support.

What happens when the limit is reached?

• Additional reports scheduled for the same day will not be generated.

• These reports will be marked with the status Failed on the Reports page.

• A warning will be recorded in the log, indicating that the daily limit has been reached.

• The affected reports will display the status Error.

Manual report generation is not affected by this limit and remains available at any time.

Limit on the Number of Records in Reports

By default, the maximum number of records a report can contain is limited to 200,000 entries. This limit applies to both the generated report and the downloaded file.

The limit can be adjusted via the database setting Record limit for reports.

Important: The Preview tab of a report will display a maximum of 10,000 records, regardless of the overall limit.

Invoice Reports and System-Generated ZZZ Items

Some invoice-related charges are stored as system-generated records rather than standard item-based invoice lines. These entries are commonly referred to as "ZZZ items" and are used for costs or adjustments that are not associated with a physical product or order item. ZZZ items can appear in invoice reports for scenarios such as vouchers, shipping costs, manual invoice adjustments, and return costs. The following ItemKey classifications identify these system-generated entries:

• -1: vouchers

• -2: shipping costs

• -3: manual invoices without items

• -4: return costs

To keep reporting structures consistent, item-related fields such as EANUPC, ItemNrInt, and ItemNrSuppl are populated with reserved pseudo values instead of remaining empty. Example values include 9999999991, 9999999992, and similar system-defined identifiers.

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