Life Cycle Report
From FloristWiki
|
The Life Cycle report allows you to print order life cycle or customer life cycle information. The life cycle for an order or customer provides valuable information about the employees that have processed or changed orders, as well as about the changes made.
When outgoing orders are sent to another FTD Mercury shop, events that occur at the filling shop are also included on the sending florist’s system. Using the Life Cycle report, you can analyze all events occurring within a specific period, or a subset of these events. For example, managers may need to analyze canceled orders and determine who was canceling them and why.
Generating the Life Cycle Report
To generate a life cycle report:
- On the FTD Mercury Main Menu, click Business Reports. The Mercury Forms folder opens.
- Double-click the Life Cycle Report. The Life Cycle Report window opens.
- In the Life Cycle Report Type area, select whether you want to generate a report for customer accounts (customer life cycle) or orders (order life cycle).
- From the Store/Store of Origin list, select the store or store of origin for the report. If you want to include all stores, select All.
- From the Employee(s) list, select the employee you want to generate the report for, or select All to include all employees.
- In the Status Type area, if you are generating a Life Cycle Report for orders, select the date type to use for the report (Status, Sale, or Delivery).
- In the Date Range area, select the date type to use (either status date, sale date, or delivery date) for the report.
- In the Start Date field, enter the starting date for the report. You can also click on the arrow at the end of the field to display a calendar, from which you can select the date.
- In the Ending Date field, enter the ending date for the report. You can also click on the arrow at the end of the field to display a calendar, from which you can select the date.
- Click Finish. The report generates and opens in Excel.
- To print your report from Excel, on the File menu, click Print.
- If you want to save the report from Excel, on the File menu, click Save.
Life Cycle Report Window
The Life Cycle Report window allows you to configure settings for the Life Cycle Report. The window is organized into the following areas:
Life Cycle Report Type
This section allows you to specify settings about the type of report, as well as other information to include on the report. Settings include:
| Setting | Description |
| Account Type | Select whether you want the Life Cycle Report to be for customer accounts (Customer Life Cycle) or orders (Order Life Cycle). |
| Store/Store of Origin | Select whether you want the report to include orders from a single store, multiple stores, or all stores. |
| Employee(s) | Select whether you want to include orders or accounts modified by a single employee, multiple employees, or all employees. |
Status Type
In the Status section, select the Status check box and then select the local statuses you want to include in the report. You can select All to include all statuses, or you can select one or more specific statuses to include. For wire out orders, you can select the Filling Florist Status check box and then select one or more statuses for the filling florist.
Date Range
In this section, you specify information about the timeframe to include in the report. Settings include:
| Setting | Description |
| Date Type | The date type to use for the report. You can select from the date the status was changed, the sale date for the order, or the delivery date for the order. This option is disabled for Life Cycle reports for customer accounts. |
| Start Date | The start date for the report. |
| Ending Date | The ending date for the report. |
Button Ribbon
At the bottom of the window, you can click Finish to generate the report and open it in Microsoft Excel, or you can click Cancel to close the Life Cycle Report window without generating the report.
