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Reference Guide

Template Based Batch Reports

By default, Miva Merchant has two template based batch reports:

  • The Printable Invoice appears in the: Menu> Order Processing > Orders tab > Run Batch Report dialog box
  • The Shipment Picklist appears in the: Menu> Order Processing > Shipments > Run Batch Report dialog box

You can also create your own batch reports for either managing orders or shipments.

To Enable the Default Reports

  1. Go to Menu> Utilities > Add/Remove Modules tab.
  2. Select the Available Modules section.
  3. Under Template Based Batch Reports, click Install.
  4. You can now run the default reports.

To Run the Default Reports

  • Printable Invoice:
  1. Go to Menu> Order Processing > Orders tab.
  2. Select a batch, or select one or more orders.
  3. Click the Batch Report button.

  • Shipment Picklist:
  1. Go to Menu> Order Processing > Shipments tab.
  2. Select a batch, or select one or more shipments.
  3. Click the Batch Report button.

To Edit a Template Based Batch Report

You should already have followed the steps to enable the default reports. There are two ways to edit the default reports (Shipment Picklist and Printable Invoice):

  • Method 1 - Utilities Screen
  • Go to Menu> Utilities > Template Based Batch Reports tab.
  • Select one of the template based batch reports.
  • Click the Edit Template button.
  • Utility Settings

    • Method 2 - Pages Screen
    1. Go toMenu > User Interface > Pages tab.
    2. Edit one of the pages that is associated with a default report:
      • ORDER_INVOICE (Printable Invoice)
      • SHIPMENT_PICKLIST
    User Interface

    To Create a New Template Based Batch Report

    You should already have followed the steps to enable the default reports.

    Creating a new template based batch report is a two-step process. First you create an empty report, which is easy; then you add the template code that will cause the report to gather and process the information that you want. This may require a significant knowledge of Miva Merchant template code.

    1. Go to Menu> Utilities > Template Based Batch Reports tab.
    2. In the Template Based Batch Reports tab, click the Add Report button Add Report.
    3. In the Add Batch Report dialog box, enter a:
      • Type: Select either Order or Shipping.
      • If you select Order, your report will appear under: Menu> Order Processing > Orders tab > (Select an order) > (click Batch Report button)
      • If you select Shipping, your report will show up in the batch report dialog box under: Menu> Order Processing > Shipments tab > (Select an order) > (click Batch Report button)
      • Code: The code uniquely identifies the report in the database.
      • Name: The name of the report will appear in the admin interface.
    4. Click the Add button.

    To Delete a Template Based Batch Report

    1. Go to Menu > Utilities > Template Based Batch Reports tab.
    2. Select the report that you want to delete.
    3. Click the Delete button deleteto permanently delete the report.

    Looking for Developer Docs?

    We have a whole section for that, including: Developer Training Series, Template Language docs, Module Development tutorials and much, much more.

    Head to the Developer Section

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