Does OneBox have automatic report export?
In onebox, we want to customize reports for ourselves and automatically transfer tables to Google for working with this data there. Is there such functionality in onebox? We didn't find it... Maybe someone will tell you
Original question is available on version: ua
Answers:
Denis, good afternoon
when it comes to reports - as integrators, we first recommend standard reports to clients by logic:
1) reports inside the list of the processes themselves with the possibility of filtering
2) standard Reports block
3) report designer
4) dashboard
5) if there is a desired template and we cannot cover it with standard functionality - you can evaluate the finishing touches
if neither option suits you, it depends on what data you need to export.
you can check all available in the automation once a minute /app/automatization/minute/edit/ , once an hour or a day or by the method of requests through АРИ.
Some steps for a hint:
Export documents to xml
Export of warehouse balances to Google spreadsheets (you must first download the application and set up the integration)
Integration of XML processes (Export)
Integration of balances in XML warehouses (Export)
XML payment integration (Export)
Export products in XML format
Integration of XML products (Export)
and other.
when it comes to reports - as integrators, we first recommend standard reports to clients by logic:
1) reports inside the list of the processes themselves with the possibility of filtering
2) standard Reports block
3) report designer
4) dashboard
5) if there is a desired template and we cannot cover it with standard functionality - you can evaluate the finishing touches
if neither option suits you, it depends on what data you need to export.
you can check all available in the automation once a minute /app/automatization/minute/edit/ , once an hour or a day or by the method of requests through АРИ.
Some steps for a hint:
Export documents to xml
Export of warehouse balances to Google spreadsheets (you must first download the application and set up the integration)
Integration of XML processes (Export)
Integration of balances in XML warehouses (Export)
XML payment integration (Export)
Export products in XML format
Integration of XML products (Export)
and other.
15.12.2022, 15:26
Original comment available on version: ua
from practice, I have seen that some use sending reports from the dashboard to telegram every day (there is an automatic action like this)
21.12.2022, 18:18
Original comment available on version: ru
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