Published at: 2026-10-12

View channel operations reports

Before you begin

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Applicable scope: ShareOrder Professional Edition.
Role and permission: Use an admin account with ShareOrder management permission.
Prerequisites: Prepare test accounts, products, and price data.

Steps

Channel report management

ShareOrder channel management preset reports

ShareOrder includes ShareOrder channel management preset reports out of the box.

The system presets 21 reports, including new channel login activity, and adds upstream and downstream groups. For new enterprises, report installation is optimized to get the latest configuration package version automatically. This report upgrade improves data insight and supports operations decisions.

The 21 reports include channel ordering briefing, channel ordering product sales Top 10, last 6 months channel ordering Payment analysis, account ordering amount Top 10, channel order shipment statistics, channel unshipped order details, and channel ordering fluctuation analysis. They give ordering admins real-time monitoring, analysis, and decision reports.

Other operations reports

After ordering customers place daily orders in ShareOrder, ShareOrder automatically generates some reports from transaction records. The report menu is not integrated into downstream ShareOrder yet, but you can add preset reports to the home page by configuring web and Mobile Client page views. Ordering customers can view them and use them as a reference for operations strategy.

Web report result Mobile result:

Dealer Target Management

In upstream admin, use a Goal Rule to set periodic Target Management goals for each dealer, and configure an account-themed goal chart. Then ShareOrder shows each goal attainment rate, mainly for real-time monitoring and managing dealer performance goals.

Web result:

Mobile result:

Preset channel login daily report

Report 1: Downstream daily login channel count summary: counts how many downstream companies sign in to ShareOrder to order each day.

It is also preset in the Channel ordering management reports data cockpit. This is for new enterprises only. Existing enterprises need to drag it into the cockpit manually.

Downstream reports show no data?

If Downstream cannot view report data, check the following in order. If it still cannot be viewed, contact ShareCRM to investigate.

First, have account data permission.
Next, have function permission on the metric object.
Report metrics showing -- versus 0: 0 means no data. -- means the current viewer’s role has no function permission on the metric statistics object.
After you change function permission and data permission, BI needs some time to sync, sometimes about 10 minutes.
For no-data issues, this chart is account-themed and follows account permission. Check whether the current viewer has account-object data permission in the ShareOrder app. CRM accounts need the downstream enterprise added as an external team.

Expected results

Use a test account to confirm the saved settings take effect on the related pages and records.

Undo or roll back

Return to the configuration entry, restore the previous switch, layout, or rule values, and re-verify with a test account.