Appearance
Request a Pricing History Report
When to use it
Use this report to check the weekly price snapshots for a selected period and products.
Before you start
Open Reports → Financials. You need access to this report and a working email address on your staff account.
What this changes
The report is queued for preparation, with an email notification when ready. Requesting it does not immediately download a file.
Viewing, filtering or exporting information does not correct the underlying records. A downloaded file is a copy of the result at that time.
Steps
- Find Pricing History Report and select Email Report.
- Choose the date range and select products if you want to narrow the report.
- Select Download Report. Despite this button name, the report is requested for background preparation.
- Read the Report Requested message. Wait for the email notification when the report is ready.
- Check the report’s period and products before using its figures.
Screenshot to add: report options before requesting it. Capture filename: images/download-pricing-history-report.png.
Restrictions
The prices are weekly snapshots rather than every individual price change. Report preparation and email delivery must be working for the notification to arrive.
Troubleshooting
| What you see | What to do |
|---|---|
| No immediate download | Read the request message and wait for the email notification. |
| No notification after a successful request | Check your staff email and unwanted-mail folder. Give your administrator the request time, period, and report name before requesting another copy. |
| Report Failed | Read the message and check the selected period before trying again. |