How do we keep the portal clean and clear?
Clean up your Reports:
- The first step in cleaning up the report-section in Omnia, is to walk-through all inactive reports to check whether they can be deleted or discarded. You can select all active reports on the top of the report section to see all the reports that you are currently using. Alternatively you can identify inactive reports when the toggle switch is off.
Furthermore, you can filter down all the reports that are exported to your (S)FTP or by email. When all reports are checked on usability and the export settings are correct you can proceed to step two of the ‘Reports’-cleanup. - Check the names of the reports and whether their purpose is clearly expressed by the report name. Below are some tips for naming these reports as clear and concise as possible:
Names of the reports:
Report to data provider
[Don't touch] Products Google Shopping
Live report for dynamic pricing
[Live] Price advice report
Reports used for imports (looped back)
[Linked] Report xyz
If you have multiple shops, be aware that you name the specific shop or country in the report name, so that it’ll be easy to find the reports related to specific shops. - Another tip to check is whether the amount of products included in the reports is inline with the expectations of the report or not. When this is not the case, it is wise to check the mapping and the filters applied to that certain report. Often filters are installed to get better insights and to downsize the number of products per report. However, this can also be a pitfall when you filter out products that you do want to receive in the export. Therefore, always be careful when applying filters and do check them regularly to make sure you get most out of the reporting insights of Omnia.