Report: By company

Count the orders of a company per sales channel – per day, month or year, as a chart and a table.

The By company report (nach Firmen) counts how many orders a company received through one of its sales channels. You choose the company, the sales channel and whether the orders are counted per day, per month or per year. The result appears as a line chart and as a table with a total.

Screenshot: Report "Transactions per company" with company, sales channel and the range "Daily" selected, the chart "Transactions per day" and the table with the orders per day

Before you start

Your user needs the permissions for Reports and Reports › Companies (Reporte › Firmen). Ask your administrator if the menu entry is missing.
As a logistician you can evaluate your own company and all of your clients. As a client you only see your own company.
The report counts the orders that came in through the sales channels of the company, see Jobs & connections. JTL, Amazon and PayJoe are not offered as a channel here.

Step by step

Open Reports › By company (Reporte › nach Firmen) in the top menu. The page is titled Transactions per company (Transaktionen pro Firma). Until everything is chosen you see "Please set all the necessary parameters first." (Bitte erst alle erforderlichen Parameter setzen.)
Click Select Company (Firma wählen) and choose the company.
Click Select channel (Kanal wählen) and choose the sales channel. The button only becomes active once a company is chosen.
The result appears right away. By default it is Monthly (Monatlich) for the current year.
Change the range, the month or the year if needed – the result reloads after each choice:
- Daily (Täglich): one value per day of the chosen month and year. Only with this range can you choose the month.
- Monthly (Monatlich): one value per month of the chosen year.
- Annual (Jährlich): one value per year, over all years. The chosen year does not matter here.

Screenshot: Opened list "Select Company" with the logistician and its clients

Screenshot: Opened list "Select channel" with the sales channels of the chosen company

Fields and options

Field	Meaning	Required
Select Company (Firma wählen)	The company whose orders are counted.	yes
Select channel (Kanal wählen)	The sales channel the orders came in through. The list shows the channels of the chosen company.	yes
Range	Daily (Täglich), Monthly (Monatlich, default) or Annual (Jährlich).	yes
Month	Month for the range Daily. Preset to the current month; locked for the other ranges.	for Daily
Year	Year for Daily and Monthly, from 2021 to the current year. Preset to the current year.	for Daily and Monthly

Result

Part	Content
Chart	Line chart Transactions per day / per month / per year (Transaktionen pro Tag / Monat / Jahr) with the number of orders.
Table	Column Day, Month or Year (Tag, Monat, Jahr) and column Orders (Bestellungen). The last row Total (Gesamt) adds up all rows.

Every order of the company with an order date in the period counts, whatever its status. Days, months or years without orders do not appear in the table or the chart.

Good to know / Troubleshooting

Message	Cause	Solution
"No data found. Please change the time period." (Keine Daten gefunden. Bitte ändere den Zeitraum.)	The company has no orders through this channel in the chosen period.	Choose another month or year, or the range Annual (Jährlich).
"Please check channel and period." (Bitte prüfe Kanal und Zeitraum.)	The channel does not belong to the company, or the period is invalid.	Choose the company and the channel again.
The list Select channel (Kanal wählen) stays empty	The company has no sales channel connection.	Set up the sales channel, see Jobs & connections.

When you choose another company, choose the channel again – the result below only reloads once a channel is selected.

For revenue and sales figures per article use the Article list and the Single article report.