How to Pull a Report for Products Purchased

As a Client Admin, you have the ability to pull a Products Report. This report will allow you to generate a list of users who have purchased specific products. Additionally, you can perform bulk actions on those users.

Below are is a step-by-step guide to pulling the Products Report:

1. Login using your admin account
2. Once logged in, locate the Reports option in the main navigation menu.
3. Click on Reports to expand the menu options.
4. Select >Financial >Products Report from the list of available reports.
5. Enter a the appropriate date range. Note: The dates will prepopulate to the current year.
6. Choose the specific products you want to include in the report. You can select one or multiple products from the dropdown list.
7. Select additional filters as needed to display in the report (e.g., Payment Type, Certification, Order Type).
   
   
8. After configuring the parameters, click on the Generate Report button to create the report.
9. The system will process the request and display a list of users who have purchased the selected products within the specific date range.

Additionally, you can use the Bulk Actions menu to choose an action (e.g., send communications. assign and remove attributes, update a user's profile category). 

1. Select the users to perform the bulk action. Note: You can select all users by checking the following box.
   
2. Use the Bulk Actions menu to choose an action.
3. Confirm the bulk action and execute it.

Additional Tips:

• Export Options: You can export the report in various formats (CSV, Excel, PDF) for further analysis or record-keeping.

If you have any questions regarding this process, please open a support ticket or reach out to support@roc-p.com and we will be happy to help!