Gem Logic essentialsΒΆ Statuses How statuses work Changing a status Default statuses Adding custom statuses Kanban view Mass status change Attributes Where attributes appear Attribute types Definitions and values Scoping to a specific order type Display options Filtering by attributes Managing attribute definitions Reporting Building a report Data sources Visualizations Viewing and exporting a report Sharing Dashboards Permissions Financial summary Selecting a period Filtering Turnover summary Accounting summary Transactions summary Sales summary Customer purchases Exporting Export and import data Exporting data Export history Importing data Downloading an empty template Creating new records Updating existing records Import history Importing products Pricing rules in product import Allowed values for pricing_rule How the triple is applied Re-importing to update prices Supported record types Migrating data from another system How it works What data needs to be migrated Your right to your data Two ways to migrate We do it for you Do it yourself Supported record types Keyboard shortcuts Keyboard shortcuts by operating system Automations Creating an automation Triggers Available models Trigger events Actions Communication actions Status actions Document generation actions Print actions Email action configuration Example automations