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magento_2:advanced_reports

For more details see the Advanced Reports for Magento 2 extension page.

Advanced Reports for Magento 2

Using advanced reports, you can significantly widen your analytical opportunities. Gather and process important statistical data to produce efficient marketing strategy.

  • 17 report types
  • Handy informative dashboard
  • Filters for each report type
  • Customizable graphs and grids

Dashboard

You can find the Advanced Reports Dashboard by going to Reports → Advanced Reports in the Magento 2 admin panel

To configure the Reports Dashboard, please, do the following:

  • Select the most important report parameters that will be displayed on the top bar. Press the Settings wheel icon to see a popup dropdown with all the available parameters. Choose the parameters you want to be displayed right from the dashboard start.
  • Press more… to see more specific data for each particular parameter.

  • Specify the time interval for a Sales overview graph. Select a particular month and year from dropdowns, pick a day from the grid and the data will be updated automatically. Otherwise, input a date manually in the From and To fields and press Enter.

  • Use slider to have more detailed view on particular data. Click Show All to see a graph for the whole interval.

  • Set the time period for a Conversion funnel.

  • See the Bestsellers list.

  • View Last order's details on a grid.

The whole dashboard will look the following way:

From the left navigation menu you can switch between different stats. Let's check them.

Configuration

To choose order statuses you want to be used in all Sales Reports, please, go to Stores → Configuration.

Product Attribute used in Brands Report - choose an attribute to be used as Brand in Brands Report.

Sales

Overview

Select the time interval to view reports data.

The module displays information for the last 7 days by default, therefore to see stats data please select time interval (e.g. from 2015 to 2016 year).

Choose the step interval for data generation (day, week, month).

Export. Export necessary information to a CSV or XML file.

Columns. Manage columns for the report grid (available fields: Period, Number of Orders, Items Ordered, Subtotal, Tax, Shipping, Discounts, Total, Invoiced, Refunded).

Below you can see the total value of each column in a percentage or numeric format.

Sales Comparison

Compare sales data by custom periods with the 'Sales Comparison' report. Set several time ranges you want to compare and click the Compare button. You can set to compare specified periods by days, weeks, months and years. Also, you can choose a store view you want to compare sales of different periods within.

Orders

Configure Orders Report Filter stats data by the number of sold products or by the total sum paid by customers within a specific time period (Quantity/Total). It's also possible to filter data By status to get more precise information.

Sales by Hour/ Day of the Week

Use time based reports to figure out which time periods (days of the week, hours) bring you more sales. You can filter by Quantity and Total or specify the particular Store.

Two reports have identical settings and can be configured in a few clicks.

Configure Sales by Country Report

Easily study your customers' geolocation.

The report shows stats data based either on the number of sold products (Quantity) or on the Total sum paid by customers within a specific time period. Use a map for better info perception.

Configure Payment Type Report

Due to the report you'll get detailed information on the most popular payment types utilized by your customers.

Use these data to organize your order management.

(Fields available: Payment Type, Number of Orders, Items Ordered, Subtotal, Tax, Shipping, Discounts, Total, Invoiced, Refunded)

Fine tune Customer Groups Report

The report clearly shows which customer groups bring you more sales. You can filter stats data by the number of sold products or by the total sum paid by customers within a specific time period (Quantity/Total).

(Fields available: Customer Group, Number of Orders, Items Ordered, Subtotal, Tax, Shipping, Discounts, Total, Invoiced, Refunded, Action)

In the Action column you can click the Show More link to instantly see the 'Sales by Product' report filtered by the chosen customer group:

Generate Sales by Coupons Report

If you run promo campaigns on your web store, you need to keep track of conversions generated by the coupons you offer. Learn which promo codes appeared to be more effective.

(Fields available: Day of week, Number of Orders, Items Ordered, Subtotal, Tax, Shipping, Discounts, Total, Invoiced, Refunded)

Configure Sales by Category Report

Use convenient graphs to study customers' demands. Find out which product groups enjoy greater popularity and restock accordingly.

(Fields available: Category, Number of Orders, Items Ordered, Subtotal, Tax, Shipping, Discounts, Total, Invoiced, Refunded)

Configure Sales by Cart Price Rules report

In this tab you can check your cart price rules' effectiveness.

Catalog

Configure Product Report

Set the necessary time period to get a detailed product sales report. The report includes:

  • Product SKU
  • Product Name
  • Product Quantity
  • Quantity Sold (is calculated as “qty sold = qty ordered - qty cancelled - qty refunded”)
  • Quantity Ordered
  • Quantity Cancelled
  • Quantity Refunded
  • Product Total

You can filter By Product stats data by customer group, SKU or a product name.
When closing order with a bundle product, the “bundle” value won't be marked in the Quantity Cancelled column.

Advanced Reports Rules (for Product Reports)

With the extension, you can easily build custom rule-based product reports. For example, create unique reports for products with special attributes or a combination of attributes. To do this, please, go to Reports → Advanced Reports Rules.

On the grid, you can track and manage all existing reports rules. To create a new rule, please, click the Add New Rule button.

To configure the reports rule, give it a title and specify the necessary conditions. Then, you can create custom reports by applying the rule in the 'Sales by Product' report in the Display dropdown:

You can also create new rules by simply clicking the + New Rule button on the 'Sales By Product' report panel.

Configure Bestsellers Report

Find out which products enjoy greater popularity depending on a specific time period (month, year etc.) Set the time interval to get a detailed bestsellers report. The report includes:

  • Product SKU
  • Product Name
  • Product Quantity
  • Product Total

You can filter Bestsellers stats data by SKU or a product name.

Generate Reports Based on Product Attributes

The report allows you to learn which product configurations generate more conversions. Set the time period and select the necessary product attribute in a dropdown to get detailed stats data.

You can also choose to show reports based on product attribute set.

(Product Attributes available for filtering: Activity, Category Gear, Climate, Collar, Color, Country of Manufacture, New Theme, New Layout, Features, Format, Gender, Allow Gift Messages, Manufacturer, Material, Display Actual Price, Display Product Options in Layout, Pattern, Price View, Quantity, Ship Bundle Items, Size, Sleeve, Enable Product, Strap/Handle, Style Bags, Style Bottom, Style General, Tax Class, Visibility.)

In the Discounts column only the discounts from cart price rules are counted.

Check Reports Based on Brands

The extension also allows to see the statistics based on brands. This feature will be useful for the owner of a multi-brand store.

Customers

Configure Customer Report

Generate customer report based on a specific time period. Select the necessary time step (Day, Week, Month, Year) to tailor the report to your needs.

Manage data display on the graph by enabling/disabling such parameters as:

  • New Accounts;
  • Orders;
  • Reviews.

New vs. Returning Customers Report

Easily study your audience to analyze your sales strategy. See the results for New and Returning Customers.

Refresh Statistics

To refresh the statistics, go to Reports→Statistics→Refresh Statistics. To get the reports timely updated and see the latest data, select necessary elements in the list and apply the Refresh Lifetime statistics or Refresh the Statistics for the Last Day action.

Find out how to install the Advanced Reports extension for Magento 2 via Composer.

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magento_2/advanced_reports.txt · Last modified: 2019/06/12 13:47 by tihomirova