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User Guide: Advanced Reports
Page 1
Advanced Reports
Magento Extension
User Guide
Official extension page: Advanced Reports
Support: http://amasty.com/contacts/
Page 2
Table of contents:
1. Report Creation……………….………………………………………………….………………….…..3
2. ‘Sales’ report settings ……………………………………………………………………………….….6
3. ‘Profit’ report settings………………………………………………………………………………....12
4. Profit formula examples …………………………………………….…………………….…………14
5. ‘Sales by product’ report …………………………………………………………………………..…17
6. ‘Bestsellers’ report……………………………………………………………………………………...20
7. ‘Sales by coupon’ report………………………………………………………………………………23
8. ‘Sales by country’ report……………………………………………………………………………...26
9. ‘New vs. Returning’ report…………………………………………………………………………...29
10. ‘Sales by Hour’ report…………………………………………………………………………………..32
11. ‘Sales by weekday’ report……………………………………………………………………………...35
12. Export report data………………………….…………………………………………………………….38
Support: http://amasty.com/contacts/
User Guide: Advanced Reports
Page 3
1. Report Creation
Support: http://amasty.com/contacts/
To create a report please
go to Reports ->Amasty
Reports
User Guide: Advanced Reports
Page 4
On the Report Management grid
you can view and edit all created
reports. Click on the necessary
report to start editing.
Support: http://amasty.com/contacts/
User Guide: Advanced Reports
Click here to
add a new
report.
1. Report Creation
Page 5
Support: http://amasty.com/contacts/
User Guide: Advanced Reports
Choose one of the
available report types
to create a report.
1. Report Creation
Page 6
Specify report name
that will be displayed
on the Report
Management grid.
Support: http://amasty.com/contacts/
User Guide: Advanced Reports
2. ‘Sales’ report settings
Choose order status. If set to
‘Any’ the report will be applied
to all order statuses. If set to
‘Specified’ the report will be
applied only to chosen statuses.
Page 7
Support: http://amasty.com/contacts/
User Guide: Advanced Reports
Select orders for the
report either by the
date of creation or by
the date of the latest
update.
Choose the store
view for which you
want to create the
report.
2. ‘Sales’ report settings
Page 8
Support: http://amasty.com/contacts/
User Guide Advanced Reports
You can either
specify one time
interval for the
report or add more
intervals to compare
sales data in one
report.
Specify the period
that will be taken as a
step for displaying
report data:
• Day
• Month
• Year
2. ‘Sales’ report settings
After all the settings
are specified click
here to get a report.
Page 9
Support: http://amasty.com/contacts/
User Guide: Advanced Reports
This is the example of
the graph with two
time intervals
specified.
The period is set as
‘Day’. Therefore, each
step equals to 1 day.
2. ‘Sales’ report settings
Page 10
Support: http://amasty.com/contacts/
User Guide: Advanced Reports
Use radio buttons to see the
graph for each particular
parameter.
2. ‘Sales’ report settings
Page 11
Support: http://amasty.com/contacts/
User Guide: Advanced Reports
See the report data in
the results table.
2. ‘Sales’ report settings
Click on the column
name to sort the data
from min to max and
vice versa.
What is displayed in the results table:
Period – in our example we’ve chosen ‘Day’ period
Count – the number of orders
Total item count – the number of ordered products
Total quantity ordered – the number of ordered pieces if
each product
Total sum is calculated in the following way:
Subtotal+Tax+Shipping-Discount
Page 12
Support: http://amasty.com/contacts/
User Guide: Advanced Reports
Main report settings are
similar to the ‘Sales’ report
settings.
3. ‘Profit’ report settings
Page 13
Support: http://amasty.com/contacts/
User Guide: Advanced Reports
Specify custom
formula to calculate
profit for the report.
3. ‘Profit’ report settings
Page 14
Support: http://amasty.com/contacts/
User Guide: Advanced Reports
For example, you can
consistently subtract all your
expenses like tax , shipping
or refunds from grand total
to evaluate average profit
contribution per item or per
order.
4. Profit formula examples
Page 15
Support: http://amasty.com/contacts/
User Guide: Advanced Reports
According to this condition
we’ll sort customers who
have visited at least 2
product pages with the
specific products (for that
reason we’ve specified
product SKUs).
Use radio buttons to see the
graph for each particular
parameter.
4. Profit formula examples
Page 16
Support: http://amasty.com/contacts/
User Guide: Advanced Reports
Profit calculation is based on
the custom formula you
created in the settings block.
4. Profit formula examples
Page 17
Support: http://amasty.com/contacts/
User Guide: Advanced Reports
5. ‘Sales by product’ report
Specify the SKU of the
product for which you want to
get a report.
Main report settings are
similar to the ‘Sales’ report
settings.
Page 18
Support: http://amasty.com/contacts/
User Guide: Advanced Reports
5. ‘Sales by product’ report
Specify the SKU of the
product for which you want to
get a report.
Main report settings are
similar to the ‘Sales’ report
settings.
Use horizontal
scroll to narrow
down the time
interval for
graph display.
‘Sales by Product’
graph example.
Page 19
Support: http://amasty.com/contacts/
User Guide: Advanced Reports
5. ‘Sales by product’ reportSee the example
of the Results grid
for ‘Sales by
product’ report.
Page 20
Support: http://amasty.com/contacts/
User Guide: Advanced Reports
6. ‘Bestsellers’ report
Specify the number of
bestselling products for
which you want to generate
the report.
Choose product
types which
should be
included in the
report.
Page 21
Support: http://amasty.com/contacts/
User Guide: Advanced Reports
6. ‘Bestsellers’ report
See the graph example
for ‘Bestsellers report’.
Page 22
Support: http://amasty.com/contacts/
User Guide: Advanced Reports
6. ‘Bestsellers’ report
In the ‘bestsellers’
report you can see
product id, product
price and the total
number of ordered
items.
Page 23
Support: http://amasty.com/contacts/
User Guide: Advanced Reports
7. ‘Sales by coupon’ report
Specify main settings for
‘Sales by coupon’ report.
All coupons used within
the specified time
interval will be shown in
the report.
Page 24
Support: http://amasty.com/contacts/
User Guide: Advanced Reports
7. ‘Sales by coupon’ report
See the example of visual
graph for ‘Sales by
coupon’ report
Page 25
Support: http://amasty.com/contacts/
User Guide: Advanced Reports
7. ‘Sales by coupon’ report
See the details for each
coupon.
Page 26
Support: http://amasty.com/contacts/
User Guide: Advanced Reports
8. ‘Sales by country’ report
Specify settings for ‘Sales
by country’ report.
Page 27
Support: http://amasty.com/contacts/
User Guide: Advanced Reports
8. ‘Sales by country’ report
Hover the mouse of a
particular country to see
the details.
Page 28
Support: http://amasty.com/contacts/
User Guide: Advanced Reports
8. ‘Sales by country’ report
See the detailed sales
report by country.
Page 29
Support: http://amasty.com/contacts/
User Guide: Advanced Reports
9. ‘New vs. Returning’ report
This report allows you to
compare new customers
(who made 1 order) to
returning customers
(who made 2+ orders).
Page 30
Support: http://amasty.com/contacts/
User Guide: Advanced Reports
Use radio buttons to see
the graph for each
particular parameter
Use horizontal
scroll to narrow
down the time
interval for
graph display.
9. ‘New vs. Returning’ report
Page 31
Support: http://amasty.com/contacts/
User Guide: Advanced Reports
See the number of orders from
new and returning customers as
well as the total amount spent by
customers within the specified
time interval.
9. ‘New vs. Returning’ reportClick on the column
name to sort the data
from min to max and
vice versa.
Page 32
Support: http://amasty.com/contacts/
User Guide: Advanced Reports
The report shows the hours when
you have highest/lowest sales.
10. ‘Sales by Hour’ report
Page 33
Support: http://amasty.com/contacts/
User Guide: Advanced Reports
See the graph of
sales by hour
within specified
time interval.
10. ‘Sales by Hour’ report
Page 34
Support: http://amasty.com/contacts/
User Guide: Advanced Reports
See the detailed
hourly report.
10. ‘Sales by Hour’ report
Page 35
Support: http://amasty.com/contacts/
User Guide: Advanced Reports
Find out on
which days of
the week you
have the
highest/lowest
sales.
11. ‘Sales by weekday’ report
Page 36
Support: http://amasty.com/contacts/
User Guide: Advanced Reports
Hover over the
graph to see the
details.
11. ‘Sales by weekday’ report
Page 37
Support: http://amasty.com/contacts/
User Guide: Advanced Reports
See the ‘Sales by
weekday’ report
results.
11. ‘Sales by weekday’ report
Page 38
Support: http://amasty.com/contacts/
User Guide: Advanced Reports
Choose the file
type for report
data export.
12. Export report data
Thank you!
Your feedback is absolutely welcome!
Should you have any questions or feature suggestions, please contact us at:
http://amasty.com/contacts/
Page 39
Support: http://amasty.com/contacts/
User Guide: Advanced Reports

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Advanced Reports Magento Extension by Amasty | User Guide

  • 1. User Guide: Advanced Reports Page 1 Advanced Reports Magento Extension User Guide Official extension page: Advanced Reports Support: http://amasty.com/contacts/
  • 2. Page 2 Table of contents: 1. Report Creation……………….………………………………………………….………………….…..3 2. ‘Sales’ report settings ……………………………………………………………………………….….6 3. ‘Profit’ report settings………………………………………………………………………………....12 4. Profit formula examples …………………………………………….…………………….…………14 5. ‘Sales by product’ report …………………………………………………………………………..…17 6. ‘Bestsellers’ report……………………………………………………………………………………...20 7. ‘Sales by coupon’ report………………………………………………………………………………23 8. ‘Sales by country’ report……………………………………………………………………………...26 9. ‘New vs. Returning’ report…………………………………………………………………………...29 10. ‘Sales by Hour’ report…………………………………………………………………………………..32 11. ‘Sales by weekday’ report……………………………………………………………………………...35 12. Export report data………………………….…………………………………………………………….38 Support: http://amasty.com/contacts/ User Guide: Advanced Reports
  • 3. Page 3 1. Report Creation Support: http://amasty.com/contacts/ To create a report please go to Reports ->Amasty Reports User Guide: Advanced Reports
  • 4. Page 4 On the Report Management grid you can view and edit all created reports. Click on the necessary report to start editing. Support: http://amasty.com/contacts/ User Guide: Advanced Reports Click here to add a new report. 1. Report Creation
  • 5. Page 5 Support: http://amasty.com/contacts/ User Guide: Advanced Reports Choose one of the available report types to create a report. 1. Report Creation
  • 6. Page 6 Specify report name that will be displayed on the Report Management grid. Support: http://amasty.com/contacts/ User Guide: Advanced Reports 2. ‘Sales’ report settings Choose order status. If set to ‘Any’ the report will be applied to all order statuses. If set to ‘Specified’ the report will be applied only to chosen statuses.
  • 7. Page 7 Support: http://amasty.com/contacts/ User Guide: Advanced Reports Select orders for the report either by the date of creation or by the date of the latest update. Choose the store view for which you want to create the report. 2. ‘Sales’ report settings
  • 8. Page 8 Support: http://amasty.com/contacts/ User Guide Advanced Reports You can either specify one time interval for the report or add more intervals to compare sales data in one report. Specify the period that will be taken as a step for displaying report data: • Day • Month • Year 2. ‘Sales’ report settings After all the settings are specified click here to get a report.
  • 9. Page 9 Support: http://amasty.com/contacts/ User Guide: Advanced Reports This is the example of the graph with two time intervals specified. The period is set as ‘Day’. Therefore, each step equals to 1 day. 2. ‘Sales’ report settings
  • 10. Page 10 Support: http://amasty.com/contacts/ User Guide: Advanced Reports Use radio buttons to see the graph for each particular parameter. 2. ‘Sales’ report settings
  • 11. Page 11 Support: http://amasty.com/contacts/ User Guide: Advanced Reports See the report data in the results table. 2. ‘Sales’ report settings Click on the column name to sort the data from min to max and vice versa. What is displayed in the results table: Period – in our example we’ve chosen ‘Day’ period Count – the number of orders Total item count – the number of ordered products Total quantity ordered – the number of ordered pieces if each product Total sum is calculated in the following way: Subtotal+Tax+Shipping-Discount
  • 12. Page 12 Support: http://amasty.com/contacts/ User Guide: Advanced Reports Main report settings are similar to the ‘Sales’ report settings. 3. ‘Profit’ report settings
  • 13. Page 13 Support: http://amasty.com/contacts/ User Guide: Advanced Reports Specify custom formula to calculate profit for the report. 3. ‘Profit’ report settings
  • 14. Page 14 Support: http://amasty.com/contacts/ User Guide: Advanced Reports For example, you can consistently subtract all your expenses like tax , shipping or refunds from grand total to evaluate average profit contribution per item or per order. 4. Profit formula examples
  • 15. Page 15 Support: http://amasty.com/contacts/ User Guide: Advanced Reports According to this condition we’ll sort customers who have visited at least 2 product pages with the specific products (for that reason we’ve specified product SKUs). Use radio buttons to see the graph for each particular parameter. 4. Profit formula examples
  • 16. Page 16 Support: http://amasty.com/contacts/ User Guide: Advanced Reports Profit calculation is based on the custom formula you created in the settings block. 4. Profit formula examples
  • 17. Page 17 Support: http://amasty.com/contacts/ User Guide: Advanced Reports 5. ‘Sales by product’ report Specify the SKU of the product for which you want to get a report. Main report settings are similar to the ‘Sales’ report settings.
  • 18. Page 18 Support: http://amasty.com/contacts/ User Guide: Advanced Reports 5. ‘Sales by product’ report Specify the SKU of the product for which you want to get a report. Main report settings are similar to the ‘Sales’ report settings. Use horizontal scroll to narrow down the time interval for graph display. ‘Sales by Product’ graph example.
  • 19. Page 19 Support: http://amasty.com/contacts/ User Guide: Advanced Reports 5. ‘Sales by product’ reportSee the example of the Results grid for ‘Sales by product’ report.
  • 20. Page 20 Support: http://amasty.com/contacts/ User Guide: Advanced Reports 6. ‘Bestsellers’ report Specify the number of bestselling products for which you want to generate the report. Choose product types which should be included in the report.
  • 21. Page 21 Support: http://amasty.com/contacts/ User Guide: Advanced Reports 6. ‘Bestsellers’ report See the graph example for ‘Bestsellers report’.
  • 22. Page 22 Support: http://amasty.com/contacts/ User Guide: Advanced Reports 6. ‘Bestsellers’ report In the ‘bestsellers’ report you can see product id, product price and the total number of ordered items.
  • 23. Page 23 Support: http://amasty.com/contacts/ User Guide: Advanced Reports 7. ‘Sales by coupon’ report Specify main settings for ‘Sales by coupon’ report. All coupons used within the specified time interval will be shown in the report.
  • 24. Page 24 Support: http://amasty.com/contacts/ User Guide: Advanced Reports 7. ‘Sales by coupon’ report See the example of visual graph for ‘Sales by coupon’ report
  • 25. Page 25 Support: http://amasty.com/contacts/ User Guide: Advanced Reports 7. ‘Sales by coupon’ report See the details for each coupon.
  • 26. Page 26 Support: http://amasty.com/contacts/ User Guide: Advanced Reports 8. ‘Sales by country’ report Specify settings for ‘Sales by country’ report.
  • 27. Page 27 Support: http://amasty.com/contacts/ User Guide: Advanced Reports 8. ‘Sales by country’ report Hover the mouse of a particular country to see the details.
  • 28. Page 28 Support: http://amasty.com/contacts/ User Guide: Advanced Reports 8. ‘Sales by country’ report See the detailed sales report by country.
  • 29. Page 29 Support: http://amasty.com/contacts/ User Guide: Advanced Reports 9. ‘New vs. Returning’ report This report allows you to compare new customers (who made 1 order) to returning customers (who made 2+ orders).
  • 30. Page 30 Support: http://amasty.com/contacts/ User Guide: Advanced Reports Use radio buttons to see the graph for each particular parameter Use horizontal scroll to narrow down the time interval for graph display. 9. ‘New vs. Returning’ report
  • 31. Page 31 Support: http://amasty.com/contacts/ User Guide: Advanced Reports See the number of orders from new and returning customers as well as the total amount spent by customers within the specified time interval. 9. ‘New vs. Returning’ reportClick on the column name to sort the data from min to max and vice versa.
  • 32. Page 32 Support: http://amasty.com/contacts/ User Guide: Advanced Reports The report shows the hours when you have highest/lowest sales. 10. ‘Sales by Hour’ report
  • 33. Page 33 Support: http://amasty.com/contacts/ User Guide: Advanced Reports See the graph of sales by hour within specified time interval. 10. ‘Sales by Hour’ report
  • 34. Page 34 Support: http://amasty.com/contacts/ User Guide: Advanced Reports See the detailed hourly report. 10. ‘Sales by Hour’ report
  • 35. Page 35 Support: http://amasty.com/contacts/ User Guide: Advanced Reports Find out on which days of the week you have the highest/lowest sales. 11. ‘Sales by weekday’ report
  • 36. Page 36 Support: http://amasty.com/contacts/ User Guide: Advanced Reports Hover over the graph to see the details. 11. ‘Sales by weekday’ report
  • 37. Page 37 Support: http://amasty.com/contacts/ User Guide: Advanced Reports See the ‘Sales by weekday’ report results. 11. ‘Sales by weekday’ report
  • 38. Page 38 Support: http://amasty.com/contacts/ User Guide: Advanced Reports Choose the file type for report data export. 12. Export report data
  • 39. Thank you! Your feedback is absolutely welcome! Should you have any questions or feature suggestions, please contact us at: http://amasty.com/contacts/ Page 39 Support: http://amasty.com/contacts/ User Guide: Advanced Reports