- 1 Magento 2 Advanced Reports module
- 1.1 Dashboard
- 1.2 Sales
- 1.3 Configure Product by Catalog Report
- 1.4 Customers
- 1.5 Refresh Statistics
Magento 2 Advanced Reports module
The Advanced Report of Magento is a helpful tool for every store owner to evaluate data and number from activities such as sales, products and customer behavior of your shop. It will make you have the most accurate predictions and the best decisions.
It takes us a lot of time to have an overview of the data and number from your business. This extension will be an effective tool for you to have default reports for your Magento store. The owner of the store also can have the best view and understanding of their sales, customers, etc, therefore, their business will be more successful.
Using advanced reports, you can significantly widen your analytical opportunities. Gather and process important statistical data to produce an effective marketing strategy.
- 14 report types
- Handy informative dashboard
- Filters for each report type
- Customizable graphs and grids
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 a 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.
The whole dashboard will look the following way
Select the time interval to view reports data.
Choose the step interval for data generation (day, week, month).
Columns. Manage columns for the report grid (available fields: Period, Subtotal, Discounts, Refunded, Number of Orders, Tax, Total, Items Ordered, Shipping, Invoiced).
Export. Export necessary information to a CSV or XML file.
Configure Orders Report Filter stats data
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.
Configure 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.
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)
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 Product by Catalog Report
Configure Product Report
Set the necessary time period to get a detailed product sales report. The report includes:
- Product SKU
- Product Name
- Product Quantity
- Product Total
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
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.
(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.)
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;
New vs. Returning Customers Report
Easily study your audience to analyze your sales strategy. See the results for New and Returning Customers.
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.