How to create a new report?

You can create new reports by pressing on the New Report button. This button will open the report creation and edition wizard. The steps to create a report from scratch are as it follows:

• Totalizing data:

  In this step, the totalizing data is chosen. The “available presentations” block states which data the selection corresponds to in the graph or listing to be created, in addition to the different presentations allowed for each selection. In this case, it states that we are selecting a data to add up in order to obtain a total result, be it in amounts or in units. Later on, this result will be grouped in columns, sections or lines depending on the report we choose in the later steps. Each selection has a selection of features and, depending on the selected presentation, the “order amount” totalizing data, for example, can be used to create a sales report if it is grouped by months, days or years… or to display a “customers top 10” if we select a user grouping.

  Order amounts: Sums up the total amounts of the orders.

  • Progression of sales over time (grouped by months, days, etc).

  • Users or groups that have spent the most money (grouped by user or user group).

  • Grouping the order amounts by affiliate users.

  • Order amount by shipping method, payment system, operative system, device...

  Done orders: Sums up the amount of orders done. The uses that can be given to this report are similar to the ones described in the order amounts. However, they will be focused on the number of orders instead of their total amounts.

  • Users with the most orders (grouped by user).

  • Affiliates with the most orders (grouped by affiliate).

  • Most used payment or shipping system (grouped by shipping or payment system).

  • Discounts that have been included in most orders (grouped by discount).

  New customers: Sums up new user signups, with or without completed orders.

  • Number of users over time periods (grouped by months, days, etc).

  • Users reported by a sponsor.

  Product amounts: Sums up product amounts in the orders, without considering the rest of the order (shipping fees, payment system commissions, taxes…).

  • Products or categories that have the most impact (grouped by product or category).

  • Sales progression over time, without considering the rest of the order (grouped by months, days, etc.

  Sold products: Sums up sold product quantities. The uses than can be given to this report are similar to the ones described in “product amounts”, but focused on the amount of units sold instead of their total amount.

  • Most/or least sold products (grouping by product).

  Affiliate commission: Sums the amount of the affiliate commissions.

  • Progression of affiliate commissions over time (grouped by months, days, etc).

  • Affiliates with the most commissions (grouped by affiliate user).

  Wishlisted products: Sums products added to wishlists.

  • Most wishlisted products (grouped by product).

  • Users with the most products in their wishlist (grouped by user).

  Subscriptions to stock changes: Sums up the subscriptions to the products availability warning.

  • Most awaited products (grouped by product).

• Filter:

  This step allows you to set the conditions the orders, users or products have to meet in order to be accounted for. The “Add condition” button will display the different available filters to apply for the chosen data. Most filters will need a value in the next step. It is important to bear in mind that the selectable conditions will depend on the data type chosen in the previous step. These filters can be edited and deleted anytime.

• Grouping:

  In this step you can choose how the data will be grouped. This is to say, this will be the element that will separate the different data totalizations. The “Available presentations” block displays each of the available data formats in the final report: bar graphs, pie chart, listing, etc. The available presentations will depend on the data selection in the previous steps.

• Disclosure:

  In this step you can choose a second optional grouping criteria for the chosen data, allowing you to create subdivisions in the report to retrieve. With the disclosure you can create stacked bar graphs, multiple aggrupation bars or listings with an additional column, as stated in the “available presentations” block. In case a second grouping criteria is not needed, the “No disclosure” option can be chosen in the lower part of the window. The available presentations will depend on the data selection in the previous steps.

• Type:

  In this step you choose the type of report that will be generated. The available types will depend on the selected data, providing the option to display graphs, listings or both at once. Depending on the data grouping type, in this step it will be necessary to state a maximum amount of results, as some reports may provide thousands of results that might generate unreadable graphs or listings. In the same way, it is also possible to state the way the results are going to be ordered by.

• Preview:

  In this step you can see a preview of the generated report. Both graphs and listings provide the icon, allowing the download of an image of the generated graph or an Excel file with the generated listing report.

• Save:

  In this step you can name the report if needed. To do so, we have to provide a name, and, optionally, a description and the categories under which we want to list the report as well as label the report as Public.

• Done:

  Once in this step, the wizard will state that the report has been saved, and in case the report has been labeled as public, it will provide an URL to access the results of the report. This URL can also be retrieved afterwards.