TABLE OF CONTENTS
Navigate to: Reports > General
Sales
These reports give information about the Orders or SKUs sold during a particular period of time.
Report | Description |
Orders | To view Orders for a particular date range with Order status. |
Coupon Usage | Details for all Coupons used with Orders from Stores. It includes the Store for which the Coupon was used along with the details, such as the number of Coupons used, the Coupon discount amount, etc. |
Sales Tax | Details for Taxes calculated for all Orders placed, Order Totals, and Time and Date of the Order. |
Affiliate Orders | Commission owed to an Affiliate after the Affiliates Customer buys a Product which the Affiliate has recommended. It also shows the number of Orders placed for the recommended Products. |
Order Pick List | A list of Products to be pulled from Inventory for all Orders with an Order Status of "Submitted". |
Products
Report | Detail |
Best Sellers | See Products Sold from all Store(s) selected. Includes quantity and total sales. |
Inventory Re-Order | Every Product has a reorder level configured. Whenever the Product quantity crosses the reorder level it indicates that the Product needs to ordered again. This report tracks all the Product which needs to be reordered. |
Top Earning Products | Products that generate the most revenue on your site along with their quantities sold. |
Popular Search | Details for every keyword search from Store(s) along with the number of times the keyword is searched. |
Reviews
Report | Description |
Service Request | Questions or reviews submitted by Customers from the "Contact Us" form displayed in the footer section of Stores. It also contains feedback submitted by the Customers after successfully placing the order using the "Click here to give us feedback on your ordering experience" link. |
Customers
Report | Description |
Users | A list of all registered B2B and Customers. |
Email Opt-In Customers | Customers registered for the Promotions and newsletter subscription from the Stores. |
Most Frequent Customer | The number of times customers have placed orders, regardless of the Order Amount. |
Top Spending Customers | Customers generating the most revenue ie., Orders placed with the greatest Order Total. Includes Total Order Amount for all Orders placed. |
General
It gives a report for all the activities carried out on the Admin site wherever an activity log has been applied.
Report | Description |
Activity Log | Displays a list of all service requests. |
Vendor | Displays all the vendor details. |
Custom Reports
Custom reports can be developed and listed here.
Creating Custom Reports
Admin users can create custom reports for Products, Pricing, Inventory, Categories, Vouchers, and Accounts by following the below steps:
Step 1: Click on Add New
Step 2: Enter Report Name
Step 3: Select Report Type and enter other details required for the selected type of report.
Report Type | Description |
Product | For this Report Type, it is mandatory to select any Locale and any one catalog or All option for all catalogs. |
Pricing | For this Report Type, it is mandatory to select any one pricelist or All option for all price lists. |
Inventory | For this Report Type, it is mandatory to select any one warehouse or All option for all warehouses. |
Category | For this Report Type, it is mandatory to select any Locale and any one catalog or All option for all catalogs. |
Voucher | For this Report Type, it is mandatory to select any one catalog or All option for all catalogs. |
Account | For this Report Type, it is mandatory to select any one catalog or All option for all catalogs. |
Step 4: Select Report Columns
Step 5: Add Report Filter(s)
Step 6: Click Save to create the custom report