Manage Reports

KB14508

To run a successful online store it is imperative you run regular reports. Your reports can be easily customised and saved and run whenever you need.

For example a report can be made for orders made today or last week and a one-click action can display the results.

You decide which data fields you need to have access to. Reports can be sorted and filtered as you wish.

There are 4 different types of reports Order reports, Customer Reports, Product reports and Promotion reports.

Each family of reports will have different sort and filter options adapting to the type of report you require as different data is used


Search by keyword
Enter search term in text to search. This will search for a report you have saved.

Add
Click to add a new custom report.

Sort by Type
Select the type of reports you require to be sorted.

Title
Title of report.

Type
Report types are Order reports, Customer Reports, Product reports and Promotion reports.

[Order] - Reports based on order data such as order totals, dates, and customer orders.
[Customer] - Reports based on your customer data such as contact information, amount of orders, no. of orders and opt ins.
[Customer - Newsletter] - Display web users that have signed up for your newsletter.
[Product] - Product hit reports and total product sold.
[Discounts] - Discount code reports and usage.

Click to view report HTML formatted in a new page.

Click to download the report as a .csv file (a comma seperated file with headers)


Edit
Click to edit and customise the saved report.

Delete
Click to remove the tax band from the list.








Updated on: 03/05/2020 17:18:04

How Helpful was this article
1 Votes Cast