Chapter 7: Reports and Analytics

Last modified by GoldDigger on Mon, November 24, 2008 02:39
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Reports

Magento includes several useful Reports to keep updated on anything from your customer’s Shopping Cart to their Tags. All of the reports can be accessed by navigating to the Reports tab, and then locating the name of the desired report. Every report can be downloaded in CSV or Excel format. To do so, navigate to the appropriate report, select the desired format from the Export to drop-down, and click Export.

Sales

Sales Report

This report summarizes sales information for the designated scope and period of time. The scope can be defined in the Show Report for drop-down at the top of the page. There will be one line for each Period. A Period can be a Day, Month, or Year, and is defined in the Show by drop-down at the top of the page. The number of periods in the report depends on the date range designated at the top of the page. For each Period, you can see the total number of Orders placed, total number of items ordered, and the total monetary amount for the Subtotal, Tax, Shipping, Discount, Total, Invoices, and Credit Memos of each order. There will also be a row that totals the amounts of all Periods displayed in the report.

Please click the image to see a larger version.

Tax Report

This report summarizes tax information for Orders placed within the designated scope and period of time. The scope can be defined in the Show Report for drop-down at the top of the page. There will be one line for each Period. A Period can be a Day, Month, or Year, and is defined in the Show by drop-down at the top of the page. The number of periods in the report depends on the date range designated at the top of the page. Each Period will further be divided by the Tax Rates. For each Tax Rate, you can see the total number of Orders placed using that Tax Rate, and the total amount of tax charged using that Tax Rate. There will also be a row that totals the amounts of all Periods displayed in the report.

Shipping Report

This report summarizes shipping information for Orders placed within the designated scope and period of time. The scope can be defined in the Show Report for drop-down at the top of the page. There will be one line for each Period. A Period can be a Day, Month, or Year, and is defined in the Show by drop-down at the top of the page. The number of periods in the report depends on the date range designated at the top of the page. Each Period will further be divided by the Shipping Carrier/Method. For each Carrier/Method, you can see the total number of Orders placed using that Carrier/Method, and the total amount of shipping charged using that Carrier/Method. There will also be a row that totals the amounts of all Periods displayed in the report.

Total invoiced

This report summarizes Invoice information for the designated scope and period of time. The scope can be defined in the Show Report for drop-down at the top of the page. There will be one line for each Period. A Period can be a Day, Month, or Year, and is defined in the Show by drop-down at the top of the page. The number of periods in the report depends on the date range designated at the top of the page. For each Period, you can see the total number of Orders placed that have Invoices associated to them, and the total monetary amount invoiced, including how much of this amount was captured and how much was not. There will also be a row that totals the amounts of all Periods displayed in the report.

Total refunded

This report summarizes Credit Memo information for the designated scope and period of time. The scope can be defined in the Show Report for drop-down at the top of the page. There will be one line for each Period. A Period can be a Day, Month, or Year, and is defined in the Show by drop-down at the top of the page. The number of periods in the report depends on the date range designated at the top of the page. For each Period, you can see the total number of Orders placed that have Credit Memos associated to them, and the total monetary amount refunded, including how much of this amount was refunded online and how much was offline. There will also be a row that totals the amounts of all Periods displayed in the report.

Coupons Report

This report summarizes coupon information for Orders placed within the designated scope and period of time. The scope can be defined in the Show Report for drop-down at the top of the page. There will be one line for each Period. A Period can be a Day, Month, or Year, and is defined in the Show by drop-down at the top of the page. The number of periods in the report depends on the date range designated at the top of the page. Each Period will further be divided by the Coupon Code. For each Coupon Code, you can see the total number of Orders placed using that Coupon Code, and the total monetary amounts for the Subtotal, Discount, and Total of Orders placed using that Coupon Code. There will also be a row that totals the amounts of all Periods displayed in the report.

Shopping Cart Report

Products in carts

This report lists all products in your store, including the price, the amount of Shopping Carts currently containing that product, and the amount of Orders placed containing that product.

Abandoned carts

This reports lists all registered customers who added products to their Shopping Cart, and then logged out with the items still in the cart. For each customer, you can see the number of line items in the cart, total quantity, total monetary amount of the products, any coupon code the customer may have applied, and the timestamps for when the first item was added to the cart and the most recent cart activity.

Products

Bestsellers

This report summarizes product information for products ordered within the designated scope and period of time. The scope can be defined in the Show Report for drop-down at the top of the page. There will be one line for each Period. A Period can be a Day, Month, or Year, and is defined in the Show by drop-down at the top of the page. The number of periods in the report depends on the date range designated at the top of the page. Each Period will further be divided by the product name. For each product name, you can see the product price and total quantity of that product which has been ordered. There will also be a row that totals the amounts of all Periods displayed in the report.

Most Viewed

This report summarizes product information for products viewed within the designated scope and period of time. The scope can be defined in the Show Report for drop-down at the top of the page. There will be one line for each Period. A Period can be a Day, Month, or Year, and is defined in the Show by drop-down at the top of the page. The number of periods in the report depends on the date range designated at the top of the page. Each Period will further be divided by the product name. For each product name, you can see the product price and total number of times a customer has navigated to that product’s page. There will also be a row that totals the amounts of all Periods displayed in the report.

Low stock

This report lists all products in your store, including the SKU and remaining quantity in stock. The products are listed from lowest quantity to highest quantity.

Customers

New Accounts

This report summarizes new customer accounts the designated scope and period of time. The scope can be defined in the Show Report for drop-down at the top of the page. There will be one line for each Period. A Period can be a Day, Month, or Year, and is defined in the Show by drop-down at the top of the page. The number of periods in the report depends on the date range designated at the top of the page. For each Period, you can see the total number of new customer accounts created. There will also be a row that totals the amounts of all Periods displayed in the report.

Please click the image to see a larger version.

Customers by orders total

This report summarizes customer order information for Orders placed within the designated scope and period of time. The scope can be defined in the Show Report for drop-down at the top of the page. There will be one line for each Period. A Period can be a Day, Month, or Year, and is defined in the Show by drop-down at the top of the page. The number of periods in the report depends on the date range designated at the top of the page. Each Period will further be divided by the customer name. For each customer name, you can see the total number of Orders they placed, the average monetary amount of those Orders, and the total monetary amount of those Orders. The customers will be listed from highest to lowest by the total monetary amount of their Orders. There will also be a row that totals the amounts of all Periods displayed in the report.

Customers by number of orders

This report summarizes customer order information for Orders placed within the designated scope and period of time. The scope can be defined in the Show Report for drop-down at the top of the page. There will be one line for each Period. A Period can be a Day, Month, or Year, and is defined in the Show by drop-down at the top of the page. The number of periods in the report depends on the date range designated at the top of the page. Each Period will further be divided by the customer name. For each customer name, you can see the total number of Orders they placed, the average monetary amount of those Orders, and the total monetary amount of those Orders. The customers will be listed from highest to lowest by the number of Orders placed. There will also be a row that totals the amounts of all Periods displayed in the report.

Review Reports

Customers Reviews

Lists all registered customers who have placed a review, and the number of total reviews that they have placed.

Products Reviews

Lists all products that have received a review, the number of total reviews received, the average rating, and the time and date of the most recent review. Clicking on a product will redirect to a list of each review placed for that product, including the Nickname, Summary, the content of the review, and the timestamp.

Tags Reports

Customer

Lists all customers who have submitted tags that currently have a Status of Approved, and the number of approved tags submitted by the customer. Clicking on a customer will redirect to a list of each approved tag, including the product name, tag name, the site(s) where the tag is visible, the site where the tag was submitted, and the timestamp when it was submitted.

Products

Lists all products for which tags have been submitted that currently have a Status of Approved, and the number of unique approved and total approved tags. Clicking on a product will redirect to a list of each unique approved tag, including the tag name, the number of times the tag has been applied to this product, and the site(s) where the tag is visible.

Popular

Lists all approved tags, and the number of times each tag has been used in your store. You can filter the tags by scope using the Show Report for drop-down at the top of the page.

Search Terms

Lists all existing search terms, including the number of results that displayed the last time the search term was used, and the number of times a search has been performed using that term. Both of those numbers, however, can be manipulated in the admin by navigating to Catalog > Search. For more information on Search terms, refer back to Chapter 5.

Dashboard

While the Reports offer a variety of very detailed information about your site, you can get a quick summary of some of the most important information regarding your site with the Magento Admin Dashboard. By default, the Dashboard is first page you will view when logging in to the admin. In the top left corner is the View Statistics for drop-down, where, like most reports, you can change the scope of the data represented. In the left column is a summary of your Lifetime Sales (total monetary amount of all Orders) and Average Sales (total monetary amount divided by number of Orders), followed by links to the five most recently placed Orders, five Search Terms most recently used in the front-end, and five most popular Search Terms (based on number of uses). In the main section of the Dashboard, in the Orders tab, you can see a chart of Order frequency over a period of time, which you can change in the Select Range drop-down. If you select the Amounts tab, it will display the same information using the monetary amounts of the various Orders, rather than the number of Orders placed. At the bottom of this chart is the Revenue (total monetary amount of all Orders), Tax (total monetary amount of all Taxes paid), Shipping (total monetary amount of all Shipping paid), and Quantity (total number of all Orders placed). Underneath this section is four tabs, each containing links to various pages of the admin. The Bestsellers tab contains links to the five most purchased products. The Most Viewed Products tab contains links to the five most viewed products. The New Customers tab contains links to the five most recently created customer accounts. Finally, the Customers tab contains links to the five customers with the highest Total Order Amount.

Please click the image to see a larger version.

Analytics

Magento offers integration of Google Analytics, which tracks information about your customers’ experiences in your site. Once you create a Google Analytics account, navigate to System > Configuration, and click the Google API tab in the left column. In the Google Analytics box, select to Enable the feature, and then enter your Account number, which will be provided to you by Google Analytics. When you are finished, click Save Config, and the tracker code will be inserted into each page of your site.

google_analytics.jpg




 

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