Welcome to the Advanced Reports Guide!

Here you will find everything you need to set up and use our Advanced Reports. Whether you're new or an advanced user, you can find some useful information here.

The Advanced Reports extension includes the following modules:

• Advanced Reports
• Advanced Dashboard
• Report Builder

With this extension you'll be able to display almost any data from your store in reports and/or dashboard widgets.

Go ahead, dive in!

Learn about the initial setup:

• Installation
• Quick Start

Installation

In this article, you will find two possible ways to install our extension.

Installation via composer (preferably)

We recommend this installation method because the composer automatically checks and installs necessary dependencies.

1. Back up your store's database and web directory.
2. Log in to your server's SSH console and navigate to the root directory of the Magento 2 store.

3. Copy the installation instructions from the page My Downloadable Products to the SSH console and press ENTER.

4. To enable the extension, run commands:

       php -f bin/magento module:enable Mirasvit_Core Mirasvit_Report Mirasvit_Reports Mirasvit_Dashboard Mirasvit_ReportBuilder
       php -f bin/magento setup:upgrade

5. Clean the cache

       php -f bin/magento cache:clean

6. Deploy static view files

       rm -rf pub/static/frontend/*
       rm -rf pub/static/backend/* 
       rm -rf var/view_preprocessed/*  
       php -f bin/magento setup:static-content:deploy  

Installation via direct file upload

You can also install the extension via direct files uploading.

1. Go to My Downloadable Products / View & Download.

2. Unpack the .zip package and copy the contents to Magento's root directory
3. Login to your server's SSH console and navigate to the root directory of the Magento 2 store.
4. To enable the extension, run commands:

       php -f bin/magento module:enable Mirasvit_Core Mirasvit_Report Mirasvit_Reports Mirasvit_Dashboard Mirasvit_ReportBuilder
       php -f bin/magento setup:upgrade

5. Clean the cache

       php -f bin/magento cache:clean

6. Deploy static view files

       rm -rf pub/static/frontend/*
       rm -rf pub/static/backend/* 
       rm -rf var/view_preprocessed/*  
       php -f bin/magento setup:static-content:deploy  

Learn about the initial setup:

• Quick Start

Quick Start

As you have completed the installation of Advanced Reports, we will guide you through the main steps required to start using our extension efficiently.

1. Please open and configure your first Advanced Dashboard (Magento Main Menu > Dashboard > Advanced Dashboard)

2. Please check the Reports (Magento Main Menu > Reports > Advanced Reports)

General Configurations

All configurations of the Advanced Reports extension are located at Stores -> Configuration -> Mirasvit Extensions -> Advanced Reports.

The extension has only one setting - Order Status. This setting defines which order statuses will be pre-selected as a filter for all reports and dashboard blocks.

Managing Reports

Reports Overview

The Advanced Reports extension offers a comprehensive range of tools for analyzing and improving sales through a variety of reports. This extension enables the display of composite reports for all websites, as well as separate reports for each store.

The extension provides a selection of predefined reports that are particularly useful for most Magento stores. The information about these reports can be found here.

Each report can be customized using the Report Builder tool. Additionally, it is possible to create custom reports by copying and modifying predefined reports.

The extension is capable of displaying nearly any data from the store's database. It also allows the calculation and aggregation of data on the fly, according to specific requirements, through the Config Builder tool.

Interface

While the interface of the reports may appear different from the native grids in the admin panel, the navigation and tools remain similar, ensuring that managing the reports is easy and intuitive.

Each report interface consists of three main sections:

1. Toolbar - this section contains primary filters and report control buttons, including options to save, share, and edit the report. Here, users can select the time range of the report and apply primary filters defined in the Report Builder. It is possible to save the report state after making changes and enable/disable sharing. The Save, Share, and Edit buttons can be hidden for specific admin users using User Role Permissions settings. Further information can be found here.

2. Chart - this section allows users to visualize the data in the report using various types of charts. Users can switch between different chart types using the chart toolbar located in the top right corner of this section. In some reports, the chart section may be hidden. To display the chart, users can select the columns for which they would like to visualize the data by clicking the corresponding button near the column in the reports section.

3. Report - this section contains the actual report. It is divided into two inner sections - the toolbar and the report area.

   • In the toolbar section, users can filter the report by columns from the report itself or add additional filters. Users can also change the columns displayed in the report and export the report in CSV or XML format.

   • In the report area section, users can change the column by which the data in the report are sorted and the direction of the sort order. The number of rows displayed per page can also be adjusted using the pager toolbar at the bottom of the report area.

Predefined Reports

The Advanced Reports extension comes with a bunch of predefined reports that will be helpful to monitor and analyze sales data for most Magento stores.

Predefined reports are separated into groups according to their purposes:

• Sales Reports - reports based on the orders data
  • Sales Overview - general sales report. It allows you to see the number of orders, the quantity of sold products, net sales, total, discounts, and returns.
  • Orders - the report gives full information about store orders.
  • Sales By Hour - hourly sales report. You can detect the number of hours based on whether the personnel of your shop are being utilized to the maximum extent. It will allow you to plan the working hours and perform possible updates necessary for your shop.
  • Sales by Day of week - weekly sales report.
  • Sales by Customer - a report with details of sales to each customer can be found in your store. This allows you to view the required information about sales to all customers: the number of orders, refunds, and discounts, etc.
  • Sales by Customer Group - sales by Customer Group refers to the sales report generated from different user groups. Using such a tool, you can determine the extent of work efficiency with different user groups.
  • Sales by Coupon - the report allows you to gain knowledge regarding which of the coupons are most favorable in terms of sales volume, and which should be elaborated in a better way.
  • Sales by Cart Price Rules - the report shows the rules guiding the use of cart prices.
  • Sales by Tax Rate - the report contains information about the distribution of orders based on tax rates.
  • Sales by Payment Type - the report allows you to define the degree of popularity from different payment methods.
  • Sales by Geo-data - the report reflects the sales volumes in different countries achieved during a definite period.
  • New vs Returning Customers - the report allows you to compile a comparative analysis of sales by new customers (those who have just placed their first order) juxtaposed against sales by returning customers (those who have already made two or more orders)
• Product-based Reports - reports based on the sold items data
  • Product Performance - detailed information about each product's sale history: number of orders (%), ordered qty, the total amount of income, etc
  • Sales by Category - sales report by store product categories
  • Sales by Attribute - sales report by store product attributes
  • Sales by Attribute Set - sales report by store product attributes
• Customer-based Reports
  • Customers - the report contains all general information and statistics about registered customers.
• Abandoned Cart Reports - reports based on the data from abandoned carts
  • Abandoned Carts Overview - the report contains statistics on abandoned carts. Information can be grouped at different time intervals (day / week / month / quarter / year).
  • Abandoned Carts - this report contains a list of abandoned carts with information about their creation date, customer, coupon (if applied), and products.
  • Abandoned Products - contains detailed information about abandoned products, letting you identify the most frequently abandoned products.

Custom Reports

This section provides a few common reports built with the Report Builder tool.

You can find out how to exact the configuration reports in our demo.

Low Stock Report

The Magento 2 Low Stock Report contains a list of all products with a stock quantity that is lower than the designated minimum level.

Cost of Goods Sold Report

The Magento 2 COGS Report (Cost of Goods Sold) contains a list of all purchased products, their quantity, and cost.

Stock Value Report

The Magento 2 Stock Value Report contains a list of all products with their stock quantity and each products' cost.

The stock value report is very useful when you need to know the specific quantity of stock you have for specific products and their total value.

Report Builder

The Report Builder is an innovative tool that enables users to modify existing reports or create their own customized reports.

The Report Builder is available for both pre-defined and custom reports. The only difference is that pre-defined reports cannot be completely removed. If a pre-defined report is customized and then deleted, the report will be reset to its initial state. Conversely, custom reports can be permanently removed by pressing the delete button without the ability to restore them.

To create a custom report based on a pre-defined report, open the dropdown menu in the top right corner of the toolbar on the report page and click on the Make a copy link.

Editor

To access the Report Builder, open the dropdown menu in the top right corner of the toolbar on the report page and click on the Edit report link.

The interface of the Report Builder consists of two main sections: the Config section and the Preview section.

The Preview section (on the right) is useful for checking how the report will look before saving it.

The Config section (on the left) is used for configuring the report and is subdivided into four inner sections, each responsible for configuring different parts of the report:

1. General Information - set the title of the report, which will appear in the Reports menu.
2. Table - main report configuration. This section determines what will be displayed in the report and how it will be presented. It includes the following settings:
   • Dimensions - specify the primary fields of the report using the Columns Chooser. Dimensions are the fields by which the data in the report will be grouped. They also define the default sort order of the report. The first field in the dimensions setting defines the base table of the report. If multiple dimensions are selected, the extension will not display duplicated values for dimension columns but will fill the row with empty cells (except the dimension value) and insert values for other columns in the next row.
   • Columns - choose the columns to display in the report using the Columns Chooser. It is important to pay attention to the tables from which you are choosing columns for each report and for aggregations in those columns. Some tables may have columns with identical names, but the data in those columns will be different, which can affect the overall accuracy of the report.
3. Toolbar - configure which primary filter will be displayed in the toolbar section of the report page.
4. Internal Filter - filter the report by adding filters and their corresponding values in this section. Filters added in this section will always be applied to the report, but they will not be visible on the report's page.

Columns Chooser

When configuring filters in the Table, Toolbar, or Internal Filter sections and clicking on the Manage or Choose Filter button, the Columns Chooser popup will open.

This popup allows users to manage columns for each section of the Config section in the Report Builder.

The columns in this popup are organized into groups, which mostly correspond to the tables to which those columns belong. Users can use the search bar to easily find the column they want to add to the report. If the column is not present or cannot be found using the search bar, it is likely that the column is not registered in the extension. In such cases, users can switch the Columns Chooser to advanced mode and try to find the column by its name in the database.

If the column or the entire table to which the column belongs cannot be found, users will need to create configurations for this column using the Config Builder provided by our extension.

Config Builder

Predefined reports provided by the extension and Report Builder can cover most cases for analyzing sales in a simple Magento store. However, the real stores and types of items they sell may require more advanced and flexible tools to analyze different parts of their sales. Also, real stores can have a lot of 3rd-party extensions with their own database tables that contain important data for sales/marketing/inventory analytics.

The Config Builder is exactly the tool for such purposes. It is located in Reports -> Advanced Reports -> Config Builder.

The Config Builder provides the ability to create Synthetic columns with complex data calculation/aggregation and to adjust relations between the native Magento database tables and tables from a 3rd-party or custom extension so the data in reports will be as accurate as possible.

Config Builder Overview

Open either the Report Builder or Config Builder menu, and select the Add New Config action on the right menu section. You will be brought to the Config Workspace:

It is very simple and contains the following fields:

• Title - the new synthetic field's name (named whatever you wish).
• XML Config - column definition as XML document.

The Structure of the XML Config

config

This is the root element, e.g. all other tags should be contained inside it.
There are only 3 possible nodes allowed inside the config element - <table />, <eavTable />, <relation />.

table

This element must be used for registering tables so the extension will be able to retrieve data from them. This element also can be used for already defined tables to assign custom synthetic columns to them.
Allowed child elements: <pk />, <fk />, <column />.
Attributes:

eavTable

This element must be used for registering EAV tables so the extension will be able to retrieve data from corresponding EAV entities including their attributes. This element SHOULD NOT be used for native EAV tables like catalog_product_entity, catalog_category_entity, customer_entity, etc as these EAV entities are already registered in the extension.
Allowed child elements: <pk />, <fk />, <column />.
Attributes:

pk

The primary key of the table. This element is optional and SHOULD NOT be used on native tables.
Attributes:

fk

The foreign key is in the table. This element is optional and SHOULD NOT be used on native tables.
Attributes:

column

This element is responsible for defining the column. This element is mostly used for synthetic columns with custom calculations.
Attributes:

Column types:

relation

The module should determine how to link different tables to build reports from multiple tables.
The connection between two or more tables is called a table relationship.
The < relation /> element is responsible for defining relations between tables.
Required child elements: <leftTable />, <rightTable />, <condition />.
Attributes:

leftTable, rightTable

This element is responsible for defining tables in the relation in the next format: <leftTable>sales_order_item</leftTable>. The table name should be specified without the table prefix. These elements don't have attributes.

condition

This element is responsible for defining JOIN conditions between leftTable and rightTable using MySQL syntax. You can use placeholders %1 and %2 where %1 is a placeholder for the letTable and %2 - for the rightTable

Config Examples

Simple Synthetic Field Config

A synthetic field that calculates the Gross Profit on the fly based on the actual invoiced orders.

<config>
    <table name="sales_order" group="Sales" label="Orders">
        <column name="custom_gross_profit" 
                label="Custom Gross Profit"
                fields="base_subtotal_invoiced,base_total_invoiced_cost,base_total_refunded,base_to_global_rate" 
                type="money"
                expr="(%1 - IFNULL(%2, 0) - IFNULL(%3, 0)) * %4" />
    </table>
</config>

Multi-table Synthetic Field

A synthetic field that calculates the Total (row total) for items in the cart. This config is a part of the already defined config for the table qoute_item and is given here only as an example.

<config>
    <table name="quote_item" label="Quote Items" group="Sales">
        <column name="row_total" 
                label="Total" 
                fields="base_row_total" 
                type="money" 
                expr="%1 * IF(quote.base_to_global_rate > 0, quote.base_to_global_rate, 1)" 
                tables="quote"/>
    </table>
</config>

Simple Relation Config

The example of building a relationship between sales_order and sales_order_item tables.

<config>
    <relation name="sales_order-sales_order_item" type="1n">
        <leftTable>sales_order_item</leftTable>
        <rightTable>sales_order</rightTable>
        <condition>%2.entity_id=%1.order_id AND %1.parent_item_id IS NULL</condition>
    </relation>
</config>

Config for Shipment Date per Item

The config with relations and synthetic column to display the shipment date for each item in the order even if items from the order were shipped separately. At first, the sales_shipment_item table needs to be registered in the extension. Then necessary relations are adjusted to properly connect items in the cart with shipment tables. After the Shipment Date column is defined in the sales_shipment table (to give a self-explanatory label for the column, this part is optional).

<config>
    <table name="sales_shipment_item" group="Sales" label="Shipment Item">
        <pk name="entity_id"/>
        <column name="parent_id" label="Shipment Id"/>
        <column name="order_item_id" label="Order Item Id"/>
    </table>

    <relation name="sales_order_item-sales_shipment_item" type="11">
        <leftTable>sales_order_item</leftTable>
        <rightTable>sales_shipment_item</rightTable>
        <condition>%1.item_id=%2.order_item_id</condition>
    </relation>

    <relation name="sales_shipment-sales_shipment_item" type="11">
        <leftTable>sales_shipment</leftTable>
        <rightTable>sales_shipment_item</rightTable>
        <condition>%1.entity_id=%2.parent_id</condition>
    </relation>

    <table name="sales_shipment" group="Sales" label="Shipment">
        <column name="shipped_at" label="Shipment Date" fields="created_at" type="date"/>
    </table>
</config>

EavTable Config Example

This config defines the EAV entity table and automatically adds columns for all attributes related to this entity. This example includes the primary key field, the foreign key to connect customer_entity table with customer_address_entity table (in this case, another EAV entity), and the column of the type select for Customer Group.
This config is already defined in the extension and given here only as an example.

<config>
    <eavTable name="customer_entity" label="Customers" group="Customers" type="customer">
        <pk name="entity_id" label="Customer ID"/>
        <fk name="default_billing" table="customer_address_entity"/>

        <column name="email" label="Email"/>
        <column name="group_id" 
                label="Group" 
                type="select" 
                options="Mirasvit\Report\Config\Source\Customer\Group"/>
    </eavTable>
</config>

Example for Active Special Price column

This config creates a column that displays active product special prices for the current date. This config can help build the report that displays all products with active special prices.

<config>
    <table name="catalog_product_entity">
        <column name="active_special_price" 
                label="Active Special Price" 
                fields="special_price,special_from_date,special_to_date" 
                type="money" 
                expr="IF(DATE(IFNULL(%2, 0)) &lt; DATE(NOW()) AND DATE(IFNULL(%3, NOW())) &gt;= DATE(NOW()), IFNULL(%1, 0), 0)" />
    </table>
</config>

Config Builder

Predefined reports provided by the extension and Report Builder can cover most cases for analyzing sales in a simple Magento store. However, the real stores and types of items they sell may require more advanced and flexible tools to analyze different parts of their sales. Also, real stores can have a lot of 3rd-party extensions with their own database tables that contain important data for sales/marketing/inventory analytics.

The Config Builder is exactly the tool for such purposes. It is located in Reports -> Advanced Reports -> Config Builder.

The Config Builder provides the ability to create Synthetic columns with complex data calculation/aggregation and to adjust relations between the native Magento database tables and tables from a 3rd-party or custom extension so the data in reports will be as accurate as possible.

Config Builder Overview

Open either the Report Builder or Config Builder menu, and select the Add New Config action on the right menu section. You will be brought to the Config Workspace:

It is very simple and contains the following fields:

• Title - the new synthetic field's name (named whatever you wish).
• XML Config - column definition as XML document.

The Structure of the XML Config

config

This is the root element, e.g. all other tags should be contained inside it.
There are only 3 possible nodes allowed inside the config element - <table />, <eavTable />, <relation />.

table

This element must be used for registering tables so the extension will be able to retrieve data from them. This element also can be used for already defined tables to assign custom synthetic columns to them.
Allowed child elements: <pk />, <fk />, <column />.
Attributes:

eavTable

This element must be used for registering EAV tables so the extension will be able to retrieve data from corresponding EAV entities including their attributes. This element SHOULD NOT be used for native EAV tables like catalog_product_entity, catalog_category_entity, customer_entity, etc as these EAV entities are already registered in the extension.
Allowed child elements: <pk />, <fk />, <column />.
Attributes:

pk

The primary key of the table. This element is optional and SHOULD NOT be used on native tables.
Attributes:

fk

The foreign key is in the table. This element is optional and SHOULD NOT be used on native tables.
Attributes:

column

This element is responsible for defining the column. This element is mostly used for synthetic columns with custom calculations.
Attributes:

Column types:

relation

The module should determine how to link different tables to build reports from multiple tables.
The connection between two or more tables is called a table relationship.
The < relation /> element is responsible for defining relations between tables.
Required child elements: <leftTable />, <rightTable />, <condition />.
Attributes:

leftTable, rightTable

This element is responsible for defining tables in the relation in the next format: <leftTable>sales_order_item</leftTable>. The table name should be specified without the table prefix. These elements don't have attributes.

condition

This element is responsible for defining JOIN conditions between leftTable and rightTable using MySQL syntax. You can use placeholders %1 and %2 where %1 is a placeholder for the letTable and %2 - for the rightTable

Config Examples

Simple Synthetic Field Config

A synthetic field that calculates the Gross Profit on the fly based on the actual invoiced orders.

<config>
    <table name="sales_order" group="Sales" label="Orders">
        <column name="custom_gross_profit" 
                label="Custom Gross Profit"
                fields="base_subtotal_invoiced,base_total_invoiced_cost,base_total_refunded,base_to_global_rate" 
                type="money"
                expr="(%1 - IFNULL(%2, 0) - IFNULL(%3, 0)) * %4" />
    </table>
</config>

Multi-table Synthetic Field

A synthetic field that calculates the Total (row total) for items in the cart. This config is a part of the already defined config for the table qoute_item and is given here only as an example.

<config>
    <table name="quote_item" label="Quote Items" group="Sales">
        <column name="row_total" 
                label="Total" 
                fields="base_row_total" 
                type="money" 
                expr="%1 * IF(quote.base_to_global_rate > 0, quote.base_to_global_rate, 1)" 
                tables="quote"/>
    </table>
</config>

Simple Relation Config

The example of building a relationship between sales_order and sales_order_item tables.

<config>
    <relation name="sales_order-sales_order_item" type="1n">
        <leftTable>sales_order_item</leftTable>
        <rightTable>sales_order</rightTable>
        <condition>%2.entity_id=%1.order_id AND %1.parent_item_id IS NULL</condition>
    </relation>
</config>

Config for Shipment Date per Item

The config with relations and synthetic column to display the shipment date for each item in the order even if items from the order were shipped separately. At first, the sales_shipment_item table needs to be registered in the extension. Then necessary relations are adjusted to properly connect items in the cart with shipment tables. After the Shipment Date column is defined in the sales_shipment table (to give a self-explanatory label for the column, this part is optional).

<config>
    <table name="sales_shipment_item" group="Sales" label="Shipment Item">
        <pk name="entity_id"/>
        <column name="parent_id" label="Shipment Id"/>
        <column name="order_item_id" label="Order Item Id"/>
    </table>

    <relation name="sales_order_item-sales_shipment_item" type="11">
        <leftTable>sales_order_item</leftTable>
        <rightTable>sales_shipment_item</rightTable>
        <condition>%1.item_id=%2.order_item_id</condition>
    </relation>

    <relation name="sales_shipment-sales_shipment_item" type="11">
        <leftTable>sales_shipment</leftTable>
        <rightTable>sales_shipment_item</rightTable>
        <condition>%1.entity_id=%2.parent_id</condition>
    </relation>

    <table name="sales_shipment" group="Sales" label="Shipment">
        <column name="shipped_at" label="Shipment Date" fields="created_at" type="date"/>
    </table>
</config>

EavTable Config Example

This config defines the EAV entity table and automatically adds columns for all attributes related to this entity. This example includes the primary key field, the foreign key to connect customer_entity table with customer_address_entity table (in this case, another EAV entity), and the column of the type select for Customer Group.
This config is already defined in the extension and given here only as an example.

<config>
    <eavTable name="customer_entity" label="Customers" group="Customers" type="customer">
        <pk name="entity_id" label="Customer ID"/>
        <fk name="default_billing" table="customer_address_entity"/>

        <column name="email" label="Email"/>
        <column name="group_id" 
                label="Group" 
                type="select" 
                options="Mirasvit\Report\Config\Source\Customer\Group"/>
    </eavTable>
</config>

Example for Active Special Price column

This config creates a column that displays active product special prices for the current date. This config can help build the report that displays all products with active special prices.

<config>
    <table name="catalog_product_entity">
        <column name="active_special_price" 
                label="Active Special Price" 
                fields="special_price,special_from_date,special_to_date" 
                type="money" 
                expr="IF(DATE(IFNULL(%2, 0)) &lt; DATE(NOW()) AND DATE(IFNULL(%3, NOW())) &gt;= DATE(NOW()), IFNULL(%1, 0), 0)" />
    </table>
</config>

Config Builder

Predefined reports provided by the extension and Report Builder can cover most cases for analyzing sales in a simple Magento store. However, the real stores and types of items they sell may require more advanced and flexible tools to analyze different parts of their sales. Also, real stores can have a lot of 3rd-party extensions with their own database tables that contain important data for sales/marketing/inventory analytics.

The Config Builder is exactly the tool for such purposes. It is located in Reports -> Advanced Reports -> Config Builder.

The Config Builder provides the ability to create Synthetic columns with complex data calculation/aggregation and to adjust relations between the native Magento database tables and tables from a 3rd-party or custom extension so the data in reports will be as accurate as possible.

Config Builder Overview

Open either the Report Builder or Config Builder menu, and select the Add New Config action on the right menu section. You will be brought to the Config Workspace:

It is very simple and contains the following fields:

• Title - the new synthetic field's name (named whatever you wish).
• XML Config - column definition as XML document.

The Structure of the XML Config

config

This is the root element, e.g. all other tags should be contained inside it.
There are only 3 possible nodes allowed inside the config element - <table />, <eavTable />, <relation />.

table

This element must be used for registering tables so the extension will be able to retrieve data from them. This element also can be used for already defined tables to assign custom synthetic columns to them.
Allowed child elements: <pk />, <fk />, <column />.
Attributes:

eavTable

This element must be used for registering EAV tables so the extension will be able to retrieve data from corresponding EAV entities including their attributes. This element SHOULD NOT be used for native EAV tables like catalog_product_entity, catalog_category_entity, customer_entity, etc as these EAV entities are already registered in the extension.
Allowed child elements: <pk />, <fk />, <column />.
Attributes:

pk

The primary key of the table. This element is optional and SHOULD NOT be used on native tables.
Attributes:

fk

The foreign key is in the table. This element is optional and SHOULD NOT be used on native tables.
Attributes:

column

This element is responsible for defining the column. This element is mostly used for synthetic columns with custom calculations.
Attributes:

Column types:

relation

The module should determine how to link different tables to build reports from multiple tables.
The connection between two or more tables is called a table relationship.
The < relation /> element is responsible for defining relations between tables.
Required child elements: <leftTable />, <rightTable />, <condition />.
Attributes:

leftTable, rightTable

This element is responsible for defining tables in the relation in the next format: <leftTable>sales_order_item</leftTable>. The table name should be specified without the table prefix. These elements don't have attributes.

condition

This element is responsible for defining JOIN conditions between leftTable and rightTable using MySQL syntax. You can use placeholders %1 and %2 where %1 is a placeholder for the letTable and %2 - for the rightTable

Config Examples

Simple Synthetic Field Config

A synthetic field that calculates the Gross Profit on the fly based on the actual invoiced orders.

<config>
    <table name="sales_order" group="Sales" label="Orders">
        <column name="custom_gross_profit" 
                label="Custom Gross Profit"
                fields="base_subtotal_invoiced,base_total_invoiced_cost,base_total_refunded,base_to_global_rate" 
                type="money"
                expr="(%1 - IFNULL(%2, 0) - IFNULL(%3, 0)) * %4" />
    </table>
</config>

Multi-table Synthetic Field

A synthetic field that calculates the Total (row total) for items in the cart. This config is a part of the already defined config for the table qoute_item and is given here only as an example.

<config>
    <table name="quote_item" label="Quote Items" group="Sales">
        <column name="row_total" 
                label="Total" 
                fields="base_row_total" 
                type="money" 
                expr="%1 * IF(quote.base_to_global_rate > 0, quote.base_to_global_rate, 1)" 
                tables="quote"/>
    </table>
</config>

Simple Relation Config

The example of building a relationship between sales_order and sales_order_item tables.

<config>
    <relation name="sales_order-sales_order_item" type="1n">
        <leftTable>sales_order_item</leftTable>
        <rightTable>sales_order</rightTable>
        <condition>%2.entity_id=%1.order_id AND %1.parent_item_id IS NULL</condition>
    </relation>
</config>

Config for Shipment Date per Item

The config with relations and synthetic column to display the shipment date for each item in the order even if items from the order were shipped separately. At first, the sales_shipment_item table needs to be registered in the extension. Then necessary relations are adjusted to properly connect items in the cart with shipment tables. After the Shipment Date column is defined in the sales_shipment table (to give a self-explanatory label for the column, this part is optional).

<config>
    <table name="sales_shipment_item" group="Sales" label="Shipment Item">
        <pk name="entity_id"/>
        <column name="parent_id" label="Shipment Id"/>
        <column name="order_item_id" label="Order Item Id"/>
    </table>

    <relation name="sales_order_item-sales_shipment_item" type="11">
        <leftTable>sales_order_item</leftTable>
        <rightTable>sales_shipment_item</rightTable>
        <condition>%1.item_id=%2.order_item_id</condition>
    </relation>

    <relation name="sales_shipment-sales_shipment_item" type="11">
        <leftTable>sales_shipment</leftTable>
        <rightTable>sales_shipment_item</rightTable>
        <condition>%1.entity_id=%2.parent_id</condition>
    </relation>

    <table name="sales_shipment" group="Sales" label="Shipment">
        <column name="shipped_at" label="Shipment Date" fields="created_at" type="date"/>
    </table>
</config>

EavTable Config Example

This config defines the EAV entity table and automatically adds columns for all attributes related to this entity. This example includes the primary key field, the foreign key to connect customer_entity table with customer_address_entity table (in this case, another EAV entity), and the column of the type select for Customer Group.
This config is already defined in the extension and given here only as an example.

<config>
    <eavTable name="customer_entity" label="Customers" group="Customers" type="customer">
        <pk name="entity_id" label="Customer ID"/>
        <fk name="default_billing" table="customer_address_entity"/>

        <column name="email" label="Email"/>
        <column name="group_id" 
                label="Group" 
                type="select" 
                options="Mirasvit\Report\Config\Source\Customer\Group"/>
    </eavTable>
</config>

Example for Active Special Price column

This config creates a column that displays active product special prices for the current date. This config can help build the report that displays all products with active special prices.

<config>
    <table name="catalog_product_entity">
        <column name="active_special_price" 
                label="Active Special Price" 
                fields="special_price,special_from_date,special_to_date" 
                type="money" 
                expr="IF(DATE(IFNULL(%2, 0)) &lt; DATE(NOW()) AND DATE(IFNULL(%3, NOW())) &gt;= DATE(NOW()), IFNULL(%1, 0), 0)" />
    </table>
</config>

Config Builder

Predefined reports provided by the extension and Report Builder can cover most cases for analyzing sales in a simple Magento store. However, the real stores and types of items they sell may require more advanced and flexible tools to analyze different parts of their sales. Also, real stores can have a lot of 3rd-party extensions with their own database tables that contain important data for sales/marketing/inventory analytics.

The Config Builder is exactly the tool for such purposes. It is located in Reports -> Advanced Reports -> Config Builder.

The Config Builder provides the ability to create Synthetic columns with complex data calculation/aggregation and to adjust relations between the native Magento database tables and tables from a 3rd-party or custom extension so the data in reports will be as accurate as possible.

Config Builder Overview

Open either the Report Builder or Config Builder menu, and select the Add New Config action on the right menu section. You will be brought to the Config Workspace:

It is very simple and contains the following fields:

• Title - the new synthetic field's name (named whatever you wish).
• XML Config - column definition as XML document.

The Structure of the XML Config

config

This is the root element, e.g. all other tags should be contained inside it.
There are only 3 possible nodes allowed inside the config element - <table />, <eavTable />, <relation />.

table

This element must be used for registering tables so the extension will be able to retrieve data from them. This element also can be used for already defined tables to assign custom synthetic columns to them.
Allowed child elements: <pk />, <fk />, <column />.
Attributes:

eavTable

This element must be used for registering EAV tables so the extension will be able to retrieve data from corresponding EAV entities including their attributes. This element SHOULD NOT be used for native EAV tables like catalog_product_entity, catalog_category_entity, customer_entity, etc as these EAV entities are already registered in the extension.
Allowed child elements: <pk />, <fk />, <column />.
Attributes:

pk

The primary key of the table. This element is optional and SHOULD NOT be used on native tables.
Attributes:

fk

The foreign key is in the table. This element is optional and SHOULD NOT be used on native tables.
Attributes:

column

This element is responsible for defining the column. This element is mostly used for synthetic columns with custom calculations.
Attributes:

Column types:

relation

The module should determine how to link different tables to build reports from multiple tables.
The connection between two or more tables is called a table relationship.
The < relation /> element is responsible for defining relations between tables.
Required child elements: <leftTable />, <rightTable />, <condition />.
Attributes:

leftTable, rightTable

This element is responsible for defining tables in the relation in the next format: <leftTable>sales_order_item</leftTable>. The table name should be specified without the table prefix. These elements don't have attributes.

condition

This element is responsible for defining JOIN conditions between leftTable and rightTable using MySQL syntax. You can use placeholders %1 and %2 where %1 is a placeholder for the letTable and %2 - for the rightTable

Config Examples

Simple Synthetic Field Config

A synthetic field that calculates the Gross Profit on the fly based on the actual invoiced orders.

<config>
    <table name="sales_order" group="Sales" label="Orders">
        <column name="custom_gross_profit" 
                label="Custom Gross Profit"
                fields="base_subtotal_invoiced,base_total_invoiced_cost,base_total_refunded,base_to_global_rate" 
                type="money"
                expr="(%1 - IFNULL(%2, 0) - IFNULL(%3, 0)) * %4" />
    </table>
</config>

Multi-table Synthetic Field

A synthetic field that calculates the Total (row total) for items in the cart. This config is a part of the already defined config for the table qoute_item and is given here only as an example.

<config>
    <table name="quote_item" label="Quote Items" group="Sales">
        <column name="row_total" 
                label="Total" 
                fields="base_row_total" 
                type="money" 
                expr="%1 * IF(quote.base_to_global_rate > 0, quote.base_to_global_rate, 1)" 
                tables="quote"/>
    </table>
</config>

Simple Relation Config

The example of building a relationship between sales_order and sales_order_item tables.

<config>
    <relation name="sales_order-sales_order_item" type="1n">
        <leftTable>sales_order_item</leftTable>
        <rightTable>sales_order</rightTable>
        <condition>%2.entity_id=%1.order_id AND %1.parent_item_id IS NULL</condition>
    </relation>
</config>

Config for Shipment Date per Item

The config with relations and synthetic column to display the shipment date for each item in the order even if items from the order were shipped separately. At first, the sales_shipment_item table needs to be registered in the extension. Then necessary relations are adjusted to properly connect items in the cart with shipment tables. After the Shipment Date column is defined in the sales_shipment table (to give a self-explanatory label for the column, this part is optional).

<config>
    <table name="sales_shipment_item" group="Sales" label="Shipment Item">
        <pk name="entity_id"/>
        <column name="parent_id" label="Shipment Id"/>
        <column name="order_item_id" label="Order Item Id"/>
    </table>

    <relation name="sales_order_item-sales_shipment_item" type="11">
        <leftTable>sales_order_item</leftTable>
        <rightTable>sales_shipment_item</rightTable>
        <condition>%1.item_id=%2.order_item_id</condition>
    </relation>

    <relation name="sales_shipment-sales_shipment_item" type="11">
        <leftTable>sales_shipment</leftTable>
        <rightTable>sales_shipment_item</rightTable>
        <condition>%1.entity_id=%2.parent_id</condition>
    </relation>

    <table name="sales_shipment" group="Sales" label="Shipment">
        <column name="shipped_at" label="Shipment Date" fields="created_at" type="date"/>
    </table>
</config>

EavTable Config Example

This config defines the EAV entity table and automatically adds columns for all attributes related to this entity. This example includes the primary key field, the foreign key to connect customer_entity table with customer_address_entity table (in this case, another EAV entity), and the column of the type select for Customer Group.
This config is already defined in the extension and given here only as an example.

<config>
    <eavTable name="customer_entity" label="Customers" group="Customers" type="customer">
        <pk name="entity_id" label="Customer ID"/>
        <fk name="default_billing" table="customer_address_entity"/>

        <column name="email" label="Email"/>
        <column name="group_id" 
                label="Group" 
                type="select" 
                options="Mirasvit\Report\Config\Source\Customer\Group"/>
    </eavTable>
</config>

Example for Active Special Price column

This config creates a column that displays active product special prices for the current date. This config can help build the report that displays all products with active special prices.

<config>
    <table name="catalog_product_entity">
        <column name="active_special_price" 
                label="Active Special Price" 
                fields="special_price,special_from_date,special_to_date" 
                type="money" 
                expr="IF(DATE(IFNULL(%2, 0)) &lt; DATE(NOW()) AND DATE(IFNULL(%3, NOW())) &gt;= DATE(NOW()), IFNULL(%1, 0), 0)" />
    </table>
</config>

Quick Access and Sharing

The Advanced Reports extension offers the convenience of accessing report data without the need to log into the admin panel.

Get real-time data that is always up-to-date, share valuable stock information with your vendors, or import report data into Google Sheets using the direct link. Whenever you visit the link, the extension will provide you with the most recent report data.

Once the report is configured, click the Share button to open the configuration popup for Quick Access and Sharing. Ensure that you have saved the report, as the extension generates reports, accessible by quick links, based on the stored report's settings (state).

Choose the desired report format and either copy the link or visit it using the appropriate buttons. Alternatively, you can copy and insert the ready-to-use code into Google Sheets.

If any adjustments need to be made to the report after sharing the direct link, simply modify and save it. The link to the report will remain the same, ensuring that anyone with access to the link will receive the updated report.

To prevent unexpected changes to reports, control who can edit and share reports by utilizing the User Permissions settings.

Access Restrictions

The Advanced Reports extension provides the ability to configure Access Restrictions for admin users using Magento ACL.

Access to each report created in the extension can be restricted separately, even for custom reports.
You can also define who will be able to edit and share reports as well as restrict access to Config Builder to avoid unexpected reports behavior due to changes in custom configs.

All that can be adjusted in System -> Permissions -> User Roles under the Role Resources tab.

Adding Blocks to the Dashboard

The Advanced Reports extension provides you with the ability to create custom dashboards to display almost any metrics from your store. Create multiple dashboards with different widgets to quickly analyze your store activity like sales, customer activities, marketing efficiency, etc.
Create as many boards as you want and add as many widgets as you'd like to each board.

Dashboards can be private (only the user that created the board will be able to see it) or public (all admin users will be able to access them). You can also enable the quick access to dashboards so you can access them without logging into the admin panel of your store.

Interface

The interface of each dashboard contains 2 main sections: 1 Toolbar - the section where all control elements are placed. In the view mode the extension has the following control elements:

• Menu - navigation between boards
• Date Filter - select the date range that will be used for filtering data in the dashboard. Widgets can have their own date ranges. In this case, the Date Filter will not affect such widgets. More information about custom date ranges for widgets can be found here
• Share - enable/disable quick access to the current board
• Customize - switch board mode between View and Configure modes 2 Dashboard - the board where all widgets are displayed

Configuring Boards

To edit the current board or create a new one press the Customize button in the toolbar. The board will be switched to the Configure mode.

After switching the board to the Configure mode the additional control elements in the Toolbar will appear:

• Add New Widget - add widget to the current board
• Edit Board - change the general settings of the board
• Save Changes - save the dashboard after configuring it
• Reset Changes - reset the board to the previously saved version
• Refresh - refresh the data in the board

Also in the Configure mode each widget can be adjusted. More information about adjusting widgets is described in the Widgets Settings section

To create a new board open the Menu in the toolbar and click on the Add New Board option. After that, the popup will appear when you can set the main board information:

• Title - the name of the current board
• Type - defines the access scope for the current board - Private or Public
• Is Default - defines whether the current board should be displayed by default or not

These settings can be changed later by clicking the Edit Board button in the Toolbar.

After creating the board you can proceed with adding widgets to that board.

Configuring Widgets

To add a widget into the board press the Add New Widget button. The extension will show a pop-up where you'll be able to choose one of the widgets from the extension's widgets library or create an empty widget and configure it from scratch.

After adding a new widget you can adjust it even if the widget is added from the widgets library.

To change the place where the widget should be placed press on the icon in the right top corner of the widget, drag the widget and drop it in the place instead of the board field where you'd like for this widget to be placed in.
To adjust the size of the widget press on the bottom right corner of the widget and drag the cursor to change the size of the widget.

To configure the widget press the gear icon in the right top corner of the widget. The Widget Editor will appear.

The Widget Editor has 2 sections - Widget Settings to configure the widget and Preview to check how the data in the widget will be displayed before saving the widget.

the Widget Settings section has the following inner sections:

1. General - main configurations of the widget. This section has the following settings:
   • Title - the name of the widget
   • Description - widget's description
   • Type - defines how the data in the widget should be displayed.
2. Time Range - date filter settings for the widget. This section has only one setting - Override dashboard time. When this setting is enabled the widget will use its own date range to filter the data. You'll be able to choose one of predefined date ranges from the Range dropdown.
3. Widget's content settings this section depends on the Type of the widget and has different setting options correspondingly:
   • Single Value - shows the single value in the widget This type has 3 settings:
     • Metric - choose the column for which the data in the widget should be displayed
     • Spark Line - show/hide the sparkline representing changes of the value from the column selected in the Metric setting during the time range applicable for current widget
     • Comparison - choose the period for which the widget should display the value for the same metric to compare it with the current value
   • Table - displays the table with values according to the configurations (similar to how the reports are displayed) This type has 4 settings similar to settings in reports configurations:
     • Dimensions - set the dimensions for the table
     • Columns - select fields that should be displayed in the report
     • Sorting - select the column for the report to be sorted by and the sorting direction. Options depend on the fields selected in the Dimensions and Columns settings
     • Rows Limit - set the limit for the number of rows to be displayed in the table
   • Chart - displays the data in the widget as a chart This type has 3 settings:
     • Dimension - defines the horizontal axe in the chart
     • Columns - defines the fields data that should be used in the chart
     • Comparison - defines the period in which the current data in the chart should be compared
4. Filters - configure fields and conditions by which the data in the widget should be filtered. Similar to the Filters settings in reports configurations

After configuring the widget press the Apply button to apply the widget settings' changes.

After adding and configuring all widgets to the board press the Save Board button in the Toolbar and click the Customize button to exit the Configure mode.

Sharing Boards

Get quick access to the board without necessity to log into the admin panel by enabling sharing the dashboard.

To enable sharing dashboard click the Share button in the toolbar. The pop-up will appear where you can enable sharing the dashboard.
After sharing for the dashboard is enabled the pop-up will show the quick access link and QR code by which you can access the current dashboard on any device.

Share the link to the dashboard or QR code with your colleagues so they'll be able to access the dashboard and see all the metrics in it at any time.

Adding Blocks to the Dashboard

The Advanced Reports extension provides you with the ability to create custom dashboards to display almost any metrics from your store. Create multiple dashboards with different widgets to quickly analyze your store activity like sales, customer activities, marketing efficiency, etc.
Create as many boards as you want and add as many widgets as you'd like to each board.

Dashboards can be private (only the user that created the board will be able to see it) or public (all admin users will be able to access them). You can also enable the quick access to dashboards so you can access them without logging into the admin panel of your store.

Interface

The interface of each dashboard contains 2 main sections: 1 Toolbar - the section where all control elements are placed. In the view mode the extension has the following control elements:

• Menu - navigation between boards
• Date Filter - select the date range that will be used for filtering data in the dashboard. Widgets can have their own date ranges. In this case, the Date Filter will not affect such widgets. More information about custom date ranges for widgets can be found here
• Share - enable/disable quick access to the current board
• Customize - switch board mode between View and Configure modes 2 Dashboard - the board where all widgets are displayed

Configuring Boards

To edit the current board or create a new one press the Customize button in the toolbar. The board will be switched to the Configure mode.

After switching the board to the Configure mode the additional control elements in the Toolbar will appear:

• Add New Widget - add widget to the current board
• Edit Board - change the general settings of the board
• Save Changes - save the dashboard after configuring it
• Reset Changes - reset the board to the previously saved version
• Refresh - refresh the data in the board

Also in the Configure mode each widget can be adjusted. More information about adjusting widgets is described in the Widgets Settings section

To create a new board open the Menu in the toolbar and click on the Add New Board option. After that, the popup will appear when you can set the main board information:

• Title - the name of the current board
• Type - defines the access scope for the current board - Private or Public
• Is Default - defines whether the current board should be displayed by default or not

These settings can be changed later by clicking the Edit Board button in the Toolbar.

After creating the board you can proceed with adding widgets to that board.

Configuring Widgets

To add a widget into the board press the Add New Widget button. The extension will show a pop-up where you'll be able to choose one of the widgets from the extension's widgets library or create an empty widget and configure it from scratch.

After adding a new widget you can adjust it even if the widget is added from the widgets library.

To change the place where the widget should be placed press on the icon in the right top corner of the widget, drag the widget and drop it in the place instead of the board field where you'd like for this widget to be placed in.
To adjust the size of the widget press on the bottom right corner of the widget and drag the cursor to change the size of the widget.

To configure the widget press the gear icon in the right top corner of the widget. The Widget Editor will appear.

The Widget Editor has 2 sections - Widget Settings to configure the widget and Preview to check how the data in the widget will be displayed before saving the widget.

the Widget Settings section has the following inner sections:

1. General - main configurations of the widget. This section has the following settings:
   • Title - the name of the widget
   • Description - widget's description
   • Type - defines how the data in the widget should be displayed.
2. Time Range - date filter settings for the widget. This section has only one setting - Override dashboard time. When this setting is enabled the widget will use its own date range to filter the data. You'll be able to choose one of predefined date ranges from the Range dropdown.
3. Widget's content settings this section depends on the Type of the widget and has different setting options correspondingly:
   • Single Value - shows the single value in the widget This type has 3 settings:
     • Metric - choose the column for which the data in the widget should be displayed
     • Spark Line - show/hide the sparkline representing changes of the value from the column selected in the Metric setting during the time range applicable for current widget
     • Comparison - choose the period for which the widget should display the value for the same metric to compare it with the current value
   • Table - displays the table with values according to the configurations (similar to how the reports are displayed) This type has 4 settings similar to settings in reports configurations:
     • Dimensions - set the dimensions for the table
     • Columns - select fields that should be displayed in the report
     • Sorting - select the column for the report to be sorted by and the sorting direction. Options depend on the fields selected in the Dimensions and Columns settings
     • Rows Limit - set the limit for the number of rows to be displayed in the table
   • Chart - displays the data in the widget as a chart This type has 3 settings:
     • Dimension - defines the horizontal axe in the chart
     • Columns - defines the fields data that should be used in the chart
     • Comparison - defines the period in which the current data in the chart should be compared
4. Filters - configure fields and conditions by which the data in the widget should be filtered. Similar to the Filters settings in reports configurations

After configuring the widget press the Apply button to apply the widget settings' changes.

After adding and configuring all widgets to the board press the Save Board button in the Toolbar and click the Customize button to exit the Configure mode.

Sharing Boards

Get quick access to the board without necessity to log into the admin panel by enabling sharing the dashboard.

To enable sharing dashboard click the Share button in the toolbar. The pop-up will appear where you can enable sharing the dashboard.
After sharing for the dashboard is enabled the pop-up will show the quick access link and QR code by which you can access the current dashboard on any device.

Share the link to the dashboard or QR code with your colleagues so they'll be able to access the dashboard and see all the metrics in it at any time.

Adding Blocks to the Dashboard

The Advanced Reports extension provides you with the ability to create custom dashboards to display almost any metrics from your store. Create multiple dashboards with different widgets to quickly analyze your store activity like sales, customer activities, marketing efficiency, etc.
Create as many boards as you want and add as many widgets as you'd like to each board.

Dashboards can be private (only the user that created the board will be able to see it) or public (all admin users will be able to access them). You can also enable the quick access to dashboards so you can access them without logging into the admin panel of your store.

Interface

The interface of each dashboard contains 2 main sections: 1 Toolbar - the section where all control elements are placed. In the view mode the extension has the following control elements:

• Menu - navigation between boards
• Date Filter - select the date range that will be used for filtering data in the dashboard. Widgets can have their own date ranges. In this case, the Date Filter will not affect such widgets. More information about custom date ranges for widgets can be found here
• Share - enable/disable quick access to the current board
• Customize - switch board mode between View and Configure modes 2 Dashboard - the board where all widgets are displayed

Configuring Boards

To edit the current board or create a new one press the Customize button in the toolbar. The board will be switched to the Configure mode.

After switching the board to the Configure mode the additional control elements in the Toolbar will appear:

• Add New Widget - add widget to the current board
• Edit Board - change the general settings of the board
• Save Changes - save the dashboard after configuring it
• Reset Changes - reset the board to the previously saved version
• Refresh - refresh the data in the board

Also in the Configure mode each widget can be adjusted. More information about adjusting widgets is described in the Widgets Settings section

To create a new board open the Menu in the toolbar and click on the Add New Board option. After that, the popup will appear when you can set the main board information:

• Title - the name of the current board
• Type - defines the access scope for the current board - Private or Public
• Is Default - defines whether the current board should be displayed by default or not

These settings can be changed later by clicking the Edit Board button in the Toolbar.

After creating the board you can proceed with adding widgets to that board.

Configuring Widgets

To add a widget into the board press the Add New Widget button. The extension will show a pop-up where you'll be able to choose one of the widgets from the extension's widgets library or create an empty widget and configure it from scratch.

After adding a new widget you can adjust it even if the widget is added from the widgets library.

To change the place where the widget should be placed press on the icon in the right top corner of the widget, drag the widget and drop it in the place instead of the board field where you'd like for this widget to be placed in.
To adjust the size of the widget press on the bottom right corner of the widget and drag the cursor to change the size of the widget.

To configure the widget press the gear icon in the right top corner of the widget. The Widget Editor will appear.

The Widget Editor has 2 sections - Widget Settings to configure the widget and Preview to check how the data in the widget will be displayed before saving the widget.

the Widget Settings section has the following inner sections:

1. General - main configurations of the widget. This section has the following settings:
   • Title - the name of the widget
   • Description - widget's description
   • Type - defines how the data in the widget should be displayed.
2. Time Range - date filter settings for the widget. This section has only one setting - Override dashboard time. When this setting is enabled the widget will use its own date range to filter the data. You'll be able to choose one of predefined date ranges from the Range dropdown.
3. Widget's content settings this section depends on the Type of the widget and has different setting options correspondingly:
   • Single Value - shows the single value in the widget This type has 3 settings:
     • Metric - choose the column for which the data in the widget should be displayed
     • Spark Line - show/hide the sparkline representing changes of the value from the column selected in the Metric setting during the time range applicable for current widget
     • Comparison - choose the period for which the widget should display the value for the same metric to compare it with the current value
   • Table - displays the table with values according to the configurations (similar to how the reports are displayed) This type has 4 settings similar to settings in reports configurations:
     • Dimensions - set the dimensions for the table
     • Columns - select fields that should be displayed in the report
     • Sorting - select the column for the report to be sorted by and the sorting direction. Options depend on the fields selected in the Dimensions and Columns settings
     • Rows Limit - set the limit for the number of rows to be displayed in the table
   • Chart - displays the data in the widget as a chart This type has 3 settings:
     • Dimension - defines the horizontal axe in the chart
     • Columns - defines the fields data that should be used in the chart
     • Comparison - defines the period in which the current data in the chart should be compared
4. Filters - configure fields and conditions by which the data in the widget should be filtered. Similar to the Filters settings in reports configurations

After configuring the widget press the Apply button to apply the widget settings' changes.

After adding and configuring all widgets to the board press the Save Board button in the Toolbar and click the Customize button to exit the Configure mode.

Sharing Boards

Get quick access to the board without necessity to log into the admin panel by enabling sharing the dashboard.

To enable sharing dashboard click the Share button in the toolbar. The pop-up will appear where you can enable sharing the dashboard.
After sharing for the dashboard is enabled the pop-up will show the quick access link and QR code by which you can access the current dashboard on any device.

Share the link to the dashboard or QR code with your colleagues so they'll be able to access the dashboard and see all the metrics in it at any time.

Adding Blocks to the Dashboard

The Advanced Reports extension provides you with the ability to create custom dashboards to display almost any metrics from your store. Create multiple dashboards with different widgets to quickly analyze your store activity like sales, customer activities, marketing efficiency, etc.
Create as many boards as you want and add as many widgets as you'd like to each board.

Dashboards can be private (only the user that created the board will be able to see it) or public (all admin users will be able to access them). You can also enable the quick access to dashboards so you can access them without logging into the admin panel of your store.

Interface

The interface of each dashboard contains 2 main sections: 1 Toolbar - the section where all control elements are placed. In the view mode the extension has the following control elements:

• Menu - navigation between boards
• Date Filter - select the date range that will be used for filtering data in the dashboard. Widgets can have their own date ranges. In this case, the Date Filter will not affect such widgets. More information about custom date ranges for widgets can be found here
• Share - enable/disable quick access to the current board
• Customize - switch board mode between View and Configure modes 2 Dashboard - the board where all widgets are displayed

Configuring Boards

To edit the current board or create a new one press the Customize button in the toolbar. The board will be switched to the Configure mode.

After switching the board to the Configure mode the additional control elements in the Toolbar will appear:

• Add New Widget - add widget to the current board
• Edit Board - change the general settings of the board
• Save Changes - save the dashboard after configuring it
• Reset Changes - reset the board to the previously saved version
• Refresh - refresh the data in the board

Also in the Configure mode each widget can be adjusted. More information about adjusting widgets is described in the Widgets Settings section

To create a new board open the Menu in the toolbar and click on the Add New Board option. After that, the popup will appear when you can set the main board information:

• Title - the name of the current board
• Type - defines the access scope for the current board - Private or Public
• Is Default - defines whether the current board should be displayed by default or not

These settings can be changed later by clicking the Edit Board button in the Toolbar.

After creating the board you can proceed with adding widgets to that board.

Configuring Widgets

To add a widget into the board press the Add New Widget button. The extension will show a pop-up where you'll be able to choose one of the widgets from the extension's widgets library or create an empty widget and configure it from scratch.

After adding a new widget you can adjust it even if the widget is added from the widgets library.

To change the place where the widget should be placed press on the icon in the right top corner of the widget, drag the widget and drop it in the place instead of the board field where you'd like for this widget to be placed in.
To adjust the size of the widget press on the bottom right corner of the widget and drag the cursor to change the size of the widget.

To configure the widget press the gear icon in the right top corner of the widget. The Widget Editor will appear.

The Widget Editor has 2 sections - Widget Settings to configure the widget and Preview to check how the data in the widget will be displayed before saving the widget.

the Widget Settings section has the following inner sections:

1. General - main configurations of the widget. This section has the following settings:
   • Title - the name of the widget
   • Description - widget's description
   • Type - defines how the data in the widget should be displayed.
2. Time Range - date filter settings for the widget. This section has only one setting - Override dashboard time. When this setting is enabled the widget will use its own date range to filter the data. You'll be able to choose one of predefined date ranges from the Range dropdown.
3. Widget's content settings this section depends on the Type of the widget and has different setting options correspondingly:
   • Single Value - shows the single value in the widget This type has 3 settings:
     • Metric - choose the column for which the data in the widget should be displayed
     • Spark Line - show/hide the sparkline representing changes of the value from the column selected in the Metric setting during the time range applicable for current widget
     • Comparison - choose the period for which the widget should display the value for the same metric to compare it with the current value
   • Table - displays the table with values according to the configurations (similar to how the reports are displayed) This type has 4 settings similar to settings in reports configurations:
     • Dimensions - set the dimensions for the table
     • Columns - select fields that should be displayed in the report
     • Sorting - select the column for the report to be sorted by and the sorting direction. Options depend on the fields selected in the Dimensions and Columns settings
     • Rows Limit - set the limit for the number of rows to be displayed in the table
   • Chart - displays the data in the widget as a chart This type has 3 settings:
     • Dimension - defines the horizontal axe in the chart
     • Columns - defines the fields data that should be used in the chart
     • Comparison - defines the period in which the current data in the chart should be compared
4. Filters - configure fields and conditions by which the data in the widget should be filtered. Similar to the Filters settings in reports configurations

After configuring the widget press the Apply button to apply the widget settings' changes.

After adding and configuring all widgets to the board press the Save Board button in the Toolbar and click the Customize button to exit the Configure mode.

Sharing Boards

Get quick access to the board without necessity to log into the admin panel by enabling sharing the dashboard.

To enable sharing dashboard click the Share button in the toolbar. The pop-up will appear where you can enable sharing the dashboard.
After sharing for the dashboard is enabled the pop-up will show the quick access link and QR code by which you can access the current dashboard on any device.

Share the link to the dashboard or QR code with your colleagues so they'll be able to access the dashboard and see all the metrics in it at any time.

Adding Blocks to the Dashboard

The Advanced Reports extension provides you with the ability to create custom dashboards to display almost any metrics from your store. Create multiple dashboards with different widgets to quickly analyze your store activity like sales, customer activities, marketing efficiency, etc.
Create as many boards as you want and add as many widgets as you'd like to each board.

Dashboards can be private (only the user that created the board will be able to see it) or public (all admin users will be able to access them). You can also enable the quick access to dashboards so you can access them without logging into the admin panel of your store.

Interface

The interface of each dashboard contains 2 main sections: 1 Toolbar - the section where all control elements are placed. In the view mode the extension has the following control elements:

• Menu - navigation between boards
• Date Filter - select the date range that will be used for filtering data in the dashboard. Widgets can have their own date ranges. In this case, the Date Filter will not affect such widgets. More information about custom date ranges for widgets can be found here
• Share - enable/disable quick access to the current board
• Customize - switch board mode between View and Configure modes 2 Dashboard - the board where all widgets are displayed

Configuring Boards

To edit the current board or create a new one press the Customize button in the toolbar. The board will be switched to the Configure mode.

After switching the board to the Configure mode the additional control elements in the Toolbar will appear:

• Add New Widget - add widget to the current board
• Edit Board - change the general settings of the board
• Save Changes - save the dashboard after configuring it
• Reset Changes - reset the board to the previously saved version
• Refresh - refresh the data in the board

Also in the Configure mode each widget can be adjusted. More information about adjusting widgets is described in the Widgets Settings section

To create a new board open the Menu in the toolbar and click on the Add New Board option. After that, the popup will appear when you can set the main board information:

• Title - the name of the current board
• Type - defines the access scope for the current board - Private or Public
• Is Default - defines whether the current board should be displayed by default or not

These settings can be changed later by clicking the Edit Board button in the Toolbar.

After creating the board you can proceed with adding widgets to that board.

Configuring Widgets

To add a widget into the board press the Add New Widget button. The extension will show a pop-up where you'll be able to choose one of the widgets from the extension's widgets library or create an empty widget and configure it from scratch.

After adding a new widget you can adjust it even if the widget is added from the widgets library.

To change the place where the widget should be placed press on the icon in the right top corner of the widget, drag the widget and drop it in the place instead of the board field where you'd like for this widget to be placed in.
To adjust the size of the widget press on the bottom right corner of the widget and drag the cursor to change the size of the widget.

To configure the widget press the gear icon in the right top corner of the widget. The Widget Editor will appear.

The Widget Editor has 2 sections - Widget Settings to configure the widget and Preview to check how the data in the widget will be displayed before saving the widget.

the Widget Settings section has the following inner sections:

1. General - main configurations of the widget. This section has the following settings:
   • Title - the name of the widget
   • Description - widget's description
   • Type - defines how the data in the widget should be displayed.
2. Time Range - date filter settings for the widget. This section has only one setting - Override dashboard time. When this setting is enabled the widget will use its own date range to filter the data. You'll be able to choose one of predefined date ranges from the Range dropdown.
3. Widget's content settings this section depends on the Type of the widget and has different setting options correspondingly:
   • Single Value - shows the single value in the widget This type has 3 settings:
     • Metric - choose the column for which the data in the widget should be displayed
     • Spark Line - show/hide the sparkline representing changes of the value from the column selected in the Metric setting during the time range applicable for current widget
     • Comparison - choose the period for which the widget should display the value for the same metric to compare it with the current value
   • Table - displays the table with values according to the configurations (similar to how the reports are displayed) This type has 4 settings similar to settings in reports configurations:
     • Dimensions - set the dimensions for the table
     • Columns - select fields that should be displayed in the report
     • Sorting - select the column for the report to be sorted by and the sorting direction. Options depend on the fields selected in the Dimensions and Columns settings
     • Rows Limit - set the limit for the number of rows to be displayed in the table
   • Chart - displays the data in the widget as a chart This type has 3 settings:
     • Dimension - defines the horizontal axe in the chart
     • Columns - defines the fields data that should be used in the chart
     • Comparison - defines the period in which the current data in the chart should be compared
4. Filters - configure fields and conditions by which the data in the widget should be filtered. Similar to the Filters settings in reports configurations

After configuring the widget press the Apply button to apply the widget settings' changes.

After adding and configuring all widgets to the board press the Save Board button in the Toolbar and click the Customize button to exit the Configure mode.

Sharing Boards

Get quick access to the board without necessity to log into the admin panel by enabling sharing the dashboard.

To enable sharing dashboard click the Share button in the toolbar. The pop-up will appear where you can enable sharing the dashboard.
After sharing for the dashboard is enabled the pop-up will show the quick access link and QR code by which you can access the current dashboard on any device.

Share the link to the dashboard or QR code with your colleagues so they'll be able to access the dashboard and see all the metrics in it at any time.

Email Notifications

Our Advanced Reports extension allows you to create rich reports and send them via email as annual documents.

You can create such an email-based report from Reports -> Advanced Reports -> Email Notifications.

How to Create Email Notification

Jump to Reports -> Advanced Reports -> Email Notifications and press theAdd New Email button.

You will be led to the Email Report creation page, which is divided into two subsections:

General information contains basic information about the sending of Email Report:

• Title - an internal title of an Email Report.
• Status - whether the Email Notification is active and should be sent.
• Subject - a topic for the email, which encloses your Reports.
• Recipient - comma-separated emails of persons who should receive these Reports.

• Schedule - text-based schedule for sending messages. It uses converted Cron notation.

  A useful manual on it can be found here.

  Example

  Send Email Report at 23:59 every day:

  Enter Text: 23:59 every day

  The real schedule is behind it: 59 23 * * *

Body contains one or more rows, each containing a block with extracted and processed data about your store's work.

Each row has the following parameters:

• Block - this is the name given to the Report or Dashboard block which contains data collection.
• Date Interval - you can use this field to override the default block data range and force the collection of data for a certain period. Leave empty if you need to insert a report or a block.
• Rows limit - limits records that are processed while collecting data. It is used primarily to resolve performance issues (for example, having too much data to process at once can make emails get stuck while sending). Leave this section empty to process all data

The body can contain any number of Reports or Dashboard blocks. Therefore, you can automate your reports in a single email.

Command Line Interface

Usage: php -f bin/magento [options]

• mirasvit:report:export [options] - export report.
  The extension will generate a file with the report under the [root_store_path]/var/export folder.
  The name of the file with the report will have the following format: report_[identifier]_[interval]_[export-date]_[export-time].[type].

  • Main options:

    • --identifier order_plain - export report with the identifier order_plain. This option is required.
    • --type csv - export the report as a CSV file. The allowed file types are - csv, xml. This option is required.

    • --interval last30Days - export the report for the last 30 days. This parameter is optional. If omitted, the lifetime report will be generated. With the custom interval code, you can specify the custom interval for a report using additional options:

      • --from - start date of the report. If omitted, the extension will use the earliest date.
      • --to - end date of the report. If omitted, the extension will use current date.

      Values for both options should be in the next format - YYYY-MM-dd (for example, 2020-02-10). If both options are omitted, the lifetime report will be generated.

  • Additional (informational) options:
    • --report-list - the list of all available reports (identifier - report name).
    • --interval-list - the list of all available date intervals (code - description).

Troubleshoot

This section describes the most common problems that customers report and how they can be resolved:

• I do not want the Advanced Dashboard to be the default startup page
• No valid keys error
• How can I translate columns' labels
• My state, province or other location is not highlighted on a map in the Sales by Geo-data report

I do not want the Advanced Dashboard to be the default startup page

After installing the module, the Advanced Dashboard page will become a default startup page at the admin panel area.

Solution:

You need to change the startup page in the admin panel settings.
For this, navigate to the Stores > Settings > Configuration > Advanced > Admin and change the startup page. For more information, please refer to the official Magento documentation.

No valid keys error

The error No valid keys may appear in the logs or the cron_schedule table as a message for the job_code reports_postcode_update.
Our module, Mirasvit Reports, uses the Google Maps API to download detailed information about the postcodes specified in the orders, so as to make it possible to view the "Sales by Geo-data" report.
This process is executed once each hour and only by cron (in the background).

To access the Google Maps API, we provide keys with the extension. The keys have a daily quote, and once the quote has expired, our module shows this message. This ensures that it does not make an error, but simply reports that today's quote for the keys has expired and will be restored tomorrow.
So you can ignore this error.

How can I translate columns' labels?

The columns' titles are created dynamically, based on the name of the table's field in your database. To translate them, you need to use the column name:
"Orders","Orders"

Some of the names do not contain the "Total" or "Average" keywords, so you should translate them without "Total" or "Average" keywords (columns with aggregator sum and avg correspondingly).
To translate "Total" and "Average" keywords, you can use the following strings:
"Average %1", "Average %1"
"Total %1", "Total %1"

My state, province or other location is not highlighted on a map in the Sales by Geo-data report

In some cases, a row showing a particular country's state (province or other regional district) is displayed in a report grid. However, the corresponding part of the map is not highlighted.

Solution:

In its documentation, Google states that a region code should be written in uppercase ISO-3166-2 compliant format. For example, for Germany, to highlight the state, we can use either its Subdivision Name (Bayern) or a corresponding Code (DE-BY).

For states, our module uses the subdivision names. However, the practice shows that not all correctly formed subdivision names are always visible on a map. If that is true to you, you need to use the appropriate Code instead.

To change the subdivision name to code, you can use the Magento translation mechanism. You can place the string below to your theme's translation file (in admin panel):
"Bayern", "DE-BY"

Then clean the translation cache php bin/magento cache:clean translate and refresh it.

How to upgrade the extension

To upgrade the extension, take the following steps:

1. Back up your store's database and web directory.
2. Log in to your server's SSH console and navigate to the root directory of the Magento 2 store.
3. Update the current extension with all its dependencies:

       composer require mirasvit/module-reports:* --update-with-dependencies

   Note

   In some cases, the command above may not be applicable, or you might not be able to update just the current module, and need to upgrade all the Mirasvit modules in a bundle. In this case, the command above will be of no effect.
   
   Instead, run the composer update mirasvit/* command. It will update all Mirasvit modules installed in your store.
   
   

4. Update the extension:

       php -f bin/magento setup:upgrade

5. Clean the cache

       php -f bin/magento cache:clean

6. Deploy static view files

       rm -rf pub/static/*     
       rm -rf var/view_preprocessed/*  
       php -f bin/magento setup:static-content:deploy

Disabling Extension

Temporarily Disable

To temporarily disable the extension, please take the following steps:

1. Log in to your server's SSH console and navigate to the root directory of the Magento 2 store.
2. Disable the extension:

       php  -f  bin/magento  module:disable  Mirasvit_Report  Mirasvit_Reports  Mirasvit_Dashboard

   Note

   Always be sure to check when the other Mirasvit modules can build reports. If you have such modules, please use this command:

       php  -f  bin/magento  module:disable  Mirasvit_Reports  Mirasvit_Dashboard

3. Log in to the Magento backend and refresh the store's cache (if enabled).

Extension Removal

To uninstall the extension, please take the following steps:

1. Log in to your server's SSH console and navigate to the root directory of the Magento 2 store.
2. Remove the extension:

       composer remove mirasvit/module-reports

3. Log in to the Magento backend and refresh the store's cache (if enabled).

Change Log

1.5.8

(2024-04-09)

Fixed

• Fixed the issue with some incorrect data for children products in the Product Performance report

1.5.7

(2024-03-01)

Improvements

• Product Image column
• Ability to duplicate dashboards (Mirasvit_Dashboard)

1.5.6

(2024-01-08)

Improvements

• New widget type in dashboard - HTML

1.5.5

(2023-12-04)

Improvements

• Ability to enable/disable group reports data by dimension columns

1.5.4

(2023-11-27)

Features

• Sharing and Quick Access for reports

1.5.3

(2023-09-28)

Fixed

• Issue with ACL for reports (Magento >= 2.4.5)

1.5.2

(2023-07-12)

Fixed

• Fixed the issue with child products of a bundle product displays values (price, total) from parent product (bundle product with static price)

1.5.1

(2023-02-10)

Improvements

• Reports cron performance improved

1.5.0

(2023-02-08)

Fixed

• Fixed the issue with error while executing the command 'bin/magento mirasvit:reports:cron' (PHP8.1)

1.4.9

(2023-01-24)

Improvements

• ACL for reports

Fixed

• csp_whitelist.xml updated

1.4.8

(2022-12-28)

Fixed

• Fixed the issue with incorrect data in some custom fields (related to configurable products)

1.4.7

(2022-11-24)

Fixed

• Fixed the issue with incorrect values in product performance report (configurable products, orders from admin panel)

1.4.6

(2022-09-02)

Fixed

• Map chart on the report Sales by Geo-data

1.4.5

(2022-09-02)

Fixed

• Fixed the issue with the map not displayes in the Sales by Geo-data report
• Console command return value

1.4.4

(2022-06-22)

Fixed

• PHP8.1 compatibility

1.4.3

(2022-06-20)

Improvements

• remove db_schema_whitelist.json

1.4.2

(2022-06-13)

Fixed

• Fixed the issue with the report 'Report by Cart Price Rules'

1.4.1

(2022-05-10)

Improvements

• switch to declarative schema

1.3.41

(2022-01-26)

Fixed

• PHP8.1 compatibility

1.3.40

(2021-01-23)

Improvements

• Doc improvements

1.3.39

(2020-10-23)

Improvements

• Code improvements

1.3.38

(2020-10-15)

Improvements

• Code improvements

1.3.37

(2020-10-07)

Improvements

• Added global filter by order status
• added column aggregators description

1.3.36

(2020-08-13)

Fixed

• Magento 2.4.0 compatibility

  ---

1.3.35

(2020-07-29)

Improvements

• Support of Magento 2.4

Fixed

• Test for reports with filters in email notifications

1.3.34

(2020-05-28)

Improvement

• Was changed menu structure according to the Magento development guidelines

1.3.33

(2020-04-06)

Fixed

• Issue with attachments in the Email Notifications for Magento 2.2.7 and older

1.3.32

(2020-03-03)

Improvements

• Code improvements

1.3.31

(2019-04-04)

Improvements

• GEO Chart

1.3.30

(2019-03-01)

Improvements

• Minor changes

1.3.29

(2019-01-25)

Improvements

• Sales Order Item Strategy

1.3.27

(2018-12-20)

Fixed

• Email Reports

1.3.25

(2018-11-29)

Improvements

• Major changes in UI

Fixed

• Compatibility with Magento 2.3

1.3.24

(2018-10-26)

Fixed

• 'This report no longer exists' error after saving report settings

1.3.23

(2018-10-12)

Fixed

• Sales by attribute shows zero totals for some attributes

Documentation

• new table attribute 'group'

1.3.22

(2018-10-02)

Fixed

• Catalog Attribute report shows wrong values (affects since 1.3.21)

1.3.21

(2018-09-28)

Fixed

• Sales by Attribute report shows 0 for simple items grouped by configurable attributes
• Do not display 'View Customer' action in Abandoned Carts report for records without registered customer

1.3.20

(2018-09-17)

Fixed

• Abandoned Products report does not properly show data

1.3.19

(2018-09-04)

Improvements

• Add order increment IDs column to product detailed report
• Add Order Payment columns to Sales Overview report

Fixed

• Show number of unknown postcodes in community edition
• Correct link to mst_report.xml schema validation file

Documentation

• How to create Low Stock report, widget and email notification

1.3.18

(2018-08-13)

Improvements

• Add order items columns to Product Performance report
• Use shipping address state for Geo report as the fallback, if state has not been downloaded

Documentation

• Troubleshoot for case when region part is not highlighted on a map in the Sales by Geo-data report

1.3.17

(2018-08-10)

Improvements

• Do not log 'No valid keys' error
• Use free daily quote instead of keys for downloading info about unknown postcodes

Documentation

• How to build table relationship using Config Builder tool
• How to translate column's names

1.3.16

(2018-08-03)

Improvements

• Add Order Item columns to Sales reports

Documentation

• No valid keys troubleshoot

1.3.15

(2018-07-27)

Fixed

• Product Performance detailed report does not filter by selected product

1.3.14

(2018-07-24)

Fixed

• Update API codes for fetching geodata and update unknown post codes

1.3.13

(2018-07-19)

Improvements

• Add customer group filter to Product Performance report

Fixed

• Report emails sent multiple times

1.3.12

(2018-07-13)

Fixed

• Report New vs Returning Customers: treat guest customers as new

Documentation

• Change admin panel startup page

1.3.11

(2018-07-02)

Improvements

• Add order status filter to Sales by Category and Sales by Attribute reports

1.3.10

(2018-06-21)

Fixed

• Correctly display 'Total Cost' value at Product Performance report

1.3.9

(2018-06-19)

Fixed

• Report Sales by Geo-data is not filtered by date

1.3.8

(2018-06-19)

Improvements

• ACL permissions for report settings

1.3.7

(2018-06-06)

Improvements

• Add Payment Method filter to Sales Overview report

Documentation

• Information about totals in custom reports
• How to add attribute column to custom report with Report Builder

1.3.6

(2018-06-04)

Fixed

• Issue with Total Cost
• Issue with filtration by store view
• Postcodes

1.3.5

(2018-04-25)

Improvements

• Additional columns for Sales Overview and Sales by Attribute reports

1.3.4

(2018-04-17)

Fixed

• Error displaying abandoned cart detailed report

1.3.3

(2018-04-17)

Fixed

• Error during compilation: remove extra dependency
• Compatibility with Magento 2.1

1.3.2

(2018-04-05)

Fixed

• Detailed product report opened from Product Performance report does not display information for specific product

1.3.1

(2018-02-16)

Features

• Report Builder

Documentation

• Report Builder documentation

1.3.0

(2018-02-09)

Improvements

• Geo Report

Fixed

• Report Sales By Customer
• Added Managing of Geo Data menu item

1.1.35

(2017-12-07)

Improvements

• Added filters by "Customer Group", "Order Status", "Day of Week of purchase" to "Sales by Attribute" and "Sales by Attribute Set" reports

1.1.34

(2017-12-07)

Fixed

• filters by "Customers > Products" and "Abandoned Carts > Abandoned Products" columns

1.1.33

(2017-12-06)

Fixed

• Filter by "Products" column

1.1.32

(2017-12-04)

Improvements

• Added "Product Total Margin" field

1.1.31

(2017-12-04)

Fixed

• API urls for post codes
• Added "mirasvit:reports:test" console command

1.1.30

(2017-11-13)

Features

• Added "Customers" report

1.1.29

(2017-10-26)

Fixed

• Updated connection for quote tables

Improvements

• Added "Tax Title", "Tax Percent" to Orders report

1.1.28

(2017-10-24)

Features

• Added "Sales by Attribute Set" report

1.1.27

(2017-10-17)

Improvements

• Added column "Gross Margin" to "Product Performance" report

1.1.26

(2017-10-17)

1.1.25

(2017-10-17)

Improvements

• Added column "Invoice ID" to Sales > Orders report
• Added "Grand Total excluding Tax" column to the Sales reports

1.1.24

(2017-10-02)

1.1.23

(2017-09-27)

Fixed

• Compatibility with Magento 2.2

1.1.22

(2017-09-18)

Fixed

• Fix cron error 'undefined property' when executing 'reports_postcode_update' cron job
• Compatibility with Magento 2.2.0rc

1.1.21

(2017-08-22)

Improvements

• Added Transaction ID and Type to Orders report
• Added "customer group" column to Abandoned Cart reports

Fixed

• Fixed the hints for quarters when building a quarterly report.
• Fixed the issue with duplication in "Qty Refunded" column
• Corrected the calculation of the "out of stock estimate" for the case of a negative quantity of product in inventory

1.1.20

(2017-08-07)

Features

• Added "Abandoned Products" report
• Added "Abandoned Prodacts / Detail" report

Improvements

• Added chart to "Product Performance Detail" report

1.1.19

(2017-08-02)

Fixed

• Fixed accounting of "active" abandoned carts

1.1.18

(2017-08-02)

Fixed

• Fixed requirements for compatibility with the mirasvit/module-report

1.1.17

(2017-08-02)

Features

• Added "Abandoned Carts Overview" report
• Added "Abandoned Carts" report

Improvements

• Improved reports menu view

1.1.16

(2017-08-01)

Features

• Added "Sales by Cart Price Rules" report
• Added "Sales by Tax Rates" report

Improvements

• Added ability to view the sold products from "Sales Overview" report

1.1.15

(2017-07-11)

Improvements

• Added column "QTY refunded" to Sales Overview report

1.1.14

(2017-07-11)

Improvements

• Added 2 columns "Out of Stock Estimation Date" and "Stock Qty"

1.1.13

(2017-07-11)

Improvements

• New Charts

1.1.12

(2017-06-27)

Features

• Modified the method of using Google geocoding

1.1.11

(2017-06-21)

Improvements

• Refactoring

1.1.10

(2017-06-15)

Fixed

• Fixed an issue with default filter in "Sales by Attribute" and "Sales by Category" reports

1.1.9

(2017-06-08)

Fixed

• An issue with DaysOfWeek column

1.1.8

(2017-06-07)

Improvements

• Removed global limitation by order status

1.1.7

(2017-05-31)

Fixed

• Issue with duplication at "Product Performance" report

1.1.6

(2017-05-30)

Features

• Added filters to Manage Geo Data Grid

1.1.5

(2017-05-30)

Fixed

• Issue with geo redeclaration default UI

1.1.4

(2017-05-29)

Features

• Added possibility to delete Geo data from admin panel

Fixed

• Fixed an issue of obtaining and duplication of Geo data in different languages

1.1.2

(2017-05-17)

Fixed

• Fixed Email Notification ACL

1.1.1

(2017-05-04)

Fixed

• Fixed the issue with Gross Profit in the case when the cost of product is not defined
• Fixed issue with cron job with Email Notifications

1.1.0

(2017-02-20)

Fixed

• Pool and dateHelper at email notification
• Pool at email notification

1.0.19

(2017-01-09)

Improvements

• Ability to filter by order status
• GEO

1.0.18.1

(2016-12-23)

Fixed

• Fixed an issue with cronjob

1.0.18

(2016-12-22)

Improvements

• Improved geo-data fetching logic

1.0.17

(2016-12-15)

Improvements

• Base geo reports

Fixed

• Fixed an issue with date ranges

1.0.16

(2016-09-20)

1.0.14

(2016-07-28)

Fixed

• Fixed an issue with report Product Performance - Detail

1.0.13

(2016-07-27)

Fixed

• Fixed an issue with wrong product cost calculations

1.0.12

(2016-07-01)

Fixed

• Renamed report.xml to mreport.xml (compatibility with module-support)

1.0.11

(2016-06-24)

Fixed

• Compatibility with Magento 2.1

Documentation

• Updated installation instructions

1.0.9, 1.0.10

(2016-05-31)

Fixed

• Fixed an issue with building reports based on all orders (filteration by status are missed)
• Fixed an issue with wrong requirements

1.0.8

(2016-05-27)

Improvements

• Added ability to filter all reports by store

1.0.7

(2016-05-25)

Fixed

• Fixed permissions issue

1.0.6

(2016-05-19)

Improvements

• Added Products column to Orders report

1.0.5

(2016-04-11)

Improvements

• Integration tests
• Refactoring

Fixed

• Fixed an issue with menu
• Minor fixes
• Fixed an issue with filtration

Documentation

• Updated installation steps

1.0.4

(2016-02-29)

Fixed

• Fixed an issue with wrong requirejs declaration
• Fixed an issue with percent calculation
• Fixed an issue with applying the filters
• Fixed an issue with di compilation
• Removed geo export console command

1.0.3

(2016-02-02)

Improvements

• Update required core version to 1.2