Welcome to the Advanced Reports Guide!

Here you will find everything you need to set up and use Advanced Reports. Whether you are a 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 First, please find your extension in your account in My Downloadable Products section.

Then, start with Installation and Quick Start option. It is best to follow our step-by-step guide in order to configure the best search results.

Go ahead, dive in!

Learn about the initial setup:

• Installation
• Quick Start

Installation

In this article, you will find two possible ways of our extension's installation.

Installation via composer (preferably)

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

1. Backup your store's database and web directory.
2. Login to the SSH console of your server and navigate to the root directory of the Magento 2 store.

3. Copy installation instructions from the page My Downloadable Products to 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 .zip package and copy contents to Magento root directory
3. Login to the SSH console of your server and navigate to the Magento root directory.
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/*     
   rm -rf var/view_preprocessed/*  
   php -f bin/magento setup:static-content:deploy  

Learn about the initial setup:

• Quick Start

Quick Start

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

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)

Reports

The module provides a wide range of reports using various tools to analyze and improve sales:

• Sales Overview

General sales report. It allows you to see the number of orders, quantity of sold products, net sales, grand total, discounts, returns etc.

The report can contain about 40 columns.

You receive daily / weekly / monthly / quarterly / annual reports.

• Orders

The report describes the full information about store orders.

• Sales By Hour

Hourly sales report. You can detect the hours of which personnel of your shop is overloaded to the maximum extent. This will allow you to plan the working hours as well as perform possible updates in your shop.

• Sales by Day of week

Weekly sales report.

• Sales by Customer

The report about customer sale details at your store. Allows to see all required sale information about each customer: amount of orders, refunds, discounts, etc.

• Sales by Customer Group

The sales report generated over different user groups. Using such 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 coupons are the most favorable in terms of sales volume, and which ones should be elaborated in a better way.

• Sales by Cart Price Rules

The report shows the use of cart price rules

• Sales by Tax Rate

The report contains information on the distribution of orders at tax rates

• Sales by Payment Type

The report allows you to define the extent of popularity regarding different payment methods.

• Sales by Geo-data

The report that reflects sales volumes in different countries achieved during definite periods of time.

• Sales by Category

Sales Report by store product categories

• New vs Returning Customers

The report which allows you to make a comparative analysis of new customers (first order) with returning customers (two or more orders) by sales.

• Product Performance

The detailed information about each product sale history: number of orders (%), ordered qty, total amount of incomes, etc

• Sales by Attribute

Sales Report by store product attributes

• Sales by Attribute Set

Sales Report by store product attribute sets

• Customers

The report contains all general information and statistics about registered customers

• 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

List of abandoned carts with information (date of the creating, customer, coupon (if applied), products)

• Abandoned Products

The detailed information about abandoned products. You will be able to identify the most frequently abandoned products

The module allows you to show reports for all websites and separately for each store view.

You can analyze your product sales on the Chart. Add additional columns to compare next values:

• Number of Orders - number of product orders
• Total Qty Ordered - total amount of product orders
• Qty Refunded - total amount of refunded products
• Discount Amount - the amount of the discounts for a certain product
• Shipping Amount - the amount of money paid for Shipping
• Shipping Tax Amount
• Tax Amount - the amount of taxes paid for a certain product
• Tax Refunded
• Total Refunded - the amount of money refunded for a certain product
• Subtotal - the order value without shipping costs and taxes
• Grand Total - total amount of the sales revenue for a selected period
• Total Invoiced
• Total Invoiced Cost
• Gross Margin
• Grand Total by new customers
• Grand Total by returning customers
• Grand Total excl. Tax
• Gross Profit

The extension allows you to show reports for different Store views, vary report period, compare attributes and values.

Interface

Consider generic interface using example of "Sales Overview" report.

• 1: Сalendar for the selection of the reporting period;
• 2: Drop-down with pre-defined time intervals for Calendar (1): Today, Yesterday, This week, Previous week, This month, Previous month, This year, Previous year, Lifetime (minus 10 years from the current moment, plus 10 years to the current moment), Custom (allows to select period manually).
• 3: Currently selected time interval for the report.
• 4, 5 - Drop-down with pre-defined comparison periods, and fields for custom comparison period definition.
• 6: Selects scope of Report - either for All Stores, or only for particular one.

• 7: Defines step size. Report can be dispayed for each Day, Week, Month, Quarter and Year.

• 8: Filters data table with the filter, and correspondingly changes chart display. With these filters you can build a report for individual customer groups or taking into account the selected order statuses.

9: Defines Reports Presets (Time Interval, Columns, Filters). It allows you to save your Report setup, and view it next time with a single click.

10: Add / remove columns to a data table of the Report. Contains only Active columns, so if you wish to add some extended columns - you need to use Settings button first.

11: Export report in CSV or XML format.

12: Defines, which columns are Active (e. q. selectable in Columns for a data table) and available for displaying at the Dashboard. It can dramatically reduce time of report generation by excluding all unnecessary columns.

Settings (12) button brings up a Active Columns selection, where listed all columns, that can be displayed in current Report (including synthetic - e. q. that can be calculated on-the-fly - such as Average Base Discount Amount).

Each row is a column activation definition, and contains:

• Column Name - sensical name of column.
• Column Type - type of column, e. q. numeric, money, text and so on.
• Aggregator Type - used for synthetic columns, and displays, which SQL function is actually used for calculation.

Each selected column is marked by green line, and became available both in Columns (11) popup, and in Dashboard Blocks.

Sales Overview report

General sales report. It allows you to see the number of orders, quantity of sold products, net sales, grand total, discounts, returns etc. You receive daily / weekly / monthly / quarterly / annual reports.

Orders report

Sales by Hour report

Sales by Day of Week report

Sales by Customer report

Sales by Customer Group report

Sales by Coupon report

Sales by Cart Price Rule report

Sales by Tax Rates report

Sales by Payment Type report

Sales by Geo-data report

Sales by Category report

New vs Returning Customers report

Product Performance report

The Product performance report (also called Sales by product or bestsellers) shows the breakdown of total sales of your products during specified time frame, but does not include shipping charges.

Shipping isn't included in this report, because Magento calculates shipping cost for whole order only.

The report displays list of all purchased products during specified time frame.

Sales by Attribute report

Sales by Attribute Set report

Customers report

Abandoned Carts Overview report

Abandoned Carts report

Abandoned Products report

Custom Reports

This section provides few common reports that can be built with the Report Builder tool.

Exact configuration for these reports you can find in our demo.

Low Stock Report

The Magento 2 Low Stock Report contains a list of all products with stock quantity less the minimum level.

Cost of Goods Sold Report

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

Stock Value Report

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

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

Managing Dashboards

Our Advanced Reports extension allows you to have more than one Dashboard, suited for different purposes. They all are located at Dashboard -> Advanced Dashboard section as a part of the menu:

It is divided into three sections:

• Top section allows you quick access to dashboards, that you had created.
• Middle section provides you with basic actions, that can be done on currently opened Dashboard: Edit and Delete.
• Bottom section contains a single action, which allows you to create new Dashboard

Creating New Dashboard

Visit Dashboard -> Advanced Dashboard, open menu and press Add New Board action. You will be brought to the dashboard creation page, which contains the following fields:

• Title - a sensical name of your Dashboard.
• Type - type of your new Dashboard. There are two different types:
  • Private Board will be available only for current user.
  • Shared Board will be available for all backend users, defined in System -> Permissions -> All Users.
• Is Default - whether newly-created Dashboard will be shown immediately after log-in.

• Enable Mobile Access - whether newly-created Dashboard will be accessible in Mobile mode.

  Note

  This mode is very convenient for accessing dashboard data, but has some warranties:
  

  • Dashboard widgets editing mode is disabled.
  • Access to the mobile dashboard is granted according to the URL specified on the page and encrypted in the QR code. We recommend that you use any QR-reader on your mobile device to read such an URL.
  • Dashboard URL itself is highly encoded to limit the ability to remember/copy URLs by an unauthorized person.

  
  Please note that there is no other suitable protection for the mobile dashboard. If you are not sure, do not enable this option.

Press Save to create your new Dashboard.

This will create only a template for a Dashboard. To complete creation, you need to add one or more Blocks to your newly-created Dashboard Panel.

Adding Blocks to Dashboard

After Dashboard is created, you need to add there blocks. Open your newly-created Dashboard, and press View Mode button, which is located in the right end of title ribbon: It will bring you to the Blocks Configuration mode, as shown below:

To add a block, press Add Block button on the title ribbon. It will create an empty block rectangle, as you can see on screenshot above.

This block has four buttons on its bottom pane:

• Move - allows you to move block visually on marked zone. You can also resize block, if you wish - just drag and drop its right-botton corner.
• Settings - allows you to select data, which will be displayed on that block (read more below).
• Refresh - allows you to preview (or refresh) previewed data in Edit Mode.

  Note

  By default, each block is reloaded once a minute to ensure that the dashboard always contains up-to-date data
• Delete - removes block.

You can add to the block either statistical data, or tables. Press Settings button (second on the block button pane), and you will see Metrics Edit Panel:

As you see above, it contains of the following fields:

• General Settings

  • Title - a sensical title for a metric. It will be displayed as title of your block.
  • Description - short description of your block.
  • Block Types - defines view, in which data will be presented. There are three possible values:
    • Single Value - in this mode only first selected data field will be displayed.
    • Table - in this mode multiple fields can be displayed.
    • Chart - in this mode a block will be presented as chart
• Time Range
  • Override Dashboard Time - by enabling this option, you can fix your block on specific period. Otherwise, data on your block will be displayed according to date range, selected for current Dashboard.

    Note

    Blocks with overridden time ranges are marked with special icon at upper-right corner.
  • Range - is a hidden field, which appears only when Override Time mode is used. Allows you to pick up a range, for which block should display data.
  • Compare To - is a hidden field, which appears only when Override Time mode is used. Allows you to pick up a range, which shall be used for comparison.
• Filter - allows you to filter raw data, used by this block, with one or more filters. Read more about it below.

Depending on Block Type parameter, you can also set additional visualization options.

If Block Type is Single Value, then you will see next options:

• Metric - select column that should be used for building the block.
• Spark Line - is the curve line chart, which displays dynamic of selected value by dates. If you had selected Compare To option in
• Comparison - Allows you to pick up a range, which shall be used for comparison.

If Block Type is Table, then will available the next options:

• Dimensions - select column that will be used for group the report.
• Columns - allows you to select, which columns should be displayed
• Sorting - choose sort order
• Rows Limit - allows to set limit for rows.

If Block Type is Chart, then will available the next options:

• Dimension - select column that will be used for group the report.
• Columns - allows you to select, which columns should be displayed
• Comparison - Allows you to pick up a range, which shall be used for comparison.

Selecting Metrics Data

Selection of Metrics data is a little tricky. Field Dimensions and Columns in Metrics Edit Pane contains all available fields in selected category. There are the following Categories:

• Orders - allows you to analyze orders.
• Order Items - allows you to analyze products, that was bought by customers.
• Order Payments - completed payments
• Order Transactions - transactions (e. q. all actions, such as invoicing or shipping), which performed on your orders.
• Taxes - extracted taxes for all actually paid orders
• Order Addresses - addresses, that used as billing or shipping in orders.
• Quotes - quotes, created by customers (includes abandoned).
• Quote Items - products, that customer placed to the quote.
• Invoices - invoices, created for your orders.
• Postcodes - postal codes, used in billing and shipping addresses (used, for example, to determine country ship disperse).
• Customers - your customers.
• Customer Addresses - addresses, that customers are using in their accounts.
• Products - your products.
• Categories - categories, where at least one product is assigned.

Each of this category contains a number of fields. There are four types of them:

• Numerical fields - can be used "as is", for example, IDs. There are two additional subtypes of numerical fields:
  • Total [Field] - calculates total value of the entire column.
  • Average [Field] - calculates average value of the entire column.
• Group of [Field] - non-numerical field, that can be used as filter.

Combine them to create a query, and block will display result, with automatic date clip.

Properly configured, our dashboards should look, as in our demo:

Filtering Data

Each block contains a Filter section, available both at creation stage, and on block editing. It is a table, which contains zero or more conditions, applied to general data. selected at Metrics section.

Each condition is represented by row with the following properties:

• Column - a raw data column, which is used for filtering. It can differ depending on Metrics data, but currently offer only numeric and text columns.
• Operator - is the comparison type. There are the following comparison operators available:
  • Equal To and Not Equal To
  • Greater Than and Lesser Than
  • Equals of Greater Than and Equals of Lesser Than
  • Is One Of and Is Not One Of
• Value - is the value, to which eligible raw data should fit. This field is text-based, so if you wish to use Is One of operator, values shall be comma-separated.
• Action - contains a button for removing condition.

=======

Managing Dashboards

Our Advanced Reports extension allows you to have more than one Dashboard, suited for different purposes. They all are located at Dashboard -> Advanced Dashboard section as a part of the menu:

It is divided into three sections:

• Top section allows you quick access to dashboards, that you had created.
• Middle section provides you with basic actions, that can be done on currently opened Dashboard: Edit and Delete.
• Bottom section contains a single action, which allows you to create new Dashboard

Creating New Dashboard

Visit Dashboard -> Advanced Dashboard, open menu and press Add New Board action. You will be brought to the dashboard creation page, which contains the following fields:

• Title - a sensical name of your Dashboard.
• Type - type of your new Dashboard. There are two different types:
  • Private Board will be available only for current user.
  • Shared Board will be available for all backend users, defined in System -> Permissions -> All Users.
• Is Default - whether newly-created Dashboard will be shown immediately after log-in.

• Enable Mobile Access - whether newly-created Dashboard will be accessible in Mobile mode.

  Note

  This mode is very convenient for accessing dashboard data, but has some warranties:
  

  • Dashboard widgets editing mode is disabled.
  • Access to the mobile dashboard is granted according to the URL specified on the page and encrypted in the QR code. We recommend that you use any QR-reader on your mobile device to read such an URL.
  • Dashboard URL itself is highly encoded to limit the ability to remember/copy URLs by an unauthorized person.

  
  Please note that there is no other suitable protection for the mobile dashboard. If you are not sure, do not enable this option.

Press Save to create your new Dashboard.

This will create only a template for a Dashboard. To complete creation, you need to add one or more Blocks to your newly-created Dashboard Panel.

Adding Blocks to Dashboard

After Dashboard is created, you need to add there blocks. Open your newly-created Dashboard, and press View Mode button, which is located in the right end of title ribbon: It will bring you to the Blocks Configuration mode, as shown below:

To add a block, press Add Block button on the title ribbon. It will create an empty block rectangle, as you can see on screenshot above.

This block has four buttons on its bottom pane:

• Move - allows you to move block visually on marked zone. You can also resize block, if you wish - just drag and drop its right-botton corner.
• Settings - allows you to select data, which will be displayed on that block (read more below).
• Refresh - allows you to preview (or refresh) previewed data in Edit Mode.

  Note

  By default, each block is reloaded once a minute to ensure that the dashboard always contains up-to-date data
• Delete - removes block.

You can add to the block either statistical data, or tables. Press Settings button (second on the block button pane), and you will see Metrics Edit Panel:

As you see above, it contains of the following fields:

• General Settings

  • Title - a sensical title for a metric. It will be displayed as title of your block.
  • Description - short description of your block.
  • Block Types - defines view, in which data will be presented. There are three possible values:
    • Single Value - in this mode only first selected data field will be displayed.
    • Table - in this mode multiple fields can be displayed.
    • Chart - in this mode a block will be presented as chart
• Time Range
  • Override Dashboard Time - by enabling this option, you can fix your block on specific period. Otherwise, data on your block will be displayed according to date range, selected for current Dashboard.

    Note

    Blocks with overridden time ranges are marked with special icon at upper-right corner.
  • Range - is a hidden field, which appears only when Override Time mode is used. Allows you to pick up a range, for which block should display data.
  • Compare To - is a hidden field, which appears only when Override Time mode is used. Allows you to pick up a range, which shall be used for comparison.
• Filter - allows you to filter raw data, used by this block, with one or more filters. Read more about it below.

Depending on Block Type parameter, you can also set additional visualization options.

If Block Type is Single Value, then you will see next options:

• Metric - select column that should be used for building the block.
• Spark Line - is the curve line chart, which displays dynamic of selected value by dates. If you had selected Compare To option in
• Comparison - Allows you to pick up a range, which shall be used for comparison.

If Block Type is Table, then will available the next options:

• Dimensions - select column that will be used for group the report.
• Columns - allows you to select, which columns should be displayed
• Sorting - choose sort order
• Rows Limit - allows to set limit for rows.

If Block Type is Chart, then will available the next options:

• Dimension - select column that will be used for group the report.
• Columns - allows you to select, which columns should be displayed
• Comparison - Allows you to pick up a range, which shall be used for comparison.

Selecting Metrics Data

Selection of Metrics data is a little tricky. Field Dimensions and Columns in Metrics Edit Pane contains all available fields in selected category. There are the following Categories:

• Orders - allows you to analyze orders.
• Order Items - allows you to analyze products, that was bought by customers.
• Order Payments - completed payments
• Order Transactions - transactions (e. q. all actions, such as invoicing or shipping), which performed on your orders.
• Taxes - extracted taxes for all actually paid orders
• Order Addresses - addresses, that used as billing or shipping in orders.
• Quotes - quotes, created by customers (includes abandoned).
• Quote Items - products, that customer placed to the quote.
• Invoices - invoices, created for your orders.
• Postcodes - postal codes, used in billing and shipping addresses (used, for example, to determine country ship disperse).
• Customers - your customers.
• Customer Addresses - addresses, that customers are using in their accounts.
• Products - your products.
• Categories - categories, where at least one product is assigned.

Each of this category contains a number of fields. There are four types of them:

• Numerical fields - can be used "as is", for example, IDs. There are two additional subtypes of numerical fields:
  • Total [Field] - calculates total value of the entire column.
  • Average [Field] - calculates average value of the entire column.
• Group of [Field] - non-numerical field, that can be used as filter.

Combine them to create a query, and block will display result, with automatic date clip.

Properly configured, our dashboards should look, as in our demo:

Filtering Data

Each block contains a Filter section, available both at creation stage, and on block editing. It is a table, which contains zero or more conditions, applied to general data. selected at Metrics section.

Each condition is represented by row with the following properties:

• Column - a raw data column, which is used for filtering. It can differ depending on Metrics data, but currently offer only numeric and text columns.
• Operator - is the comparison type. There are the following comparison operators available:
  • Equal To and Not Equal To
  • Greater Than and Lesser Than
  • Equals of Greater Than and Equals of Lesser Than
  • Is One Of and Is Not One Of
• Value - is the value, to which eligible raw data should fit. This field is text-based, so if you wish to use Is One of operator, values shall be comma-separated.
• Action - contains a button for removing condition.

=======

Adding Blocks to Dashboard

After a Dashboard is created, you need to add blocks there. Open your newly-created Dashboard, and press the View Mode button, which is located in the right end of title ribbon: It will bring you to the Blocks Configuration mode, as shown below:

To add a block, press the Add Block button on the title ribbon. It will create an empty block rectangle, as you can see on the screenshot above.

This block has four buttons on its bottom pane:

• Move - allows you to move a block visually on the marked zone. You can also resize the block if you wish - just drag and drop its right-bottom corner.
• Settings - allows you to select data, which will be displayed on that block (read more below).
• Refresh - allows you to preview (or refresh) previewed data in the Edit Mode.

  Note

  By default, each block is reloaded once a minute to ensure that the dashboard always contains up-to-date data
• Delete - removes block.

You can add to the block, either statistical data or tables. Press Settings button (second on the block button pane), and you will see Metrics Edit Panel:

As you see above, it contains the following fields:

• General Settings
  • Title - a sensical title for a metric. It will be displayed as a title of your block.
  • Description - short description of your block.
• Visualization
  • Renderer - defines a view, in which data will be presented. There are two possible values:
    • Single Value - in this mode, only the first selected data field will be displayed.
    • Table - in this mode multiple fields can be displayed.

      Note

      Renderer also governs Metrics and Reports sections visibility.
• Metrics - defines data, used for calculations in current block. This section is shown when Single Value renderer is selected.
  • Data Source - application, from which data should be extracted. For now, it's only Mirasvit Reports.
  • Data - one or more fields (columns), which should be gathered and displayed. They will be explained below.
• Reports - defines a report, which acts as a base for the current block. This section is shown when the Table renderer is selected.
  • Report - defines, which exactly Advanced shall be used.
  • Columns - allows you to select which columns should be displayed. It does not affect Conditions - since they applied before the block is rendered.

    Note

    In this field can be selected only columns, set as Active in corresponding Report. Read more about it here.
• Time Range
  • Override Dashboard Time - by enabling this option, you can fix your block on a specific period. Otherwise, data on your block will be displayed according to the date range selected for the current Dashboard.

    Note

    Blocks with overridden time ranges are marked with special icon at the upper-right corner.
  • Range - is a hidden field that appears only when Override Time mode is used. It allows you to pick up a range for which block should display data.
  • Compare To - is a hidden field, which appears only when Override Time mode is used. It allows you to pick up a range, which shall be used for comparison.
• Filter - allows you to filter raw data, used by this block, with one or more filters. Read more about it below.

Depending on Renderer parameter, you can also set additional visualization options.

If Renderer is Single Value, two possible visualization option available:

• Gauge - is the speedometer-like arc, which can be used for indicating dangerous levels (for example, refund amount). It has the following additional parameters:
  • Is Active - activates additional Gauge visualization.
  • Min - minimal value (left "green" bound of arc).
  • Max - maximum value (right "red" bound of arc)
• Spark Line - is the curve line chart, which displays the dynamics of the selected value by dates. If you had selected Compare To option in Time Range section, there would be two curve outlines - one for current data, and second for comparison.
  • Is Active - activates additional Spark Line visualization.

Selecting Metrics Data

The selection of Metrics data is a little tricky. Field Data in Metrics Edit Pane contains all available fields in the selected category. There are the following Categories:

• Orders - allows you to analyze orders.
• Order Items - allows you to analyze products that were bought by customers.
• Order Payments - completed payments
• Order Transactions - transactions (e. q. all actions, such as invoicing or shipping), which performed on your orders.
• Taxes - extracted taxes for all actually paid orders
• Order Addresses - addresses that used as billing or shipping in orders.
• Quotes - quotes, created by customers (includes abandoned).
• Quote Items - products that a customer placed to the quote.
• Invoices - invoices, created for your orders.
• Postcodes - postal codes, used in billing and shipping addresses (used, for example, determining country ship disperse).
• Customers - your customers.
• Customer Addresses - addresses, that customers are using in their accounts.
• Products - your products.
• Categories - categories, where at least one product is assigned.

Each this category contains a number of fields. There are four types of them:

• Numerical fields - can be used "as is", for example, IDs. There are two additional subtypes of numerical fields:
  • Total [Field] - calculates total value of the entire column.
  • Average [Field] - calculates the average value of the entire column.
• Group of [Field] - non-numerical field that can be used as a filter.

Combine them to create a query, and the block will display the result with an automatic date clip.

Properly configured, our dashboards should look, as in our demo:

Filtering Data

Each block contains a Filter section, available both at the creation stage and on block editing. It is a table, which contains zero or more conditions applied to general data. selected at Metrics section.

Each condition is represented by row with the following properties:

• Column - a raw data column, which is used for filtering. It can differ depending on Metrics data but currently offer only numeric and text columns.
• Operator - is the comparison type. There are the following comparison operators available:
  • Equal To and Not Equal To
  • Greater Than and Lesser Than
  • Equals of Greater Than and Equals of Lesser Than
  • Is One Of and Is Not One Of
• Value - is the value, to which eligible raw data should fit. This field is text-based, so if you wish to use Is One of operator, values shall be comma-separated.
• Action - contains a button for removing condition.

If Table was used as Renderer (in Visualization section), filter section also will feature three additional fields:

• Sort By - selects, which column shall be used for sorting.
• Sort Direction - defines, whether sorting should be ASC or DESC.
• Limit - defines how many rows should be displayed in the block.

Adding Blocks to Dashboard

After a Dashboard is created, you need to add blocks there. Open your newly-created Dashboard, and press the View Mode button, which is located in the right end of title ribbon: It will bring you to the Blocks Configuration mode, as shown below:

To add a block, press the Add Block button on the title ribbon. It will create an empty block rectangle, as you can see on the screenshot above.

This block has four buttons on its bottom pane:

• Move - allows you to move a block visually on the marked zone. You can also resize the block if you wish - just drag and drop its right-bottom corner.
• Settings - allows you to select data, which will be displayed on that block (read more below).
• Refresh - allows you to preview (or refresh) previewed data in the Edit Mode.

  Note

  By default, each block is reloaded once a minute to ensure that the dashboard always contains up-to-date data
• Delete - removes block.

You can add to the block, either statistical data or tables. Press Settings button (second on the block button pane), and you will see Metrics Edit Panel:

As you see above, it contains the following fields:

• General Settings
  • Title - a sensical title for a metric. It will be displayed as a title of your block.
  • Description - short description of your block.
• Visualization
  • Renderer - defines a view, in which data will be presented. There are two possible values:
    • Single Value - in this mode, only the first selected data field will be displayed.
    • Table - in this mode multiple fields can be displayed.

      Note

      Renderer also governs Metrics and Reports sections visibility.
• Metrics - defines data, used for calculations in current block. This section is shown when Single Value renderer is selected.
  • Data Source - application, from which data should be extracted. For now, it's only Mirasvit Reports.
  • Data - one or more fields (columns), which should be gathered and displayed. They will be explained below.
• Reports - defines a report, which acts as a base for the current block. This section is shown when the Table renderer is selected.
  • Report - defines, which exactly Advanced shall be used.
  • Columns - allows you to select which columns should be displayed. It does not affect Conditions - since they applied before the block is rendered.

    Note

    In this field can be selected only columns, set as Active in corresponding Report. Read more about it here.
• Time Range
  • Override Dashboard Time - by enabling this option, you can fix your block on a specific period. Otherwise, data on your block will be displayed according to the date range selected for the current Dashboard.

    Note

    Blocks with overridden time ranges are marked with special icon at the upper-right corner.
  • Range - is a hidden field that appears only when Override Time mode is used. It allows you to pick up a range for which block should display data.
  • Compare To - is a hidden field, which appears only when Override Time mode is used. It allows you to pick up a range, which shall be used for comparison.
• Filter - allows you to filter raw data, used by this block, with one or more filters. Read more about it below.

Depending on Renderer parameter, you can also set additional visualization options.

If Renderer is Single Value, two possible visualization option available:

• Gauge - is the speedometer-like arc, which can be used for indicating dangerous levels (for example, refund amount). It has the following additional parameters:
  • Is Active - activates additional Gauge visualization.
  • Min - minimal value (left "green" bound of arc).
  • Max - maximum value (right "red" bound of arc)
• Spark Line - is the curve line chart, which displays the dynamics of the selected value by dates. If you had selected Compare To option in Time Range section, there would be two curve outlines - one for current data, and second for comparison.
  • Is Active - activates additional Spark Line visualization.

Selecting Metrics Data

The selection of Metrics data is a little tricky. Field Data in Metrics Edit Pane contains all available fields in the selected category. There are the following Categories:

• Orders - allows you to analyze orders.
• Order Items - allows you to analyze products that were bought by customers.
• Order Payments - completed payments
• Order Transactions - transactions (e. q. all actions, such as invoicing or shipping), which performed on your orders.
• Taxes - extracted taxes for all actually paid orders
• Order Addresses - addresses that used as billing or shipping in orders.
• Quotes - quotes, created by customers (includes abandoned).
• Quote Items - products that a customer placed to the quote.
• Invoices - invoices, created for your orders.
• Postcodes - postal codes, used in billing and shipping addresses (used, for example, determining country ship disperse).
• Customers - your customers.
• Customer Addresses - addresses, that customers are using in their accounts.
• Products - your products.
• Categories - categories, where at least one product is assigned.

Each this category contains a number of fields. There are four types of them:

• Numerical fields - can be used "as is", for example, IDs. There are two additional subtypes of numerical fields:
  • Total [Field] - calculates total value of the entire column.
  • Average [Field] - calculates the average value of the entire column.
• Group of [Field] - non-numerical field that can be used as a filter.

Combine them to create a query, and the block will display the result with an automatic date clip.

Properly configured, our dashboards should look, as in our demo:

Filtering Data

Each block contains a Filter section, available both at the creation stage and on block editing. It is a table, which contains zero or more conditions applied to general data. selected at Metrics section.

Each condition is represented by row with the following properties:

• Column - a raw data column, which is used for filtering. It can differ depending on Metrics data but currently offer only numeric and text columns.
• Operator - is the comparison type. There are the following comparison operators available:
  • Equal To and Not Equal To
  • Greater Than and Lesser Than
  • Equals of Greater Than and Equals of Lesser Than
  • Is One Of and Is Not One Of
• Value - is the value, to which eligible raw data should fit. This field is text-based, so if you wish to use Is One of operator, values shall be comma-separated.
• Action - contains a button for removing condition.

If Table was used as Renderer (in Visualization section), filter section also will feature three additional fields:

• Sort By - selects, which column shall be used for sorting.
• Sort Direction - defines, whether sorting should be ASC or DESC.
• Limit - defines how many rows should be displayed in the block.

Adding Blocks to Dashboard

After a Dashboard is created, you need to add blocks there. Open your newly-created Dashboard, and press the View Mode button, which is located in the right end of title ribbon: It will bring you to the Blocks Configuration mode, as shown below:

To add a block, press the Add Block button on the title ribbon. It will create an empty block rectangle, as you can see on the screenshot above.

This block has four buttons on its bottom pane:

• Move - allows you to move a block visually on the marked zone. You can also resize the block if you wish - just drag and drop its right-bottom corner.
• Settings - allows you to select data, which will be displayed on that block (read more below).
• Refresh - allows you to preview (or refresh) previewed data in the Edit Mode.

  Note

  By default, each block is reloaded once a minute to ensure that the dashboard always contains up-to-date data
• Delete - removes block.

You can add to the block, either statistical data or tables. Press Settings button (second on the block button pane), and you will see Metrics Edit Panel:

As you see above, it contains the following fields:

• General Settings
  • Title - a sensical title for a metric. It will be displayed as a title of your block.
  • Description - short description of your block.
• Visualization
  • Renderer - defines a view, in which data will be presented. There are two possible values:
    • Single Value - in this mode, only the first selected data field will be displayed.
    • Table - in this mode multiple fields can be displayed.

      Note

      Renderer also governs Metrics and Reports sections visibility.
• Metrics - defines data, used for calculations in current block. This section is shown when Single Value renderer is selected.
  • Data Source - application, from which data should be extracted. For now, it's only Mirasvit Reports.
  • Data - one or more fields (columns), which should be gathered and displayed. They will be explained below.
• Reports - defines a report, which acts as a base for the current block. This section is shown when the Table renderer is selected.
  • Report - defines, which exactly Advanced shall be used.
  • Columns - allows you to select which columns should be displayed. It does not affect Conditions - since they applied before the block is rendered.

    Note

    In this field can be selected only columns, set as Active in corresponding Report. Read more about it here.
• Time Range
  • Override Dashboard Time - by enabling this option, you can fix your block on a specific period. Otherwise, data on your block will be displayed according to the date range selected for the current Dashboard.

    Note

    Blocks with overridden time ranges are marked with special icon at the upper-right corner.
  • Range - is a hidden field that appears only when Override Time mode is used. It allows you to pick up a range for which block should display data.
  • Compare To - is a hidden field, which appears only when Override Time mode is used. It allows you to pick up a range, which shall be used for comparison.
• Filter - allows you to filter raw data, used by this block, with one or more filters. Read more about it below.

Depending on Renderer parameter, you can also set additional visualization options.

If Renderer is Single Value, two possible visualization option available:

• Gauge - is the speedometer-like arc, which can be used for indicating dangerous levels (for example, refund amount). It has the following additional parameters:
  • Is Active - activates additional Gauge visualization.
  • Min - minimal value (left "green" bound of arc).
  • Max - maximum value (right "red" bound of arc)
• Spark Line - is the curve line chart, which displays the dynamics of the selected value by dates. If you had selected Compare To option in Time Range section, there would be two curve outlines - one for current data, and second for comparison.
  • Is Active - activates additional Spark Line visualization.

Selecting Metrics Data

The selection of Metrics data is a little tricky. Field Data in Metrics Edit Pane contains all available fields in the selected category. There are the following Categories:

• Orders - allows you to analyze orders.
• Order Items - allows you to analyze products that were bought by customers.
• Order Payments - completed payments
• Order Transactions - transactions (e. q. all actions, such as invoicing or shipping), which performed on your orders.
• Taxes - extracted taxes for all actually paid orders
• Order Addresses - addresses that used as billing or shipping in orders.
• Quotes - quotes, created by customers (includes abandoned).
• Quote Items - products that a customer placed to the quote.
• Invoices - invoices, created for your orders.
• Postcodes - postal codes, used in billing and shipping addresses (used, for example, determining country ship disperse).
• Customers - your customers.
• Customer Addresses - addresses, that customers are using in their accounts.
• Products - your products.
• Categories - categories, where at least one product is assigned.

Each this category contains a number of fields. There are four types of them:

• Numerical fields - can be used "as is", for example, IDs. There are two additional subtypes of numerical fields:
  • Total [Field] - calculates total value of the entire column.
  • Average [Field] - calculates the average value of the entire column.
• Group of [Field] - non-numerical field that can be used as a filter.

Combine them to create a query, and the block will display the result with an automatic date clip.

Properly configured, our dashboards should look, as in our demo:

Filtering Data

Each block contains a Filter section, available both at the creation stage and on block editing. It is a table, which contains zero or more conditions applied to general data. selected at Metrics section.

Each condition is represented by row with the following properties:

• Column - a raw data column, which is used for filtering. It can differ depending on Metrics data but currently offer only numeric and text columns.
• Operator - is the comparison type. There are the following comparison operators available:
  • Equal To and Not Equal To
  • Greater Than and Lesser Than
  • Equals of Greater Than and Equals of Lesser Than
  • Is One Of and Is Not One Of
• Value - is the value, to which eligible raw data should fit. This field is text-based, so if you wish to use Is One of operator, values shall be comma-separated.
• Action - contains a button for removing condition.

If Table was used as Renderer (in Visualization section), filter section also will feature three additional fields:

• Sort By - selects, which column shall be used for sorting.
• Sort Direction - defines, whether sorting should be ASC or DESC.
• Limit - defines how many rows should be displayed in the block.

Email Notifications

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

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

How to Create Email Notification

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

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

General information contains basic information about Email Report sending:

• Title - an internal title of Email Report.
• Status - whether this Email Notification is active and should be sent.
• Subject - a subject 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, which 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 of which contains a block with extracted and processed data about your store's work.

Each row has the following parameters:

• Block - is the name of the real Report or Dashboard block, which contains collected data.
• Date Interval - you can use this field to override the default block data range and force collect data for a certain period. Leave empty if you need to insert a report or block as is.
• Rows limit - limit of records, processed while collecting data. It is used primarily to resolve performance issues (too much data to process, can make email sending stuck). Leave empty to process all data.

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

Report Builder

Report Builder is a unique tool, which allows you to modify existing reports or create your own reports, and even define dynamic columns.

It consists of two different components:

• Report Builder - allows you to define Reports.
• Config Builder - allows you to add new dynamic columns with complex calculations.

Building Reports

Report Builder is enabled only for custom reports. Before modifying any report or creating a new one, you need to clone an existing report as a wireframe.

You can edit previously copied Reports just by clicking Edit Report in the dropdown menu.

Proceed now with Quick Guide. You can also check Short FAQ about the most common issues.

Quick Guide for creating Report with Report Builder

Visit any copied/custom report and press Edit Report in the dropdown menu. You will see a popup like shown on the screenshot below:

To create a custom or modify Report, you will need at least: dimensions and columns.

• Dimensions - a list of columns (or one column) to group data in the report (it can be Date, Customer Group, Order, SKU etc.)
• Columns - a list of columns for the grid

After saving, this report is available from the top menu at Reports -> Advanced Reports section.

Aggregators

SUM - will export summary values. For example, a grand total with SUM aggregator added to a report will show the summary value of grand totals from all orders for the specified day.

AVG - means the 'average'. Will shown summary value divided by the quantity of aggregated items.

COUNT - used for orders. Will show the quantity of aggregated items. For example, quantity of orders placed within a specified day.

VALUE - no aggregated column. For example, we have the report based on days and two orders for the specified day. Using Grand Total Column with the VALUE aggregator, we will see Grand Total of the first order.

JOIN - will show aggregated items separated by a comma — for example, order numbers.

Short FAQ

Synthetic Columns Config Builder

Sometimes for Report, you need a special column that can be calculated from existing fields.

Our extension provides you with Config Builder. It is a tool, which allows you to define so-called Synthetic Fields. They will be added to the Database View section and will act like a normal column, except of actually being calculated on-the-fly.

It is located at Reports -> Config Builder and has a similar menu interface, as in Report Builder - divided into two columns. Here is also displayed Config Grid, which also lists all defined here synthetic fields.

Quick Summary:

• How to create Synthetic Field Column Config
• How to adjust relations between tables

How to create Synthetic Field Column Config

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

It is very simple, and contains the following fields:

• Title - the sensical name of your new synthetic field (can be named as you wish).
• XML Config - column definition as XML document.

<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>

Here is how this config built:

• config - is the document element, e. q. all other tags should be contained inside it.
• table - defines a table, where new synthetic field should be added
  • name - name of that table, which should be given without your table prefix. So, if you have in your database prefix mage_ and real table name mage_sales_order, you need to enter here just sales_order.
  • group - name of a group, under which this table appears in the Report Builder. Default values: Sales, Products, Customers, Categories, Other. Tables without explicitly set group - fall into the Other group.
  • label - label of a table, used to identify a table.
• column - defines, how column should be calculated
  • name - unique name of the column, MySQL-compatible.
  • label - sensical name, which will be displayed in Report.
  • type - data type for displayed value. Supported are: money, country, date, qty, number, select, percent, store, str.
  • fields - comma-separated list of fields, which will be used in calculations.
  • expr - this attribute contains MySQL expression to calculate field value. You can use placeholders, where %1 corresponds to the first field in previous attribute, %2 - to second and so on.
  • options - non-mandatory attribute, when data type select or country is used. Here you need to enter full name of a class, which implements method toOptionArray for this column.

After config is created, your column custom_gross_profit will appear in the field Columns in the corresponding section of Database View Pane of Report Builder.

How to adjust relations between tables

To build a report based on multiple tables, the module should determine how to connect different tables together.
This connection between two or more tables is called table relationship.
Using the config builder, you can explicitly set what type of relation the module should use to connect two tables.
Below is an example of building the relationship between sales_order and sales_order_item tables.

    <config>
        <relation name="sales_order-sales_order_item" type="n1">
        <leftTable>sales_order</leftTable>
        <rightTable>sales_order_item</rightTable>
        <condition>%1.entity_id=%2.order_id AND %2.parent_item_id IS NULL</condition>
      </relation>
    </config>

Troubleshoot

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

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

Do not want the Advanced Dashboard to be the default startup page

After the module installation, the Advanced Dashboard page is becoming 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 in the cron_schedule table as the message for the job_code reports_postcode_update.
Our module, Mirasvit Reports, uses the Google Maps API to download the detailed information of the postcodes specified in the orders, to make it possible to view the "Sales by Geo-data" report.
This process gets executed once an hour and only by cron (in the background).

To access Google Maps API, we provide keys with the extension. The keys have a daily quote, by the time when the quote is expired, our module shows this message. So it actually even not an error, it just tells 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 tables field's names of 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"

State, province or place is not highlighted on a map in the Sales by Geo-data report

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

Solution:

Google, in its documentation, states that a region code should be written in uppercase ISO-3166-2 compliant format. For example, for Germany, in order 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 proves that not all the correctly formed subdivision names are always visible on a map. So, if it's true for you, you just need to use the appropriate Code instead.

To change the subdivision name to code you can simply 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 the report.

How to upgrade the extension

To upgrade the extension, follow these steps:

1. Backup your store's database and web directory.
2. Login to the SSH console of your server and navigate to the root directory of the Magento 2 store.
3. Run command composer require mirasvit/module-reports:* --update-with-dependencies to update current extension with all dependencies.

   Note

   In some cases, the command above is not applicable, or it's not possible to update just the current module, or you need to upgrade all Mirasvit modules in a bundle. In this case, the command above will have no effect.
   
   Run instead composer update mirasvit/* command. It will update all Mirasvit modules installed in your store.
   
   
4. Run command php -f bin/magento setup:upgrade to install updates.
5. Run command php -f bin/magento cache:clean to clean the cache.

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

Disabling Extension

Temporarily Disable

To temporarily disable the extension please follow these steps:

1. Login to the SSH console on your server and navigate to the root directory of the Magento 2 store.
2. Run command php -f bin/magento module:disable Mirasvit_Report Mirasvit_Reports Mirasvit_Dashboard to disable the extension.

   Note

   Please check or you have other Mirasvit modules that 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 cache (if enabled).

Extension Removal

To uninstall the extension, please follow these steps:

1. Login to the SSH console on your server and navigate to the root directory of the Magento 2 store.
2. Run the command composer remove mirasvit/module-reports to remove the extension.
3. Log in to the Magento backend and refresh the store cache (if enabled).

Change Log

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