How to use Advanced Reporting functionality in Magento
The clients of paid Adobe Commerce edition and free to use Magento Open Source edition can get more insights on their stores by using a provided Adobe Commerce Reporting toolkit.
When the shop is up and running, it generates a lot of valuable information that otherwise can be missed. Utilizing Advanced Reporting, the data can be gathered and sent for analysis to the Commerce Reporting tool. However, it is not obligatory to have an account in the Commerce Reporting tool to utilize Advanced Reporting.
Here is what is needed to start utilizing Advanced Reporting. Please ensure the following prerequisites are met:
- A publicly accessible server is used for a web site.
- The store uses a domain with a valid security certificate (SSL).
- There are no errors that may have occurred during the initial phase of the store e-commerce platform installation or its upgrade.
- Check the Base URL (Secure) configuration setting to point to the secure URL that utilizes HTTPS.
- Make sure the settings of , and are activated.
- Check if the crontab is created on the server and all required cron jobs are running.
After ensuring all prerequisites are met, the store manager can activate the Advanced Reporting by pressing the button on the Admin dashboard. The information will be sent immediately; however, it may take as long as a day for the data to be accessible in Advanced Reporting. To avoid overloading the system in peak utilization periods, set the ideal part of a day for the server to start information assortment.
What modules are compatible with advanced reporting
The feature of advanced reporting is carried out in the accompanying extensions:
- Commerce Reporting subscription first activation and its automatic renewal.
- Keeping the Commerce Reporting account while modifying the store base URL.
- Data collection can be configured by declaring the respective schemas.
- The data generated in the store based on Commerce instance can be collected as reports.
- Access to the data can be obtained through API.
Commerce configuration can be extended by setting up the following parameters:
- Subscription status (enabled/disabled)
- Industry (a business area in which the instance website works)
- Time of data collection (time of the day when the module collects data)
- CatalogAnalytics configures data definitions for data collection related to the Catalog module entities
Magento_CatalogAnalytics module configures data definitions for a data collection related to the Catalog module entities to be used in Advanced Reporting.
- Magento_CustomerAnalytics module configures data definitions for a data collection related to the Customer module entities to be used in Advanced Reporting.
- Magento_ReviewAnalytics module configures data definitions for a data collection related to the Review module entities to be used in Advanced Reporting.
- SalesAnalytics configures data definitions for data collection related to the Sales module entities.
- WishlistAnalytics configures data definitions for data collection related to the Wishlist module entities.
An Adobe Commerce or Magento Open Source instance collects data that the Commerce Reporting service uses to build the advanced reports. All the data are stored in an encrypted archive file which is securely transferred to Commerce Reporting. Data collection is declared in a configuration file etc/analytics.xml. It declares:
- Which report files must be included in the archive file.
- Which provider classes must collect data for each report file.
- Which report data configuration must be applied to collected data.
You do not need to have a Commerce Reporting account to use Advanced Reporting.
How to get an extended functionality in Advanced Reports
To be able to work with all the data in the Magento database, you need to use 3rd party extensions. Here are some of such tools:
- Advanced reports. The module supports all types of data contained in a store. A store manager can build individual reports by using the custom report builder tool. A quick view of all necessary information with additional blocks is available on the Magento 2 Advanced Reports dashboard.
Additionally, a store manager can display a comparison of selected data with the previous period, similar periods of the last week, month, and year.
Get additional information about these and other module features from the documentation for Advanced Reports.