What reports on sales the default Magento provides for merchants
Statistical data collected from customers, orders, and products can bring useful information to store owners. They will analyze their company's performance and take the necessary actions to have further marketing steps toward their leads. Knowing the importance of the data allows you to track and manage your business with advanced customizable reports that show the dashboard's comprehensive data.
Sales Reports available in the Magento2
The list of available data presentations incorporates Orders as the most popular ones. Next can be a report on taxes. Managers can display a summary of invoices and shipments. They can easily view refunds summary or switch to the coupon data by utilizing a respective option. The latter is PayPal Settlement.
The Orders summary can be separated by several criteria, including time. The date criterion can also be used. However, the output can be filtered by status when necessary. The presentation incorporates the number of orders, both put and dropped, deal aggregation, sums invoiced and returned to customer, taxation, transporting, promotions.
The Tax summary data can be separated by several criteria, including time. The date criterion can also be used. However, the output can be filtered by status when necessary. The report incorporates the taxation rules and rates, the number of deals, and of the tax.
The Invoice summary can be separated by several criteria, including time. The date criterion can also be used. However, the output can be filtered by status when necessary. The report incorporates the number of deals and invoices for any timeframe, with the amounts of issued, paid, skipped invoices.
The Shipping summary can be separated by several criteria, including time. The date criterion can also be used. However, the output can be filtered by status when necessary. The report incorporates the number of deals assigned to transportation and can contain information on the delivery company and its method. In addition, it can include whole sum for delivery services per sales or total.
The Refunds summary can be separated by several criteria, including time. A date criterion can also be used. However, the output can be filtered by status when it is necessary. The report includes the number of refunded deals and the total amount refunded online and offline.
The Coupons summary can be separated by several criteria, including time. A date criterion can also be used. However, the output can be filtered by status when it is necessary. The report includes all used coupons codes applied during the specified time interval, price rule, or number utilizations with the sum and subtotals of the deals.
The Coupons summary aggregates data from each coupon used in a certain date range. Since coupons are applied from the shopping cart, the report includes data on all redeemed coupons, regardless of order status. As a result, the report can include both projected and actual totals. The report can be filtered for a specific store view, time period, order status, and cart price rule.
To receive a coupon report: - On the Admin sidebar, go to Reports > Sales > Coupons; - If you have multiple store views, set Store View in the upper-left corner to establish the report's scope; - To refresh the sales statistics for the day, click the Last Updated message at the top of the workspace. Then, click to select the Coupons checkbox and click Refresh.
To filter the data, do the following steps: - Set the Date Used parameter to one of the following: - Order Created - Order Updated
The Order Updated document is processed continuously without the need for manual updates. To characterize the timeframe covered by the report, set Period parameter to one of the associated parameters: day, month, year. To characterize the date scope, use the M/D/YY design to specify the start and end dates in the corresponding fields. To get a paper version of the document for a particular order status, set Order Status to Specified and select the status from the rundown. Omit empty lines by setting the Empty Rows value. To depict coupons in the report, do one of the following: - include any coupon actions on any price rule by changing the Cart Price Rule to Any; - specify cart price rule coupon actions by changing the Cart Price Rule to Specified, and then pick the rule from the rundown; - Push the data generation process for the report by clicking Show Report. Get the result at the end of the page.
Summary for PayPal Settlement can be sifted by date, dealer account, exchange ID, receipt ID, PayPal ID. In addition, the report includes the type of case, such as card exchange, the occasion dates, amount, and associated expenses. The summary can be naturally refreshed with the current information PayPal provides.
The PayPal Settlement report is a tool that a store executive can use to view data for each exchange that influences assets settlement.
Before producing settlement presentations, the executive employee should demand PayPal Merchant Technical Services. It is a rather significant step required to properly create an SFTP client record. By doing this, the employee can create settlement presentations and expand the SFTP capabilities on their company's PayPal account.
In the wake of arranging and empowering settlement presentations in the PayPal account, the employee will be able to begin producing reports within the next 24 hours. This is true for both Magento editions (Commerce and Open Source). The rundown of accessible settlement presentations can be seen in the backend.
To get a glimpse of the settlement presentation, an employee must do the following:
- Once logged in, he should navigate to the Reports section and locate the link to Sales. After this page finishes loading, the employee will see that it includes the PayPal Settlement option.
- The employee should use the Fetch Updates button located on the page to update the data.
The framework communicates with the SFTP server launched by PayPal to retrieve the data. A message appears with the number of presentation blocks brought in when the interaction is complete. These blocks incorporate the accompanying data for each exchange:
- Reference ID Type by PayPal. It can be Order, Transaction, or Subscription ID.
- Payment ID. This preapproved field can be related to a custom field, which is text entered by a merchant when making the transaction. A Debit or Credit transaction represents the direction in which finances are moved; a Debit or Credit fee specifies the money movement for the fee.
Braintree Settlement Report - The Braintree Settlement Report can be filtered according to creation date, amount, status, transaction type, payment type, transaction ID, order ID, PayPal payment ID, type, merchant account ID, or settlement batch ID. The report contains the transaction ID, order ID, PayPal payment ID, type, creation date, amount, settlement code, status, settlement response text, reimbursement IDs, merchant account ID, settlement batch ID, and the currency used.
Braintree offers a fully customizable checkout experience with fraud detection and PayPal integration. In addition, Braintree reduces the burden of PCI compliance on merchants because the transaction takes place within the Braintree system.
Private Sales Reports - only for Adobe Commerce. The selection of reports for private sales and events includes Invitation, Invited Customers, and Conversions.
The employee should go to the Reports page to easily locate the Private Sales link. After navigating to the page through this link, he can use the Invitations option.
The Invitations summary is a way to see the number of join requests sent within the predetermined timeframe and the number of confirmed and rejected requests.
Customers who got invited
The summary on the shoppers who got the invitation can be seen in the Reports section. After opening this particular page, the employee should navigate to the Private Sales section.
The summary of customers who got the invitation shows all clients asked to join a private deal or occasion. This presentation includes name and email data, client segmentation rank, and the number of solicitations sent including the number acknowledged.
After opening the sidebar, a manager can navigate to the Reports page, where he can easily spot Private Sales tab. O Locate in here a link to Conversions. The Conversions summary is used to display the number of solicitations sent and acknowledged, the number of solicitations that prompted a buy, and the conversion rate as a relative value.
How to get a summary on sales
First, the manager should launch a pull out of the current data by refreshing the report statistics. Then, using the interface available to him, he should navigate to the Reports page and refresh it.
The displayed summary can be filtered. For example, it can be presented by all store data or one store. The data output can be limited to a certain time interval.
- Date Used - Sets the data to be used for the report;
- Period - The period for which the data will be used: Day/Month/Year;
- From/To - Used to define search data by start and end date;
- Order Status - Indicates the status of the order;
- Empty Rows - Indicates whether to add blank rows to the report.
Show and export reports - To generate the report, click Show Report. - To export the report, select the file type: Excel XML or CSV. - Click Export.
Refresh Statistics To reduce the performance impact when generating sales reports, Commerce calculates and stores the required statistics for each report. Instead of recalculating statistics every time a report is generated, the stored statistics are used unless you refresh them. The report statistics must be refreshed before generating a sales report to include the most recent data. To Refresh the report statistics On the Admin sidebar, go to Reports > Statistics > Refresh Statistics. In the list, select the checkbox for each report to be refreshed. Set the Actions control to one of the following: - Refresh Lifetime Statistics; - Refresh Statistics for the Last Day; - Click the Submit button.
The default statistics provided in Magento are scarcely sufficient for making an essential chart on sales. It won't allow a manager to examine all the essential data and alter the data presented. Moreover, the interface is excessively unbendable.
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