How to
This section provides a collection of practical guides and tutorials on how to configure different features of the Advanced Reports extension.
📄️ Create custom report
The Advanced Reports extension allows the creation of custom reports by duplicating existing reports and configuring them to specific requirements. In general, the setup involves selecting columns for display, defining basic and additional filters, and sorting results. After this configuration, the report is available for regular use and does not require constant adjustments.
📄️ Create custom column
While the module already defines numerous columns with typical calculations, custom columns are useful when using unique formulas or non-typical data combinations.
📄️ Adjust existing columns
The Config Builder tool allows not only create your own custom columns but also to customize existing columns to your preferred format. Common tasks include changing the data type of a column and renaming columns.
📄️ Use data from other modules in reports
In general, extracting data from third-party modules is possible if the required data exists within the database.
📄️ Export reports
Our extension offers a variety of easy methods to export reports.
📄️ Share reports
The Advanced Reports extension offers the convenience of accessing report data without the need to log into the admin panel.
📄️ Restrict access to a specific report
The Advanced Reports extension provides the ability to configure Access Restrictions for admin users using Magento ACL.
📄️ Create a new board
1. To create a new board press the Customize button in the toolbar. The board will be switched to the Configure mode.
📄️ Add a new widget
First of all, the board should be in the Configure mode. To enable it, press the Customize button in the toolbar.
📄️ Share dashboard
Get quick access to the board without necessity to log into the admin panel by enabling sharing the dashboard.
📄️ Translate column 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:
📄️ Manage geo-data
This page covers the most common issues related to geo-data in the preinstalled "Sales by Geo-data" report and provides guidance on how to address them.
📄️ Upgrade the extension
To upgrade the extension, take the following steps:
📄️ Disable the extension
Using these steps you can disable or remove extension.