Custom Gateway - Customer Support


Welcome to the Custom Gateway Support Portal

Here you can raise support tickets and read articles on common queries using the topic sections and search below

Magento: Generating Reports

Follow

In the backend of your website there is also a section which allows you to generate reports for various different things. In this report I am going to be talking you through how to generate the reports and use them to your advantage. The reports section is located on the backend on your website on the main tools bar at the top of the screen.

Untitled.png

From this drop down you can choose what sort of report you wish to create by choosing one of the relevant categories. Firstly I am going to talk you through the sales reports which is the first option in the drop down. Under the sales sub category  you can create reports for orders, taxes, invoiced, shipping, refunds, coupons and PayPal transactions. 

Orders

Orders this allows the user to create a detailed report on how many orders they have received from a set date and end date. You can also filter the orders further to order created date and under updated date and then again again by order status. The period section of the report maker allows you to change how you want to filter the date, either by days, months, or year.

Untitled.png

Once you have selected your date filter the next step is the from and to section. From here you can either enter a date manually using your keyboard or hit the calendar icon next to both boxes and select a date using a calendar (see below).

Untitled.png

After specifying the dates you require to filter your report from, the next step is to choose the order status. You can either leave the drop down as any which will filter you report to any of the orders. But if you changed it to specified you can then choose what sort of order you require in your report. You are able to filter to more than one status, to do this hold down the CTRL key and then click on which ones you require.

Untitled.png

Next stage is empty rows, this is either a yes or no answer. Empty rows yes includes day which you haven't received an order, in the report you are creating. No hides them.

Empty Rows =Yes

Untitled.png

Empty Rows = No

Untitled.png

 The final stage of creating an order report is the "show actual values" drop down. 

 Once you have created all the filters to create your specified report there are two final actions which you can take, these are either to show the report on the backend of magento by hitting the show report button or you can export the report into a CSV format by hitting the export button.

All of the other reports on Sales are the same as the orders report creator so please use the above for help on generating reports in the sales section.

 

Shopping Cart

The next section is the "shopping cart" section, the first part of the shopping cart section is products in cart. This shows the user how many times a product has been added to the cart on their website and how many times it has been purchased.

Untitled.png

 The table displays the ID which the product is associated to, the name, the selling price, how many times a customer has added it to the cart and finally how many times adding the product to the cart has turned into an actual sale. This screen gives the website owner an ability to create a list of best sellers in which the information could be used for marketing purposes. You can also generate this report into a CSV file.

Was this article helpful?
0 out of 0 found this helpful

Comments