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2017 Guide to Managing Your Magento 2 Reports

Magento is an eCommerce CMS platform to do business online with all required arsenals. Well-designed Magento 2 store can attract and engage good amount of visitors. Fine usability and excellent user experiences with each web page of Magento store compel visitors to pass through a sales journey and buy the products or services from the Magento eCommerce store.

For an online business, each move of visitors on the eCommerce storefront is significant and meaningful at marketing point of view. Analytics of customer journey on eCommerce may provide an opportunity to grab more visitors, engage them, and convert them to earn more revenues as well as establish long-term relationships.

It gives an understanding of the shopping behaviour of the online customers and provides opportunities for personalization to woo them for more and frequent shopping on your web storefront.

In due course, you need to integrate or install various analytics software/extensions and take help of various built-in eCommerce reporting capabilities of Magento 2 eCommerce platform.

Magento 2 is designed to provide detailed insights of customer journey on the Magento storefront, and it comes in the form of various types of reports. Since the previous versions of Magento, reports are coming in five different types and Magento 2 has kept the format intact as well as added details further to enhance it more.

  1. Magento 2 Sales Reports

  2. Magento 2 Marketing Reports

  3. Magento 2 Customer Reports

  4. Magento 2 Product Reports

  5. Magento 2 Review Reports

Let’s check all one-by-one with a guide to managing Magento 2 reports.

Magento 2 Sales Reports

Magento 2 sales report module is generating various reports for following parameters:

  • Orders

  • Tax

  • Invoiced

  • Shipping

  • Refund

  • Coupons

  • PayPal settlement

Magento 2 backend users can select any parameter and obtain detailed reports with sub-parameters so let’s check these sales report parameters individually.

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Orders Sales Reports for Magento 2

The report contains a number of orders placed and cancelled with:

  • Totals for sales

  • Amounts invoiced

  • Refunded

  • Tax collected

  • Shipping charged

  • Discounts

Tax Sales Reports for Magento 2

The report contains:

  • Tax rule applied

  • Tax rate

  • Number of orders

  • Amount of tax charged

Invoiced Sales Reports for Magento 2

The report contains:

  • Number of orders and invoices during the period

  • Amounts invoiced, paid, and unpaid

Shipping Sales Reports for Magento 2

The report contains:

  • Number of orders for carrier or shipping method used

  • Amounts for total sales shipping and total shipping

Refund Sales Reports for Magento 2

The report contains:

  • Number of refunded orders

  • Total amount refunded online and offline

Coupons Sales Reports for Magento 2

The report contains:

  • List of coupon code used during the specified time interval

  • Related price rule

  • Number of times used with totals and subtotals for sales and discounts

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PayPal settlement Sales Reports for Magento 2

The report contains:

  • Type of event

  • Debit card transaction

  • Start and finish dates

  • Gross amount

  • Related fees

  • Automatic updates with the most current data from PayPal

How to Manage Sales Reports in Magento 2 Backend

Users need to accomplish following steps in the backend of Magento 2:

#1: Refresh report statistics

Admin sidebar > Store > Sales Report > Select reports you want to refresh > Update report by clicking on “Here” text.

#2: Reports filtered

Sales Report > Filter > Select options from all stores/one store/intervals

#3: Show or export reports

Once you set your filters for reports to go to > Show Report button > Export > file types for exporting or displaying the report.

Magento 2 Customer Reports

Insights into customers may reward a lot in the success of online business. If you understand the preferences of your customers, you can smoothen their journey to provide whatever they love/need.

To get detailed insights into your customers visiting your Magento 2 store, you have to explore the customer reports, which can give expose various aspects of your customers and their shopping journey on Magento 2 storefront.

Some important parameters for customer reports available in Magento 2 backend are:

  1. Order Total

  2. Order Count

  3. New Accounts

Order Total in Customer Reports for Magento 2

The report contains:

  • Total number of orders

  • Average order per customer

  • Total amount

Order Count in Customer Reports for Magento 2

The report contains:

  • Number of orders per customer

  • Average order amount

  • Total amount

New Accounts in Customer Reports for Magento 2

The report contains the number of new customer account during a period of time

How to Manage Customer Reports in Magento 2 Backend

In order to obtain customer reports you need to accomplish following steps in the backend of Magento 2:

Admin sidebar > Report section > Customers > Order total/order count/ new

  • Order total> all websites/one website > store view> set date > Refresh > Export

  • Order count> all websites/one website > store view> set date > Refresh > Export

  • New> all websites/one website > store view> set date > Refresh > Export

Magento 2 Marketing Reports

Marketing reports provide info regarding

  1. Status of shopping cart

  2. Use of search terms

  3. Newsletter transmissions

Therefore, you can obtain detailed reports for:

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Products in Cart in Marketing Reports of Magento 2

The report contains:

  • Name and price of each product

  • Number of carts with the item

  • Number of times each item has been ordered

Search Terms in Marketing Reports of Magento 2

The report contains:

  • Number of matching items found in the catalog

  • How many times the search term has been used

Abandoned Carts in Marketing Reports of Magento 2

The report contains:

  • Customer name and email address

  • Number of products in the cart and subtotal

  • Date created

  • Date last updated

Newsletter Problem Reports in Marketing Reports of Magento 2

The report contains:

  • Name of each subscriber

  • Queue date and subject

  • Information about the error

  • Information about any newsletter queue that failed to transmit successfully

Magento 2 Product Reports

Product reports are important for inventory management and other sales-boosting efforts. Once you obtain insights into the product consumptions on your Magento 2 online store, you can decide investment and other product-related aspects of the store.

In product reports, you can obtain following details and reports regarding it.

Product Viewed in Product Reports of Magento 2

The report contains:

  • Product Name

  • Price and number of product views

 

Bestseller in Product Reports of Magento 2

The report contains top 5 best-selling products.

 Stock Level in Product Reports of Magento 2

The report contains the lists of all products with stock levels.

 A Number of a Product Order in Product Reports of Magento 2

The report contains:

  • Product Name

  • Ordered quantity

Number of Download Times in Product Reports of Magento 2

The report contains the list of all number of downloads for each product with download details.

Magento 2 Review Reports

Reviews and ratings on eCommerce store like Magento 2 make sense to establish trust among the visitors for the products, services, and eCommerce website itself. When you are going to obtain reports of reviews, you may have two kinds of reviews reports in Magento 2 store backend such as:

  • Customer review report lists the name of customers and their info who has written reviews with link to each review

  • Product reviews report lists the products have been reviewed with link to each product

Conclusion:

We have explored the five different types of Magento 2 reports available in the backend of the store and given enough hints to manage the reports by understanding various parameters and sub-parameters involved.

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Tarang Vyas

Tarang Vyas is head of Development team at Perception System, a leading Magento Development Company. I have been in the industry for 15 years.

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