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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.
Magento 2 Sales Reports
Magento 2 Marketing Reports
Magento 2 Customer Reports
Magento 2 Product Reports
Magento 2 Review Reports
Let’s check all one-by-one with a guide to managing Magento 2 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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The report contains a number of orders placed and cancelled with:
Totals for sales
Amounts invoiced
Refunded
Tax collected
Shipping charged
Discounts
The report contains:
Tax rule applied
Tax rate
Number of orders
Amount of tax charged
The report contains:
Number of orders and invoices during the period
Amounts invoiced, paid, and unpaid
The report contains:
Number of orders for carrier or shipping method used
Amounts for total sales shipping and total shipping
The report contains:
Number of refunded orders
Total amount refunded online and offline
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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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
Users need to accomplish following steps in the backend of Magento 2:
Admin sidebar > Store > Sales Report > Select reports you want to refresh > Update report by clicking on “Here” text.
Sales Report > Filter > Select options from all stores/one store/intervals
Once you set your filters for reports to go to > Show Report button > Export > file types for exporting or displaying the report.
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:
Order Total
Order Count
New Accounts
The report contains:
Total number of orders
Average order per customer
Total amount
The report contains:
Number of orders per customer
Average order amount
Total amount
The report contains the number of new customer account during a period of time
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
Marketing reports provide info regarding
Status of shopping cart
Use of search terms
Newsletter transmissions
Therefore, you can obtain detailed reports for:
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The report contains:
Name and price of each product
Number of carts with the item
Number of times each item has been ordered
The report contains:
Number of matching items found in the catalog
How many times the search term has been used
The report contains:
Customer name and email address
Number of products in the cart and subtotal
Date created
Date last updated
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
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.
The report contains:
Product Name
Price and number of product views
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
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.
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
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.