Aitoc. Smart Reports User Manual for Magento

Transcription

1 Smart Reports User Manual for Magento

2 Table of Contents 1. Enabling the extension in Magento. 2. Generating a report. 3. Use case: weekly Sales by SKU via Managing report profiles. 5. Configuring reports. 6. Configuring reports - advanced settings. 7. The History tab and the Processor tab. 8. Reports Overview.

3 1. Enabling the extension in Magento In System > Manage Modules, check Smart Reports and click "Save modules settings" on the top right.

4 2. Generating a report 1. Select a Report Profile and click Load Report Profile. 2. Select a Range and click Save and Generate Report on the top right. Reports > Smart Reports - the Configuration tab

5 2. Generating a report You ll see following screen. Report generation may take some time (depending on your range and order quantity). Reports > Smart Reports - the Processor tab

6 2. Generating a report The extension will forward you to a page where you can download the report by clicking "Download".

7 3. Use case: weekly Sales by SKU via 1. Select Sales by SKU. Table. and click Load Report Profile. 2. Choose a Store View (optional) 3. In Range, choose Last 7 days. Reports > Smart Reports - the Configuration tab

8 3. Use case: weekly Sales by SKU via 4. Select " " in "Type" and enter your into the "Send to" field. 5. In "Export Order" choose "Automatically by Cron". 6. In "Export by Cron" choose "Each Monday" (or Each Sunday). Click "Save". Reports > Smart Reports - the Configuration tab

9 4. Managing report profiles A report profile contains environment settings for your reports. The extension allows you to use multiple report profiles with different settings. Moreover, you can use one report with multiple profiles. "Loaded report profile" shows you the profile you can manage now. "Report Profile" allows you to select another profile. "Load Report Profile" and "Delete Report profile" buttons apply the function to the item selected in the "Profile" dropdown. The "Store View" dropdown enables you to use export for selected stores. Reports > Smart Reports - the Configuration tab

10 4. Managing report profiles You can save your current report profile without exporting. If you want to create a new report profile you should type a new name into "Profile Name" field and click "Save". An XSL template creates reports from raw data. Each profile contains an XSL file. You can upload templates from the extension package. Reports > Smart Reports - the Configuration tab

11 5. Configuring reports You can filter data for reports by order status, order number, customer ID, product ID and order date. Please note you can create filters with empty report. The extension allows you to quickly set up a date range for your report. Moreover the extension updates dates every time you start a report. If cron starts a report for "Last 7 days", every Monday you ll get actual weekly reports every Monday automatically. Custom range fixes dates for reports. Important: the extension uses invoiced items or orders for the majority of report calculations. If you create a report based on test data (usually not invoiced properly) you may get empty reports. Reports > Smart Reports - the Configuration tab

12 5. Configuring reports The report file will be placed on local server in "Path folder" with filename "File Prefix"_YYYYMMDDHHMMSS.html You can download the report when its generation is complete. The report file will be placed on remote FTP. Please note that creating an export file can take up to several minutes. You ll get an with the Report file attached. You can edit the template using default Magento means (System > Transactional s). Please note that creating an export file can take up to several minutes. Reports > Smart Reports - the Configuration tab

13 5. Configuring reports The extension supports exporting in XML format. XML file is a preferred type for order migration between different Magento versions. XSL template allows you to create order export files that can be imported into 3rd party software. The automatic report generating can be started by Cron. You can get reports hourly, daily, weekly or monthly. For example to get weekly sales report by you should set "Export by Cron" to "Each Monday", "Range" to "Last 7 days" and "Type" to " ". Reports > Smart Reports - the Configuration tab

14 6. Configuring reports - advanced settings The tab contains options to select data for a report from orders. Order export contains invoices, shipments, etc. Usually each report uses a small number of fields from the order. The fewer fields you select, the faster report generation will be. Reports > Smart Reports - Developer options (Entities)

15 6. Configuring reports - advanced settings The tab contains options to select data for a report from orders. Order export contains invoices, shipments, etc. Usually each report uses a small number of fields from the order. The fewer fields you select, the faster report generation will be. Reports > Smart Reports - Developer options (Fields)

16 7. The History tab and the Processor tab The History tab contains all reports history for you to control the process. You can check every report in full detail (download the file with the report and see the list of the orders used for it). Reports > Smart Reports - the History tab

17 7. The History tab and the Processor tab In the Processor tab, you can see report generation progress and cancel it, if needed. Please note that report generation can take up to several minutes if you have a large number of orders. Reports > Smart Reports - the Processor tab

18 8. Reports Overview Sales by country report. Report based on invoiced amount without shipping and taxes. Order status ignored. Color intensivity depends on sales amount level. Actions: mouse over country will show sales amount for that country.

19 8. Reports Overview Sales by SKU detailed report. Report based on order items information and on CreditMemo items (refunds). Order status ignored. One Product ID can be applied for several SKU (depends on). Actions: 1. Filter by SKU shows you sku with entered substring. 2. Sorting actions for any column.

20 8. Reports Overview Product report Sales by SKU/Product. Report based on order items information. Order status ignored. First chart contains monthly invoiced amount for all products without shipping. Next charts contains monthly amount of sales per SKU for each product. Actions: mouse over column to show amount and SKU details.

21 8. Reports Overview Sales by Region report (USA). Report based on order amounts information and DMA segments. Chart contains monthly amounts, amount for New and Returning customers and Top Cities for certain DMA. Actions: mouse over area to show details.

22 8. Reports Overview Sales by manufacturer report. Report based on items amounts information without shipping and taxes. Order status ignored. Chart contain monthly amounts for each Manufacturer with share more than 5% for certain period. (the value can be changed) Actions: mouse over line to show amount.

23 8. Reports Overview Sales by payment type report. Chart contains monthly amounts for each payment type used by clients. Actions: mouse over line to show amount.

24 8. Reports Overview Profit per Order report. Report based on invoiced amounts and cost information without shipping and taxes. Order status ignored. Actions: search by SKU, sorting for each column.

25 8. Reports Overview New vs Returning Customers report. Report based on order amounts information without shipping and taxes. Order status ignored. Charts contain monthly amounts and share of total amount for New and Returning customers. Actions: mouse over column to show amount and share details.

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