How to configure Magento 2 Reports function

How to configure Reports function in Magento 2

The use of Magento 2 platform is not uncommon among online merchants as this platform provides users with various helpful functions. Among outstanding features, Magento Reports function play an integral role in managing all activities within a business. By providing statistics about sales, products, customer behaviors, and so on, shop admins can have a deeper understanding about customer insights as well as current trend in the marketplace.

That is the reason why knowing how to take advantage of this function may bring surpass benefits for any business owners.

In this post, I want to provide a general guidance over how to configure and manage Reports function in your Magento stores. I hope that you will find this tutorial helpful for your store management. Tips: Advanced Reports module for Magento 2 by Mageplaza will help you custom report become easer.

Identify types of Magento Reports

Reports provided by Magento 2 are categorized into different types according to the function and content of each type. In total there are five types of reports now available to use in Magento 2. Depending on each type, you will receive equivalent information. Following are detailed descriptions and functions of these types to help you thoroughly understand how it works.

Type 1: Sale Reports

In the updated version Sale Reports, there are 7 different contributing sections including Orders, Tax, Invoiced, Shipping, Refunds, Coupons, and Paypal Settlement.

Order

The main purpose of this kind of reports is providing statistics concerning orders such as the total number of orders which are placed and among them how many orders have been successfully completed. Besides, these reports also include general information about total sales, refunded orders, collected taxed, chipping charges, and discounts.

Tax

In this report, tax rate and tax rule are the first concerns and considered as main content of the report. Additionally, the whole number of orders and tax charged for each of them will be included.

Invoiced

Invoiced Reports are ones that present the amount of invoiced bills including both orders and billing documents.

Shipping

In this report, everything about shipping will be covered. Shipping Sale Reports will contain the number of orders for the carrier or any shipping methods. Moreover, along with statistics about shipping, configures over total sales from shipping also listed.

Refunds

In refunds reports, there are statistics about all refunded orders both online and offline.

Coupons

In Coupons Sale Report, users will be provided with a list of promotion codes which are used in a certain period of time. Along with the number of codes used, total revenues from these orders and discounts for customers will also be displayed.

PayPal Settlement

With this type of report, information about the most updated figures from online payment will be reported.

Type 2: Marketing Report

With regard to Marketing Reports, contributing elements to make this kind of report are Products in Cart, Search Terms, Abandoned Carts, and Newsletter Problem.

Product in Cart Report

As its name presented, this report contains data about every product added into cart regarding name, price. Besides, there is also a list of total number of carts with the amount of items in each cart.

Abandoned Carts Report

With this report, users can get to know about carts which are abandoned. Along with these carts are personal information about those buyers such as customer name and email address. With these pieces of information, shop admins can find ways to reduce abandon rate among shopping doers.

Newsletter Problem Report

Thanks to this marketing report, shop admins are enabled to take a look at all their subscribers with ease including their names and email addresses. In addition, a list of errors happened when sending newsletters is also presented so that admins can easily removed incorrect email from subscriber list.  

Type 3: Review Reports

Review Reports are created to produce information about product reviews. In the reports, these reviews are managed according to product category and customer.

Customers Reports

In this report, a list of customers who already reviewed at least a products will be shown in detailed. The number of reviews created by each customer is also included as well.

Product Reports

Instead of displaying information about customers, this report focuses on every product which received feedbacks from buyers. These reviewed products will be presented in the reports with total number of reviewed times and average rating for each product.

Type 4: Customer Reports

Created by Magento 2 platform, this reports offer users with detailed document about customer reviews with the purpose of gaining deeper understanding about first-hand experiences of buyers when using a product. By doing so, store owners can figure out their current drawbacks and make suitable adjustments to satisfy more customers.

There are three types of Customer Reports namely Order Total Report, Order Count Report, and New Accounts Report.

Order Total Report

There will be a list of total number of orders, total sales from these orders, and the average of each order.

Order Count Report

In this report, the amount of orders placed by each customer will be revealed in accordance with average amount per order and total revenues from those deals.

New Account Report

The number of new accounts created within a period of time will be shown in this report.

Type 5: Products Reports

Product Reports in Magento 2 is defined into 5 different branches which are Views, Ordered, Bestsellers, Low Stock, and Downloads.

View Report

In this report, all products which are clicked on to view will be listed.

Ordered Report

The main content of this report is the number of total products which are ordered and the amount of times each product is ordered.

Bestsellers Report

As its name presented, in this report, a grid of goods which are chosen most will be displayed.

Low Stock Report

All items which are still in stock will be included in the report along with the quantity of each item.

Download Report

In this report, total download times for all products and each product will be displayed.

Instructions to manage Sale Report

Among five categories of Reports in Magento 2, Sale Report is considered to be the most determining factor contributing to the success of an online business.

Typically, there are three steps in managing Sale Report

Step 1: Reset reports figures

First you have to navigate Admin Sidebar, the choose Store tab. On the display page, you can easily find out Sales Reports section, then click on the reports you want to manage.

To renew statistics of this report you can click on a hyperlink here.

Step 2: Configure filter reports

To figure out the report that you want you can use filter to easily access that report. The filters can help you look for reports from any website or at any interval or period of time.

Step 3: Show or export report

After filling in variants for filters, you can click on Show Report to see what report you get thanks to the help of filter function. After you get to know that you already found the appropriate report, you can choose Export Report so that your report will be exported into CSV or Excel file.

That is the final step you can do to manage and store your Sale Report. You can do the same things to other types of reports in your Magento stores.

Final thoughts,

Magento Reports feature is one of the most helpful features provided by developers as it remarkably helps shop admins deeper understanding about sale activities as well as customer shopping behaviors. By getting to know buyers betters, suitable strategic marketing plans can be deployed to maximize profits for business owners. Especially, with information and statistics about refused orders or abandoned carts, store owners can make use of these information to encourage customers to come back to complete their deals. If the abandoned rate is high now, it is important to make use of the support from Mageplaza Abandoned Cart Email extension as this module will remarkably help bring your customers back. To know more about how this extension functions to reduce abandoned rate for your stores, get more information here.

Author: Alice is a content marketer at Mageplaza. With the aim to help Magento online merchants perform successfully in the e-market, she is continuously looking for the best supporters for business owners. Based on current trend, Gift Card extension by Mageplaza is highly recommended by her as the switch in how people give gifts to others significantly presented in recent years.

Read more: Magento 2 Reports: The Ultimate Guide by Mageplaza