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This section defines the general reports settings and allows adjusting default report look.

  • Process Orders - defines what orders statuses the extension will take into account when generating reports;
  • Select Orders By - defines if orders should be included in the Date Range by the Created At or Updated At date;
  • Save date range when navigating between reports and Number of latest custom date ranges - these two options control how the module saves the custom report periods for quick access;
  • Include taxes in profit calculation - defines if taxes should be included in the profit calculation.
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Scheduled Email Reports section

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General section of the Customization screen is represented by the following options:

  • Process orders - allows overriding the general settings of the Advanced Reports extension and specifying the statutes of the orders that should be processed when generating a report;
  • Select orders by - defines if the orders should be selected by either Created At date or by Updated At date;
  • Number of latest custom date ranges - defines how many custom date ranges the extension should preserve for the quick access from the Expandable Calendar at the report's page;
  • Use Default Value - this checkbox, if ticked, restores the General Configuration settings for the options necessary.
Note

These are the general report settings available for all the reports. Some of the reports have additional settings available under the Customization screen.

These, report specific, settings can be found under appropriate Reports articles in this very readme.

Please click the report name to go to related article and look through the report specific settings:

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Columns section allows enabling/disabling columns available for a particular report.

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Each report comes with a fixed set of columns enabled by default, some being report specific. No additional columns can be added to a particular report.

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titleCost in Advanced Reports 2.6.0-2.7.3

Since version 2.6.0 of the extension the Cost, Profit and Margin columns have been introduced to some of the reports available.

This article covers the columns behavior and the concept behind the new columns in reference with the Price column.

  • Price - the price value is caught from the order details that are stored in the Magento database;
  • Cost - the cost value is caught from the product details as orders do not have any reference to the products cost in the Magento database.

What does it mean for the reports generated?

It means that price value will always be order relevant whereas cost will always be product relevant. Thus affecting the Margin and Profit values.

E.g.: 

Before January the 1st 2015 item A had had a price of $100.

On January the 1st 2015 the price of item A has been changed to $150.

Now two reports are generated:

1) All the reports generated for a period before January the 1st of 2015 will list the product price as $100;

2) All the reports generated for a period starting from January the 1st and forth will list the product price as $150.

Note

As price is the order related value, the results differ for the two reports generated for different time periods.

 

Before January the 1st 2015 item A had had a cost of $50.

On January the 1st 2015 the cost of item A has been changed to $100.

Now two reports are generated:

1) All the reports generated for a period before January the 1st of 2015 will list the product cost as $100;

2) All the reports generated for a period starting from January the 1st and forth will list the product cost as $100.

Note

As cost is the product related value (Magento does not account changes made to products in the database), the results are same for the two reports generated for different time periods.

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