How does it look like?
Advanced Reports extension introduces its section to Reports > Advanced Reports by Aheadworks where store administrator can find all the reports available. Reports screen is represented by the following elements:
Here, at the Sales Overview report screen, which will be used in the context of this readme for introduction purposes, storeowner can find the following elements:
Navigation menu – used for quick navigation within an extension; with the help of the navigation menu store administrator can switch to required report, get to the documentation or extension settings;
The available extension pages are:
The calendar allows selecting from the following pre-defined report ranges: Today, Yesterday, Last 7 Days, Last Week, Last Business Week, This Month, Last Month, Week to Date, Month to Date.
For example, you can generate a report from a whole month (1st to 31st) and group the report table entries by day (31 entry – day by day sales), week (5 entries – week total sales), or month (1 entry – month sales total).
For the convenience purposes, the reports generated can later be exported to the .csv or .xml tables with the help of the Export button.
The Dashboard allows assessing the performance made by the store at a glance. But, as soon as it contains 10 report widgets totally, the vision of results is quite comprehensive and detailed.
In general, the dashboard contains 8 numeric and 2 chart widgets. The widgets are customizable, so you can set up the content of anyone individually with the provided drop-down in the upper-right corner. The chart widgets visually represent performance trends and can be used for most important reports and parameters, e.g. sales and conversion rates.
By default, data in the dashboard are presented in the comparison mode. In this way, all the widgets highlight two sets of numbers, related to the main and compared periods. The growth of parameters is presented in green, while declines are provided in red. By default, you see percentages, that change into absolute values on mouse hover.
The content of widgets, particular time ranges, and other settings are saved by the extension so you do not need to configure them once again you enter the dashboard page. In addition, you can save several dashboard views as bookmarks for particular business purposes and switch among them swiftly to get an even better understanding of any set of performance aspects.
Finally, the dashboard has its own set of filters apart from the other reports. So, here you can track the performance of particular customer groups, store views, and orders with different statuses.
Generating a report
The extension comes with eight report types each covering a particular aspect of the store performance. To generate a report take the steps below:
To generate a report store administrator selects a required report from the list available under Reports > Advanced Reports by Aheadworks.
Then, store administrator uses Calendar to select required report date range; and clicks button.
The report is generated. Now, store administrator can adjust the Report period grouping to get the required report representation and adjust the filters if necessary.
Once the required filters are selected, store administrator can save the perfect report grid look by clicking Default View button and Save view as...
The View saved will be transferred as you navigate through reports and can be recalled anytime you have made any changes to filters or report grid.
All the reports of Advanced Reports extension are interconnected, meaning that store administrator can get a more in-depth look at the report entry with each click.
Taking a Sales Overview report as a starting point, store administrator can get to the Product Performance report by clicking a required report entry. The Product Performance period will match the Sales Overview report entry clicked and will be grouped accordingly.
Moreover, clicking a Product Performance report entry will take the store administrator to the Individual Product Performance report screen.
When done with the report drill-down, store administrator can use the breadcrumb trail to get back to the starting or intermediate location of the drill. The breadcrumb trailed is marked with the red line on the screenshot above.
The drill-down scenarios available for reports are:
Almost all of the provided reports allow comparing one sales period with another. To compare a period click calendar and see if Compare to check box is available.
If it is available, tick it and define the compare to period. Whenever the period is set, click button. The page will refresh and you will see the chart with lines for two periods (one straight, the other dotted).
In this case, report charts display main and compared period bars and line charts, while Totals blocks display percent-based and absolute changes along with the compared data provided in grey.
Note: Particular report settings, including time ranges, comparison periods, etc. are stored by user sessions and do not change as soon as you browse different reports.
The Advanced Reports general settings can be accessed using a navigation menu or found under Stores > Configuration > Aheadworks extensions > Advanced Reports.
The extension settings are represented with contain three sections: Order Statuses, Ranges, and Manufacturer Attribute.
The selector defined which order statuses the defines the orders the extension will process for building reports. By default, only ‘Complete’ orders will be processed.
If required store administrator can select additional order statuses for the extension to process by either using + to select a group of orders, or + to select order statuses one by one.
Order Statuses for reports and dashboard
If the above setting determines the orders at the extension level, you can also specify the orders to be processed by the reports and dashboard individually.
To do this, an administrator can should click the Report Settings button (for reports) or Settings button (for the dashboard).
The price ranges provided in the Ranges section are used by the Customer Sales report.
The product attribute determined by this section is used as a basic parameter for the Sales by Manufacturer report. You can select among the Manufacturer, Color, Size, and Format options.