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Magento 2 Advanced Reports gives an insight into the store's performance with a set of 12 reports (the 4 general and 8 detailed ones).
With the module, store admins can analyze various performance aspects. Each aspect is represented in a particular report. The report dashboard shows totals from each report displayed in switchable widgets. From there an admin can access each report separately to get a more detailed performance picture. The data in the dashboard can be compared to previous figures within a particular time period.
On the configuration page, one can set particular parameters for individual reports as well as define price ranges for all reports at once.
The report dashboard represents the overall store's performance with 10 report widgets.
More specifically, the dashboard contains 8 numeric and 2 chart widgets. The widgets are customizable, so you can set up the content of each one individually with the provided box in the upper-right corner of each widget.
Chart widgets visually represent performance trends and can be used for the most important reports and parameters, e.g. sales and conversion rates.
The data in the dashboard are presented in the comparison mode. In this way, all the widgets highlight two sets of numbers related to the current and compared periods. The module provides the following comparison options:
The growth of each performance indicator is presented in the green color, while declines are highlighted in the red one. By default, you see the percentages in each widget. They are changed to the absolute values on mouse hover.
The content of widgets, particular time ranges, and other settings are automatically saved by the extension so you do not need to configure them every time you enter the dashboard page. In addition, you can save several dashboard views as bookmarks for particular business purposes and switch between them swiftly to get an even better understanding of any set of your 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.
The reporting section is located under Reports > Advanced Reports by Aheadworks where you can find all available reports. Generally, each report page has the following elements:
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 more convenience, the generated reports can be later exported to the .csv or .xml tables with the help of the 'Export' button above the report grid.
Generating a Report
The extension comes with 12 reports each covering a particular aspect of the store's performance. To generate a report, take the following steps:
Select the required report from the list available under Reports > Advanced Reports by Aheadworks.
Use the calendar to select the required report date range and click .
The report is generated. Now, you can adjust the reporting period grouping to get the required report representation and adjust the filters if necessary.
Once the required filters are selected, save the report's view by expanding the 'Default View' box and clicking 'Save view as...'
The saved view will be transferred as you navigate through reports. It can be recalled anytime you make changes to the filters or the report grid.
All reports are interconnected, meaning that you can get a more in-depth look at the report entry with each click.
Taking the 'Sales Overview' report as a starting point, you can navigate to the 'Product Performance' report by clicking the required report entry. The 'Product Performance' period will match the 'Sales Overview' report entry chosen and will be grouped accordingly.
Moreover, clicking the 'Product Performance' report entry will take you to the 'Individual Product Performance' report page.
You can use the breadcrumb trail above each report chart to get back to the starting or some intermediate location.
The available drill-down scenarios are:
Almost all of the provided reports suggest comparing one sales period to another. To compare a period, expand the calendar and tick the 'Compare to' checkbox.
Then define the period for comparison. When the period is set, click . The page will refresh, and you will see the chart with the lines for two periods (the straight line for the current period, and the dotted line for the compared period).
In this case, report charts display the main and the compared period bars and line charts, while totals blocks display percent-based and absolute changes along with the compared data provided in gray.
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 extension's general settings can be accessed from Stores > Configuration > AHEADWORKS EXTENSIONS > Advanced Reports.
The page is divided into the three sections: 'Order Statuses', 'Ranges', and 'Manufacturer Attribute'.
If required, you can select additional order statuses for the extension to process using + to select a group of orders or + to select order statuses one by one.
The above setting determines the orders at the extension level. You can also specify the order statuses to be processed for each report individually by clicking the 'Report Settings' button above the corresponding report's grid.
Starting from the version 2.0.0, the extension introduces report indexes helping to load data for the required reporting period much faster.
Report indexing eliminates the need for report generation on demand. Basically, the reports are generated once a day (or more frequently depending on the cron settings). Post-generated results are loaded when you open a report.
Report indexing is particularly useful for order-heavy stores. For example, it should not take more than a couple of minutes to reindex ~200k orders on a decent server hardware. Without this processing, you might have considerable lags while generating reports.
How to index reports?
As it was mentioned above, the reports are indexed automatically depending on your store cron setup. By default, cron runs once a day, meaning that the reporting data will always be up-to-date.
You can always run reindex manually, however, it involves console usage.
To learn how to run the report reindex manually, read here.
Once the reindex has been done, you get the latest data from the processed reports.
Will the Advanced Reports extension process the orders placed before the installation?
Yes, the Advanced Reports extension will index ALL orders placed in the store.
I have deleted the product. Will it impact the reports?
If the product was deleted, the 'Product Performance' report will erase its SKU's from the order table. It means that configurable products and products with custom options will have their SKU's marked as 'product was deleted'. The deleted products will not impact the report performance or the data generated.
I can't see the attribute in the 'Sales by Attributes' report!
Make sure you have enabled the 'Use for Promo Rule Conditions' option for the attribute you cannot find in the report. If required, refresh cache and reload the page.
Why can't I see some configurable and bundle products in the 'Sales by Attributes' report?
It depends on whether you have set a dynamic or fixed price for the corresponding configurable and/or bundle products.
How is the profit calculated in the 'Product Performance' report?
Total revenue, cost, profit, and margin are calculated by the following formulas:
Total Revenue (excl. Tax)
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License agreement: http://ecommerce.aheadworks.com/LICENSE-M1.txt
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