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1 min read

Advanced Magento Reporting

1 min read

Advanced Magento Reporting

Managing an eCommerce, in many cases, involves extraordinary challenges. There are so many things to be aware of that sometimes it is difficult to determine which one to focus on. Magento can adjust according to the results obtained thanks to the complete reporting and data visualization functions that bring advanced reports.

As we will see below, Magento provides access to dynamic reports based on products, orders, and customer data, with a dashboard that adapts to your needs.

Index

  • Default reports.
  • Requirements to enable advanced reporting.
  • We have an advanced reporting configuration in Magento.

Default Reports

By default, Magento comes with a series of default reports that show information in a general way that can be exported and then filtered and analyzed. Among the default reports are:

Sales reports

Magento offers sales reports that include orders, invoices, shipments, and coupons.

It allows filtering by time, date, and status.

Sales report_Magento

Customer Reports

Customer reports include the complete order series, with the number of orders per customer.

Customer report_Magento


Marketing Reports

These reports show information about shopping carts; you can get information about products in the cart, search terms, and abandoned carts.

Marketing report_Magento

Requirements to activate advanced reporting

  • The domain must have a valid security certificate (SSL).
  • The base URL configuration must point to the secure URL in the Commerce configuration for store URLs. 
  • In the Commerce configuration for store URLs, you must use a secure URL in both the front and admin.
Configuring advanced reporting in Magento

To access advanced reports, you first need to enable and configure them by following the steps below:

Step 1: Enable advanced reporting.

  1. In the sidebar, go to Stores > Adjustments > Settings
  2. In the left panel, select General > Advanced Reporting
Reporteria 1

 

- Verify that the advanced reporting service is Active.

- Set the time of day you want the data to be sent.

- In the industry data section, select the Industry that best describes your business.

3.     Save the information
4.     Click on the message at the top of the page to update the invalid caches.
5.     Wait for the data to be updated according to the selected time of day.

Step 2: Access Advanced Reports

  1. In the sidebar, go to Reports > Business Intelligence > Advanced Reports.
    You can view a quick summary of orders, customers, and products in this panel.

 

Reporteria 2

2.     Set the date filters for the desired period and select the store view.

Reporteria 3

 

With the above steps, your advanced reporting is ready and configured.

The tools that Magento has helped manage eCommerce better are part of the business's success. Tracking, reporting, and visualization of graphs help you develop your business and make better decisions based on data.

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