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The eCommerce → Reports submodule helps you see how your ecommerce business is performing across all sales channels.
This module is especially useful for accounting teams, eCommerce managers, and operations staff who need to reconcile invoices and shipping totals, track performance, and monitor key metrics like order value, profit margin, and shipping time.
Dashboard
The Dashboard tab provides a high-level view of key performance indicators (KPIs).
Widgets display revenue, profit, margin, and average order value (AOV) for both month-to-date (MTD) and year-to-date (YTD) periods.
- The dollar sign ($) icon in front of
MTD or YTD indicates fiscal time periods. For example, clicking on $ MTD will filter the data by your accounting month-to-date.
Fiscal periods could be different between companies and don’t necessarily match up with a calendar month.
- The calendar icon shows standard calendar time periods.
The Reports Dashboard supports zooming, hiding data series, and exporting widgets as CSV files or images.
Generate Reports
The other tabs let you display information on Orders, Products, and more, filtered by attributes like customer, date, and status.
To display information on Orders for example:
- Click on the
Orders tab.
- Choose a
Channel, usually corresponding to a vendor or customer.
- Filter orders by
Start and End dates, or choose a pre-set time period such as month-to-date (MTD).
- Choose the
data type to filter for.
- Click
Generate Report to view the filtered data in a table.
- You can choose to perform the following actions on the table:
a. Click on an
Order ID or Order Number to view detailed order information.
b. Click on a column header to sort the table by that attribute.
c. Use the table’s toolbar to download or print the table’s data.