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Overview

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. eCommerce Reports

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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. Chart widgets also download as PNG images, and table widgets such as Top Products and Shorted Products download as Excel files.

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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:
  1. Click on the Orders tab.
  2. Choose a Channel, usually corresponding to a vendor or customer.
  3. Filter orders by Start and End dates, or choose a pre-set time period such as month-to-date (MTD).
  4. Choose the data type to filter for.
  5. Click Generate Report to view the filtered data in a table.
  6. 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.

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Company Division Columns

The Orders tab ends with one % column per company division, such as % DecoArt and % Retique It. A division is the top level (first two digits) of a part’s product class, so the columns follow how your parts are already classified — there is nothing extra to set up, and a new division gets its own column as soon as parts are classified into it. Each cell is that division’s share of the order’s product dollars. An order that sold only Retique It products reads 100.00% under % Retique It; an order that mixed divisions is split across them. The totals row at the bottom is the most useful part of these columns: it weights every order on screen by its product total, so it shows the division mix for the whole filtered period rather than for one order. Company division percentage columns on the eCommerce Orders report
  • Only divisions that actually sold in the selected period get a visible column. The rest stay hidden, and you can re-show them from the table’s column visibility menu.
  • % Unclassified covers product dollars that could not be tied to a division — usually a line with no part record behind it, or a part that has not been given a product class yet. If this column is larger than you expect, it points at parts that need their product class filled in.
Order reports can measure shipping time two ways. Actual counts every calendar day between order and ship. Working counts only working days: it skips weekends and any company closures recorded on the Manage Companies → Holidays tab. Because the figure is recalculated each time the report runs, adding a closure after the fact updates the working days to ship for the orders it covers. The Payment Provider column on the Orders report is filled in from the Shopify payment capture, which Shopify completes shortly after the order ships. DASH records it in the nightly scheduled tasks, so Shopify orders show Payment Pending on the day they ship and the provider the next morning. An order that still has no payment recorded the morning after shipping is listed in an alert email to the DASH administrators.