Magento Open Source 2.2.x

Advanced Reporting

Advanced Reporting gives you access to a suite of dynamic reports that are based on your product, order, and customer data, with a personalized dashboard that is tailored to your business needs. Advanced Reporting is a free, cloud-based service that is powered by Magento Business Intelligence.

For technical information, see Advanced Reporting in our developer documentation.


Advanced Reporting Dashboard

Requirements

  • The website must run on a public web server.

    The domain must have a valid security (SSL) certificate.

    Magento must have been installed or upgraded successfully without error.

    In the Magento configuration, the Base URL (Secure) setting for the store view must point to the secure URL. For example https://yourdomain.com

    In the Magento configuration, Use Secure URLs on Storefront, and Use Secure URLs in Admin must be set to “Yes.”

    Make sure that Magento crontab is created and cron jobs are running on the installed server.

The initial release of Advanced Reporting supports only one base currencyThe primary form of currency used in store transactions..

Step 1: Enable Advanced Reporting

On the Admin sidebar, choose Stores. Then under Settings, choose Configuration.

In the panel on the left, choose General. Then under Advanced Reporting, do the following:

Verify that Advanced Reporting Service is set to “Enable.” (This is the default setting.)

Set the Time of day to send data to the hour, minute, and second, according to a 24-hour clock, that you want the service to receive updated data from your store. By default, data is sent at 2:00 AM.

Under Industry Data, choose the Industry that best describes your business.


Advanced Reporting

When complete, tap Save Config.

When prompted, click the Cache Management in the message at the top of the page. Then, refresh any invalid caches.

Wait overnight, or until after the time of your next scheduled update. Then, check the status of your subscription. If the status is still “pending,” make sure that your installation meets all of the requirements.

Step 2: Access Advanced Reporting

Do one of the following:

  • In the Admin sidebar, choose Dashboard. Then, tap Advanced Reporting.
  • On the Admin sidebar, choose Reports. Then under Business Intelligence, choose Advanced Reporting.

The Advanced Reporting dashboard provides a quick summary of your orders, customers, and products. Make sure to scroll down to see the full dashboard.

To get a better view of the data, set the Filters in the upper-right corner to the time period and store view that you want to include in the report. Then, do the following:

  • Hover over any data point for more information.
  • Click each tab to see all dashboard reports.

Data Point
To access your data resources:

In the upper-right corner of the Advanced Reporting dashboard, click Additional Resources.

Troubleshooting

If you get a 404 “Page Not Found” message, verify that your store meets the requirements for Advanced Reporting. Then, follow the instructions to verify that the integration is installed.


Advanced Reporting Not Available

Verify that the Integration is Active

On the Admin menu, choose System. Then under Extensions, choose Integration.

Verify that the Magento Analytics user integration appears in the list, and that the Status is “Active.”

To reestablish the user, click Reauthorize. Then, do the following:


Reauthorize

When prompted, tap Reauthorize to approve access to the API resources.


Reauthorize Access to API Resources

Verify that the list of Integration Tokens for Extensions is complete. Then, tap Done.


Integration Tokens

Look for the message that indicates the integration “Magento Analytics user” has been reauthorized.

Wait overnight, or until after the time of your next scheduled update.

  • Dashboard Reports

    Field

    Description

    Orders

    Revenue

    Shows all revenue received by the store view during the defined time period.

    Orders

    Shows all orders placed through the store view during the defined time period.

    AOV

    Shows the average order value placed through the store view during the defined time period.

    Refunds

    Shows all refunds processed through the store view during the defined time period.

    Tax Collected

    Shows all tax collected through the store view during the defined time period.

    Shipping Collected

    Shows all shipping fees collected through the store view during the defined time period.

    Orders by Status

    Shows the number of orders by status, for the store view during the defined time period.

    Orders by Status

    Lists a summary of the number of orders by status.

    Coupon Usage

    Lists all coupon codes and the number of users for each, redeemed through the store view during the defined time period.

    Orders and Revenue by Billing Region

    Lists the number of orders and revenue by region for the store view during the defined time period.

    Tax Collected by Billing Region

    Lists the amount of tax collected by region for the store view during the defined time period.

    Shipping Fees Collected by Shipping Region

    Lists the shipping fees collected by region for the store view during the defined time period.

    Customers

    Unique Customers

    Shows the number of unique customer accounts associated with the store view during the defined time period.

    New Registered Accounts

    Shows the number of new customer accounts registered with the store view during the defined time period.

    Top Coupon Users

    Lists the top coupon users by Customer ID, and the number of orders placed with coupons for the store view during the defined time period.

    Customer KPI Table

    Lists the number of orders, revenue, and average order value by Customer ID for the store view during the defined time period.

    Products

    Quantity of Products Sold

    Shows the number of products sold through the store view during the defined time period.

    Products Added to Wishlists

    Lists all products added to wishlists through the store view during the defined time period.

    Best Selling Products by Quantity

    Lists the best-selling products and quantity sold through the store view during the defined time period.

    Best Selling Products by Revenue

    Lists the best-selling products and revenue generated by the sale of the product through the store view during the defined time period.