Reporting in Elastic Path Commerce
Overview
The Reporting activity provides access to reports that are useful for store operations. You can access these reports from the toolbar.
Customer Personal Data Report
This report provides a list of data points values stored for a customer.
Generating a Customer Personal Data Report
On the toolbar, click the Reporting button. The Reporting pane appears.
From the Report Type list, select Customer Personal Data.
From the Store list, select the store for the report.
In the User ID field, enter the customer’s ID.
Select the desired format from the Report Format list.
Click Run Report. HTML reports are displayed in the pane on the right. CSV (Comma Separated Values), PDF (Portable Document Format) and Microsoft Excel reports are exported to files that can be saved
Order Status Report
This report provides a list of orders for a store and currency based on order status. By default all orders that are incomplete are included in the report.
Generating an Order Status Report
On the toolbar, click the Reporting button. The Reporting pane appears.
From the Report Type list, select Order Status.
From the Store list, select the store for the report.
From the Currency list, select the currency for the report.
Specify the date range for the report using the calendar in the From and To Date/Time fields.
(Optional) To include only exchange orders, select the Show Exchange Orders Only option.
In the Order Status section, select the order statuses to include in the report.
From the Report Format list, select the desired format.
Click Run Report. HTML reports are displayed in the pane on the right. CSV, PDF and Microsoft Excel reports are exported to files that can be saved
Order Summary Report
This report provides daily and monthly summaries of orders for a store and currency. By default all orders except for cancelled orders are included. Returns are not included in the report.
Generating an Order Summary Report
On the toolbar, click the Reporting button. The Reporting pane appears.
From the Report Type list, select Order Summary.
From the Store list, select the store for the report.
From the Currency list, select the currency for the report.
Specify the date range for the report using the calendar in the From and To Date/Time fields.
(Optional) To include only exchange orders, select the Show Exchange Orders Only option.
In the Order Status section, select the order statuses to include in the report.
Select the desired format from the Report Format list.
Click Run Report. HTML reports are displayed in the pane on the right. CSV, PDF and Microsoft Excel reports are exported to files that can be saved
Returns and Exchanges Report
This report provides a summary of returns and exchanges for a store and currency based on return/exchange status.
Generating a Returns and Exchanges Report
On the toolbar, click the Reporting button. The Reporting pane appears.
From the Report Type list, select Returns and Exchanges.
From the Store list, select the store for the report.
From the Currency list, select the currency for the report.
Specify the date range for the report using the calendar in the From and To Date/Time fields.
(Optional) From the RMA Type list, select whether to include only returns, only exchanges, or both returns and exchanges in the Return Merchandise Authorization report.
In the Status section, select the return and exchange statuses to include in the report.
Select the desired format from the Report Format list.
Click Run Report. HTML reports are displayed in the pane on the right. CSV, PDF and Microsoft Excel reports are exported to files that can be saved
Shopping Cart Promotion Usage Report
The Shopping Cart Promotion Usage Report provides a summary of promotion usage by store.
Generating a Shopping Cart Promotion Usage Report
On the toolbar, click the Reporting button. The Reporting pane appears.
From the Report Type list, select Shopping Cart Promotion Usage.
From the Store list, select the store for the report.
Specify the date range for the report using the calendar in the From and To Date/Time fields.
(Optional) To exclude non-coupon promotions, select the Include only Promotions with Coupon Codes option.
Select the desired format from the Report Format list.
Click Run Report. HTML reports are displayed in the pane on the right. CSV, PDF and Microsoft Excel reports are exported to files that can be saved