smart reports user manual by aitoc

Table of Contents

Table of Contents 2

1. Quick Start Guide 3

2. User Case. Weekly Sales by SKU with email delivery. 6

3. Settings Overview. Manage report profiles 9

4. Settings Overview. Configuring report 10

5. Configuring reports. Advanced settings. 13

6. Reports History and Processor Tab 14

7. Reports Overview 15

1. Quick Start GuideCheck Installation

Go to System -> Manage Aitoc Modules Check for extension active status

If checkbox not checked check it and click on Save Module Setting

Go to Reports -> Aitoc Smart Reports

How to find: Reports > Smart Reports extension

1. Quick Start Guide. Generate Report

Select report (profile) Load report (profile) Select range Generate report


1. Quick Start Guide. View Report

Download Report

You’ll see following screen. Report generation process can take some time (depends on range or order quantity)

Then the extension will forward you to final page where you can download report

Done

2. User Case. Weekly Sales by SKU with email delivery.How to find: Reports > Smart Reports extension

1. Select Profile: “Sale by SKU. Table” and click on Load Report Profile.

2. OPTIONAL: Select storeview.

3. Select range: “Last 7 days”

4. Select Type: “Email” and enter email into “Send to” field


2. User Case. Weekly Sales by SKU with email delivery.

5. Select Export Order: Automatically by Cron

6. Select Export by Cron: Each Monday

7. Save Report


2. User Case. Weekly Sales by SKU with email delivery.

Done

3. Settings Overview. Manage report profilesHow to find: Reports > Smart Reports extension

Profile contains environment settings for report.

The extension allows you to use multiple report profiles with different settings. Moreover, you can use one report with multiple profiles.

“Loaded report profile” shows you the profile you can manage now.

“Report Profile” dropdown allows you selecting another profile.

“Load Report profile” and “Delete Report profile” buttons apply the function to the item selected in “Profile“ dropdown.

“Store View” dropdown helps you use export for selected stores.

Save current report profile without exporting. If you want to create a new report profile you should type a new name into “Profile Name“ field and press “Save” button.

XSL template creates reports from raw data. Each profile contains XSL file. You can upload templates from package of the extension.

4. Settings Overview. Configuring reportHow to find: Reports > Smart Reports extension

The extension allows you to quickly set up the date range for your report. Moreover the extension updates dates every time you start report. If cron starts report for “Last 7 days” every Monday you’ll get actual weekly reports every Monday automatically. Custom range fixes dates for reports.

Important: for most of report calculations the extension uses invoiced items or orders. If you create a report based on test data (usually not invoiced properly) you can get empty reports.

You can filter data for reports by order status, order number, customer ID, product ID and order date.Please note you can create filters with empty report.

You’ll get the email with Report file attached. You can edit email template using default Magento

means (System > Transactional emails). Please note that creating export file can take up to

several minutes.

Report file will be placed on remote FTP. Please note that creating export file can take up to several minutes.

Report file will be placed on local server in“Path folder“ with filename “File Prefix“_YYYYMMDDHHMMSS.htmlYou can download the report when generation process is complete.


4. Settings Overview. Configuring report

4. Settings Overview. Configuring reportHow to find: Reports > Smart Reports extension

The extension supports exporting in XML format. XML file is a preferred type for order migration between different Magento versions.

XSL template allows you to create order export files that can be imported into 3rd party software.

The automatic report generating can be started by Cron. You can get reports hourly, daily, weekly or monthly. For example to get weekly sales report by email you should set “Export by Cron“ to “Each Monday“, “Range“ to “Last 7 days“ and “Type“ to “Email“.

5. Configuring reports. Advanced settings.How to find: Reports > Smart Reports extension

The tabs contain options to select data for report from orders. Order export contains invoices, shipments and etc. Usually each report uses small quantity of fields from order. Less selected fields can speed up reports generation.

6. Reports History and Processor TabHow to find: Reports > Smart Reports extension

History tab contains all reports history to control reports process. You can check every report with full details (download the file with report and see the list of the orders used for report).

Please note that report generating process can take up to several minutes due to the large number of orders. You can control the progress and cancel it.

7. Reports OverviewSales by country. World Map.

Report based on invoiced amount without shipping and taxes. Order status ignored.

Color intensivity depends on sales amount level. Actions: mouse over country will show sales amount for that country.

7. Reports OverviewSales by SKU. Table.

Report based on order items information and on CreditMemo items (refunds). Order status ignored.

One Product ID can be applied for several SKU (depends on). Actions: 1. Filter by SKU shows you sku with entered substring.2. Sorting actions for any column.

7. Reports OverviewMonthly Sales by SKU/Product. Chart.

Report based on order items information. Order status ignored.

First chart contains monthly invoiced amount for all products without shipping.Next charts contains monthly amount of sales per SKU for each product.

Actions: mouse over column to show amount and SKU details.

7. Reports OverviewNew vs. Returning Customers

Report based on order amounts information without shipping and taxes. Order status ignored.

Charts contain monthly amounts and share of total amount for New and Returning customers.

Actions: mouse over column to show amount and share details.

7. Reports OverviewDMA region maps

Report based on order amounts information and DMA segments. Chart contains monthly amounts, amount for New and Returning customers and Top Cities for certain DMA.Actions: mouse over area to show details.

7. Reports OverviewSales by Manufacturer

Report based on items amounts information without shipping and taxes. Order status ignored.

Chart contain monthly amounts for each Manufacturer with share more than 5% for certain period. (the value can be changed)

Actions: mouse over line to show amount.

7. Reports OverviewSale by Payment type

Report based on order amounts information without shipping and taxes. Order status ignored.

Chart contains monthly amounts for each payment type used by clients.

Actions: mouse over line to show amount.

7. Reports OverviewProfit report

Report based on invoiced amounts and cost information without shipping and taxes. Order status ignored.

Actions: search by SKU, sorting for each column.

Thank you for your interest in AITOC’s extension for Magento.

To buy this extension and browse through other useful modules, please visit our website http://www.aitoc.com/en/magento.html

May you have any questions, please contact [email protected]

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smart reports user manual by aitoc

Software

report file

report youll

view report

report calculations

automatic report

report profile dropdown

new report profile

report profile buttons