Screen: ShopSite > Reports

Reports

ShopSite can help you track customer sales and activity in your store using your Web server log files. The activity report generated gives you information about sales and general traffic on your Web store.


Note:
If you have not previously configured reports, you will be taken directly to the Reports Configuration screen.

ShopSite will compile new reports every time you visit this page and display information about recent sales. How this information is displayed is controlled by the following fields:

Date range Use the drop down menu to select which preset date range (Today, Current week, Current month, Current year, All time, Yesterday, Last week, Last month, Last year, Custom dates) you would like to report off of. If you decide to use custom dates, provide the date range and click "Generate Report" to request the data for that specific date range. Otherwise, the table should automatically populate when you make your selection.
Graph by There are four options available for displaying your data. Each option can be useful depending on the circumstances.
  • Summary - This will display a pie chart showing how each part contributes to the overall whole.
  • Month - This will display a bar chart, with each bar representing a month.
  • Week - This will display a bar chart, with each bar representing a week.
  • Day - This will display a bar chart, with each bar representing a day. You may need to click and drag to select an area of the chart to zoom in on the data.
Note: This option is not available for Inventory reports.
View Decide whether you want to view the report in a chart or spreadsheet format. If you choose the spreadsheet format, you can also decide whether you want the results grouped or not.

Note: This option is not available for Inventory reports.

Select Report Type

There are a number reporting options available that can be used to discover key metrics for your company. Working with the settings specified above, these fields allow you to focus on the different statistics recorded by ShopSite.
Sales This is the default report type that is displayed whenever you navigate to the Reports page. It shows the gross sales for your store and also provides information on money received for shipping, taxes, and surcharges.
Product For products, decide which product qualities to base the report on and determine which products to display:
  • What to report:
    • Product sales ($)
    • Units sold (qty.)
    • Rewards value ($)
  • For which products:
    • Top X products - Use the dropdown box to select the number of products to display.
    • Specific products - Manually enter which products to display using the provided text box.
  • Combine product options - This refers to the Advanced Ordering Options of products. Check the box to combine all product options under a single product.
Merchandising This field provides information on potential expenses, such as customer rewards, coupons, discounts, and redeemed gift certificates.
Coupon Coupons, decide which coupon metrics to base the report on and determine which coupons to display:
  • What to report:
    • Redeemed coupons ($)
    • Coupons used (qty.)
  • For which coupons:
    • Top X coupons - Use the dropdown box to select the number of coupons to display.
    • Specific coupons - Manually enter which coupons to display using the provided text box.
Gift certificate Gift certificates, decide which gift certificate metrics to base the report on:
  • What to report:
    • Gift certificate sales ($)
    • Redeemed gift certificates ($)

Note: There are no pie charts for this report, only bar charts.
Inventory report Inventory, decide which products to display:
  • For which products:
    • X low stock products - Use the dropdown box to select the number of products to display. Use the checkboxes to specify whether you want to see all low stock products, including "Out of stock" products, just low stock products or just out of stock products.
    • Top X products - Use the dropdown box to select the number of products to display. Use the checkboxes to to control which specific products you want to view in the report.
    • Specific products - Manually enter which products to display using the provided text box.
Associate Associates, decide which associate sales metrics to base the report on and determine which associates to display:
  • What to report:
    • Orders ($)
    • Orders (qty.)
    • Redeemed coupons ($)
    • Discounts applied ($)
    • Rewards value ($)
    • Gift certificate sales ($)
    • Redeemed gift certificates ($)
  • For which associates:
    • Top X associates - Use the dropdown box to select the number of associates to display.
    • Specific associates - Manually enter which associates to display using the provided text box.
Customer Customers, decide which customer sales metrics to base the report on and determine which customers to display:
  • What to report:
    • Orders ($)
    • Orders (qty.)
    • Redeemed coupons ($)
    • Discounts applied ($)
    • Rewards value ($)
  • For which associates:
    • Top X customers - Use the dropdown box to select the number of customers to display.
    • Specific customers - Manually enter which customers to display using the provided text box.
Shipping Shipping, decide which shipping metrics to base the report on and determine which shipping options to display:
  • What to report:
    • Orders ($)
    • Orders (qty.)
    • Shipping costs ($)
    • Surcharges ($)
  • For which shipping options:
    • Top X shipping options - Use the dropdown box to select the number of shipping options to display.
    • Specific shipping options - Manually enter which shipping options to display using the provided text box.
Payment types Payment types, decide which payment metrics to base the report on and determine which payment types to display:
  • What to report:
    • Orders ($)
    • Orders (qty.)
    • Tax collected ($)
  • For which payment types:
    • Top X payment types - Use the dropdown box to select the number of payment types to display.
    • Specific payment types - Manually enter which payment types to display using the provided text box.
State and country State and country, decide which location metrics to base the report on and determine which locations to display:
  • What to report:
    • Orders ($)
    • Orders (qty.)
    • Tax collected ($)
    • Shipping costs ($)
  • For which locations:
    • Top X locations - Use the dropdown box to select the number of locations to display.
    • Specific locations - Manually enter which locations to display using the provided text box.

Click the Configure Reports button to specify Web server log file information. Note: This link only appears when Reports have not yet been set up.

Click the Go to Google Analytics link to open a new window to your Google Analytics account.

Click the Review historic data link to view report data from before the upgrade to the new reports feature. Note: This link only appears for those who have upgraded to ShopSite 11 from a previous release.

ShopSite Help and Resource Center
Last updated: March 01, 2010
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