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The Reports section allows generating predefined and custom reports to analyze various aspects of your online business.
Predefined reports include templates for analyzing best-viewed products, best sellers, orders, and other metrics. In Custom reports, you can create, view, and edit your own reports to analyze specific aspects of your store.
eMagicOne tech team can create a report personally for you according to your requirements and needs.
Submit a request to get a quote for the custom report development service.
The article covers the following topics:
General Reports
General Reports
The General Reports section allows generating reports by using the following templates:
Best Viewed Products
Best Sellers (by product name)
Best Sellers (by manufacturer)
Best Viewed (total views)
Orders Total
Frequency
Monetary
One-time Byers
Recency
Recency, frequency, monetary
Latency Matrix
Show Report
Show Report
To view a report, pick a template, choose a store view, and specify a date range. Press [Show Report] on the toolbar:
The report will open via the integrated Fast Report Tool. Using its toolbar, you can perform the following actions over the generated report:
Print – send the report to the printer.
Open - select saved report (.fp3 file format).
Save – save the report to CSV, TXT, JPEG, Excel, etc.
Export to PDF – save the report as a PDF document.
Send by e-mail – send an email with the report attached. See below how to send a report via email and set up automated report emails.
Page settings - configure page size, orientations, margins.
Edit page - edit the design of the current report.
Note: when you are editing the generated report, only the look of the current document will be changed.
To change the report template, see the paragraph Edit report.
You can order editing of a report template as a service. Submit your request to contact@emagicone.com
Report Configuration
Report Configuration
You can save parameters of the report (store view, date range) into a file and load it next time when you need a report with the same parameters. To save current configuration, press [Save Settings].
Custom Reports
Custom Reports
The Custom Reports section allows you to create your own reports using SQL queries. We recommend that you upload, create, edit and delete queries only if you have essential SQL knowledge.
By default, the Custom Report section contains one predefined template - Barcode_Labels. New reports that you create yourself will appear here too.
The Custom Reports toolbar offers the following options:
New report
Rename
Delete report
Edit report
Show report
Send E-mail
A custom report consists of two parts: an SQL query and a template.
When you select an existing Barcode_Labels report and click Edit report, you can see the SQL query below:
To define the entities to which the report will be applied (products, customers, or orders), press Related to and select the entity from the drop-down.
To edit the template of the custom report, press Design report. Here you can change the look of the report: insert your company logo and change other objects:
Custom reports can be generated from the shortcuts menu of a specific entity.
For instance, the Barcode_Label report relates to the Product entity. Therefore, to generate barcode labels, go to Catalog > Categories&Products and select a product(s). Open the shortcuts menu with a right-click and under Reports click Barcode Labels:
Create Barcode-Labels for Selected Items
Create Barcode-Labels for Selected Items
Select the items that you want to generate and print barcode-labels for and use the right-click to call the context menu with the necessary section:
Then, you should select relevant store view from the list, in case you have multiple stores:
Choose the field that will be used to generate barcode labels:
Important! Current parameter should be numerical only! Fields with mixed values will lead to an error:
You can modify the barcode labels view in a file: add new themes or colors, some extra information and logo of the company. In order to perform this, follow such path to open and customize the report file:
C:\Users\$your_username$\AppData\eMagicOne Store Manager for Magento\Custom_Reports\Barcode_Labels\ report.rptviewer3File
Edit Report
Edit Report
Store Manager allows you to work with a third-party program (Report Tool) for report developing and editing. Check User's Manual to learn more about this tool.
In case you want to add some logo or change text format for some columns, you need to modify report template (you do not need to modify SQL files).
To edit one of report templates follow few steps:
Run Report Tool - Go to:
Start -> All Programs -> eMagicone -> Store Manager for Magento -> rptviewer3
2. Open Report Template (.fr3 file) in the Report Tool - Go to:
Start -> All Programs -> eMagicone -> Store Manager for Magento -> Application Data -> Reports -> English (for default reports like Invoices, etc)
Start -> All Programs -> eMagicone -> Store Manager for Magento -> Application Data -> Reports -> Custom Reports (for Custom reports).
Also, you can find it in
C:\Documents and Settings\Your_User\Local Settings\Application Data\eMagicone Store Manager for Magento\Reports\English\
C:\Documents and Settings\Your_User\Local Settings\Application Data\eMagicone Store Manager for Magento\Reports\ Custom Reports
Remember that every report, besides of its template, needs some data to be displayed. To customize data for any report (in case you would like to add some additional information to your report), you have to modify .sql files.
SQL files are stored in Reports\SQL sub-folder. Please note that this requires some SQL skills. Note that modification of a report is not a feature of Store Manager itself and we do not provide support for the third-party application (Report Tool).
Send Report via E-Mail
Send Report via E-Mail
To send a report via email, you first need to configure email settings in the Store Manager Preferences.
Current feature is used for internal correspondence in the "Reports" section.
To be able to send an email with the chosen report details to the admin or manager of the store (the email address which is specified in the SMTP settings form here), select a report you want to forward from the "General Reports" or "Custom Reports" sections. Then use the [Send Email] button on the top toolbar.
It opens the window for quick mailing. In the upper side you can check an email address for sending.
The template list of the email message, the subject field, the content of the template you can see below.
On the right, there is the "Attachments" pane. You can see the selected report in the file of the pdf format assigned to the message.
The additional information placed separately in external or internal sources can be added by using the [Add] button (see an illustration above).
To preview message via default email program ( like Mozilla, Opera, Mailbird etc. ) before sending, press the [Preview Email] button in the toolbar of the form:
Once the preparatory actions are done, you can start sending emails.
The [Send Email] button transfers message to the recipient which email address is checked above.
The all outgoing correspondence of your store can be checked in the relevant sector of Store Manager.
Send Automated Email
Send Automated Email
To automate sending from the "General Reports" or "Custom Reports" sections, open the list of scheduled tasks and click the button to add a new action.
Make the following actions in the form which appears:
"Task name" - specify unique task name to be able to add it to the existing ones
"Task type" - choose from the list a task on the specific sector you want to schedule:
"Task configuration" - select one from the list of the previously saved, or create a new configuration by pressing the button on the right [Create or Modify Configuration]
The mailing form requires the following details:
Depending on which task you have chosen above (reports or custom reports), you will see the list of the relevant sector of the "Reports" page:
The "General Reports" list:
"Report config" - this field should be saved previously in the Reports page of Store Manager.
If keep it unfilled, you will get the following message:
"Email template" - indicate the template of the message:
"Email" - specify an email address of a recipient.
Type the configuration's name in the field, as shown below, and save it by pressing the [Save Settings] button.
The current option helps to keep settings directly or separately (in case you choose an action to transfer them to s file). All filled details will be saved and the next time you can upload them by using the option [Load Settings] to fill the form automatically.
Press [OK] to keep this entry.
Specify the date and time for the current operation performance in the "Schedule" area:
To save the task, press [OK] .
For the detailed information concerning the service, please visit our page.
Find more information on Report Development and Management on the page of useful articles:
Magento Report Features and Usage
Magento Report - Latency Matrix
Magento Report - Recency, Frequency, Monetary
You're welcome to contact us for additional consultations.
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