Reports
It's important to stay up-to-date with the overall performance of the business. The "Reports" section allows a store owner to view information about customers' behavior on the website.
We are glad to offer our help and create reports personally for you following all your requirements and needs. Please contact us today with a sample of your report and we'll provide you estimated time and cost.
The following topics are covered:
General Information
Comparing reports' data allows to see if you need to make any changes in pricing or product descriptions. For some reports, you need to specify the report dates before the report is generated.
Once you open any report, the following options are available: print, save, see the report outline, thumbnails, choose page settings and edit page (report). There are also numerous export options available. You can save the current report as an image file, PDF file or a table and open it later using some application. This can be a big help when it comes to filling out your tax report, since you can import it directly into an Excel spreadsheet.
All reports in Store Manager can be customized. You can change report layout, insert pictures (logos), add and remove fields etc. There are many ways to customize a specific Report.
Go to the "Edit" page by clicking the corresponding icon. There you'll see "Designer's" toolbar, “Standard” toolbar, “Text” toolbar, “Frame” toolbar, “Align” toolbar.
Also, you can create your own reports. By each report name you can identify its purpose and information it contains.
Each report has two parts:
- Report template - are stored in .fr3 files; they contain report layout information.
- Report queries - are stored in .sql files; they contain SQL queries to retrieve data required for the report.
You can find report files under the "Application Data" directory shortcut:
Start -> All Programs -> eMagicOne -> Store Manager for Magento -> Application Data.
By default Store Manager the "Application Data" directory looks like this:
In case you have the most recent versions of Windows, you can find the necessary location by following this path:
C:\Users\$your_username$\AppData\Local\eMagicOne Store Manager for Magento
Report Types
Report section helps to automatically calculate hourly, daily, weekly, monthly and yearly data for your store. Program has two types of reports:
- General reports (Currently there are five reports available by default)
- Custom reports (You can create them manually)
These two types are almost identical, the only difference is that custom reports can be modified within Store Manager. You can add new custom reports or remove existing, whereas default reports should be modified with external program called Report Tool (rptviewer).
You do not need to download Report Tool. It is located in application program group along with other program shortcuts:
C:\Program Files (x86)\eMagicone\Store Manager for Magento\rptviewer3
Form Barcode-Labels for Selected Items
Select the items that you want to generate and print barcode-labels for and use the right-click to call the context menu with the necessary section:
Then, you should select the relevant store view from the list, in case you have multiple stores:
Choose an identifier that will be used for barcode-labels generation from the drop-down list:
Important! The current parameter should be numerical only! The fields with the mixed values will lead to the incorrect labels generation and you can get the following barcode-labels view:
In addition, you can modify the labels view in a file - add new themes or colors, some extra information and logo of the company. In order to perform this follow such path to open and customize the report file:
C:\Users\$your_username$\AppData\eMagicOne Store Manager for Magento\Custom_Reports\Barcode_Labels\ report.rptviewer3File
Report Editing
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).
The report's price may change depending on the complexity of the request, so it would be better to fill the form in the page shown below and specify all your requirements and interesting questions. You will get an answer from our managers during 24 hours after checking your request with tech engineers.
Order Report Development
In case you need to design your own reporting document with the specific data in it, press the option in the top toolbar and you will get to the page, where the necessary report design can be ordered.
Send Email
Before starting, make sure you have properly configured the SMTP server details to provide the direct mailing from Store Manager.
Go to Preferences->E-Mail Settings->Switch to Advanced Settings
and fill the necessary fields.
Press the [Check Settings and Send Test Email] to verify:
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:
- "General Reports":
- "Custom Reports":
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.
Automated Email Send
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 do not forget to press the [OK] button.
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.