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How to Generate Reports in Magento 2

How to generate reports

Do you want to increase your sales of your store by identifying the pattern of purchases? Magento includes several reports that you can review on a regular basis to always have the ability to take a look at the statistics of the online store. In this guide, we will help you to create reports in Magento 2.

 

What are the types of reports present in Magento 2?

You can see a list of reports in Reports tab of the admin panel. Magento includes 22 reports divided into five groups. Let’s explore each group in detail:

Sales Reports:

Go to Reports => Sales

Reports-Sales 

You can fetch all the statistics related to orders, tax rates, invoices, shipping, credit memos, and coupons in your store. For all reports, there is a filter to see the report by period, date range, and order status.

There are seven options in sales reports in Magento 2.

Orders: It shows information about the number of orders placed and canceled, with totals for sales, amounts refunded, tax collected, shipping charges, and discounts.

Tax: It provides information about tax rule and rate, number of orders, and tax amount charged.

Invoiced: It contains the number of orders invoiced.

Shipping: It shows the total number of orders for carrier or shipping method used, with amounts for total sales shipping and total shipping.

Refund: It displays the number of refunded orders and the total amount refunded online via payment gateway as well as the offline refund.

Coupons: It shows the list of coupon code used by customers in the specified time.

PayPal Settlements / Braintree Settlements: See the information for every transaction that affects the settlement of funds for PayPal and Braintree.

 

Marketing reports:

Go to Reports => Marketing

Reports-Marketing

There are four options in marketing reports in Magento 2.Products in cart: As the name suggests, you can see the products that are currently in customers’ shopping carts on the storefront or of pending orders in the admin panel.

Search Terms Report: It allows you to see the most popular search queries in your Magento store.

Abandoned Cart Report: The next report allows you to see the abandoned carts from your customers, which is important to contact those customers again to motivate them to complete their order.

Newsletter Problems Report: If there are errors in the newsletter delivery, you will be able to see and review those errors from this report, and all the details about the errors will be located in the log file in the var/log folder.

 

Review Reports:

Go to Reports => Reviews

Reports-Reviews

By Customers / By Products: With these reports, you will be able to take a closer look at the statistics of the reviews in your store, grouping the statistics for those reviews by customers or by products.

 

Customer Reports: 

Go to Reports => Customers

Reports-Customers

Orders Total: Check the entire amount for the purchases of each customer for a given period, including the average number of purchases by the buyer.Order Count: Get the total number of purchases by each customer for a given time, including the average number of orders by the buyer.

New: This provides information about the number of new customers by the interval of a particular time.

 

Product Reports:

Go to Reports => Products

Reports-Products

Views: See the number of views for each of the products in the store in a given time.Bestsellers: Review the list of best sellers for a given period.

Low Stock: Review the list of products that currently have a low stock quantity.

Ordered: See a list of ordered products and the number of products sold for the selected period.

Downloads: See the statistics related to downloadable products, including purchases and download.

 

 

How to export reports?

Step 1: To export report, go to the required report page.

reportMenu-1024x454

 

Step 2: Select correct store view and assign values for filters to get desired reports.

reportsStoreView

 

Step 3: After inserting the filters click on show report, to see the report.

showReport-1024x875

 

Step 4: The report will be visible in the grid below filters.

Step 5: To export the report click on the Export button in right-hand side and click on CSV.

export

 

This will download the report in CSV format.

exportcsv-1024x149

 

That’s all about the guideline to manage Reports in Magento 2. Hope this article was helpful. Please get in touch with us if you have any queries or feedback. Thanks for reading!

 

Editorial Staff

About Editorial Staff

We are a team of Magento ecommerce developers and SEO experts at Humcommerce. We write about anything and everything which can help you run your Magento 2 ecommerce store better.