6. Reports
fmCustomReports - Reports Management
It's important to stay up to date with the overall performance of the business. Reports section allows store owner to view information about customers' behavior on his/her 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 cowered:
General Information
Comparing reports' data allows you 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 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 time to fill 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. Just go to Edit page by clicking 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 "Application Data" directory shortcut: Start -> All Programs -> eMagicOne-> Store Manager for ... -> Application Data. By default Store Manager "Application Data" directory looks like this:
Report Types
Report section helps by automatically calculating hourly, daily, weekly, monthly and yearly data for your store. Program has two types of reports:
- Default reports
- Custom reports
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 can find Report tool in application program group along with other program shortcuts:
Report Editing
Store Manager allows you to work with a third-party program (Report Tool) for report developing and editing. Download 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 just 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 -> Report Tool (free third-party application).
- Open Report Template (.fr3 file) in the Report Tool - Go to Start -> All Programs -> eMagicOne-> Store Manager for ... -> Application Data -> Reports -> English sub-directory (for default reports like Invoices, etc) and Custom Reports sub-directory (for Custom reports). Also you can find it in C:\Documents and Settings\Your_User\Local Settings\Application Data\eMagicOne Store Manager for ...\Reports\English\ or Custom Reports sub-folder.
Remember that every report besides of its template needs some data to be displayed. To customize the 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. Please note that the modification of the report is not a feature of Store Manager itself and we do not provide support for the third-party application (Report Tool).
You're welcome to contact us for additional consultations.
By each report name you can identify its purpose and information it contains. Comparing Reports' data allows you to see if you need to make any changes in pricing or description.
For some reports you need to specify the report dates before the report is generated.
Once you open the 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 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 time to fill out your tax report, since you can import it directly into an Excel spreadsheet
There are many ways to customize a specific Report. Just go to Edit page by clicking corresponding icon. There you'll see "Designer's" toolbar, “Standard” toolbar, “Text” toolbar, “Frame” toolbar, “Align” toolbar. Download User's Manual to get a complete description of this page.
Reports section contains lot's of standard Shopping Cart reports. Among them:
- Reports:
- Best viewed products
- Best Sold products
- Products rating
- Sales to views relations
- Low Stock
- Low Sellers
- Sales Reports:
- Sales for today
- Sales for yesterday
- Sales for current week
- Sales for current month
- Sales for current year
- Sales for last year
- Sales per time period
- Sales by Manufacturers
- Sales by categories
- Sales by countries
- Over Time Reports:
- Sales Over Time
- Number of Orders Over Time
- Number of Products Sold Over Time
- Sales Per Category Over Time
- Average Order Over Time
- Number of New Customers Over Time
- Customers that didn't buy anything Over Time
- Number of Returning Customers Over Time
- Number of New and Returning Customers Over Time
- Number of Coupons Over Time
- Amount of Coupons Over Time
- Number of Sales Over Time Per Country
- Orders Per Manufacturer Over Time
- Products Per Manufacturer Over Time
- Amount of Sales Per Shipping Method Over Time
- Number of Sales Per Shipping Method Over Time
- Amount of Sales Per Payment Method Over Time
- Number of Sales Per Payment Method Over Time
To Select and View Report, just Click on it once and in the Products count Window enter the records count to be displayed or in the Report Time Period Window select one you need and press ok.
At the report page, which is opened after you select the report, this report can be viewed, saved, printed or edited with the help of toolbar.
From this page you can export current report to PDF, HTML, Excel, RTF, BMP, GPG, TIF, DIF formats. There's also Edit page option that allows to edit report data and its layout in Fast Report Designer (Text font, size, color, alignment, etc.,framing options can be selected). In case you'd like to change some field contents in Fast Report Designer Window, double-click on it to get the Memo screen. Please note that any of these changes made to a specific report will not be saved as a template change.
To edit one of report templates you have to run Report Tool and open appropriate file. Download User's Manual to learn how to edit report templates.
Remember that every report needs some data (as well as its template) in order to be displayed. To customize data for a report you have to modify its .sql files.
SQL files are stored in \Application Data\eMagicOne Store Manager for X-Cart\Reports\SQL sub-folder Report can use one or more .sql files whereas one .sql file may be used in one or more reports. As for example all General reports are very similar and they use the same queries to retrieve data. To figure out which .sql is used in a report open this report using Report Tool and see fields.
Doubleclick some field to get the following screen:
Entire report field enclosed in square brackets []. First part (before dot symbol) is .sql file name where "SQL" is a part of the name replaced with "DBDataSet". Second part (after dot symbol) is field name quoted with "".