Advanced Reporting & Analytics

How To Use & Features

How Does This Extension Work?

The Advanced Reporting extension for Magento 2 is designed to elevate your store's analytics capabilities by providing an array of sophisticated reporting features. Here’s a detailed look at its functionality:

1. Activation and Configuration:
• Enable the Extension: The initial step involves activating the extension from the Magento store configuration panel. This enables the core functionalities and integrates them seamlessly into your admin interface.
• Dashboard Setup: After activation, admins gain access to three specialized dashboards: Sales Dashboard, Customer Dashboard, and Product Dashboard. These dashboards are meticulously crafted to provide a granular view of various data sets through interactive graphs and charts.
2. Dashboard Features:
• Sales Dashboard: This dashboard delivers in-depth sales insights, including lifetime sales data, time-specific sales reports (e.g., today, last 30 days), and revenue analysis by country and discount types. It includes advanced visualizations such as revenue trends and gender-based revenue distribution.
• Customer Dashboard: Focuses on customer analytics, showcasing lifetime, time-span, and current-day data. It provides graphical representations of key metrics like top revenue-generating customers, customer engagement statistics, and demographic breakdowns.
• Product Dashboard: Offers detailed product performance insights, such as sales quantities with and without discounts, revenue by category, and reports on products added to the cart but not purchased. It also identifies unsold products and highlights top-performing items.
3. Custom Reporting:
• Create Custom Reports: Admins can generate an unlimited number of custom reports using Magento’s serialized condition framework. This allows for highly tailored data analysis according to specific business needs.
• Report Management: Admins can manage these custom reports, including options for bulk deletion and updating report statuses. Reports can be exported in CSV or XML formats for further analysis.
4. Email Notifications:
• Configure Notifications: The extension allows for the creation of multiple email notifications for any report. Admins can set up email alerts with customizable templates, including the frequency of notifications and the specific reports to be included.
• Recipient Management: Admins can specify multiple recipients and configure notification schedules using cron syntax or predefined intervals. Notifications are sent in PDF format for ease of review.
5. Advanced Configuration:
• Attribute Selection: Choose which attributes are included in attribute-related reports, allowing for precise data filtering and analysis.
• Order Status Definition: Define which order statuses are considered in revenue calculations to ensure accurate reporting.

This extension does not overwrite Magento’s default dashboard but instead integrates additional dashboards, offering enhanced analytical capabilities without disrupting existing functionalities. This comprehensive setup ensures that store administrators have the tools needed for effective data-driven decision-making and strategic planning.

Installation Steps for Magento 2 Advanced Reporting Extension

Follow these steps to successfully install and configure the Advanced Reporting extension for Magento 2:

Step 1: Check Permissions

Ensure that the app directory has the necessary write permissions. This allows the extension files to be properly written and configured.

Step 2: Upload Files

1. Unzip the Extension: Extract the contents of the extension folder.
2. Upload Files: Use an FTP client to upload all extracted files to the root directory of your Magento website.
3. Replace Existing Files: If prompted, confirm that existing files or folders should be replaced by selecting "Yes."

Step 3: Enable Extension Using SSH

If you have SSH access to your server, you can set up the extension using the following commands:

• For Windows Server

  php bin/magento setup:upgrade
  php bin/magento setup:static-content:deploy

• For Linux Server

  bin/magento setup:upgrade
  bin/magento setup:static-content:deploy

Step 4: Refresh Cache

1. Via Admin Panel:
• Navigate to System > Cache Management in the Magento admin panel.
• Click on the “Flush Magento Cache” button to refresh the cache.
2. Via SSH:

• For Windows Server

  php bin/magento cache:clean

• For Linux Server

  bin/magento cache:clean

Following these steps ensures that the Advanced Reporting extension is correctly installed and configured, allowing you to leverage its advanced analytics features for your Magento 2 store. If you encounter any issues during installation, please contact support for assistance.

How to Use the Magento 2 Advanced Reporting Extension

To utilize the Advanced Reporting extension, follow these steps:

1.Enable the Extension

Navigate to Stores > Configuration.

• Select Zealousweb Extension > Advanced Reporting & Analytics.
• Go to the Notification section to enable the extension.

2.Configure Email Settings

In the Email Settings Configuration:

• Enter the Email Sender Name and Email Sender Email.
• Add multiple email addresses for Send Email Copy To using comma separation.
• Choose the desired Email Template for sending notifications.

3. Configure Report Attributes

• Go to the Attributes Settings section to select the attributes you want to use in reports and notifications.

4. Configure Order Status

• In the Order Status section, select the order statuses to include in your reports.

5. Create Custom Reports

• Navigate to Zealousweb Menu > Custom Report and click Create New Report.
• Enter the report title and choose to enable or disable the report.
• Add conditions for the custom report in the new Conditions tab.

6. Manage Email Notifications

• Create multiple email notifications for various reports.
• Enable or disable notifications as needed.
• Specify one report per email notification and configure notifications for custom reports.

7. Utilize Built-In Dashboards

The extension provides three comprehensive dashboards for detailed analytics:

Sales Dashboard

• Lifetime Overview: Displays data from the start.
• Timespan Overview: Shows data within a selected date range.
• Today’s Report: Provides data for the current day.
• Includes revenue overview, revenue by country, sales, and coupons.
• Displays average revenue by customer and order.
• Graphs for revenue by discount or non-discounted items.
• Revenue analysis based on gender.
• Option to select price ranges and generate revenue reports.

Customer Dashboard

• Lifetime Overview: Shows data from the start.
• Timespan Overview: Displays data between selected dates.
• Today’s Report: Provides data for the current day.
• Graphs for top five highest revenue generators.
• Analysis of customer vs. orders, promotion periods, and purchase hours.
• Charts for new vs. returning visitors and total visitors vs. orders.
• Analysis based on products and categories.
• Gender-based audience graphs.

Product Dashboard

• Lifetime Overview: Shows all product data from the start.
• Timespan Overview: Displays data within a selected date range.
• Today’s Report: Provides data for the current day.
• Analyze product sales with and without discounts.
• Revenue by product categories.
• Identify products added to the cart but not purchased.
• Reports on unsold products for specific periods and their promotion.
• Top ten best-selling products by quantity and revenue.

8. Compare Date Ranges

• Compare data between two date ranges—daily, monthly, or yearly.
• Compare data based on specific websites if applicable.