Reporting

Volusion is more than just an online shopping cart – it's an online business system that helps you manage and track every aspect of your store. With your store’s powerful reporting tools, you’ll be able to maximize your revenue and capitalize on valuable sales trends.

Contents

Getting Started

To start using your reporting tools, go to Reports > Reporting in your Admin Area.

The Reporting page is divided into three sections: the Report Generator, the Report Graph, and the Report Table. From the Report Generator area of the page, you can select the type of report you want and select the criteria of the report. The Graph and Table portions of the page will display the data returned by the report.

Generate reports on Orders, Order Details, RMAs, Products, Categories, and CRM Tickets – or create a fully custom report.

Orders Reports

To generate a report based on order information, click the Create/Edit Report button and select Orders from the Choose Report drop-down.

Filter the contents of the report using the options, menus, and text-boxes provided. For Orders reports, the following can be configured:

Orders

Based on OrderDate The Orders report will be populated based on the date orders were placed, specified by the time period settings you apply.
Based on ShipDate The Orders report will be populated based on the date orders were shipped, specified by the time period settings you apply.
Order Status Generate a report with orders of a particular status type (Not Cancelled, Open, Shipped, Returned, or Cancelled).
Time Period Specify the period the report will span.
To / From Generate a report for a specific date or date range.
By Up to 3 filters can be applied to the data generated within the report. Note that these filters will be applied in the order they are selected (1st, 2nd, 3rd) and will affect the way that the report information is displayed within the report graphs.

Note that Orders reports can be filtered by choices of day, month, year, day of the week, and the following columns within the Orders database table: ShipDate, ShipCountry, PaymentMethod, ShippingMethod, OrderStatus, SalesTaxRate1, SalesTaxRate2, SalesTaxRate3, Tax1_Title, Tax2_Title, Tax3_Title, SalesRep_CustomerID, and OrderID.

Once you’ve set up your report, click Generate.

Order Details Reports

OrderDetails reports are similar to the Orders report but will only return information based on data stored within each order's details page.

RMA Reports

With RMA reports, you can view a report of the number of RMAs generated information based on a specific date or range of dates. RMA reports can be ordered by the following fields: RMA_Number, RMAItems_ID, and ProductCode.

Product View Reports

Product View reports show the number times a particular product has been viewed during a particular time period. This report can provide information based on a specific date or range of dates and can be ordered based on ProductCode, ProductManufacturer, or both.

This report performs similarly to other reports in the system and can give you a quick snapshot of your store’s most-viewed items.

Category View Reports

Similar to Product View reports, Category View reports provide a list of your store's categories, complete with the number of views each category has received in the time period the report is configured. They can be ordered by a day or date, as well as the CategoryID or CategoryName.

CRM Ticket Reports

CRM Ticket Reports show you the number of email tickets that have been submitted to your store's CRM. The report can be generated based on a certain date or date range and ordered by customers' names.

Advanced Options

Each report can be fine-tuned using the Advanced Options section of the reports dialog box.

Column Name

Here, you can choose the column to be displayed on the graph. The columns available depend upon the report type.

Color

Assign a unique color to each set of information displayed within a bar graph or pie chart.

Alignment

Each column configured for a report will appear along the X or Y axis of the graph. Labels can be displayed at the top, bottom, or along the side of the graph.

Axis Title

Labels can be assigned to each axis in a report for each advanced filter.

Format

Depending on the data, you may want to set a column to display data in either standard, numerical, or currency format.  

Custom Reports

The Custom report tool generates reports based on an SQL query.

Here, you can fine-tune reports or create custom SQL to generate a report from. Custom reports should only be used if you have a thorough understanding of SQL queries and reports.

Tips and Special Settings

Bar Graphs vs. Pie Charts

Once a report has been generated, you can view it in bar graph or pie chart format by clicking their respective icons.

Configuring a Revenue Report

Revenue reports are based on revenue received from orders over a specified period of time. For example, if you want to create a report to show the revenue you’ve received based on orders over the past 30 days and compared from day-to-day:

  1. Click the Create/Edit Report button.
  2. In the Create Report dialog, select Orders from the Choose Report menu.
  3. Select Based on either Order Date or Ship Date option as required.
  4. From the Time Period menu, select Past 30 Days.
  5. Set the first By filter to Day.
  6. Within the Advanced Options, set the first filter to PaymentAmount, set your color and display options, enter Revenue into the Axis Title box within this row, and then select Currency from the last drop-down option.
  7. Click Generate.

Your report will show orders placed over the past 30 days along with the total payment amount for orders each day.

Configuring a Product Report

Product sales reports, as the name suggests, gives you information about the products that are sold in your store. Learning what your top sellers are can help you plan your inventory and marketing strategies, so you’re always ready to give customers what they’re looking for.

Let’s say you want to see a list of all of the quantities sold for each product in the 1st quarter of 2012:

  1. Click Create/Edit Report.
  2. In the Create Report dialog, select OrderDetails from the Choose Report menu.
  3. Select Based On either Order Date or Ship Date.
  4. In the From text box, enter "01/01/2012".
  5. In the To text box, enter "03/31/2012".
  6. In the first By filter, choose ProductCode.
  7. Click Generate.

If you plan on using this same report again, you can save it in your Saved Reports for easy access from the Reports table.

A graph and table will display a list and quantity of all products sold within the 1st quarter of 2012. Each product will be listed by its product code.

This report can also be regenerated with an additional Month or Day filter.

Bookmarking Reports

Any report you generate can be bookmarked for later access. You can also bookmark general reports if you need to recreate specific types of reports on a regular basis.

To bookmark a report:

  1. Generate the report you want to bookmark
  2. Click Create Report and select the Save New Report option.
  3. Enter a name for the report and click Generate.

Bookmarked reports can be viewed by selecting them from the Saved Reports menu on the Reports page.