Magento 2 Advanced Reporting Extension
Installation and User Guide for Magento 2 Advanced Reporting Extension
Table of Contents
Upload Package
Install Extension
Configuration Settings for Advanced Reporting
General Settings
Sales Detailed Report
Sales Item Detailed Report
Sales Summary Report
Installation
Installation via app/code: Upload the content of the module to your root folder. This will not overwrite the existing Magento folder or files, only the new contents will be added. After the successful upload of the package, run below commands on Magento 2 root directory.
Installation via Composer: Please follow the guide provided in the below link to complete the installation via composer.
Configuration Settings for Advanced Reporting
Go to Admin > Stores > Configuration > Scommerce Configuration > Advanced Reporting
General Settings
Enabled - Select “Yes” or “No” to enable or disable the module.
License Key - Please add the license for the extension which is provided in the order confirmation email. Please note license keys are site URL specific. If you require license keys for dev/staging sites then please email us at support@scommerce-mage.com.
Reports of Advanced Reporting
Go to Admin > Scommerce Configuration > Reports > Advanced Reporting
Sales Detailed Report
You can see the sales detailed report at, Admin > Reports > Advanced Reports > Sales Detailed Report.
The grid will have following columns:-
Increment Id - Order number
Store - Store name
Status - Status of the order, pending/processing/complete/closed
Order Date
Customer Name
Billing Country
Billing Postcode
Billing Currency
Base Currency
Payment Method
Total Shipping Price (Excl. VAT)- Base Currency
Total Shipping Price (Incl. VAT) – Base Currency
Total Shipping Price (Excl. VAT) – Billing Currency
Total Shipping Price (Incl. VAT) – Billing Currency
Total Discount - Base Currency
Total Discount - Billing Currency
Total Shipping VAT – Base Currency
Total Shipping VAT – Billing Currency
Total VAT – Base Currency
Total VAT – Billing Currency
Grand Total (Excl. VAT) – Billing Currency
Grand Total (Incl. VAT) – Billing Currency
Grand Total (Excl. VAT) – Base Currency
Grand Total (Incl. VAT) – Base Currency
Total Cost
Gross Profit Margin (%) = ((Grand Total (Excl. Vat) – (Total Cost + Total Shipping Price (Excl. VAT) + Total Discount (Excl. VAT))) / Grand Total (Excl. Vat)) * 100
Gross Profit Margin (value) = (Grand Total (Excl. Vat) – (Total Cost + Total Shipping Price (Incl. VAT) + Total Discount (Incl. VAT))))
Sales Item Detailed Report
It shows you the item based report with Item Price, Item Cost, Item Discount and Gross Profit Margin (%, value) and with the arranged data, you can immediately change the strategies for the better sales. You can see the report at Admin > Reports > Advanced Reports > Sales Item Detailed Report.
The grid will have following columns:-
Increment Id - Order number
Store - Store name
Status - Status of the order, pending/processing/complete/closed
Order date
Customer Name
Billing Country
Billing Postcode
Billing Currency
Base Currency
Payment Method
Sku
Item Name
Item Qty
Item Price (Excl. Vat) – Billing Currency
Item Price (Incl. Vat) – Billing Currency
Item Price (Excl. Vat) – Base Currency
Item Price (Incl. Vat) – Base Currency
Item Discount – Billing Currency
Item Discount – Base Currency
Item Total Cost – Base Currency
Item VAT – Billing Currency
Item VAT – Base Currency
Item Total (Excl. Vat) – Billing Currency
Item Total (Incl. Vat) – Billing Currency
Item Total (Excl. Vat) – Base Currency
Item Total (Incl. Vat) – Base Currency
Gross Profit Margin (%) = )=((Item Price Excl. Vat) – (Item Cost + Item Discount (Incl. Vat))) * Item Qty / Item Price (Excl. Vat)*Item Qty) * 100
Gross Profit Margin (value) = (Item Price (Excl. Vat) – (Item Cost + Item Discount (Incl. Vat))) * Item Qty
Sales Summary Report
You can see the summary report at Admin > Reports>Advanced Reports > Sales Summary Report. Based on date selection you can see the overall order based report with Grand Total and Gross Profit Margin (%, value).
The grid will have following columns:-
Period - It will be Day/Month/Year as a period based on "From" and "To" date selection.
Store - Store name
Number of orders - Total number of orders based on filter and date selection
Ordered Items - Total number of ordered items during the selected period
Total VAT - Total VAT of all orders
Total Shipping Price (Incl. VAT) – Billing Currency
Total Shipping Price (Excl. VAT) – Billing Currency
Total Shipping Price (Incl. VAT) – Base Currency
Total Shipping Price (Excl. VAT) – Base Currency
Total Discount – Billing Currency
Total Discount – Base Currency
Total Cost
Grand Total Ordered (Excl. VAT) – Billing Currency
Grand Total Ordered (Incl. VAT) – Billing Currency
Grand Total Ordered (Excl. VAT) – Base Currency
Grand Total Ordered (Incl. VAT) – Base Currency
Grand Total Invoiced (Excl. VAT) – Billing Currency
Grand Total Invoiced (Incl. VAT) – Billing Currency
Grand Total Invoiced (Incl. VAT) – Base Currency
Grand Total Refunded (Excl. VAT) – Billing Currency
Grand Total Refunded (Incl. VAT) – Billing Currency
Grand Total Refunded (Excl. VAT) – Base Currency
Grand Total Refunded (Incl. VAT) – Base Currency
Gross Profit Margin (%) = (((Grand Total (Invoiced (Incl. VAT)) – Grand Total (Refunded (Incl. VAT))) – (Total Cost + Total Shipping Price (Incl. VAT) + Total Discount (Incl. VAT))) / (Grand Total (Invoiced (Incl. VAT))) * 100
Gross Profit Margin (value) = (((Grand Total (Invoiced (Incl. VAT)) – Grand Total (Refunded (Incl. VAT))) – (Total Cost + Total Shipping Price (Incl. VAT) + Total Discount (Incl. VAT)))
If you have a question related to this extension please check out our FAQ Section first. If you can't find the answer you are looking for then please contact support@scommerce-mage.com.
Last updated
