Magento 2 Advanced Reporting Extension

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Magento 2 Advanced Reporting Extension

Installation and User Guide for Magento 2 Advanced Reporting Extension

- Upload Package
- Install Extension
- 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.

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

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.

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)))