Reporting

Episerver Commerce provides reports within Commerce ManagerOne of several main user interfaces in Episerver Commerce. This UI area, available from the top menu after logging in, provides screens for managing markets, customers, catalog, orders, and so on. You can manage the information on some Commerce Manager screens in other, newer user interfaces. Where possible, we recommend using the newer ones. as well as from the Reports main menu option.

Image: Reports option in the main menu

Commerce manager reports

By default, the Commerce Manager user interface provides a set of common types of reports.

You can also develop custom reports. See Episerver World.

Managing reports

You can do the following tasks with a Commerce report:

  • Generate a report by clicking Reporting and select one of the default reports available under Sales and Products: Sales Report, Shipping Report, Best Sellers Report or Low Stock Report. The report display is generated.

    Image: Reports in Commerce Manager

  • Filter a report by date, time, currency, and markets by selecting Market, Currencies and set the Start Date and End Date ranges and time. You can also group the report data by Day, Month, or Year. Click Apply Filter to filter; click reload to regenerate the report after changing the filtering.

    Image: Configuring filters

  • Export a report by selecting Select a format > Export > Open or Save. You can export to Excel or PDF.
  • Print a report by clicking Print.

Main menu reports

Sales By Day report (Beta)

Note:  This is a Beta feature, which means that it is still in development. Developers can read about how to enable Beta features here.

This report shows the following Commerce order information for each day. To learn about how this data is collected, see Collect data for reports (Beta).

To compile the data used in this report, run the Collect report data scheduled job.

Image: Sales by day report in main menu

Report information

  • Date: The order's creation date
  • Market, Currency: The order's market and currency. For each combination of market and currency, the following data is provided for the displayed date.
    • The number of orders
    • The number of items in those orders
    • Subtotal (quantity x placed price - entry discount amount)
    • The tax amount for those orders
    • The shipping amount for those orders
    • The discount amount for those orders
    • Total: Total amount spent on those orders (Subtotal + Tax + Shipping Total - Discounts)