Generate simple sales reports - subscription

Add-on to CS-Cart and Multi-Vendor allows generating sales reports basing on categories, products or customer in CSV format.

We start from installing an extension:

Add-on configuration contains two options:

• Order statuses counted towards statistics: select order statuses, that are taken into raports. With this option you can, for example, generate statistics about most frequently returned products.
• CSV file separator: select char which is used to separate records in CSV file.

Reports configuration is available in menu Website -> Manage reports.

Menu displays all available raport and basic information about them. New raport can be created with + button in upper right corner.

During raport creation, the following options are available:

• Raport name: identifies record on the list of reports. Does not affect raport content.
• Data source: which raport should be generated. Four options are available:
  • Products: raport shows sale of selected products, defined in "Products" field later.
  • Categories: raport shows sale of products from selected categories. Each category has a separate record. Categories are selected in field "Categories" later.
  • Products in categories: same as "Products", but instead of pre-defined list of products, they are propagated basing on categories selected in field "Categories".
  • Customers: raport shows sales generated by customers, given in field "Customers" later.
  • Products purchased by customer: for one customer from field "Customers", shows list of all products purchased by him.
  • Brands purchased by customer (sales): for each customer from field "Customers", calculates sales of each brand in store.
  • Brands purchased by customer (quantity): as above, but calculates quantity of products sold.
  • Products (quantity+sales): for each product in picker "Products", returns its sales and quantity sold.
• Products, Categories, Customers: fields used as a source of data for generating raports.
• Period - from / Period - to: fields defining range of dates, which should be used to download orders.

After preparing report, under the rack there are two options of raport generation available:

• Preview raport: generates simple table with raport results and displays it in administration panel.
• Download as CSV: raport is generated as CSV file (with separator defined in add-on configuration) and is instantly ready to download.

On the below example, we generate raport for certain products, over the whole period of store existence:

Raport contains name of record (category, product, customer), generated sale and additional info - for categories its amount of subcategories, for products - product code, and for customers - their e-mail address.

Raport in CSV format has a name matching day of generation and its content.

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