Analyze and report using desktop tools

Cleverbridge desktop tools offer two types of reporting:

• Default reporting, which is handled in Commerce Assistant (CA). For more details, see CA reporting tools.
• Customizable reporting, which is handled in Business Intelligence (BI). For more details, see BI reporting tools.

The reports bookmarked in the BI can be access in the Cleverbridge web admin tool as described in the BI Bookmarks.

Differences in the way of reporting data

As CA and BI are built with distinct technologies and functionalities, there might occur some differences in how the data is reported in both tools, the most important of which are:

• Time delay: Due to the differences in technical infrastructure of CA and BI, changes made in CA, such as to a product, promotion, or MVT campaign, affect reports in BI after a delay of one to two days.

• Different handling of returns: CA and BI have different underlying views how they record orders. BI has cash-flow-based reporting, which means that revenue and returns (refunds and chargebacks) are assigned to the period in which they were incurred. Purchases and refunds are counted as separate incidents. In CA, purchases and refunds are linked, which means that if a purchase has been refunded, CA neutralizes the revenue, and it's removed from the report.

  Example

  In January, an order of €29,95 was paid, and the revenue was assigned to the period in which it occurred. This means that the revenue for January was increased by €29,95. If in March the order is refunded:

  • BI will not reduce the revenue from January, but instead it will reduce the revenue in March.
  • CA will cancel the order from the report as if it had never occurred.

• Sum rounding: There's a difference between CA and BI in the way how each round sums. However, these differences are only marginal.

The following table provides an overview of all differences between the CA and BI analysis and reporting:

Metric	Commerce Assistant	Business Intelligence
Types of reports	Only pre-defined reports	User-designed reports with any combination of measures and dimensions
Reporting time	Reporting on months of data may require some time	Fast reporting on years of data
Data drilling	No drilldown of data	Possible drilldown into layers of data for more detailed results
Reporting on x-parameters	No special configuration required	Prior configuration in Commerce Assistant Revenue Tracking Setup tool required
Reporting on product groups	Supported	Not supported
Reporting on recommendations	Supported	Not supported
Currency reporting basis	Greenwich Mean Time (GMT) and the currency selected in the Payout and clearing currency field in Account Setup	Own definition of currency and time zone
Revenue settings	Reporting based on net value	Reporting based on own defined settings, such as by gross, net, or only tax

CA reporting tools

You can build default reports in Commerce Assistant (CA), which provides over 250 comprehensive real-time reports. These include reports on the following:

BI reporting tools

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