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CA reporting tools

Overview​

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

  • Revenue
  • Orders
  • Licenses
  • Products
  • Regions
  • Payment options

Default reporting uses pre-configured reporting templates that are organized in a folder structure. For every template, you can customize the results to create reports that suit your needs best and bookmark these configurations for future use.

You can view the reports interchangeably in bar, line, and table formats, and export them into PowerPoint, Word, Excel, or PDF with one click.

You control which users have access to which reports with the reporting tool advanced rights management system.

Manage reports​

You can use the Reporting worksheet to configure and view reports.

Configure a report​

  1. In the main menu of CA, select Reporting > Open Report. The Reporting worksheet displays.
  2. Select a report type from the directory structure on the left.
  3. To access specific reports, click the arrows to expand and collapse the individual folders.
  4. To open a report, double-click a report type. The selected report type displays at the top of the worksheet, so you can change the report type using drop-down lists instead of the directory structure.
Example

If you selected the Sales revenue > Total > All orders report type, there will be three drop-down lists at the top of the worksheet: Sales revenue, Total, and All orders.

  1. In the additional drop-down lists, select options to change the display of data in the report. Different drop-down lists display, depending on the type of report you selected.
  2. If applicable, select a period for the reporting results.
  3. Select a time span for the reporting results.
  4. If applicable, select order configuration details from the following fields:
    • Payment status - Select from all orders, all real orders, paid orders only, and registrations.
    • Reference time - Select from time of financial transaction, order submitted, or order paid.
    • Reference type - Select from aggregated, only revenue, and only returns.
  5. To deduct Cleverbridge fees from the revenue totals, select the Deduct Cleverbridge fees checkbox.

View a report​

Reports display automatically when first opened. If you change the options in the drop-down lists, click Refresh to view the updated report.

You can switch the report type in the report directory structure or in the drop-down lists at the top of the worksheet. Additionally, you can manage your reports:

Display TypeThe options for display are: bar, line, pie, and table. For regional reports, a world map is a default report type. The raw data display type provides a two-dimensional view of the data.
BookmarksOnce you have configured a report to display the way you want, you can bookmark this report to easily view it again without the need to repeat setting it up.

About quick stats​

 

You can retrieve quick stats by email. To set up this feature, contact Client Experience.

Quick Stats provides an overview of net revenue and the number of orders by month, week, and day. It compares the numbers from the previous time frame with the current time frame, and the percentage column displays the difference. The comparison with the previous month's data is based on the first day of the previous month up to the equivalent number of days from the current month. One exception is the Last Month total, which displays the value for the entire previous month.

Example

Today is January 10th. The comparison data from the previous month is December 1st-10th.

You can:

  • update the data in real-time by clicking the Refresh button.
  • use the data outside CA by clicking Copy to Clipboard.

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