Welcome to the Advanced Reports Guide!

Here you will find everything you need to set up and use an Advanced Reports. Whether you are a new or an advanced user, you can find some useful information here.

The Advanced Reports Extension includes Advanced Report, Advanced Reports, and Advanced Dashboard modules.

First, please find your extension in your account in My Downloadable Products section. Then, start with Installation and Quick Start option. It is best to follow our step-by-step guide in order to configure the best search results.

Go ahead, dive in!

Learn about the initial setup:

Installation

In this article you will find two possible ways of our extension's installation.

Installation via composer (preferably)

We recommend this installation method because composer automatically checks and installs necessary dependencies.

  1. Backup your store's database and web directory.
  2. Login to the SSH console of your server and navigate to the root directory of the Magento 2 store.
  3. Copy the installation instructions from the page My Downloadable Products / View & Download to the SSH console.
  4. To enable the extension run commands:
    php -f bin/magento module:enable  Mirasvit_Core  Mirasvit_Report  Mirasvit_Reports  Mirasvit_Dashboard
    php -f bin/magento setup:upgrade
  5. Clean the cache

    php -f bin/magento cache:clean
  6. Deploy static view files
    rm -rf pub/static/*     
    rm -rf var/view_preprocessed/*  
    php -f bin/magento setup:static-content:deploy  

Installation via direct file upload

You can also install the extension via direct files uploading.

  1. Go to My Downloadable Products / View & Download.
  2. Unpack .zip package and copy contents to magento root directory
  3. Login to the SSH console of your server and navigate to the magento root directory.
  4. To enable the extension run commands:
    php -f bin/magento module:enable  Mirasvit_Core  Mirasvit_Report  Mirasvit_Reports  Mirasvit_Dashboard
    php -f bin/magento setup:upgrade
  5. Clean the cache

    php -f bin/magento cache:clean
  6. Deploy static view files
    rm -rf pub/static/*     
    rm -rf var/view_preprocessed/*  
    php -f bin/magento setup:static-content:deploy  

Learn about the initial setup:

Quick Start

As you've successfully completed installation of Advanced Reports, we will guide you through the main steps required to start efficiently using our extension.

  1. Please open and configure your first Advanced Dashboard (Magento Main Menu > Dashboard > Advanced Dashboard)

  2. Please check the Reports (Magento Main Menu > Reports > Advanced Reports)

Reports

The module provides a wide range of reports using various tools to analize and improve sales:

  • Sales Overview
  • Orders
  • Sales By Hour
  • Sales by Day of week
  • Sales by Customer
  • Sales by Customer Group
  • Sales by Coupon
  • Sales by Cart Price Rules
  • Sales by TaxRates
  • Sales by Payment Type
  • Sales by Geo-data
  • Sales by Category
  • New vs Returning Customers

  • Product Performance
  • Sales by Attribute
  • Sales by Attribute Set
  • Sales by Category

  • Abandoned Carts Overview
  • Abandoned Carts Overview
  • Abandoned Carts
  • Abandoned Products

The extension allows you to show reports for all websites and separately for each store view. You can analize your product sales on the Chart. Add additional columns to compare next values:

  • Number of Orders - number of product orders
  • Total Qty Ordered - total amount of product orders
  • Discount Amount - the amount of the discounts for a certain product
  • Shipping Amount - the amount of money paid for Shipping
  • Tax Amount - the amount of taxes paid for a certain product
  • Total Refunded - the amount of money refunded for a certain product
  • Subtotal - the order value without shipping costs and taxes
  • Grand Total - total amount of the sales revenue for a selected period

The extension allows you to show reports for different Store views, vary report period, compare attributes and values.

Sales Overview

General sales report. It allows you to see the net sales, discounts, returns etc. The use of such a tool will enable you to group data by days, weeks, months, years.

Sales By Hour

Hourly sales report. You can detect the hours of which personnel of your shop is overloaded to the maximum extent. This will allow you to plan the working hours as well as perform possible updates in your shop.

Sales by Day of Week

Weekly sales report.

Sales by Customer

The report about customer sale details at your store. Allows to see all required sale information about each customer: amount of orders, refunds, discounts, etc.

Sales By Customer Group

The sales report generated over different user groups. Using such tool, you can determine the extent of work efficiency with different user groups.

Sales By Coupon

The report allows you to gain knowledge regarding which coupons are the most favorable in terms of sales volume, and which ones should be elaborated in a better way.

Sales By Payment Type

The report allows you to define the extent of popularity regarding different payment methods.

Sales By Geo-data

The report that reflects sales volumes in different countries achieved during definite periods of time.

Sales by Category

Sales Report by store product categories

Sales by Attribute

Sales Report by store product attributes

New vs Returning Customers

The report which allows you to make a comparative analysis of new customers (first order) with returning customers (two or more orders) by sales.

Product Performance

The detailed information about each product sale history: number of orders (%), ordered qty, total amount of incomes, etc

Orders

The report describes the full information about store orders.

How to upgrade the extension

To upgrade the extension follow these steps:

  1. Backup your store's database and web directory.
  2. Login to the SSH console of your server and navigate to the root directory of the Magento 2 store.
  3. Run command composer update mirasvit/module-reports to update the extension sources.
  4. Run command php -f bin/magento setup:upgrade to install updates.
  5. Run command php -f bin/magento cache:clean to clean the cache.
  6. Deploy static view files

    rm -rf pub/static/*; rm -rf var/view_preprocessed/*; php -f bin/magento setup:static-content:deploy

Disabling Extension

Temporarily Disable

To temporarily disable the extension please follow these steps:

  1. Login to the SSH console on your server and navigate to the root directory of the Magento 2 store.
  2. Run command php -f bin/magento module:disable Mirasvit_Report Mirasvit_Reports Mirasvit_Dashboard to disable the extension.

    Note

    Please check or you have other Mirasvit modules that can build reports. If you have such modules please use this command: php -f bin/magento module:disable Mirasvit_Reports Mirasvit_Dashboard
  3. Login in to the Magento back-end and refresh the store cache (if enabled).

Extension Removal

To uninstall the extension please follow these steps:

  1. Login to the SSH console on your server and navigate to the root directory of the Magento 2 store.
  2. Run the command composer remove mirasvit/module-reports to remove the extension.
  3. Login to the Magento back-end and refresh the store cache (if enabled).

Dashboard Settings

1.1 Add new board

General Information

  • Title,
  • Type:
    • Private Board - board, that available only for current admin user.
    • Shared Board - board, that available for all admin users
  • Is Default: You can have several dashboards. Default board opens first

Mobile Dashboard

A web page that displays the content (widgets) of the dashboard.

Convenient for viewing from mobile devices.

Dashboard widgets editing mode is disabled.

Access to the mobile dashboard is carried out according to the URL specified on the page and encrypted in the QR code. We recommend that you use any QR-reader on your mobile device to read this URL.

The URL specifically has coded complexity to limit the ability to remember / copy URLs by an unauthorized person.

Please note that there is no other protection for the mobile dashboard.

1.2 Dashboard Menu Dashboard Menu

  • Editing / deleting the current dashboard
  • Switch to another existing dashboard
  • Creating a new dashboard
  • Email Notifications

Email Notifications.

General information

  • Title
  • Status
  • Subject
  • Recipient
  • Schedule - The schedule for sending messages is specified in the form of cron expressions. A textual expression of the cron expression and the next dates of the message are displayed nearby.

    Example: expression 59 23 * * * . Text: 23:59 every day

Content

  • Block
  • Time range
  • Rows limit

You can use dashboard reports and widgets in Email Notifications