Customer Reports
FAQs
General
Are Reports sortable?
All reports are sortable - simply click on the headers.
Can a report be exported?
All reports are exportable as a CSV.
Why are some results 'N/A' or simply blank?
This will be due to missing information, e.g. products that are sold which have not been assigned to a Department, or to a Brand with a blank entry in the name.
Real Time Data
Are the reports up to date?
All reports show a snapshot of data at the instant that they were generated. As such, they are always up to date.
The value of a Sales Order has changed; how will this be reflected in the reporting?
With the exception of Sales by User, all revenue reporting is done based on the Sales Order date. That means that a Sales Order that has a date of the 1st of October will always report its revenue as the 1st of October, even if new lines are added on the 1st November.
The Salesperson on a Sales Order has changed; how will this be reflected in the reporting?
This will immediately update and change all reports. This will adjust how reports are filtered, and will also have a direct impact on the Sales by User report.
The Store on a Sales Order has changed; how will this be reflected in the reporting?
This will immediately update and change all reports. This will adjust how reports are filtered, and will also have a direct impact on the Sales by Channel report.
What happens if a Product is deleted?
Some information is stored against the Sales Order, and IXO Commerce will report on that; other data is stored only against the product. This is done via a lookup of the product, and if that product has been deleted then it will not be possible to report on that data.
Stored against the Sales Order
- Sales Date
- Store
- User
- Source
- Payments
- Selling Price
- Cost Price
- Product Name
- Product SKU
Stored against the Product
- Brand Associations
- Category Associations
- Collection Associations
- Supplier Associations
Example
A product is sold in May for £10 at a cost price of £5. That product was a Lego Boat, associated with the Lego Brand.
If that product is deleted, then the association with the Lego Brand will also be deleted. This means that while the selling price and cost price are still reportable (as data that is held against the sales order), that order line will no longer be associated with the Lego Brand.
This will mean that this order line will not be included if the user filters a report by Brand, and if they view the Sales by Brand report, it would add to the 'n/a' row.
Best Customers
This report will show a list of your best customers for a given period.
It is possible to add Customers to Customer Groups from this screen.
Tagging Customers
Use the checkboxes to the left of the records to select customers to tag. Use the control at the bottom of the screen to choose which group to add them to.
It is not possible to tag customers who have opted out of marketing.
Filters
This report may be filtered by:
- Source
- Device
- Store
- Store user
- Category
- Brand
- Collection
- Supplier
- Date Range
Key to icons
= download report
FAQs
FAQs for Customer Reports may be viewed here.
Customer Products
Report on customers who have purchased a specific product. You can search for a SKU Code or a Product Name.
Tagging Customers
Use the checkboxes to the left of the records to select customers to tag. Use the control at the bottom of the screen to choose which group to add them to.
It is not possible to tag customers who have opted out of marketing.
Filters
This report may be filtered by:
- Date Range
Key to icons
= download report
FAQs
FAQs for Customer Reports may be viewed here.
Promotion Usage
The report lets you track the revenue added by each promotion. It shows each promotion, as well as how many uses, associated revenue and total discounts.
Figures shown only include orders which have been marked as completed, awaiting despatch, partially despatched, on order or partially returned.
This report will not show manual discounts
Filters
This report may be filtered by:
- Source
- Device
- Store
- Store user
- Date Range
Key to icons
= download report
FAQs
FAQs for Customer Reports may be viewed here.
Ticket Sales
This report will show you Bookings made (tickets sold) for a given period.
It includes personal data for the customer, as well as a link to their Sales Order.
This report will only be available if you are using the Bookings function.
Filters
This report may be filtered by:
- Date Range
Key to icons
= download report
FAQs
FAQs for Customer Reports may be viewed here.
Competition Entries
This report will show you competition entries within a given period.
This will show entrants in summary - to view the detail of their entry, including any answers they provided to competition questions, please export the report as a CSV.
This report will only be available if you are using the Competition function.
Filters
This report may be filtered by:
- Date Range
Key to icons
= download report
FAQs
FAQs for Customer Reports may be viewed here.