|
Shift4Shop automatically compiles data and statistics related to your sales, customers, marketing information, and products. Within the Reports menu inside your Shift4Shop Online Store Manager, you will see the following list of topics you have available reporting functionality for.
Click on a report topic below to view its available sub-reports.
When selecting any one of the above topics, you will be greeted with a brief overview of the topic. This will include 30-day as well as 6 month progress graphs pertaining to the topic at hand. However, along the top of each report topic; you will also have individual reporting options available.
Below is a summary description of each report available to you
Reports – Business
- Profit by order
Displays total price of products purchased versus the internal cost for each order. The report subtracts the cost from the price to display the profit.
- Profit By Day
Displays total price of products purchased versus the internal cost for each day. The report subtracts the cost from the price to display the profit for the day. Individual order numbers are not included in this report.
- Profit By Month
Displays total price of products purchased versus the internal cost for each month. The report subtracts the cost from the price to display the profit for the month. Individual order numbers are not included in this report.
- Top Categories
Displays the number of products and the total value sold within each category for the specified date range.
- Rewards By Customer
Lists each customer that has used the rewards points feature and displays their name, company, number of points earned, number of points used, and the balance of points for the specified date range.
- Rewards Overall
Displays number of points given, number of points used, and the balance of points for store for the specified date range. This report does not list any customer detail.
Reports – Customers
- Top Customers
Lists all customers that have placed orders within the date range specified. The report displays the customer name, company, number of orders placed from the customer, and the total amount spent.
- Top Groups
Lists all customer groups that have placed orders within the date range specified. The report displays the customer group name, number of orders placed from the customer group, and the total amount spent for the customer group.
- Newsletter signups
Displays the number of customers that signed up for the newsletter feature for the specified date range.
- Customer Groups
Lists customers filterable by Customer Group and specified date range. The report includes each customer's name, email address, customer group, date of last order, amount of last order, the customer's total number of orders, and total amount spent.
Reports – Inventory
- Low Inventory Alert
Lists all products with a stock level lower than the stock alert number specified. This report displays the product ID, Secondary ID (if there is one), product name, current stock level, and the stock alert number set for the product. This report can be filtered by distributor and can display all products with a stock level lower than a number specified, regardless of the stock alert number set.
- Inventory Report
Lists all products in the store and displays the product id, product name, stock number, cost, total cost of each product on hand added together, price, and total price of each product on hand added together.
Note:
This report's display (in the reporting section of the OSM itself) is limited to a maximum of 2000 products. If your store exceeds this amount, please use the Export function of the report to see the full catalog.
Reports – Marketing
- Newsletter signups
Displays the number of customers that signed up for the newsletter for the specified date range.
- Orders By Date Promotion
Filters orders by Promotion to list the orders in which the promotion was applied to. The report will display all orders placed within the timeframe specified. The report displays the order number, customer name, payment method, subtotal, shipping amount, tax, order status, and order total.
- Orders vs Promo Code
Lists orders in which a customer used a Promo Code, filterable by date range and Promo Code used. Displays the date, order number, customer name, promo code used, order subtotal, and discount amount.
- Sales By Product
Lists all products sold for the date selected. Displays the product ID, product name, and the number of each product sold.
- Sales By Promotion
Displays the number of times each promotion has been used on orders for the selected dates. The report displays the promotion name, number of orders the promotion was used on, the value of discounts the promotion created, number of orders that received free shipping due to the promotion, and number of orders that received a free product due to the promotion. This report does not list our specific order numbers.
- Sales By Referrer
Lists number of sales generated from each referrer URL for the date selected. This report displays the referrer URL, number of orders generated, total value sold on the orders, total shipping value on the orders, and total tax value on the orders.
- Search Keywords
Lists all search keywords entered by customers on the site within the timeframe specified. The report displays the keyword, total number of times the keyword was entered into the search field on the site, the most recent date the search keyword was entered on the site, and the number of product results displayed from the search keyword.
Reports – Payment and Shipping
- Sales By Payment Method (Offline)
Displays the number of orders each offline payment method was used on for the selected date. The report lists the offline method name, total number of orders the payment method was used on, total value of the orders (includes shipping and tax), total shipping value on the orders, and total tax on the orders. This report does not list individual order numbers.
- Sales By Payment Method (Online)
Displays the number of orders each online payment method was used on for the selected date. The report lists the online method name, total number of orders the payment method was used on, total value of the orders (includes shipping and tax), total shipping value on the orders, and total tax on the orders. This report does not list individual order numbers.
- Sales By Shipping Method
Displays the number of orders each shipping method was used on for the selected date. The report lists the shipping method name, total number of orders the shipping method was used on, total value of the orders (includes shipping and tax), total shipping value in the orders, and total tax value in the orders. This report does not list individual order numbers.
- Shipping Labels
For users of Shift4Shop's Shipping Label Solution, this report will let you review your purchased shipping labels and generated tracking numbers. Note that this report is exclusive to the built-in Shipping Label Solution provided by Shift4Shop. It has no bearing on shipping labels generated from the real time shipping integrations with integrated shipping carriers.
Reports – Products
- Top Products
Lists all products in the store which have been sold within the timeframe specified. The reports displays the product ID, Product Name, and the total number sold for the date selected.
- Product Performance (Daily)
By choosing a specific product, this report will list each day for the date range specified and display the quantity of the product sold, the total value sold, and the total profit.
- Product Performance (Monthly)
By choosing a specific product, this report will list each month for the date range specified and display the quantity of the product sold, the total value sold, and the total profit.
- Product Sold/Order
By choosing a specific product, this report will list each order the product was purchased in for the date range specified. The report displays the date of the order, invoice number, customer who made the purchase, customer address, customer phone number, quantity of the product purchased in the order, and total value of the product sold in the order.
- Gift Certificates
By choosing a specific product, this report will list each order the product was purchased in for the date range specified via Gift Certificates. The report displays the date of the order, invoice number, customer who made the purchase, customer address, customer phone number, quantity of the product purchased in the order, and total value of the product sold in the order.
- Products by Distributor
Lists sales by Distributor, filterable by distributor name and date range of sales. Displays product ID, product name, quantity sold, cost, sale amount, and profit.
- Review
Lists product reviews, filterable by date range. Displays reviewer name, email, product reviewed, review date, star rating, whether the reviewer is a verified buyer, whether the review has been approved, and the helpfulness rating of the review.
Reports – Sales
- Sales Summary
Lists the products sold and the customer groups that purchased them for the date range selected. The report displays the product ID, product name, quantity sold, unit price of the product, total value of the product sold, and the customer group that made the purchase. The customer group section of the report displays the customer group name, number of orders purchased within the customer group, total value of discounts for the customer group, total value of shipping charges for the customer group, total tax value for the customer group, and the total order values (includes shipping and tax) for the customer group.
- Sales By Hour
Breaks down the number of sales sold in each hour of the day/date range selected. The report displays each hour, number of orders sold within each hour, and the total value for the orders sold.
- Sales By Weekdays
Breaks down the number of sales sold in each day of the week for the date range selected. The report displays each weekday, number of orders sold within each day, and the total value for the orders sold (includes shipping and tax).
- Sales By Day
Breaks down the number of sales sold in each day for the date range specified. The report displays the date, number of orders sold within each day, the total value for the orders sold for each day (includes shipping and tax), total value of shipping for the orders sold for each day, and the total tax value for the orders sold for each day.
- Sales By Month
Breaks down the number of sales sold in each month for the date range selected. The report displays the month, number of orders sold within each month, the total value for the orders sold for each month (includes shipping and tax), total value of shipping for the orders sold for each month, and the total tax value for the orders sold for each month.
- Sales By City
Breaks down the number of sales placed in each city for the date range specified. The report displays the country, state, city, number of orders sold within each city, the total value for the orders sold in each city (includes shipping and tax), total value of shipping for the orders sold in each city, and the total tax value for the orders sold in each city.
- Sales By State
Breaks down the number of sales placed in each state for the date range specified. The report displays the country, state, number of orders sold within each state, the total value for the orders sold in each state (includes shipping and tax), total value of shipping for the orders sold in each state, and the total tax value for the orders sold in each state.
- Sales By Country
Breaks down the number of sales placed in each country for the date range specified. The report displays the country, number of orders sold within each country, the total value for the orders sold in each country (includes shipping and tax), total value of shipping for the orders sold in each country, and the total tax value for the orders sold in each country.
- Sales By Manufacturer
Breaks down the number of sales from products from each manufacturer for the date range specified. The report displays the manufacturer name, number of products from each manufacturer, and the total value of the products sold from each manufacturer.
- Sales By Distributor
Breaks down the number of sales from products from each distributor for the date range specified. The report displays the distributor name, number of products from each distributor, and the total value of the products sold from each distributor.
- Sales By Status – Payment Method
Breaks down the number of orders in each order status by payment method. The report will display all orders placed within the timeframe specified. This report displays the order status, payment method name, total number of orders in the particular order status, subtotal value of the orders, shipping value of the orders, tax value of the orders, and the total value of the orders (includes shipping and tax).
- Sales By Referrer
Lists number of sales generated from each referrer URL for the date selected. This report displays the referrer URL, number of orders generated, total value sold on the orders (includes shipping and tax), total shipping value on the orders, and total tax value on the orders.
- Orders By Date
Lists all orders placed within the timeframe specified. The report displays the date, order number, order status, customer name on the order, payment method used on the order, order subtotal, shipping value on the order, tax value on the order, and total value of the order (includes shipping and tax).
- Top Customers
Lists all customers that have placed orders within the date range specified. The report displays the customer name, company, number of orders placed from the customer, and the total amount spent.
- Top Groups
Lists all customer groups that have placed orders within the date range specified. The report displays the customer group name, number of orders placed from the customer group, and the total amount spent for the customer group.
- Top Categories
Displays the number of products and the total value sold within each category for the specified date range.
- Top Products
Lists all products in the store which have been sold within the timeframe specified. The reports displays the product ID, Product Name, and the total number sold for the date selected.
- First Repeat Orders
This report will show the number of orders that are for new customers and repeat customers for a given time frame.
Note
When an order comes in, the First Repeat Orders report system will query existing orders for the customer ID of the incoming order. If no matches are found, then the order is flagged as a "new" order rather than a "repeat" order. This is important to be aware of since it may result in apparent discrepancies with other reports.
Reports – Statistics
Note
Be aware that Site Statistic Data is only stored for 6 months on the database.
- Pages
Lists the number of hits each page on the website has had within the specified timeframe. The report displays the website path/URL and number of hits.
- Referrers
Lists the number of hits the website has had due to a referrer URL. The report displays the referrer URL and number of hits. Referrers are sites that directed first time visitors to your store. Typically the top most referrer will be your site. However, referrers can also include search engines, affiliated sites, or any other location in which the first time visitors landed on your store.
- Browsers
Lists the type of browser customers are using to view the website. The report displays browser type and number of hits.
- Resolution
Lists the browser resolution customers are using to view the website. The report displays resolution and number of hits.
- O.S. - Lists the operating system customers are using to view the website. The report displays operating system and number of hits.
- Visitors/Hits (Daily)
Breaks down the number of unique visitors and page hits to the website for the selected date range. The report displays the date (day), number of visitors for the day, and number of page hits for the day.
- Visitors/Hits (Monthly)
Breaks down the number of unique visitors and page hits to the website for the selected date range. The report displays the month, number of visitors for the month, and number of page hits for the month.
- Bandwidth Usage
Displays the amount of bandwidth used on the site each day for the selected date range. The report lists the date (day), and the amount of bandwidth used for the day. This report does not list what elements are using the bandwidth.
- Conversion
Displays the conversion rate from number of unique visitors to actual sales on the site for the selected date range. The report lists number of visitors, total orders, completed orders, and the conversion rate (in percentage form).
If you are using Shift4 Payments to process payments on your store, we also offer built-in reports for your transactions directly within your Store Manager. Please see here for more information.
|