Create a report

When the Sales analytics page isn't enough, you create your own report. Choose the type of data, the numbers you want, how to group them and the time range, then see the result as a table or a chart.

The fastest way is to open one of EcomWeb's built-in reports and adjust it to fit.

Open a built-in report

1. Go to Analytics › Reports.
2. Click the name of a report, for example Revenue over time.
3. Click Run report.

Built-in reports show Ecomweb in the Created by column. A report doesn’t run when you open it, so always click Run report to see the result. You can change every part, as in the sections below.

On a phone, tap the menu icon at the top left to open the sidebar first.

Create a new report

1. Go to Analytics › Reports.
2. Click New report.
3. In Data, choose a type of data, for example Orders.
4. In Group by, choose how to split the rows, for example Month in the Time group.
5. Click the date button in Date range.
6. Choose a preset, for example This quarter.
7. Click Apply.
8. Click Run report.

On a phone, the New report button is in the vertical three-dot menu More actions at the top of the page.

A new report starts with Revenue, grouped by time, for the last 30 days. The four types of data:

Choose metrics

Each metric is a column in the result table. The metrics are in the Metrics card of the Controls panel, on the right on a computer and above the result on a narrow screen.

1. In the Metrics card, click the plus icon Add metric.
2. Choose a metric from the list.
3. Click Run report to see the result again.

To remove a metric, click the X icon at the end of its row. To change the column order, drag the handle at the start of a row up or down.

A metric is dimmed in the list when the grouping already gives that number. For example, if you group by Customer, each row is already one customer, so Customers can’t be chosen.

Choose how to group

The grouping decides what each row is: a day, a month, a product or a province or city.

1. Click the Group by field.
2. Choose another grouping, for example Payment method.
3. Click Run report.

You can group by up to 4 things at once. For time, choose Day, Week, Month, Quarter or Year. Choosing another level replaces the old level. To remove a grouping, click the X on its label in the field. A report always needs at least one grouping, so the last one can’t be removed.

Filter the data

A filter keeps the rows that match a condition, for example only paid orders.

1. In the Filters card, click the plus icon Add filter.
2. In the first field, choose the field to filter on, for example Payment status.
3. In the second field, choose the condition, for example is or is not.
4. In the third field, choose one or more values from the list.
5. Click Run report.

Some fields such as Payment method have no list and need the exact system code, for example cod or bank_transfer, then press Enter.

To remove a filter, click the trash icon Remove filter next to it. You can add up to 10 filters.

View as a chart

1. In the Visualization card, choose Table, Line or Bar.
2. Click Run report if you haven’t run it.

The chart shows above the result table. A chart only works when the report has exactly one grouping. Line needs that grouping to be time, and suits looking at a trend. Bar needs a grouping that isn’t time, and suits comparing, for example revenue by sales channel. If an option is dimmed, hover over it to see why.

A new report is grouped by time, so the default is Line. A report opened from the list defaults to Table.

The screen shows the first 100 rows. When the result is longer, you see a line that reminds you to export CSV to see it all, see Save and export reports to CSV.

Frequently asked questions