Reports Overview

Reports are essential for management; they monitor the store's performance, track key metrics, and support decision-making. Concerto Commerce accounts provide access to sales and customer information.

Dashboard

The dashboard is the first page you see when accessing the admin area. It lets you view your store statistics, including the total number of orders processed over the chosen period (year, month, week), registered customers, low-stock products, and the most popular products in your store.

The dashboard consists of several blocks:

Common statistics

Here, you can find links to more detailed reports:

  • Sales → Orders
  • Sales → Return requests
  • Customers → Registered customers
  • Reports → Low stock

Orders

This diagram shows the number of orders processed in the last week, month, and year. 

New customers

This diagram shows the number of customers registered in the last week, month, and year. 

Order totals

This section shows the total orders processed on the last day, week, month, and year. Orders are shown by order status. 

Incomplete orders

This section shows the number of orders that are currently incomplete.

Latest orders

The latest orders section shows you the latest placed orders. 

Popular search keywords

This block displays the most used keywords.

Bestsellers reports

This section displays the bestsellers by quantity and by amount. 

Sales summary

This report represents the total orders summary. To generate a report, you can use the following filters:

  • Start date: for the search.
  • End date: for the search.
  • Order status: to search by specific order status, for example, "Complete."
  • Payment status: to search by specific payment status, for example, "Paid."
  • Category: to search in a specific category.
  • Manufacturer: to search by a specific manufacturer.
  • Billing country: to filter by order billing country.
  • Product: to search by a specific product.
  • Group by: for grouping by time periods. When this option is set to "Day," it will display a list of dates for a selected period (start/end date). For example, "November 8th, 2021," "November 7th, 2021," etc. When it is set to "Week," it will display a list of weeks (for example, "December 7th, 2021 - December 12th, 2021," etc.). When it is set to "Month," it will display a list of months (for example, "December 2021," "November 2021," etc.).

Then click Run report.

Low stock report

A low stock report contains a list of products currently understock. In the example shown below, the min stock quantity was set to 20, and the stock quantity is 0; therefore, a low stock report is generated for this product. You can set up low stock settings when adding the product.

To view low stock reports, go to Reports → Low stock. The Low stock report window will be displayed as follows: 

The low stock reports can be filtered by the Published property, representing the Published property of products.

In the displayed table, click View to view the product details page where the stock quantity can be updated.

Bestsellers and never purchased

Knowing the best-selling products and products never purchased is essential for any shop owner.

First of all, this can help make better purchasing decisions: you can scale up your popular items and exclude unpopular ones from your product list. When analyzing, consider, for example, whether specific colors sell faster or whether your product sales depend on a season.

Secondly, defining the most and least selling goods can help you re-evaluate product design and marketing. Maybe your best items go faster because of their placement on your website or better description. Come up with various options and test them. To do it more effectively, engage with your customers. Conduct multiple surveys to determine why the best-selling items are preferred and what makes them unique for your buyers. Use the insights to improve your marketing and increase sales.

Bestsellers

To view bestsellers in Concerto Commerce, go to Reports → Bestsellers. Enter one or more of the following search criteria to run the report:

  • Start date and/or End date.
  • Store: if you want to select one of your stores.
  • Order status: All, Pending, Processing, Complete or Cancelled.
  • Payment status: All, Pending, Authorized, Paid, Refunded, Partially refunded, or Voided.
  • Choose the Category.
  • Choose the Manufacturer.
  • Choose the Billing country.
  • Choose the Vendor.

Then click Run report.

The report will break down your best-selling products based on both units sold and revenue:

Products never purchased

To view products never purchased, go to Reports → Products never purchased. Enter one or more of the following search criteria to run the report:

  • Choose the Category.
  • Choose the Manufacturer.
  • Store if you want to select one of your stores.
  • Choose the Vendor.
  • Start date and/or End date.

Then click Run report.

Country sales

A country report contains a list of orders that includes the number of orders and the total order sum in each country. This enables store owners to view the orders per country.

To view a country sales report, go to Reports → Country sales.

To set up the report, enter one or more of the following search criteria:

  • Start date for the search.
  • End date for the search.
  • Order status, such as All, Pending, Processing, Complete or Cancelled.
  • Payment status, such as All, Pending, Authorized, Paid, Refunded, Partially refunded or Voided.

Then click Run report.

Customer reports

Customer reports give a store owner general information about registered customers and their orders. You can find various reports in the Reports → Customer reports menu.

Registered customers

To run this report, go to Reports → Customer reports → Registered customers. This report displays the number of registered customers for a certain period. You can track the number of users registered within the last day, week, two weeks, month, and year.

Customers by order total

To run this report, go to Reports → Customer reports → Customers by order total. This report shows the order totals spent and the number of orders made by customers.

Enter one or several search criteria to compile a report:

  • Registration Start date.
  • Registration End date.
  • Order status, such as All, Pending, Processing, Complete or Cancelled.
  • Payment status, such as All, Pending, Authorized, Paid, Refunded, Partially refunded or Voided.
  • Shipping Status, such as All, Shipping not required, Not yet shipped, Partially shipped, Shipped, Delivered.

Then click Run report.

Customers by number of orders

To run this report, go to Reports → Customer reports → Customers by the number of orders. This report displays the top 20 customers based on the total number of orders issued.

Enter one or several search criteria to compile a report:

  • Registration Start date.
  • Registration End date.
  • Order status, such as All, Pending, Processing, Complete or Cancelled.
  • Payment status, such as All, Pending, Authorized, Paid, Refunded, Partially refunded, or Voided.
  • Shipping Status, such as All, Shipping not required, Not yet shipped, Partially shipped, Shipped, Delivered.

Then click Run report.

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