Reporting
- Jonathan Tew
- Hunter Schaeffer
- John Anderson (Unlicensed)
UltraCart Reporting: Tools and Scheduled Reports
UltraCart provides a suite of powerful reports to help you gain insights into your e-commerce business. The reporting interface is organized into two primary sections: Tools and Reports. This guide focuses on the Tools section, which allows you to manage scheduled reports and retrieve asynchronously generated reports.
Tools Overview
The Tools section in UltraCart's reporting menu offers functionalities to oversee your automated report deliveries and access reports processed in the background.
Scheduled Reports: This tool allows you to manage any reports you have previously scheduled to run automatically.
Report Pickup: Use this screen to retrieve reports that UltraCart has run in the background (asynchronously). Some reports process a large amount of data and are automatically handled by the system. Once a report is complete, you'll receive an email notification letting you know it's ready for pickup.
Scheduling Reports
Almost all reports are now schedulable with the reporting section. Scheduling a report ensures you receive updated data directly to your specified email addresses without manually generating it each time.
At the bottom of each report you will see a section to schedule your report, as shown below:
Once you've finalized the report's settings and verified the scheduling options, click the Schedule Report button. The report will be automatically emailed to the addresses you've specified in the scheduling configuration.
Report Pickup
For reports that span a large date range or involve extensive data processing, you might experience a waiting period. These reports are processed asynchronously by UltraCart and can be retrieved from the Report Pickup area. You'll receive an email notification as soon as your report is complete and ready for download.
To access your report:
Navigate to the Report Pickup section within the reporting tools.
Locate your completed report in the list.
Click the Download button next to the report name. Depending on your browser and the report's configuration, you may be prompted to either Save or Open the file.
Once you no longer need a report, click the Delete button to remove it from the list.
Note: If your report doesn't immediately appear after receiving the completion email, click the Refresh button in the Report Pickup area. This will update the list with any newly finished reports.
Reports
The reports section is where you can access the different store level reports that are available.
Simply click on the report name to be taken to the required form for completion.
Below is a description of each of the reports:
Auto Order Reports
These UltraCart reports offer an exhaustive suite of tools for managing and analyzing your auto order subscriptions. They provide crucial insights into the health of your recurring revenue business, covering everything from active subscriptions and identifying reasons for cancellations to proactively addressing payment declines and expiring cards. You can also forecast future sales, assess item profitability, and understand conversion rates from one-time purchases, enabling comprehensive optimization of your subscription programs.
Auto Order Reports | Description |
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The Active Auto Order Report provides a comprehensive overview of your current auto order subscriptions within a specified period. This report helps businesses monitor the health of their active subscriptions, identify issues, and track key metrics such as active, paused, and canceled subscriptions, as well as new sign-ups within the reporting timeframe. | |
The Cancel Reason Report provides a three-tab analysis of auto order subscription cancellations. It helps businesses understand cancellation trends and their financial impact by detailing metrics such as cancel count, average rebill count, and lifetime value across various cancellation reasons. | |
The Change Shipment Report is a two-tab report designed to track and analyze modifications made to auto order shipments. It includes a "Day of Month" tab for summarizing changes by day and a "Details" tab providing granular data for each shipment adjustment, such as the auto order code, original order ID, and a log message describing the change. | |
The Churn Report is a multi-worksheet tool designed to analyze customer churn for auto order subscriptions. It helps businesses track the rate at which customers discontinue their subscriptions and provides insights to improve retention strategies, offering both an overall summary and detailed breakdowns by individual subscription item. | |
The Cohort Report provides an in-depth analysis of auto order subscriptions, featuring a Summary Sheet with key metrics like total and active customers, revenue, and average lifetime value (LTV) after 100 days. For each subscription item, it offers Cumulative, Monthly, and Churn views, tracking cohort-based metrics such as LTV, rebill revenue, customer retention, and churn rates at specific intervals to help merchants optimize subscription performance and marketing. | |
The Decline Auto Order Report provides a comprehensive list of all active auto orders that have experienced a payment decline on their scheduled rebill. This report is crucial for businesses to quickly identify and address payment issues, featuring details such as the original order ID, the scheduled next attempt date, and the specific reason for the decline. | |
The Expiring Card Auto Order Report identifies auto orders with expiring credit cards on file for upcoming rebills, enabling businesses to proactively address potential payment issues. | |
The Problem Item Report identifies auto orders failing to rebill due to item configuration or inventory issues, helping businesses resolve operational challenges. | |
The Profit Report delivers in-depth financial insights into the performance of your auto-order products. It features a Summary tab that aggregates key financial and operational metrics across all items, alongside individual Item tabs for each product, ensuring consistent analysis of original orders, rebills, costs, profits, reserves, and customer activity to support informed business decisions.
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The Projected Auto Orders Report forecasts future auto order activity based on a user-specified date range, providing insights into upcoming sales and scheduled shipments. The report includes three worksheets: "Projected Auto Orders Sales" detailing gross sales and units, "Summary by Week and Month" for aggregated sales data, and "Customers on Auto Order Report" listing individual customer and shipment details for scheduled auto orders.
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The Projected Sales with LTV Cap Report offers a comprehensive analysis of the long-term value of your auto order items, providing a multi-worksheet breakdown. It includes an overall summary, an index of all auto order items, individual worksheets summarizing each item, a summary of orders sorted by ID, and a sheet detailing the rebill value for each item. | |
The Rebill Value Report provides a detailed, month-by-month analysis of the performance and profitability of your UltraCart auto-order items over their entire lifecycle. With a dedicated tab for each item, this report tracks customer retention, net and gross revenue, and refunds, offering essential insights for optimizing recurring revenue programs and assessing long-term success. | |
The Regular Order to Subscription Conversion Report provides insights into how effectively one-time purchases transition into recurring subscriptions within UltraCart. Organized into "By Order" and "By Offer Order ID" tabs, this report helps businesses optimize their offers and improve long-term customer engagement by detailing conversion counts, average conversion lag, and specific order identifiers. | |
The Auto Order Status Report provides a real-time, comprehensive overview of all your UltraCart auto-order subscriptions. This single-tab report offers detailed information on each subscription's current status, transaction history, and associated customer data, enabling you to effectively monitor performance, identify potential issues, and manage customer relationships. |
Customer Reports
These UltraCart Customer Reports provide vital insights into your customer base and their purchasing behaviors. They allow you to analyze customers by their initial purchase cohort to understand long-term value and retention, track detailed purchase histories for both one-time and recurring orders, and identify new customers acquired within specific periods. This comprehensive reporting helps you assess customer loyalty, optimize marketing strategies, and improve overall customer engagement.
Customer Reports | Description |
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The Cohort Customer Report groups customers by their initial purchase time period, analyzing their subsequent behavior to answer key business questions. This report helps track metrics such as Lifetime Value (LTV) for both one-time and auto-order customers, assess the profitability of marketing campaigns (e.g., Facebook, affiliate traffic), and determine customer retention rates for recurring subscriptions over time. | |
The Customer Purchase Summary Report provides a consolidated overview of items purchased by each customer within a specified time period. It differentiates between regular and auto-order sales for each item and includes detailed pages for individual items, showing sales specifics broken down by customer email. | |
The New Customer Report provides a comprehensive listing of customers who made their first purchase within a specified date range. This report details each new customer's email address, the count of their orders within the period, and the individual order IDs, along with a summary at the bottom outlining total new customers, new customer orders, and their respective percentages. | |
The Customer Value Report provides in-depth repeat customer analysis, enabling businesses to understand customer purchasing habits and loyalty. This report allows you to view metrics such as the total number of orders a customer has placed, offering insights into their overall value and engagement over time. |
Financial Reports
These UltraCart Financial Reports offer a comprehensive suite of tools for monitoring and analyzing your e-commerce financial performance. They cover detailed sales breakdowns by period, payment method, and geographic location, alongside insights into the impact of coupons, gift certificates, and volume discounts. Additionally, these reports provide crucial data on refunds and payment gateway transaction activity, empowering you to reconcile financials, identify trends, and optimize revenue streams.
Financial Reports | Description |
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1 Dollar Trial |
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Authorize.net AVS Capture |
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The Coupon Usage Report provides a detailed breakdown of all orders where coupons were applied. This report helps businesses analyze the effectiveness of their promotional campaigns by showing how coupons are being utilized across various transactions. | |
The Current Period Sales Report offers a focused, real-time overview of your sales performance for a designated reporting period. Presented in a single tab, this report breaks down sales data by payment method, pricing tiers, item performance, coupon usage, shipping and handling, and detailed sales tax. It's an essential tool for monitoring sales trends, assessing financial health, and identifying optimization opportunities. | |
The Custom Period Sales Report offers a highly detailed view of your UltraCart sales activities for any user-defined date range. This report provides a comprehensive breakdown of gross sales, payment methods, pricing performance, item statistics, shipping and tax details, daily sales trends, and refund information, serving as an invaluable resource for in-depth sales analysis and strategic business decisions. | |
The Gift Certificate Usage Report offers a clear and concise overview of all gift certificate activity within UltraCart. This single-tab report tracks the issuance, usage, and current balances of each gift certificate, providing essential details like code, original balance, remaining balance, expiration date, activity description, date, and amount to help you effectively monitor your gift certificate programs and manage customer redemptions. | |
Kit Components Sold |
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The M&M Avg. Qty. Per Order Report provides a detailed analysis of sales performance for each Mix-and-Match group. This single-tab report helps businesses understand how these promotions influence order quantities and different sales types by breaking down data into retail, non-retail, and total sales, along with corresponding order counts, units sold, and average units per order. For more about Mix-And Match groups: Mix and Match Groups | |
The Refund Report offers a comprehensive overview of all refund activity within a specified reporting period. It is organized into two sections: a detailed list of refunds for non-rejected orders, including transaction and customer information, and a concise list of Order IDs for rejected orders that received refunds, designed to help you monitor refund patterns, reconcile financials, and maintain customer satisfaction. | |
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The Rotating Transaction Gateway Report provides a real-time snapshot of transaction activity across your configured payment gateways for a specified period. This single-tab report helps you monitor daily and monthly transaction volumes for all, auto-order, and trial transactions, along with their respective maximums and reset times, enabling you to manage gateway usage efficiently and prevent transaction limit issues. | |
The Sales by State/Zip Report provides a comprehensive breakdown of sales activity for a user-specified date range, allowing analysis of specific items or all items sold. This report is organized into three tabs—Sales by Zip Code, Sales by State, and Sales Summary—to help businesses effectively analyze geographic sales patterns and overall sales performance. | |
The Sales Rep Report provides a concise overview of sales performance for individual sales representatives over a specified period. This single-tab report helps you quickly assess each sales rep's contributions by displaying their attributed orders, subtotal, shipping, tax, and total revenue, enabling you to optimize your sales strategies and evaluate individual performance effectively. | |
The Volume Discount Report provides a comprehensive analysis of all volume discounts applied during a specified reporting period. Organized into four distinct tabs—By Item, By Customer Profile Email, By Order, and By Item By Order—this report helps businesses assess the effectiveness of their volume discount strategies and their impact on sales and customer purchasing behavior. |
Integration Reports
These UltraCart Integration Reports provide crucial visibility into the activity and health of your system integrations. They offer unfiltered views of all integration logs, as well as filtered snapshots focusing on critical errors and general errors/warnings. These reports are essential for diagnosing issues, ensuring smooth data flow, and maintaining the stability of your integrated systems.
Integration Reports | Description |
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Integration Logs - All | Provides a snapshot view of the integration logs unfiltered. |
Integration Logs - Critical | Provides a snapshot view of the integration logs filtered on critical errors. (See also "Integration Log Health Report" for automated email notification of critical issues.) |
Integration Logs - Errors | Provides a snapshot view of the integration logs filtered on all errors/warnings. (See also "Integration Log Health Report" for automated email notification of critical issues.) |
Item Reports | Description |
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Demographics |
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This report provides the following columns:
The report will provide a summary with these details:
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This report provides a snapshot of the item inventory. | |
This report provides a breakdown of the inventory settings and inventory allocation details for each item sold during the specified reporting period(s). The table columns are:
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Safety stock is an industry standard term for the lowest amount of inventory that is safe to have on hand before reordering. UltraCart allows you to configured the desired and reorder inventory level for each item on a per distribution center basis. After configuring these two thresholds you can rely on UltraCart to tell you when to reorder product and how much. | |
Each item sold during the reporting period is listed and provides the following details regarding each order that contained the item
Order locationThis report is reporting on orders that are processed to the completed orders location.
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Marketing Reports | Description |
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This report shows any customers that put information in and clicked the buy button, but did not complete it for a number or reasons. | |
This report shows what your customer chose as advertising sources if you have advertising sources turned on here. | |
Future LTV Base Upon Initial Item |
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UTM Click and Weighted Revenue |
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Order Reports |
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This report provides the orderID and any associated merchant comment for the order. | |
This report provides the email address of all customers that opt-ed into the mailing list during the checkout (the checkbox field "Please contact me about updates and specials offers"). NOTE: Only the email address is returned in the report. You can perform a general order export that contains the Mailing List = Y or N column using the export orders tool. | |
This report provides the IP address and creation date associated with each order.
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The merchant comments report the merchant comments logged for orders during the reporting period. | |
The refund report contains the following columns:
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Reject Reasons |
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Shipping Reports | Description |
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This report provides the following details for the reporting period:
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This report provides details regarding the packing fulfillment process, the following columns appear in the report:
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Packed By | This report provides a list of orderId's along with the user that processed the orders:
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This report provides details regarding accrued packing fulfillment pick fees. You'll enter in the fulfillment service pick fees including: The following columns appear in the generated report:
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Replacement |
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Storefronts Reports | Description |
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This report provides a breakdown of the device screen size associated with each order placed during the reporting period. | |
The report provides a list of web browser families that the customer's are using when placing their orders, along with the count of each browser family, for the reporting period. | |
Landing Page |
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This is a comprehensive report details in the breakdown of the upsells triggered with a column for each day of the reporting period. The rows provide the following details for each days upsells: Sales Info (section)
Order Info (section)
Products Sold (section)
Upsell Products Sold (section) Orders With Number of Upsells (section) Number of Orders By Path (section)
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This report provides a list of the user searches, with the following columns:
NoteThis list shows you the searches that customers are performing on your website. If you see an interesting search that produced no search results, you may need to increase the content of your items so that customers can find what they are looking for.
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Running a Report
Once you've found the report you need, click its name (link) to open the report form. This form allows you to define data ranges and apply various filters. While most reports only require a few fields, some more complex reports might have several options.
For example, the Current Period Sales report requires no input fields, as it automatically generates data for the current period.
Below is an example of the Sales by Zip Report form with its three fields completed.
Report Pickup
Upon running the report you may encounter the following message about navigating to the report pickup area to download the completed report:
Downloading the Report from Report Pickup
Click the download button to download the report:
