The UltraCart platform features a variety of robust reports to help you manage your e-commerce business. The reporting menu is broken down into two sections:
The tools section allows you to manage any reports that you have scheduled and pickup asynchronous reports.
Allows you to manage the reports that you have previously scheduled.
This screen allows you to pickup reports that the system has run asynchronously. Some reports process large amounts of information and are run by UltraCart in the background. When a report completes an email is sent to the user letting them know that they can pickup the completed report.
Only a few reports have the option to Schedule Reports to run automatically in the future. The Custom Period Sales report does. The following shows the completed Schedule Report at the bottom of the screen. This is completed after your configure the details of the report.
Once you've completed the form, click the Generate Report button. Scheduled Reports will be emailed to the addresses you indicated (see above).
If the report covers a large date range you can expect some wait time and can obtain the report in the Report Pickup area. You'll receive an email when it's completed.
Simply click the download button to obtain the report. You may be prompted to Save the file or Open depending on how you configure the report. Click the Delete button when the report is no longer needed. If you don't see your report a click of the refresh button may bring it up but only if it's completed. Again, you should receive an email when completed.
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.
This report provides a section for each auto order item with the following columns:
Age (Months) Customers $ Net During Month $ Net Through Month Avg. Customer Value # Rebills During Month $ Rebilled During Month # Rebills Through Month $ Rebilled Through Month # Refunds During Month $ Refunded During Month # Refunds Through Month $ Refunded Through Month
The rows show the breakdown of each month. So the first row is the first month, second row is the second month, and so on.
The same details as the "Custom Period Sales" report, but date range is automatically set for month-to-date (whereas the custom period sales report provides "begin" and "end" date fields to define the time frame for the reporting period.)
This report generates a summary of the items purchased by each customer within a given time period. It also breaks the information down by regular vs auto order sales of the item. For each item there is a detailed page which shows the sales detail for the given item by email.
With this report you'll specify a date some point into the future. The generated report will show each auto order that is scheduled to run during the reporting period. The output contains multiple worksheets:
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. Please see the help doc regarding Safety Stock Reporting
This report provides a breakdown of the sales for the reporting period by zip code. You'll provide a date range, and optionally can list specific item IDs for the report (otherwise all items sold would be listed in the report.)
The generated report contains the following columns:
This report provides a list of the user searches, with the following columns:
Average Result Count
This 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.
Once you've located the report you need, click the report name (link). You'll be presented with a form to complete which defines data ranges and possibly some filters. Most reports only require a few fields to be completed but some are a little more complex and require several. The Current Period Sales reports requires none given that it will produce data that has occurred in the Current Period.
The following is an example of the "Sales by Zip" Report form with the 3 fields completed.
The last step would be to click the run report button. This particular report would become available almost immediately due to the short date range (3 months).