Creating and sharing custom reports

Creating and sharing custom reports

With custom reports, you can bring together data on your organization's most important metrics and share it via email with whoever you want.

Here's how to build your report and schedule it to automatically generate.

If your organization includes multiple stores, you can build a single report that includes data on each store. (See Step 3 in the process below.)

Creating and scheduling a report

  1. Navigate to Retail > Insights > Reports and select Add Custom Report at the top right.
  2. Select +Add Component to bring up a list of component types: Number Bar, Small Component, or Large Component. (See below for a breakdown of which reports are available in each of these categories.)
  3.  Click Add. You'll see "Configuring..." displayed until you select the Store and type of Data you want the component to cover. Click Done.
  4. Continue adding components. When you've added all you want to include, click Save in the upper right corner.
  5. In the popup, fill in the following fields:
    • Name
    • Description
    • Generate Frequency and Generate Date - e.g., Weekly on Mondays
    • Auto-send to designated email address(es) - If you want the report shared with you and/or others by email, enter email addresses separated by commas, then hit the Enter key.
  6. Click Save. You'll see a popup confirming that your report was created.

    You can view the latest version of your report, or edit its settings and contents, by visiting Retail > Insights > Reports.

You can have a maximum of 50 custom reports saved at any given time. 

Which data sets are available for each component?

The difference between large, small, and number bar components is their sizing and the level of detail they display.

The data sets available for each component type are:

Number bar:

  • Sales Summary 
  • Customer Summary 
  • Inventory Management Summary 
  • Session Summary 
  • Loyalty Summary

Large Component:

  • Top Selling Products
  • Sales Statistics
  • Online order vs. POS Purchase 
  • New vs. Returning Customer Order Value
  • Gross Sales Per Visitor
  • Inventory Stock Levels 
  • Session Statistics 
  • Conversion Funnel
  • Web Users by Language 
  • Web Users by Country 
  • Web Users by City 
  • Web Users by Browser 
  • Web Users by OS
  • Loyalty Revenue

Small Component:

  • Average Order Value 
  • Top Selling Products 
  • Top Selling Categories
  • Top Selling Brands
  • Top Customer Order Value
  • Reward Redemption 
  • Top Customer Order Value
  • Inventory by Location 
  • Inventory Status 
  • Session by Country 
  • Session by Time 
  • Page Visits 
  • Session by Device 
  • Payment Method Breakdown - Online Orders
  • Payment Method Breakdown - POS Purchases
  • Most Popular Promotions
  • Most Used Coupons

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