From the Main Admin CMS navigate to the left hand menu tab to the either of the reporting menu tabs depending on whether you wish to have all your reporting include or exclude personal information.
Click on the Reporting menu tab selected will open up the below analytics tables, beginning with the Sales tables.
Depending on which reporting menu tab selected, Including or Excluding PII, each table of the following will be included:
Sales ( Including PII )
Sales ( Excluding PII )
Gift Cards ( Including PII )
Gift Cards ( Excluding PII )
Gift Card Transactions
Gift Card Liability ( Including PII )
Gift Card Liability ( Excluding PII )
If you wish to create schedule reporting of any of the above please click on the button below:
Each of the tables will have a filter bar at the top in order to search for particular data fields required and if you wish to actively download a report at the time or of the search filed, then navigate to the top right hand side of the table to the blue hyperlink 'Download Report' as in the example below.
*Please Note: The downloadable reports will include more information and data than is revealed in the reports which then can be actively managed using appropriate data software like Microsoft Excel.
To load CSV files into Excel without the loss of data please click on the button below:
** Please Note: In downloaded reports, the column that represents 'Marketing Enabled' has a variation of ' Yes' , 'No' and 'Default' to denote if a client has click on the marketing check box during the checkout phase. The difference is that 'Default' represents that the checkbox was checked in v1 of the checkout flow and 'Yes' represents the checkbox was checked in v2 of the checkout flow.