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Reports

CRM Report

You can access Customer Relationship Management (CRM) data from your InkSoft web stores. This is useful to retrieve customer data to export into third party systems and for use in targeted marketing.

  1. Show clients: Display clients -- a client is someone who has completed at least one order
  2. Show prospect: Display prospects -- a prospect is a user who has created an account at a web store
  3. Sort Options: You can sort by last name and by store for organization purposes
  4. Stores: Filter by web store(s)
  5. Output Type: Select from Html or Microsoft as the report export option

Clicking run report will open the data in a new browser window. You can copy and paste this data in Excel or Google Spreadsheets in order to edit.

 

Sales Reports

Sales Reports will display all sales transactions whereas Order Reports displays all sales transactions that have been marked 'completed'. InkSoft makes a distinction between the two as orders can be modified or cancelled.

  1. Date Range: You can select a starting and end date for your report
  2. Store: You can generate sales data for individuals web stores or for selected stores
  3. Report Type: Summary provides core sales data where Detailed displays all sales data

Clicking run report will open the data in a new browser window. You can copy and paste this data in Excel or Google Spreadsheets in order to edit.

 

Orders Report

Orders Reports will contain all sales transaction that have been marked as 'Completed'.

  1. Date Range: You can select a starting and end date for your report
  2. Store: You can generate sales data for individuals web stores or for selected stores
  3. Report Type: Summary provides core order data where Detailed displays all order data. You have the option of generating an Excel for both the Summary and Detailed Order Reports.
  4. Detailed Report Options: Here you can include or exclude certain data from the Detailed Report. Generally, these data attributes are valuable so you would want to include.
 

Discount Detail Report

This report allows you to see the performance of Coupons & Discounts. This data will allow you to gauge the effectiveness of your marketing / promotional efforts.

 

 

Store Commission Report

If you entered a Store Commission for a web store, you can use this report to generate data based on date range. This provides an easy way to account for fundraising / web store commissions.

  1. Date Range: You can select a starting and end date for your report
  2. Store: You can generate commission data for individuals web stores or for selected stores
  3. Report Type: Summary will show totals where Detailed will show each individual transaction.

TIP: From your browser click File > Print to generate an 8.5 x 11 report. You can save as PDF or Print.