Ubercart includes four modules that generates reports: Reports, Cart Links, Stock, and Tax Reports. If any these modules are enabled you will be able to view their reports by browsing to Administration » Store » Reports (admin/store/reports). Some contributed modules also provide reports which may be accessed from this menu.
After enabling the Ubercart Reports module, you will first want to browse to Administration » Store » Configuration» Store (admin/store/settings/store) and look in the "Reports settings" tab, where you'll be able to set the paged table length and the order statuses used in the reports. The order status settings are useful if, for example, you have more than one order status describing orders where you've already received payment - this allows you to tally them all in the sales reports.
The reports each module generates are described below.
This is the principal core module for reports. It creates reports for customers, for products, and for sales. All reports, with the exception of the sales summary, can be exported to a CSV file.
In the customer report you'll be able to view all customers (or users) of your site. For each customer (user) account you'll be able to view the customer name (the billing or shipping name depending on preference), the user name, the total number of orders placed by the account, the total number of products ordered, the total revenue produced for the store, and the average amount of revenue the customer has produced for each order. Clicking on customer names will take you to their current orders, while clicking on a user name will take you to their user account page where their order history can be reviewed.
In the product report you will be able to view all products on your site. For each you can review the product name and model, the number of views the product has received (if the Statistics module is enabled), the number of the product sold, the revenue produced for the store, and the gross profit from the sales of the product. If your product has attributes and model/SKU adjustments, this data will be further broken down by model/SKU name.
The sales report consists of 3 separate reports:
This report creates a general overview of the store sales in a few tables. The first table provides the number of orders, income produced, and the average income per order for the current day, yesterday, and the daily average. Below that, a monthly projection is provided. The second table provides the grand total sales, total customers, new customers for the day, and current logged in customers. The last table provides a breakdown of order statuses for all orders in the store.
Sales per year
This report creates a list of sales for a specified year. For each month, the number of orders, income produced, an average order income is displayed. At the bottom a total for the year is displayed. Clicking on each month will provide current orders placed in that month. This report can be exported to a CSV file if needed. By default, the current year is displayed. Store administrators can view any past years by entering a new year and pressing the "View" button.
Custom sales summary
This is a customizable report that details orders (broken down by status), products, and revenue produced in a specified time span, with a total at the bottom. By default, this report displays sales for the past 12 months of orders (with the specified order status in Administration » Store » Configuration» Store (admin/store/settings/store) under the "Reports settings" tab).
After clicking "customize report" a store administrator is able to adjust the following details:
- Start date
- The starting date of the report
- End date
- The ending date of the report
- Subreport length
- The span of time for each row of data
- Order status
- The order statuses used in the report
- Product breakdown
- If checked, the number of products is replaced with a detailed list of products sold for that time span.
This report can be exported to a CSV file.
The Cart Links module creates one report for clicks on generated cart links. This report displays the various cart link IDs, with the number clicks each have received, and the time of their last click.
The Stock module creates a report for all SKUs that are tracked by the module. The shows all track SKUs, their associated product, stock value, and threshold value (the value at which an admin is notified of the stock level). Like the reports generated by the Reports module, you can export the report to a CSV file.
The Tax Reports module creates a report which displays one row for every tax rate you have defined, with a columns for tax name, jurisdiction, tax rate, total taxable sales, and total tax collected.