A set of predefined and custom reports for Magento that extend standard Magento reporting by adding charts, graphs images that make your report easier to read and comprehend. Share report easily by emailing reports to a designated email address, view online or download to you PC from the server. generate reports regularly by setting a custom schedule.

1. Smart Reports
User Manual for Magento
Aitoc

2. Aitoc
Table of Contents
1. Enabling the extension in Magento.
2. Generating a report.
3. Use case: weekly Sales by SKY via email.
4. Managing report profiles.
5. Configuring reports.
6. Configuring reports - advanced settings.
7. The History tab and the Processor tab.
8. Reports Overview.

3. Aitoc1. Enabling the extension in Magento
In System > Manage Aitoc Modules, check
Smart Reports and click "Save modules
settings" on the top right.

4. Aitoc2. Generating a report
2. Select a Range and click “Save and
Generate Report” on the top right.
1. Select a Report Profile and click “Load
Report Profile”.
Reports > Aitoc Smart Reports - the Configuration tab

5. Aitoc2. Generating a report
You’ll see following screen. Report
generation may take some time
(depending on your range and order
quantity).
Reports > Aitoc Smart Reports - the Processor tab

6. Aitoc2. Generating a report
The extension will forward you to a page
where you can download the report by
clicking "Download".

7. Aitoc3. Use case: weekly Sales by SKY via email
2. Choose a Store View (optional)
3. In “Range”, choose “Last 7 days”.
1. Select “Sales by SKU. Table.” and click
Load Report Profile.
Reports > Aitoc Smart Reports - the Configuration tab

8. Aitoc3. Use case: weekly Sales by SKY via email
4. Select "Email" in "Type" and enter your
email into the "Send to" field.
5. In "Export Order" choose "Automatically
by Cron".
6. In "Export by Cron" choose "Each
Monday" (or Each Sunday). Click "Save".
Reports > Aitoc Smart Reports - the Configuration tab

9. Aitoc4. Managing report profiles
A report profile contains environment
settings for your reports.
The extension allows you to use multiple
report profiles with different settings.
Moreover, you can use one report with
multiple profiles.
"Loaded report profile" shows you the
profile you can manage now.
"Report Profile" allows you to select
another profile.
"Load Report Profile" and "Delete Report
profile" buttons apply the function to the
item selected in the "Profile" dropdown.
The "Store View" dropdown enables you to
use export for selected stores.
Reports > Aitoc Smart Reports - the Configuration tab

10. Aitoc4. Managing report profiles
Reports > Aitoc Smart Reports - the Configuration tab
An XSL template creates reports from raw
data. Each profile contains an XSL file. You
can upload templates from the extension
package.
You can save your current report profile
without exporting. If you want to create a
new report profile you should type a new
name into "Profile Name" field and click
"Save".

11. Aitoc5. Configuring reports
Reports > Aitoc Smart Reports - the Configuration tab
You can filter data for reports by order
status, order number, customer ID, product
ID and order date. Please note you can
create filters with empty report.
The extension allows you to quickly set up
a date range for your report. Moreover the
extension updates dates every time you
start a report.
If cron starts a report for "Last 7 days",
every Monday you’ll get actual weekly
reports every Monday automatically.
Custom range fixes dates for reports.
Important: the extension uses invoiced
items or orders for the majority of report
calculations . If you create a report based
on test data (usually not invoiced properly)
you may get empty reports.

12. Aitoc5. Configuring reports
Reports > Aitoc Smart Reports - the Configuration tab
The report file will be placed on local server
in "Path folder" with filename
"File Prefix"_YYYYMMDDHHMMSS.html
You can download the report when its
generation is complete.
The report file will be placed on remote
FTP. Please note that creating an export file
can take up to several minutes.
You’ll get an email with the Report file
attached. You can edit the email template
using default Magento means (System >
Transactional emails).
Please note that creating an export file can
take up to several minutes.

13. Aitoc5. Configuring reports
Reports > Aitoc Smart Reports - the Configuration tab
The extension supports exporting in XML
format. XML file is a preferred type for
order migration between different
Magento versions.
XSL template allows you to create order
export files that can be imported into 3rd
party software.
The automatic report generating can be
started by Cron. You can get reports hourly,
daily, weekly or monthly.
For example to get weekly sales report by
email you should set "Export by Cron" to
"Each Monday", "Range" to "Last 7 days"
and "Type" to "Email".

14. Aitoc6. Configuring reports - advanced settings
The tab contain options to select data for a
report from orders. Order export contains
invoices, shipments, etc. Usually each
report uses a small number of fields from
the order.
The fewer fields you select, the faster
report generation will be.
Reports > Aitoc Smart Reports - Developer options (Entities)

15. Aitoc6. Configuring reports - advanced settings
The tab contain options to select data for a
report from orders. Order export contains
invoices, shipments, etc. Usually each
report uses a small number of fields from
the order.
The fewer fields you select, the faster
report generation will be.
Reports > Aitoc Smart Reports - Developer options (Fields)

16. Aitoc7. The History tab and the Processor tab
The History tab contains all reports history
for you to control the process.
You can check every report in full detail
(download the file with the report and see
the list of the orders used for it).
Reports > Aitoc Smart Reports - the History tab

17. Aitoc7. The History tab and the Processor tab
In the Processor tab, you can see report
generation progress and cancel it, if
needed.
Please note that report generation can take
up to several minutes if you have a large
number of orders.
Reports > Aitoc Smart Reports - the Processor tab

18. Aitoc8. Reports Overview
Sales by country report.
Report based on invoiced amount without
shipping and taxes. Order status ignored.
Color intensivity depends on sales amount
level.
Actions: mouse over country will show
sales amount for that country.

19. Aitoc8. Reports Overview
Sales by SKU detailed report.
Report based on order items information
and on CreditMemo items (refunds). Order
status ignored.
One Product ID can be applied for several
SKU (depends on).
Actions:
1. Filter by SKU shows you sku with entered
substring.
2. Sorting actions for any column.

20. Product report | Sales by SKU/Product.
Report based on order items information.
Order status ignored.
First chart contains monthly invoiced
amount for all products without shipping.
Next charts contains monthly amount of
sales per SKU for each product.
Actions: mouse over column to show
amount and SKU details.
Aitoc8. Reports Overview

21. Aitoc8. Reports Overview
Report based on order amounts
information and DMA segments. Chart
contains monthly amounts, amount for
New and Returning customers and Top
Cities for certain DMA.
Actions: mouse over area to show details.
Sales by Region report (USA).

22. Sales by manufacturer report.
Report based on items amounts
information without shipping and taxes.
Order status ignored.
Chart contain monthly amounts for each
Manufacturer with share more than 5% for
certain period. (the value can be changed)
Actions: mouse over line to show amount.
Aitoc8. Reports Overview

23. Aitoc8. Reports Overview
Sales by payment type report.
Chart contains monthly amounts for each
payment type used by clients.
Actions: mouse over line to show amount.

24. Aitoc8. Reports Overview
Profit per Order report.
Report based on invoiced amounts and
cost information without shipping and
taxes. Order status ignored.
Actions: search by SKU, sorting for each
column.

25. Aitoc8. Reports Overview
New vs Returning Customers report.
Report based on order amounts
information without shipping and taxes.
Order status ignored.
Charts contain monthly amounts and share
of total amount for New and Returning
customers.
Actions: mouse over column to show
amount and share details.

26. Aitoc
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You can purchase Smart Reports at
www.aitoc.com/en/smart_reports.html
For questions please email at sales@aitoc.com