Editing Custom report recipe

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'''Navigation:''' [[Main_Page]] > [[Reports]] > [[Custom Reports]] > Custom report recipe

== Custom report recipe: Ecommerce store performance ==

=== Introduction ===
The '''Custom report recipe: Ecommerce store performance''' in ActiveCampaign is a powerful tool designed to help users analyze their store performance metrics effectively. This feature allows you to identify insights based on order volume and revenue, facilitating better decision-making based on comprehensive data analysis. By utilizing this report, businesses can achieve a more nuanced understanding of how each store performs over specific periods, evaluate the success of marketing campaigns, and enhance overall business strategies.

=== How to Access Custom Reports ===
To access the custom reporting tool, follow these steps:

# Click '''Reports''' on the left menu of your account.
# Select '''Custom Reports''' from the dropdown menu.

With this navigation, you are ready to build your custom report.

=== Step-by-Step Instructions ===
Creating a custom report for evaluating eCommerce store performance involves adding several components, including filters, dimensions, and measures.

==== Build the Report ====
To build your report, you need to create 5 filters, 1 dimension, and 2 measures as described below.

==== Create the Filters ====
Add each filter by following these steps. Each filter is located in the '''eCommerce''' view:

# Click the '''eCommerce''' view.
# From the list of filters, proceed with the following selections:
## Click '''Order Created Date''', hover over the filter you want to use, and click the filter icon that appears.
## Hover over '''Automation Name''' and click the filter icon.
## Hover over '''Campaign Name''' and click the filter icon.
## Hover over '''Product Name''' and click the filter icon.
## Finally, hover over '''Store Name''' and click the filter icon.
# After adding the filters, you will need to set operators and values. Click the dropdown for each filter to specify an operator, then click the value field to choose your value from the list presented.

==== Create the Dimension ====
This dimension can be added from the '''eCommerce''' view:

# Click on '''Store Name''' to include it as your dimension.

==== Create the Measures ====
To add your measures, follow these steps, which are also located in the '''eCommerce''' view:

# Scroll down to the '''Measures''' section.
# First, click the '''Total Orders''' option.
# Then, click the '''Total Revenue''' option.

==== Run the Report ====
With the filters, dimension, and measures in place, it’s time to run your report:

# Navigate to the '''Visualization''' portion of the report builder.
# Click the '''Table''' chart icon.
# Finally, click the '''Run''' button located at the top right to pull the data into your report.

This process may take a few moments while the system retrieves the relevant data.

==== Save and Share the Report ====
Once you have generated the report, you have the option to save and share it:

# Click the gear icon located at the top right of the report, next to the '''Run''' button.
# Select '''Save as a Look''' from the dropdown menu.
# Enter a title for your Look.
# Optionally, type a description to provide additional context.
# Click the '''Save & View Look''' option to complete the process.

=== Configuration Options and Settings ===
The key components you will configure in your custom report are as follows:

* '''Filters''':
  * '''Order Created Date'''
  * '''Automation Name'''
  * '''Campaign Name'''
  * '''Product Name'''
  * '''Store Name'''
  
* '''Dimension''':
  * '''Store Name'''
  
* '''Measures''':
  * '''Total Orders'''
  * '''Total Revenue'''

These components allow for a robust analysis of store performance metrics based on specified criteria.

=== Best Practices and Tips ===
To maximize the effectiveness of your custom report, consider the following best practices:

* Ensure clarity in the filters applied; overly complex filtering may obscure insights.
* Regularly update the title and description of your saved Looks for ease of reference in the future.
* Combine different filtering criteria to generate insights across various metrics, such as campaigns or automation performance.
* Consider scheduling reports on a regular basis to consistently track store performance over time.

=== Common Use Cases ===
Here are a few common use cases for the '''Custom report recipe: Ecommerce store performance''':

* **Assessing Marketing Effectiveness**: By filtering the report by '''Campaign Name''', businesses can analyze how different marketing efforts impact sales.
* **Sales Seasonality Analysis**: Utilizing the '''Order Created Date''' filter helps in evaluating sales peaks during specific periods (e.g., holidays).
* **Product Performance Review**: By including '''Product Name''' in the filters, companies can identify best-selling products and adjust inventory or marketing strategies accordingly.

=== Troubleshooting ===
While generating your custom report, you may encounter common issues such as:

* **No Data Displayed**: Ensure that the filters applied are not too restrictive, which may result in no records being returned.
* **Long Loading Times**: If the report takes too long to run, simplify some of the filters or reduce the date range to pull data more efficiently.

=== FAQ ===
# '''How many filters can I use in a custom report?'''
The custom report allows the use of 5 filters to provide detailed insights.

# '''Can I customize the report title and description?'''
Yes, when saving your report, you can add a title and optional description for clarity.

# '''What measures are used in this report?'''
The report utilizes measures such as '''Total Orders''' and '''Total Revenue''' to evaluate performance.

# '''Is the custom report feature available for all plan types?'''
This feature is included with the Enterprise plan and as an add-on for Plus and Professional plans.

# '''How do I access saved Looks?'''
Saved Looks can be accessed from the Reports menu under the Custom Reports section.

By following the above steps and tips, users can effectively leverage the '''Custom report recipe: Ecommerce store performance''' to optimize their eCommerce strategies and drive business success.
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