Custom report recipe

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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:

1. Click Reports on the left menu of your account.
2. 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:

1. Click the eCommerce view.
2. From the list of filters, proceed with the following selections:
   1. Click Order Created Date, hover over the filter you want to use, and click the filter icon that appears.
   2. Hover over Automation Name and click the filter icon.
   3. Hover over Campaign Name and click the filter icon.
   4. Hover over Product Name and click the filter icon.
   5. Finally, hover over Store Name and click the filter icon.
3. 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:

1. 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:

1. Scroll down to the Measures section.
2. First, click the Total Orders option.
3. Then, click the Total Revenue option.

Run the Report

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

1. Navigate to the Visualization portion of the report builder.
2. Click the Table chart icon.
3. 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:

1. Click the gear icon located at the top right of the report, next to the Run button.
2. Select Save as a Look from the dropdown menu.
3. Enter a title for your Look.
4. Optionally, type a description to provide additional context.
5. 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

1. How many filters can I use in a custom report?

The custom report allows the use of 5 filters to provide detailed insights.

1. Can I customize the report title and description?

Yes, when saving your report, you can add a title and optional description for clarity.

1. What measures are used in this report?

The report utilizes measures such as Total Orders and Total Revenue to evaluate performance.

1. 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.

1. 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. ```