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Generating and Analyzing Reports

There’s nothing we love more here at Fotomerchant than cold-hard data. What if I told you that this data doesn’t need to feel so cold? Our reporting area will welcome you with warm arms to uncover the magic hiding in your data. Easily export out pre-made data reports and plan for your studio’s future with informed decisions. Track your performance and make changes where need be. Now that’s more like it! Let’s take a look.

Where can I see these reports?

Once you are in your studio’s commerce account, navigate to the left panel and click on reports. Now prepare to be amazed…

Welcome to an absolute treasure trove of data reports! As you can see, this list of reports gives you a quick run-through of each report’s purpose. So take a quick look, and please reach out if you have any questions about the reports below!

Before we sink our teeth into some details regarding the reports above, let me show you how you can use the reporting area to pull data specific to certain dates, seasons, or categories. Once you click on the report you wish to export, you will be greeted by a page that looks like this:

As you can see in the image above, you can filter the data to pull the information you need. No more combing through long CSV files for specific dates or seasons; we got you. Instead, you can scope the data collected yesterday, last month, or for a custom range.

Once you have decided on your date range, you can filter the data depending on the category (e.g., sport or underclass), season (e.g., Fall or Spring), client, and session. This will allow you to be precise in your exports.

Once you have defined your scope, you can move to downloading the data. Yay! Click Run Report first to populate the data.

Now click Download as CSV. Happy data analyzing!

 

If you are pulling a large time frame of data, we recommend sending the data via email. You can send this to multiple emails (as long as you permeate each one with a space).

Now that we have covered the filter area and downloading your data let me unpack a few of the reports we offer. Rather than go through each report, I will run you through a few more popular reports in greater detail.

Session Sale Report

This report shows you everything about a session. You can compare whether you have more prepaid or post sales and analyze the order numbers. If you want to view all this information about all sessions within a season, e.g., Fall 2022, you can easily filter the reports area to generate data for all sessions in this season. Easily sort the CSV file via the session column and compare the data between sessions. Uncover some seriously awesome insights about how your session orders stack up next to each other.

Here are all the columns included in that CSV report:

  • Client
  • Client External Reference
  • Client Access Code Client
  • Territory Code
  • Session
  • Session External Reference
  • Session Access Code
  • Pre-orders
  • Re-orders
  • Orders
  • Canceled Orders
  • Retail Inc Tax
  • Retail
  • Tax
  • Pre-orders
  • Retail Inc Tax
  • Pre-orders Retail
  • Pre-orders Tax
  • Re-orders Retail Inc Tax
  • Re-orders Retail
  • Re-orders Tax
  • Merchant Fees
  • Transaction Fees
  • Digital Fees
  • Refunds
  • Season
  • Season External Reference
  • Season Code
  • Category

Order Report

This report shows you all data associated with an order. You can see their order reference, additional emails attached to the subject, and more. This information is handy when you need to investigate a customer service call regarding a customer order. Another great way to use this data is to compare customer payment methods. This can help to illuminate the way customers order and typical payment methods.

Expand the box below to view all the data columns you can export out in this type of report:

  • Date Order Reference

  • Type

  • Customer Name

  • Customer Email

  • Ordered Items

  • Ordered Image Options

  • Payment Method

  • Payment Status

  • Total

  • Packages Shipping

  • Tax

  • Tax Rate

  • Refunds

  • Transaction Fee

  • Digital Fee

  • Merchant Fee

  • Coupon Discount

  • Packages Discount

  • Shipping Discount

  • Shipping Method

  • Shipping Method Code

  • Shipping First Name

  • Shipping Last Name

  • Shipping Address 1

  • Shipping Address 2

  • Shipping City

  • Shipping Zip Code

  • Shipping Phone Number

  • Shipping State Shipping Country

  • Billing First Name

  • Billing Last Name

  • Billing Address 1

  • Billing Address 2

  • Billing City

  • Billing Zip Code

  • Billing Phone Number

  • Billing State

  • Billing Country Client

  • Client External Reference

  • Client Access Code

  • Client Territory Code

  • Session

  • Session External Reference

  • Session Access Code

  • Stage

  • Season

  • Season External Reference

  • Season Code

  • Category

  • Catalog UID

  • Catalog

  • Subject First Name

  • Subject Last Name

  • Subject External Reference

  • Subject Password

  • Subject Email

  • Subject Email 2

  • Subject Email 3

  • Subject Email 4

  • Subject Teacher

  • Subject Grade

  • Subject Date of Birth

  • Subject Gender

  • Subject Home Room

  • Subject Subject ID

  • Subject Library ID

  • Subject Cafeteria ID

  • Subject Organization

  • Subject Order Form Barcode

  • Subject Prefix

  • Subject Jersey Number

  • Subject Year

  • Subject Position

  • Subject Period

  • Subject Track

  • Subject Custom 1

  • Subject Custom 2

  • Subject Custom 3

  • Subject Event Date

  • Subject Parent 1 First Name

  • Subject Parent 1 Last Name

  • Subject Parent 1 Email

  • Subject Parent 1 Phone Number

  • Subject Parent 2 First Name

  • Subject Parent 2 Last Name

  • Subject Parent 2 Email

  • Subject Parent 2 Phone Number

  • Subject Address Address 1

  • Subject Address Address 2

  • Subject Address City

  • Subject Address Zip Code

  • Subject Address Phone Number

  • Subject Address State

  • Subject Address Country

Yearbook Order Report

Do you offer yearbook photos? Yes? This report will be of great use to you. Export this data to see all orders made with a yearbook-assigned product. This report will help you stay on top of all your yearbook orders and keep your workflow steaming straight ahead. Data has the potential to both enlighten and, in this case, keep you organized.

  • Order Reference

  • Order Date

  • Customer Name

  • Customer Email

  • School

  • Subject First Name

  • Subject Last Name

  • Subject Home Room

  • Subject Grade Subject Teacher

  • Billing First Name

  • Billing Last Name

  • Billing Address 1

  • Billing Address 2

  • Billing City

  • Billing Zip Code

  • Billing Phone Number

  • Billing State

  • Billing Country

  • Shipping First Name

  • Shipping Last Name

  • Shipping Address 1

  • Shipping Address 2

  • Shipping City

  • Shipping Zip Code

  • Shipping Phone Number

  • Shipping State Shipping Country

  • Shipping Method

  • Shipping Method Code

  • Order Status

  • Discount Code

  • Product

  • Product Cost

  • Product Tax

  • Quantity

  • Before Discounts

  • Discounts

  • Customer Paid Order Tax

  • Shipping Total Refund Total

  • Order Total

The reports I covered above are truly just the tip of the iceberg. Some other useful reports include the; product sale report, the visitor report, and the subscriber report. For example, the product sale report is a fantastic example as it allows you to see the popularity of certain products. In addition, this report will enable you to tailor your shopping cart to provide products that customers want to see.

With great data comes great responsibility. So go forth and generate some data to uncover the mysteries of your customers and start backing your studio decisions with evidence. As always, you can reach out to us if you want more information on a specific report. That’s all for now.

Are you using Fotomerchant yet?

Get in touch for a chat or even jump straight in with a live demo — and discover how you can make your Studio workflow better, faster with Fotomerchant. We promise you’ll love working with us.

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