Safhitak Analytics

1. Analytics Basics

Most of the news reports in the Safhitak Analytics section have a set of common tools. This document will introduce you to those features, and how they can be utilized to customize and dive deeper into the various new analytics reports.

Navigate to Analytics > Revenue to get started.

a. Date Range Picker

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The Date Range picker allows you to specify which dates you want to include in the report being viewed. When you first open the Date Range Picker, a variety of popular presets allow you to quickly choose some common date ranges:

• Today
• Yesterday
• Week to Date
• Last Week
• Month to Date
• Last Month
• Quarter to Date
• Last Year

You can also select which date range to compare against, either the same range from the “Prior Year” or the “Prior Period.”

If the presets don’t match your desired date range, click the “Custom” tab at the top of the picker to have more granular control over the date range:

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On the custom picker, you can either manually enter the start and end date using the provided input fields, or use the calendar to make your selection.

After either choosing a preset, or a custom date range, click the Update button to modify the data in the report. Note by doing this, the date range selected is added to the address of the report URL – which allows you to bookmark, or share a report URL with a specific date range to other Store admins. This date selection is persisted on the report view until you navigate away from the report.

b. Advanced Filters

Depending on the report you are viewing, there might also be other Quick Filters and/or Advanced Filters that allow you to further customize the data set being viewed.

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If filter options are available, they will be shown next to the Date Range Picker, or below it on narrow/mobile view ports. Much like the date range selection, filters are also persisted to the URL which allows you to save a quick link to a specific filtered version of a report. Available filters for each report are covered more in-depth in each report’s documentation.

c. Summary Numbers / Chart

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At the top of the reports, the Chart and Summary numbers offer quick access to key data, trends of that data, and visualizations for changes over time in the period selected, and the period being compared against.

Summary Numbers

The “Summary Number” tab gives you a quick view of the total figure for that metric over the period selected, the total number for the period being compared, and the percentage trend between those two figures. By clicking on a Summary Number, that particular metric is then displayed in the chart.

For example, this is what the “Orders Summary Number” looks like:

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Chart

The charts on report pages offer quite a few options to customize the visualization of data. The “Data Legend” (labeled “a” in the above screenshot) allows you to toggle the visibility of the different data set periods. The “Interval Selector” (labeled “b”) allows you to adjust the interval displayed in the chart. The options available here are dependent upon the length of the date range selected:

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And lastly, you can adjust the “Type of Chart” being displayed (labeled “c”) between a bar or line chart.

d. Table

The table which displays the detailed data on Analytics reports also has a number of features that allow you to customize how the data is displayed, and even an option to download a CSV copy of the data used in the report for further analysis.

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Table Column Sorting

Many columns in reports will allow you to click on the column header to sort the tabular data by that value and to either sort by that value in ascending or descending order. Simply click the column header to sort by that value, and click it again to change between ascending and descending sort.

Toggle Column Visibility

If a report contains a data column that you don’t need to be displayed, you can adjust the visibility of it by using the visibility menu on the right side of the table header. Click the column name in the menu to change the visibility of the column. Your visibility selections are persisted to your user preferences for each report, so on subsequent visits to that report, the columns you have previously toggled off will not be displayed.

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Download (to CSV)

If you would like to download a copy of the data contained in the report table, you can do so by clicking the Download button in the table header. If the amount of data shown in the report is limited to one page ( e.g. there are no pagination options shown in the table footer ), the CSV file will download immediately.

If your selected date range results in a data set that spans more then one page in the table, your CSV download will be processed as a background job by Safhitak. Once the data is ready to be downloaded, an email will be sent to the address that is attached to your Safhitak account with a link to download the file.

Table Pagination

When the data displayed in the table is larger than the default single page size of 25, some pagination options will appear in the table footer area. Directional buttons–labeled < and >–enable you to move backward and forward between pages, and a text field will allow you to jump to a specific page number. Furthermore, you can change the number of rows to display per page.
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Table Search Box

On some reports, a search box is displayed in the table header area as well. For details on what the search box does on a given report, please refer to the associated documentation for that report.
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2. Analytics Dashboard

The new dashboard in Safhitak has been designed to allow you to keep track of the statistics and data that matter most to your site. Each section of the dashboard can be fully customized to meet the needs of your store, and also act as launching points to dive deeper into other Analytics Reports.

The dashboard is comprised of three sections:

• Performance Indicators,
• Charts, and
• Leader-boards.

The data presented in these sections are controlled by the Date Picker which appears at the top of the page. This lets you quickly look at data for a number of preset date-ranges like a week, month, quarter, and year to date, or to select a specific date range to view.

Navigate to Safhitak Store > Dashboard to get started.

Customize Dashboard Sections

These sections can be re-ordered, re-named, or even toggled off if you don’t want to view a particular section(s).

Toggle Stats

To customize dashboard sections, click the kebab menu in the top right corner of the section. The first item that appears in this menu is the ability to toggle the display of the various stats that are shown in the section.

3. Analytics Settings

Safhitak Admin is Pre-configured with default settings for Safhitak Analytics.

Navigate to Analytics > Settings to change these default settings.

These settings are broken down into sections:

• Excluded Statuses
• Actionable Statuses
• Default Date Range
• Import Historical Data

Reset Defaults

a. Excluded Statuses
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b. Actionable Statuses

See Activity Panels for details.

c. Default Date Range

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Safhitak Admin is pre-configured with a default date range of Month to Date. This is the date range that will be used when loading the Safhitak Dashboard or Analytics page from any non-Safhitak Admin page. Any reports that support a date range will have a Date Range Picker to allow changing the date range for the report.

d. Importing Historical Data

This is not done automatically – extremely large or high volume stores might want to schedule a maintenance window in which to import their historical data.

Stores with existing Orders will be prompted to import their data:

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Starting the Import

To start a historical data import, use the prompt above or go to Analytics > Settings, and scroll down to Import Historical Data.

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Stores that only want to see report data from a certain date onward can choose a date period, otherwise “all” data will be imported.

Extremely large or high volume stores might choose to import data in smaller increments – perhaps each year or quarter separately. The “skip previously imported customers and orders” control allows for overlapping date ranges to be imported without unnecessary data processing.

The Customer and Order counts will be updated in real-time to reflect changes made to the import settings. Press “start” when you’re ready for the import to begin.

Monitoring Progress

Once you’ve started an import, progress will be periodically updated on the Analytics > Settings screen.

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Navigating away from this page will not affect the import, and you can return to it at any time to monitor progress.

Once the import is complete, the status will reflect it:

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You’ll be given the option to run another import or to delete previously imported data. Please note that deletion is for all analytics data.

How the Import Works

Initial Data Import

The historical data import uses Action Scheduler to queue jobs that process the existing data on your store, building tables of aggregate data to be used in Reports.

Subsequent Data Updates

Only historical data requires manual intervention to process.

Action Scheduler at Scale

For extremely large or high volume stores, we recommend following the Action Scheduler documentation for Background Processing at Scale.

e. Reset Defaults

The “Reset Defaults” button resets the settings to default values for all of the settings above the button. It has no effect on the data imported via Import Historical Data.

4. Categories Report

The Categories Report provides insight into the product categories of your store.

By default, the Categories report is sorted by the number of Items Sold by category descending.

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a. Report Totals

The total of the rows in the report may not equal the totals at the bottom of the report for two reasons:

• Products can be assigned more than one category. The sales amounts for a product is included in the totals of all assigned categories.
• The sales amounts for children/descendant categories are both shown in the report for that category and included in the totals of the parent category(ies).

b. Categories Filters

When the Category report loads it includes all categories for the selected date range. The Category filter drop-down has two filter options:

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For either filter, begin typing the name of the category. While you are typing the name of the category the filter will lookup category names that contain the string you have entered.

Single Category

This filter loads the report Categories report listing the products sold within that category.

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Comparison

This filter loads the report for two or more categories that you have selected.

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A second way you can compare categories is using the check-boxes in the table and the Compare button at the top of the table.

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c. Search

At the top of the report table is the search box. This allows you to filter the report by one or more categories.

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d. Report Sorting

The report table allows sorting by all columns:

• Category
• Items Sold
• Net Sales
• Products (# of unique products sold)
• Orders (# of orders containing a product in that category)

e. Report Links

Two of the Categories report columns contain clickable entries:

• Category
• Products

Both links open the Single Category report listing the products sold within that category.

Three of the Single Category report columns contain clickable entries:

• Product link opens the Products report for that product
• Orders link opens the Orders report for that product
• Category link opens the Single Category report for that category

5. Coupons Report

The Coupons report is under the Analytics menu.

If you have a store with existing Orders, you should Import your Historical Data.

a. Coupon Filters

When the Coupon report loads it includes all coupons for the selected date range. The Coupon filter drop-down has two filter options:

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For either filter, begin typing the name of the coupon. While you are typing the name of the coupon the filter will lookup coupon names that contain the string you have entered.

Single Coupon

This filter loads the report for the coupon you have selected.

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Comparison

This filter loads the report for two or more coupons that you have selected.

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b. Search

At the top of the report table is the search box. This allows you to filter the report by one or more coupons.

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c. Report Sorting

The report table allows sorting by the following columns:

• Coupon Code
• Orders (Number of orders)
• Amount Discounted

d. Report Links

Two of the report columns contain clickable entries:

• Coupon Code link opens the Coupons report for that coupon code
• Orders link opens the Orders Report filtered to orders which used that coupon

6. Customers Report

The Customers Report provides insight into the customers of your store – where they live, when they may have registered, and how they’ve spent money.

Both registered customers and guests are shown in the report. If a guest checks out using the same email address more than once, their orders will be associated with each other (and they will be considered the same purchaser).

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a. Single Customer View

This option loads the report for the customer you have selected.

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b. Advanced Filters

There are several filters available to the Customers Report:

• Name
• Country
• Username
• Email
• Orders (count)
• Total Spend
• AOV (Average Order Value)
• Registered
• Last Active

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A special note about the Name, Username, Country, and Email filters:

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Unlike the table search, these filters do not allow for a partial match on customers. Instead, they provide an easy way to filter the report down to specific names, countries, etc.

c. Report Search

The search control at the top of the report table provides a quick interface to filter the report to one or more specific customers, searching by name.

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It also allows partial string matching on customer names.

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d. Report Sorting

The report table allows sorting by the following columns:

• Name
• Last Active
• Sign Up
• Orders
• Total Spend
• Country
• City
• Region
• Postal Code

By default, the report shows the most recently active customers.

7. Downloads Report

The Downloads Report provides insight into the performance of your store’s downloadable products. Downloads counts are a total including multiple from the same IP address. Please note that dates are representative of UTC time as opposed to local timezone as other reports are.

a. All Downloads View

By default, the Downloads Report displays the unfiltered All Downloads View. Each download is represented in the table and chart.

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b. Advanced Filters

There are several filters available to the Downloads Report.

• Select “Advanced Filters” in the “Show:” drop-down
• Choose “Add a filter” and then choose one or several of the following filters:
  • Product — allows filtering based on the downloadable product title.
  • Username — allows filtering based on the customer’s username.
  • Order number — allows filtering based on the order number.
  • IP Address — allows filtering based on the IP address this was downloaded from.

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d. Report Sorting

The report table allows sorting by the following columns:

• Date
• Product Title

8. Orders Report

The Orders Report provides insight into your store’s orders.

By default, orders with non-excluded statuses are listed by order date descending. Excluded statuses can be edited on the Settings page.

Refunded orders cannot be excluded from the orders report. Refunded orders have two rows in the report: one for the date of the original order and one for the date of refund.

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a. Advanced Filters

The advanced filters allow adding multiple filters to the report. These filters can be applied in two ways:

• All – Orders must match all filters to be included in the report
• Any – Orders must match one or more filters to be included in the report

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The following fields can be used for filtering:

• Order Status
• Products
• Coupon Codes
• Customer Type
• Refunds
• Tax Rates

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b. Report Sorting

The report table allows sorting by the following columns:

• Date
• Items Sold
• Net Sales

By default, the report shows the most recent orders.

9. Products Report

The Products Report provides insight into the sales performance of each product on your store.

a. All Products View

By default, the Products Report displays the All Products view. All products that have had sales in the specified date range will be shown.

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b. Single Product View

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By selecting “Single Product”, you can search for a single product to display report data for.

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c. Comparison Mode

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By selecting “Comparison”, you can search for multiple products to display report data for.

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You can also use the check-boxes in the report table to select products for comparison. Click “Compare” in the table header to compare the selected products.

d. Report Search

The search control at the top of the report table provides a quick interface to filter the report to one or more specific products, searching by name.

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It also allows partial string matching on product names.

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e. Report Columns

The report table contains the following columns:

• Product Title – links to Single Product view
• SKU
• Items Sold (count)
• Net Sales
• Orders (count) – links to Orders Report filtered by product
• Category – links to Categories Report
• Variations (count)
• Status (in/out stock)
• Stock (inventory quantity)

f. Report Sorting

The report table allows sorting by the following columns:

• Product Title
• SKU
• Items Sold (count)
• Net Sales
• Orders (count)
• Variations (count)

By default, the report sorts products by most items sold.

Clarifying Terms

“Net Sales” is calculated by subtracting refunds and coupons from the sale price of the product(s).

As an equation, it might look like: (product price * quantity) - refunds - coupons.

10. Revenue Report

The Revenue Report provides insight into the daily revenue of your store. A row is included for each day whether or not there were any orders on that day.

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a. Report Sorting

The report table allows sorting by all report columns:

• Date
• Orders (# of orders)
• Gross Sales
• Returns (Return amount)
• Coupons (Coupon amount)
• Net Sales
• Taxes
• Shipping
• Total Sales

By default, the report shows the most recent days.

b. Report Links

The Orders column contains clickable entries that take you to the order edit listing filtered to orders on that date.

6. Customers Report

The Customers Report provides insight into the customers of your store – where they live, when they may have registered, and how they’ve spent money.

Both registered customers and guests are shown in the report. If a guest checks out using the same email address more than once, their orders will be associated with each other (and they will be considered the same purchaser).

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a. Single Customer View

This option loads the report for the customer you have selected.

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b. Advanced Filters

There are several filters available to the Customers Report:

• Name
• Country
• Username
• Email
• Orders (count)
• Total Spend
• AOV (Average Order Value)
• Registered
• Last Active

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A special note about the Name, Username, Country, and Email filters:
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Unlike the table search, these filters do not allow for a partial match on customers. Instead, they provide an easy way to filter the report down to specific names, countries, etc.

c. Report Search

The search control at the top of the report table provides a quick interface to filter the report to one or more specific customers, searching by name.
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It also allows partial string matching on customer names.

d. Report Sorting

The report table allows sorting by the following columns:

• Name
• Last Active
• Sign Up
• Orders
• Total Spend
• Country
• City
• Region
• Postal Code

By default, the report shows the most recently active customers.
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7. Downloads Report

The Downloads Report provides insight into the performance of your store’s downloadable products. Downloads counts are a total including multiple from the same IP address. Please note that dates are representative of UTC time as opposed to local timezone as other reports are.

a. All Downloads View

By default, the Downloads Report displays the unfiltered All Downloads View. Each download is represented in the table and chart.

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b. Advanced Filters

There are several filters available to the Downloads Report.

• Select “Advanced Filters” in the “Show:” drop-down
• Choose “Add a filter” and then choose one or several of the following filters:
  • Product — allows filtering based on the downloadable product title.
  • Username — allows filtering based on the customer’s username.
  • Order number — allows filtering based on the order number.
  • IP Address — allows filtering based on the IP address this was downloaded from.

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c. Report Sorting

The report table allows sorting by the following columns:

• Date
• Product Title

8. Orders Report

The Orders Report provides insight into your store’s orders.

By default, orders with non-excluded statuses are listed by order date descending. Excluded statuses can be edited on the Settings page.

Refunded orders cannot be excluded from the orders report. Refunded orders have two rows in the report: one for the date of the original order and one for the date of refund.

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a. Advanced Filters

The advanced filters allow adding multiple filters to the report. These filters can be applied in two ways:

• All – Orders must match all filters to be included in the report
• Any – Orders must match one or more filters to be included in the report

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The following fields can be used for filtering:

• Order Status
• Products
• Coupon Codes
• Customer Type
• Refunds
• Tax Rates

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b. Report Sorting

The report table allows sorting by the following columns:

• Date
• Items Sold
• Net Sales

By default, the report shows the most recent orders.

9. Products Report

The Products Report provides insight into the sales performance of each product on your store.

a. All Products View

By default, the Products Report displays the All Products view. All products that have had sales in the specified date range will be shown.

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b. Single Product View

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By selecting “Single Product”, you can search for a single product to display report data for.

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c. Comparison Mode

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By selecting “Comparison”, you can search for multiple products to display report data for.

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You can also use the check-boxes in the report table to select products for comparison. Click “Compare” in the table header to compare the selected products.

d. Report Search

The search control at the top of the report table provides a quick interface to filter the report to one or more specific products, searching by name.

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It also allows partial string matching on product names.

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e. Report Columns

The report table contains the following columns:

• Product Title – links to Single Product view
• SKU
• Items Sold (count)
• Net Sales
• Orders (count) – links to Orders Report filtered by product
• Category – links to Categories Report
• Variations (count)
• Status (in/out stock)
• Stock (inventory quantity)

f. Report Sorting

The report table allows sorting by the following columns:

• Product Title
• SKU
• Items Sold (count)
• Net Sales
• Orders (count)
• Variations (count)

By default, the report sorts products by most items sold.

Clarifying Terms

“Net Sales” is calculated by subtracting refunds and coupons from the sale price of the product(s).

As an equation, it might look like: (product price * quantity) - refunds - coupons.

10. Revenue Report

The Revenue Report provides insight into the daily revenue of your store. A row is included for each day whether or not there were any orders on that day.

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a. Report Sorting

The report table allows sorting by all report columns:

• Date
• Orders (# of orders)
• Gross Sales
• Returns (Return amount)
• Coupons (Coupon amount)
• Net Sales
• Taxes
• Shipping
• Total Sales

By default, the report shows the most recent days.

b. Report Links

The Orders column contains clickable entries that take you to the order edit listing filtered to orders on that date.

11. Stock Report

The Stock Report provides insight into the inventory of your store. This report is only available on stores with stock management enabled.

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a. Report Filter

The Stock Report allows you to filter the report by stock status. Note: Products that do not have stock management enabled are shown as Out of Stock.

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b. Single Status View

This option loads the report for the stock status you have selected.

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c. Report Sorting

The report table allows sorting by all columns:

• Product
• SKU
• Status
• Stock

By default, the report shows stock ordered by stock quantity ascending.

d. Report Links

Two of the report columns contain clickable entries:

• Product link opens the Products report for that coupon code
• Status link opens the Safhitak Edit Product screen for that product

12. Taxes Report

The Taxes Report provides insight into taxes collected on your store.

a. All Taxes View

By default, the Taxes Report displays the All Taxes view. All taxes that have been collected in the specified date range will be shown.

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b. Comparison Mode

By selecting “Comparison” in the “Show” drop-down, search for multiple tax codes to display report data for.

• Search for and add all tax codes you want to compare.
• Select “Compare”.

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Alternatively, use the check-boxes in the report table below the graph to select tax codes for comparison. Select “Compare” in the table header to compare the selected tax codes.

c. Report Search

The search control at the top of the report table provides a quick interface to filter the report to one or more specific tax codes.

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It also allows partial string matching on tax codes.

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d. Report Sorting

The report table allows sorting by the following columns:

• Tax Code
• Rate
• Total Tax (Order Tax + Shipping Tax)
• Order Tax
• Shipping Tax
• Orders (count)

By default, the report is sorted by the creation date of the tax codes.

e. Report Links

The “Tax Code” column links to the Orders Report, filtered by the selected tax code.