Sales

The dashboard, your orders, quote requests, returns, customers and order picking.

Dashboard

"Points of attention" shows things worth checking, for example: a number of orders in processing, two critical problems in your structured data, your webshop is not cited in AI search engines, or a low index ratio. Click on such a point for more information.

"What's new?" shows the latest updates in ShopReport; via "all new features" you see a list with a short explanation per feature, with a direct link to the page.

An overview of order information: number of new orders, number of open orders, today's revenue, revenue for the selected period, average order value in that period and the total number of orders ever. For "period revenue" and "revenue this month vs. last month" only orders in processing and completed orders count — cancelled and refunded orders do not.

"Revenue per week" shows the last twelve weeks (same counting: only processing + completed).

"Pick progress" shows how many orders have been picked and how many are still open, with the progress as a percentage.

"This month vs. last month" shows the daily revenue of the current and the previous month. Note: the current month's revenue builds up per day starting from € 0.

"Order status breakdown" shows three statuses: processing, pending and cancelled. An order "pending" is new, but still needs something completed before it can be processed; an order "in processing" is being actively handled (for example being prepared for shipping).

"Revenue this year vs. last year" uses the same counting (processing + completed).

"Recent orders" shows a small overview with order number, customer name, status, order value and date.

Orders

A full overview with order number, customer name, status, order value and date. You can search by order number, name or email, and filter by status: pending, processing, completed, cancelled or on hold. The full overview can be downloaded as a CSV file.

Via the "View" button you see the full order information: ordered products with prices, customer details and address. A number of parts can be filled in yourself: changing the status, the pick status, entering shipping information, or filing a return.

Quote requests

For shops with the Amasty "Request a Quote" module in Magento: a dashboard with all quote requests. This integration is detected automatically. You can set the period to 7 days, 30 days or 90 days. At the top you see the totals: the total number of quote requests, the number in the selected period, the quote value and the number of active and inactive quotes.

Below this summary is a chart with the number of quote requests and the quote value per day, followed by a full overview of recent quote requests with date, customer, items, value and status.

Returns

An overview configurable per period (for example 30, 90 or 365 days) with: the number of returns relative to the total number of orders, the return percentage, the revenue lost to returns, and the product that is returned most often.

"Top 5 cancelled products" shows the most cancelled products and how often. "Cancelled & closed orders" shows order number, date, customer name and email, status (cancelled) and order value.

Customers

Viewable over different periods: last month, last quarter, this year or a custom date range. The first overview shows the number of customers, number of new customers, number of returning customers and the retention — depending on the selected period.

"Top customers" can be set to revenue or number of orders: by revenue you see who spent the most, by number of orders who placed the most orders. You see name and email, number of orders, total spend, average spend per order and the last order placed.

For a customer with multiple orders you also see: total spend, total number of orders, first and last order, average order value and the favorite product. Per order: order number, status, total amount and order date.

Picking

Two ways to pick: per order, or via a combined pick list in which the same products from multiple orders are picked at once — more efficient for overlapping orders.

"Open orders" shows all orders that still need to be picked, with order number, customer name, status, number of items and a button to start.

While picking you see the order information (order number, name, date, status) and a button per item to mark it as picked. The pick list can also be downloaded as a PDF. Once everything is picked, you complete the order with "mark entire order as picked".