Website + eCommerce: Reporting

Purpose

This document covers the reporting aspects of the Website application in Odoo 16.

Process

To get started, navigate to the Website App.

Online Sales Report

Once there, go to REPORTING > ONLINE SALES.

Filters

When you first open this reporting page, your default view will be  Confirmed Orders that have been confirmed. You can clear these filters by clicking the .

Tailor Report Views

Nested under the search bar are options to tailor your view. If you don't see these options, click on the  Caret to the left of the filter option to expand it.


Filter Options

You'll see following filter menus that will assist in creating tailored report views:

  • Under the  Filters dropdown, the following preset filters are available for this report: Confirmed Orders and Unpaid Orders. Select any options needed to narrow down the data.
  • Use the   Group By dropdown to so a list of presets groups or create a custom one.
  • Use the  Favorites dropdown to save and access custom record sets you'll use often. 

View Options

To the the right above the report, you will see different types of views to organize your data into.


 Pivot View

The first view of the report is presented as a pivot table and can be also be configured to your needs.

  • Measures: Modify the data included in your recordset.

  • INSERT IN SPREADSHEET: This will allow you to export the data into a spreadsheet in Odoo. To learn more about this, please review our Spreadsheets documentation.

  •  Flip Axis: Switch the positions of your X and Y axes.

  •  Expand: Expands data that is expandable.

  •  Download xls: Allows you to download the data in your pivot table to an xls spreadsheet format.

This also allows you to search particular time frames:


You can also customize the data shown by adding a custom group which will open a dropdown menu with options for you to choose from.


Under the  Favorites option, the Save Current Search option allows you to save the report template for future use. You can also add this report to a google spreadsheet however you will need to have your google drive connected to your Odoo database.


You may also save this search combination so it will be the default filter when you view your reports, or so everyone may use it:

 Graph View

The  Graph view is your default view and will give a full-scope view of the data you've selected. The first section can be further configured to display your data in several different ways:

  • Measures: Modify the data included in your recordset. The selected measures for the report shown above are displayed at the bottom of the chart (Total Purchased, UntaxedTotal, Orders, Average Order).

  • INSERT IN SPREADSHEET: This will allow you to export the data into a spreadsheet in Odoo. To learn more about this, please review our Spreadsheets documentation.

  •  Bar Chart: This displays you data in a bar chart.

    • This type of chart allows you to utilize the  Stacked feature or organize the data by  Descending or  Ascending.

  •  Line Chart: This displays your data in a line chart.

    • This type of chart allows you to utilize the  Cumulative feature and organize the data by  Descending or  Ascending.

  •  Pie Chart: This displays your data in a pie chart


Spreadsheets

You can link your curated searches to spreadsheets by selecting the LINK MENU IN SPREADSHEET option below the  Favorites tab.


This will bring up a modal window with a dropdown selection for you to choose which spreadsheet you would like to link this pivot to: