Managing Purchase Report
This manual explains how to install, configure, and use the Purchase Report module to track and analyze sales volumes in your store.
Watch the video for a brief overview.
Visit the App Shop using the link below to find and purchase the module.
https://www.oscommerce.com/app/purchase-report-by-customer
Read the manual to explore the functionality in detail.
1) Module Installation
- Log in to the admin area of your website.
- Go to App Shop → Store.
- Use the Quick Search to find the Purchase Report module.
- Install the module on your website.
2) Accessing the Purchase Report
- Once installed, go to Reports → Purchase Report.
- The Customer Purchase Report page will open.
3) Filtering Report Data
In the Filter section, you can customize report results using the following options:
- Sales Channels – check the boxes next to required sales channels.
- Customers – search by name or email, and filter by customer type (repeat, new, or all).
- Products – search by product name, model, or manufacturer.
- Shipping – filter by shipping address, suburb, country, city, state, or postcode.
- Date Range – select dates from the drop-down calendar, or use pre-defined options such as 1 month, 3 months, etc.
4) Viewing Charts
The module allows you to track sales volumes with charts displaying:
- Total orders count
- Total orders amount
- Average order amount
5) Working with the Data Table
Below the charts, a comprehensive table displays customer purchase details. The table includes:
- Customer name and email
- Shipping address details (address, suburb, country, city, state, postcode)
- Customer type (repeat, new, or all)
- Total orders count
- Total orders amount
- Average order amount
Each column can be sorted by clicking ▲ or ▼ icons.
6) Exporting Reports
- To export a customer purchase report to a CSV file, click the Export button.
7) Adjusting Display Settings
- For convenience when working with large datasets, you can set how many records appear per page by selecting the desired number from the drop-down list.