Understanding Pre-Built Reports

Alpha Insights includes 20+ pre-built reports covering all aspects of your business - from sales and products to customers, marketing, and website traffic. These reports are ready to use immediately and provide instant insights without any configuration.

Why Use Pre-Built Reports?

• Instant insights: No setup required, start analyzing immediately
• Best practices: Built by eCommerce experts using proven report structures
• Comprehensive coverage: Every aspect of your business covered
• Learning tool: Study them to understand how to build your own custom reports
• Time-saving: Common questions already answered

Accessing Pre-Built Reports

1. Go to Alpha Insights → Reports
2. You'll see all available reports organized by category
3. Click any report to open it

Report Categories

Reports are grouped into logical categories:

• Sales Reports: Revenue, orders, and sales performance
• Product Reports: Product performance and inventory insights
• Customer Reports: Customer behavior and lifetime value
• Marketing Reports: Campaign performance and advertising ROI
• Website Traffic: Visitor analytics and traffic sources
• Financial Reports: Profit & loss, expense analysis

Available Pre-Built Reports

Sales Reports

Store Dashboard

What it shows: Complete business overview

Includes:

• Key metrics: Revenue, Profit, Orders, Margin
• Sales trend line chart
• Revenue breakdown
• Recent order activity

Best for: Daily check-ins, overall store health

Sales Overview

What it shows: Detailed sales analysis

Includes:

• Revenue metrics with comparisons
• Sales by day/week/month
• Average order value trends
• Order status breakdown

Best for: Understanding sales patterns and trends

Orders

What it shows: Complete order list with profit details

Includes:

• Searchable, sortable order table
• All orders with revenue, cost, and profit
• Filter by status, date, amount
• Export-ready format

Best for: Order-level analysis, finding specific orders

Product Reports

Products

What it shows: All product performance data

Includes:

• Product ranking by profit
• Units sold, revenue, margin for each product
• Stock status integration

Best for: Product profitability analysis, inventory decisions

Products Sold

What it shows: Detailed product sales breakdown

Includes:

• Product sales by period
• Category performance comparison
• Best sellers vs most profitable

Best for: Understanding what sells vs what's profitable

Customer Reports

Customers

What it shows: Customer analytics and segments

Includes:

• Customer count and growth
• New vs returning customer breakdown
• Customer acquisition trends

Best for: Understanding customer base composition

Customer List

What it shows: Individual customer details

Includes:

• Complete customer list with LTV
• Order history per customer
• Profit contribution by customer
• Repeat purchase rates

Best for: VIP identification, customer segmentation

Marketing Reports

Campaigns

What it shows: All advertising campaign performance

Includes:

• Facebook and Google Ads campaigns
• Ad spend, revenue, ROAS by campaign
• Profit by campaign
• Campaign comparison

Best for: Ad campaign optimization, budget allocation

Facebook Ads

What it shows: Facebook-specific campaign data

Includes:

• All Facebook campaigns
• Detailed ROAS analysis
• Cost per order trends
• Campaign status and performance

Best for: Facebook advertising analysis

Google Ads

What it shows: Google Ads campaign performance

Includes:

• Search, Shopping, Display campaign data
• ROAS by campaign type
• Click and conversion metrics

Best for: Google Ads optimization

Acquisition Sources

What it shows: Where customers come from

Includes:

• Traffic source breakdown
• Conversion rates by source
• Profit by traffic source
• Customer acquisition cost by channel

Best for: Marketing channel optimization

Website Traffic Reports

Traffic Overview

What it shows: Complete website analytics summary

Includes:

• Session count and trends
• Page views and bounce rate
• Device and browser breakdown
• Geographic distribution

Best for: Understanding visitor behavior

Realtime Dashboard

What it shows: Current visitors and activity

Includes:

• Active visitors right now
• Pages being viewed
• Real-time traffic sources
• Live conversion events

Best for: Monitoring campaigns in real-time, special events

Website Sessions

What it shows: Detailed session data

Includes:

• Individual session records
• Session duration and pages viewed
• Entry and exit pages
• Conversion paths

Best for: User behavior analysis, conversion optimization

Financial Reports

Profit & Loss Statement

What it shows: Formal P&L statement

Includes:

• Complete revenue breakdown
• All cost categories
• Operating expenses by type
• Net profit calculation

Best for: Financial reviews, accountant collaboration, investor reports

Expenses

What it shows: Operating expense analysis

Includes:

• Expenses by category
• Expense trends over time
• Expense as % of revenue
• Individual expense records

Best for: Cost control, budget management

Specialized Reports

Coupons

What it shows: Coupon and discount performance

Includes:

• Coupon usage statistics
• Revenue from discounted orders
• Profit impact of discounts
• Most used coupons

Best for: Promotion analysis, discount strategy

Subscriptions

What it shows: Subscription product performance

Includes:

• Active subscriptions
• Recurring revenue
• Churn rate
• Subscription lifetime value

Best for: Subscription business management

Taxes

What it shows: Tax collection and remittance data

Includes:

• Taxes collected by region
• Tax rates applied
• Tax liability by period

Best for: Tax preparation, compliance reporting

Ecommerce Activity

What it shows: Customer journey and conversion funnel

Includes:

• Add to cart events
• Cart abandonment rate
• Checkout completion rate
• Conversion funnel analysis

Best for: Conversion optimization, checkout improvements

Using Pre-Built Reports

Customize Date Range

All pre-built reports allow date range changes:

1. Open report
2. Click date range selector at top
3. Choose different period
4. Report updates automatically

Apply Additional Filters

Filter pre-built reports:

1. Click Filters button
2. Add filters (products, categories, traffic sources, etc.)
3. Apply filters
4. Report shows filtered data

Modify Widgets

Enter edit mode to customize:

1. Click Edit Report
2. Add, remove, or modify widgets
3. Rearrange layout
4. Save as custom copy (preserves original)

Export and Share

• Export pre-built reports as PDF, CSV, or Excel
• Create share links for team access
• Schedule automated email delivery

Best Practices

Start with Pre-Built

• Explore all pre-built reports first
• Understand what each shows
• Identify which answer your questions
• Only create custom reports for unique needs

Daily/Weekly Review Routine

Daily (5 minutes):

1. Store Dashboard - Quick health check
2. Recent Orders - Any issues?

Weekly (30 minutes):

1. Sales Overview - Trend analysis
2. Products - Profitability review
3. Campaigns - Ad performance check

Monthly (1-2 hours):

1. Profit & Loss Statement - Financial review
2. Customers - Segment analysis
3. Acquisition Sources - Channel optimization

Combine Multiple Reports

• Use Store Dashboard for overview
• Drill into Products report for details
• Check Campaigns for marketing context
• Review Customers for audience insights

Customizing Pre-Built Reports

Save as Custom Copy

To modify without losing original:

1. Open pre-built report
2. Click Duplicate
3. Report copies to your custom reports
4. Edit the copy freely
5. Original remains unchanged

Create Variations

Examples:

• Store Dashboard → Create "Store Dashboard - Yesterday Only"
• Products → Create "Products - Clothing Category Only"
• Campaigns → Create "Campaigns - December Holiday Period"

Report Update Cycle

How Often Reports Update

• Realtime Dashboard: Every 30 seconds (when viewing)
• Other reports: When you refresh or reload
• Cached data: May be 5-15 minutes old (click Refresh for latest)

Data Refresh

1. Click Refresh button at top of any report
2. Data reloads from database
3. See most current information