## 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