This is a digital Magento 2 extension. No physical product will be shipped.
Download access will be provided after successful payment.
Magento 2 Advanced Reports & Dashboard
As low as $98.01 Regular Price $149.00
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Magento 2 Advanced Reports Extension turns Magento sales data into actionable dashboards, visual report explorers, profitability insights, and export-ready sales, customer, and product reports.
- Monitor revenue, orders, gross profit, margin, refunds, discounts, customers, and product performance.
- Explore 23 sales, customer, and product report views with charts, filters, sorting, and pagination.
- Compare current results with previous periods, previous years, or custom date ranges.
- Detect negative margins, refund or discount spikes, falling sales, revenue dependency, and cancellation risks.
- Save personal or shared report views, favorite reports, and reusable date presets.
- Export the complete filtered dataset securely to CSV or XLSX.
- Customize executive and diagnostic dashboards per administrator.
- Use scoped KPI goals, alerts, scheduled processing, caching, reconciliation, and optional privacy-controlled AI summaries.
This is a digital Magento 2 extension. No physical product will be shipped.
Download access will be provided after successful payment.
Magento 2 Advanced Reports Extension gives merchants an auditable decision workspace for sales, customer, product, and profitability analysis. It combines executive KPIs, diagnostic widgets, chart-led report exploration, secure exports, period comparisons, saved views, KPI alerts, and scheduled processing while keeping every figure connected to Magento source orders.
Executive and Diagnostic Dashboards
Review the primary commercial state in Executive Summary mode or switch to Diagnostic mode for the complete KPI, trend, mover, underperformer, refund, customer, and exception view.
- Track revenue, order count, average order value, items per order, cost, gross profit, and margin.
- Review refund, discount, customer, product, and comparison trends in one workspace.
- Apply shared date, website, store-view, order-status, currency, and comparison filters.
- Customize widget order and width with a per-administrator saved layout.
Chart-Led Report Explorer
Every report includes a progressive visual explorer. Choose an approved dimension and metric, compare periods, and select a chart mark to filter the authoritative grid and its exports.
- Use trend, ranking, composition, and comparison visualizations appropriate to each report.
- Keep chart selections synchronized with the grid, filters, CSV, and XLSX output.
- Inspect accessible chart-data tables or disable charts without losing reporting functions.
Complete Sales Reporting
Analyze sales by order, product or SKU, category, product attribute, website or store, geography, payment method, shipping method, promotion, hour, weekday, month, and year.
- Use SQL-backed sorting, pagination, totals, and contextual report filters.
- Drill from summarized results into supporting orders and Magento order records.
- Avoid configurable and bundle parent/child double counting through governed item-tree rules.
Customer Intelligence
Understand who buys, how frequently they return, and the value they create with customer-focused reports designed for both registered buyers and guests.
- Compare new and returning customers.
- Analyze sales by customer and customer group.
- Review all-time customer order frequency and lifetime value.
- Use normalized guest-email identities and visible source-order references for reconciliation.
Product Performance and Profitability
Find bestsellers, low-performing items, category results, and product performance by brand or another selectable product attribute. Cost, gross profit, and gross margin reveal what actually contributes to the business.
- Measure ordered, invoiced, cancelled, and refunded quantities.
- Compare gross sales, discounts, refunds, revenue, cost, gross profit, and margin.
- Trace detail rows back to their source Magento order increment IDs.
Profitability and Exception Insights
Surface commercial risks automatically with governed thresholds inherited at Default, Website, or Store View scope.
- Flag negative or low-margin products and orders.
- Detect refund spikes, discount spikes, falling sales, revenue concentration, and cancellations.
- Show the measured value, threshold, period, comparison basis, and supporting orders.
- Control sensitive insight access through a dedicated Magento ACL permission.
Flexible Period Comparison
Compare the selected range with the previous period, previous year, or a custom range using equal-duration or comparable-weekday alignment.
- See absolute and percentage variance with clear increase, decrease, and no-change labels.
- Handle zero and negative baselines without misleading infinite percentages.
- Receive partial-period, unequal-calendar-day, timezone, DST, and leap-year safeguards.
- Open current and comparison records independently.
Saved Views, Favorites, and Date Presets
Preserve frequently used reporting workflows and move between reports from the categorized, ACL-aware Advanced Reports navigator.
- Save filters, sorting, columns, comparison settings, and chart state.
- Create private views or ACL-controlled shared collaboration views.
- Favorite reports, revisit recently used reports, and apply reusable date presets.
- Safely normalize retired stores, statuses, and unavailable optional providers.
Secure CSV and XLSX Exports
Export all rows matching the active report—not only the visible page—with the same filters, sorting, chart selection, columns, and comparison summary used on screen.
- Use POST-only, form-key-protected exports with provider-specific ACL checks.
- Limit export size through Magento configuration.
- Neutralize spreadsheet-formula text to reduce injection risk.
- Export columns in the visible UI order.
KPI Goals and Alerts
Monitor scoped KPI policies automatically. Scheduled evaluation records warning, critical, reminder, and recovery events without duplicating concurrent work.
- Display ACL-aware critical and warning counts on the dashboard.
- Send Magento admin-inbox notifications with cooldown-aware behavior.
- Retain evaluation, alert-state, and delivery audit records.
- Add delivery channels through dependency injection without modifying the module core.
Performance and Operations
Filter-aware caching, bounded exports, scheduled aggregation, locking, benchmarking, validation, and reconciliation tools support dependable reporting on Magento stores of different sizes.
- Run incremental aggregation every 15 minutes with provider-level locking.
- Configure cache lifetime, export limits, retention hints, and slow-report warnings.
- Use CLI validation, rebuild, benchmark, performance-suite, and reconciliation commands.
- Keep schema changes isolated to extension-owned ACx tables.
Optional AI-Assisted Summaries
Generate deterministic local summaries from verified profitability, refund, discount, trend, and contribution facts. An optional bring-your-own AI provider can be enabled only with explicit aggregate-data consent.
- Keep external AI disabled by default with no required AI SDK.
- Allowlist payload fields, enforce timeouts, and fail open to local rendering.
- Validate numeric claims and link wording to verified facts.
- Preview payloads and retain an external-call audit trail.
Magento 2 Advanced Reports Workflow
- Configure module, cache, export, aggregation, insight, KPI, and optional AI policies under Stores > Configuration > ACx > Advanced Reports.
- Grant dashboard, report-family, export, saved-view, preset, alert, rebuild, and configuration permissions through Magento roles.
- Open Agile Codex > Advanced Reports and select the dashboard or a report from the categorized sidebar.
- Apply scope, status, currency, contextual, and comparison filters.
- Explore the chart, audit the grid and source orders, save the view, or export CSV/XLSX.
- Run bin/magento acx:reports:validate and reconciliation commands after deployment.
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Advanced Reports Dashboard Overview
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Sales Reports Dashboard
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Customer Reports Dashboard
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Product Reports Dashboard
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Dashboard Report Filters
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Dashboard Diagnostic Report
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Customize Dashboard Layout
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Sales by Order Filters
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Sales by Country
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Sales by Promotion
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Customer Sales Report
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Low Performing Products