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Dev Guide

Reports (UI)

Access and export order, subscription, and sales reports using scheduled jobs in Commerce Connect.

Collect various types of data from Optimizely Commerce Connect, such as orders and subscriptions for a desired time range. Find the data on the Report page or export files to use in other applications.

Collect data through scheduled jobs or code using events. See Reports in the Optimizely Commerce Connect developer guide. Configure scheduled jobs on the CMS Admin page.

You must be an administrator to configure scheduled jobs for data collection. Contact your system administrator for assistance.

Select the Reports option to access report data. Access and download the data as a zipped CSV file, then export the data into analytics tools for further processing.

  • Purchase Order Data – Running the Collect Order Data for Reports scheduled job generates data for the purchase order report. The report shows order information including purchase order numbers, line items, quantities, pricing, and fulfillment status.
  • Subscription Data – Running the Collect Subscription Data for Reports scheduled job generates data for purchase order and subscription reports.
  • Sales by day report – Running the Collect Order Data for Reports scheduled job generates data for the sales by day report. The report shows daily order information:
    • Date – The order's creation date.
    • Market, Currency – The order's market and currency. The report provides the following data for each combination of market and currency for the displayed date:
      • Number of orders
      • Items ordered
      • Subtotal (Quantity x Placed Price - Entry Discount Amount).
      • Tax amount for those orders.
      • Shipping Total for those orders.
      • Discount for those orders.
      • Total amount spent on those orders (Subtotal + Tax + Shipping Total - Discounts).