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
- Go to Alpha Insights → Reports
- You’ll see all available reports organized by category
- 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:
- Open report
- Click date range selector at top
- Choose different period
- Report updates automatically
Apply Additional Filters
Filter pre-built reports:
- Click Filters button
- Add filters (products, categories, traffic sources, etc.)
- Apply filters
- Report shows filtered data
Modify Widgets
Enter edit mode to customize:
- Click Edit Report
- Add, remove, or modify widgets
- Rearrange layout
- 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):
- Store Dashboard – Quick health check
- Recent Orders – Any issues?
Weekly (30 minutes):
- Sales Overview – Trend analysis
- Products – Profitability review
- Campaigns – Ad performance check
Monthly (1-2 hours):
- Profit & Loss Statement – Financial review
- Customers – Segment analysis
- 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:
- Open pre-built report
- Click Duplicate
- Report copies to your custom reports
- Edit the copy freely
- 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
- Click Refresh button at top of any report
- Data reloads from database
- See most current information
