How to Use Magento 2 Create Custom Reports Builder?

• What is Magento 2 Custom Report?

• Types of Magento Custom Reports

• 2 Methods to Create Tailored Magento Custom Reports

• Magento Built-In Tools for Customer Reports

• Use Cases & Benefits of Custom Reports for Magento 2

• Common Challenges When Creating Custom Reports in Magento & Their Solutions

• FAQs

• Summary

What is Magento 2 Custom Report?

Magento 2 Custom Report allows store owners to create specific reports based on their needs. It helps users access important data without relying on default reports.

You can create reports for sales, customers, products, and more. These reports can be customized to show exactly what you need. This tool helps businesses make informed decisions. It offers more control over the data displayed and how it's organized.

Creating custom reports is simple in Magento 2. Developers can use the admin panel to build reports. You can select data sources to gather insights. Reports can show real-time data or historical trends. Magento 2 also supports third-party extensions to improve reporting. This customization ensures that businesses can make data-driven decisions.

Types of Magento Custom Reports

Custom Report Types	Explanation
Delivery Reports	These reports track the order delivery process. They help monitor pending and completed deliveries. Operational reports cover orders awaiting delivery. Magento analytical reports provide insights like order times and return rates. They improve delivery management and customer service.
Customer Segmentation	Reports categorize customers based on behavior and demographics. They help target specific customer groups. These reports track key metrics like CLV and AOV. Businesses can tailor marketing efforts accordingly. The goal is to increase sales and customer loyalty.
Financial Reports	These reports provide details on the business's financial health. They include metrics like revenue and profit. They also track ROI, CAC, and ATV. Financial reports guide business decisions. They help monitor profitability and growth.
RMA Reports	Return Merchandise Authorization reports track product returns. They show reasons for returns and product conditions. They help identify quality or delivery issues. These reports assist in improving inventory management. They prevent issues with frequently returned items.
Inventory Reports	Inventory reports track stock levels and product movement. They help ensure stock is replenished in time. These reports provide data on cost, location, and demand. They guide businesses in optimizing inventory. They also help forecast future product needs.
Abandoned Cart Reports	These reports analyze customers who did not complete purchases. They track cart abandonment reasons and timing. The data helps identify missed sales opportunities. These reports can include cart contents, value, and discounts offered. They assist in improving customer conversion strategies.

2 Methods to Create Tailored Magento Custom Reports

Method 1: Use Third-Party Extensions

You can simplify creating custom reports using third-party extensions. Popular options include:

• Amasty Custom Reports: Features a user-friendly builder with various chart types.

• Aheadworks Advanced Reports: Offers customizable reports and data visualization.

• Mirasvit Advanced Reports: Provides pre-built templates and a custom report builder.

These extensions provide flexibility and powerful features for generating reports.

Method 2: Create Custom Reports Programmatically

Step 1: Set Up a Module

Create a custom module to handle your custom reports. The directory structure should look like this:

app/code/YourCompany/CustomReports

├── etc

│ ├── adminhtml

│ │ └── routes.xml

│ └── module.xml

├── registration.php

└── Model

`└── Report.php`

It will organize your module files for easy development.

Step 2: Define the Module

In the module.xml file, define your custom module:

<module name="YourCompany_CustomReports" setup_version="1.0.0"/>

Then, register the module in registration.php:

\Magento\Framework\Component\ComponentRegistrar::register(

`\Magento\Framework\Component\ComponentRegistrar::MODULE,`

`'YourCompany_CustomReports',`

`__DIR__`

);

Step 3: Define Admin Route

Create the Magento admin route for your custom reports in routes.xml:

<router id="admin">

`<route id="customreports" frontName="customreports">`

    `<module name="YourCompany_CustomReports" />`

`</route>`

</router>

It will allow access to your custom reports from the Magento Admin panel.

Step 4: Create the Report Model

Create the Report Model to fetch data. In Report.php, write the method to get custom report data:

public function getCustomReportData() {

`$connection = $this->getResource()->getConnection();`

`$select = $connection->select()`

    `->from(['sales_order' => $this->getResource()->getTable('sales_order')], ['entity_id', 'increment_id', 'created_at', 'base_grand_total'])`

    `->where('status = ?', 'complete');`

`return $connection->fetchAll($select);`

}

This code fetches data from the sales_order table.

Step 5: Create Resource Model

Create a Resource Model to interact with the database. In ResourceModel/Report.php, define it as follows:

protected function _construct() {

`$this->_init('sales_order', 'entity_id');`

}

It links the model to the sales_order table.

Step 6: Create Admin Controller

Create a controller to handle report data in Controller/Adminhtml/Report/Index.php:

public function execute() {

`$reportData = $this->report->getCustomReportData();`

`foreach ($reportData as $data) {`

    `// Process or display the data`

`}`

`$resultPage = $this->resultPageFactory->create();`

`$resultPage->setActiveMenu('YourCompany_CustomReports::report');`

`$resultPage->getConfig()->getTitle()->prepend(__('Custom Reports'));`

`return $resultPage;`

}

This code fetches and displays the report data.

Step 7: Create Admin Menu

Add a menu item for your custom report in menu.xml:

<menu>

`<add id="YourCompany_CustomReports::report" title="Custom Reports" action="customreports/report/index" resource="YourCompany_CustomReports::report"/>`

</menu>

It will display "Custom Reports" in the admin panel menu.

Step 8: Verify and Test the Report

Run the following commands to ensure the module is set up correctly:

php bin/magento setup:upgrade

php bin/magento cache:clean

Then, go to the Magento Admin panel. You will see the "Custom Reports" menu under Content.

Step 9: Extend and Customize

You can enhance your report by adding:

• Filters and parameters to customize the data view.

• Export options for formats like CSV or Excel.

• Data visualization with charts and graphs for clearer insights.

Magento Built-In Tools for Customer Reports

1. Sales Reports

Sales reports provide insights into your store's revenue and order trends. They track sales performance over different periods. Magento allows you to filter reports by date, product, and customer. These reports help you analyze which products are selling well. They support better decision-making and sales strategies.

2. Customer Reports

Customer reports give details about your customer base and purchasing behavior. You can see information like customer lifetime value and order frequency. Magento helps segment customers into groups for targeted marketing. These reports are essential for improving customer retention. They provide valuable data for building customer loyalty.

3. Product Reports

Product reports track inventory, Magento sales, and product performance. They show which products are top sellers and which are underperforming. Magento allows you to monitor stock levels and product availability. These reports help you manage inventory more effectively. They provide insights into which products need attention or promotion.

4. Marketing Reports

Marketing reports track the success of your promotional campaigns. They analyze customer engagement and conversion rates. Magento helps measure the performance of email campaigns and ads. These reports show how different marketing efforts impact sales. They are crucial for refining your marketing strategies.

Use Cases & Benefits of Custom Reports for Magento 2

Use Case	Benefits
Sales Performance Analysis	Custom reports help track sales trends over time. They show which products are selling best. These reports allow for better forecasting. They help in identifying slow-moving products. Sales reports enable targeted marketing and promotions.
Customer Insights	Custom reports provide a deeper look at customer behavior. They can segment customers based on their purchase patterns. These reports improve customer retention strategies. They help identify high-value customers. Reports assist in personalized Magento marketing campaigns.
Inventory Management	Custom inventory reports help optimize stock levels. They prevent overstocking or stockouts. These reports improve demand forecasting. They allow for more efficient supply chain management. Reports help monitor product movement and reorder points.
Financial Monitoring	Financial reports help track revenue and profit. They provide insights into the company’s financial health. Custom reports assist in tracking ROI and CAC. These reports help in making informed budget decisions. They support long-term financial planning.
Operational Efficiency	Custom reports improve business operations by identifying bottlenecks. They help in monitoring order fulfillment processes. Reports track delivery performance and customer feedback. They assist in identifying areas needing improvement. These reports optimize resource allocation and workflow.

Common Challenges When Creating Custom Reports in Magento & Their Solutions

Challenge	Solution
Limited Built-in Reporting Features	Use third-party Magento extensions for more advanced features. Extensions offer more flexibility. Tools like Aheadworks and Mirasvit provide customizable options. They allow better filtering and report customization.
Data Accuracy Issues	Ensure data validation when generating reports. Regularly audit the data to ensure accuracy. Use custom models to pull data directly from the database. Implement filters to avoid inaccurate data.
Performance Issues with Large Datasets	Optimize queries and database calls to speed up reports. Use indexing and caching techniques. Break reports into smaller chunks to reduce processing time. Limit the data included to improve performance.
Complex Customization Requirements	Create reports programmatically to meet complex needs. Use custom modules to add advanced logic. Work with a developer to ensure full customization. This approach allows for highly specific reports.
User Access and Permissions	Set up user roles and permissions to control access. Define permissions in admin settings to restrict access. It ensures secure and controlled access to reports. Proper access management prevents unauthorized views.

FAQs

1. What is a report module in Magento 2?

A report module in Magento 2 is a tool used to create, manage, and display custom reports. It helps store owners access detailed insights. You can create new reports by adding custom columns to the report grid. This module allows full flexibility to track key metrics and data.

2. How do I use reports extension for Magento 2?

A reports extension for Magento 2 provides extra functionality for creating advanced reports. These extensions, like advanced reports module, allow you to create new reports easily. They also add features like filtering, custom columns, and export reports options. It simplifies generating insightful reports for your store.

3. What is the custom reports builder extension in Magento 2?

The custom reports builder extension helps users design tailored reports. It allows store owners to add custom columns and create specific data views. With this extension, you can create new reports based on available data in Magento 2 reports. It’s a flexible tool for managing complex reporting needs.

4. How do I generate advanced reports premium solution in Magento 2?

To generate an advanced reports premium solution, install a reports extension designed for in-depth analytics. This premium solution allows you to create detailed reports for Magento 2 with custom filters and views. You can integrate it with a report grid to manage and display data. The tool also supports export reports into CSV or Excel formats.

5. Can I add custom columns to reports in Magento 2?

Yes, you can add custom columns to reports in Magento 2. Use the custom reports builder extension to define specific data fields for inclusion. It allows you to display personalized metrics. Custom columns give you more control over the data you view in the report grid.

6. How do I export reports from Magento 2?

You can export reports from Magento 2 in various formats like CSV or Excel. The advanced reports module provides an easy way to download your reports. Simply open the report and click on the export option. It lets you analyze data offline or share it with your team.

7. What are reports based on any available data in Magento 2?

Reports based on any available data in Magento 2 allow you to create custom reports using all stored information. You can build reports for sales, inventory, and customer data. The custom form allows you to choose which data points to include in your reports. It, with dedicated Magento hosting, gives you full flexibility in report creation.

Summary

Magento 2 Create Custom Report gives you the flexibility to craft reports that suit your business goals. Custom reports offer more control over data, from sales tracking to customer insights. Key benefits are:

• Custom Reports: Create reports tailored to your needs, like sales or customer behavior.

• Advanced Features: Use third-party extensions to enhance reporting.

• Flexible Reporting: Filter and customize reports for specific insights.

• Optimized Decisions: Make data-driven choices with detailed reports.

Consider managed Magento hosting for smooth report generation and performance of e-stores.