## Zoho Commerce Help Documentation Index

Access the complete documentation index at:
https://www.zoho.com/commerce/help/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Managing Reports

The Reports Center gives you a central view of your store’s reports. You can organize reports into favorites, create custom reports, share reports with your team, and export report data for further analysis.

*   Click **Reports** in the left sidebar to open the Reports Center.

## Favorites

Favorites lets you pin reports that you use regularly. Favorite reports appear in the **Favorites** view in the left panel.

To add a report to Favorites:

*   Click **Reports** in the left sidebar.
*   Hover over the report that you want to mark as favorite.
*   Click the **Mark as Favorite** icon next to the report name.

To remove a report from Favorites, hover over the report and click the **Remove from Favourties** icon.

## Shared Reports

Shared Reports lists custom reports that other users in your organization have shared with you.

To view shared reports:

*   Click **Reports** in the left sidebar.
*   Click **Shared Reports** in the left panel.

You can view or export a shared report based on the access level assigned to you.

## My Reports

My Reports contains the custom reports that you created and reports created by other users that you can access. Use this section to find, open, filter, and manage custom reports.

To view your reports:

*   Click **Reports** in the left sidebar.
*   Click **My Reports** in the left panel.

It contains two tabs:

*   **My Reports**: Displays the custom reports that you created.
*   **Other User Reports**: Displays custom reports created by other users that are available to you.

### Filter Reports

Use the filters above the report list to locate a report quickly:

*   **Schedule Type**: Filter reports based on whether they have a schedule. Select **All**, **Active**, or **Inactive** to show all, active, and inactive scheduled reports.
*   **Parent Report**: Filter reports based on the standard report used to create them. Select **All** to show reports based on every parent report.

To clear a filter, open its dropdown and select **All**.

## Store Funnel

Store Funnel helps you analyze how visitors move through your online store and how many of them complete your target actions. It displays funnel results from Zoho PageSense in Zoho Commerce.

**Prerequisite:** Integrate your store with Zoho PageSense before you open Store Funnel. In PageSense, create a funnel analysis under **Website Tracking** > **Funnel Analysis**, add the required funnel steps, and make sure the analysis is running. You can view funnel results in Zoho Commerce only after the integration is complete and PageSense has collected data.

For more information, refer to the [Funnel Analysis in Zoho PageSense](https://help.zoho.com/portal/en/kb/pagesense/track/funnel-analysis) help document.

To view Store Funnel reports:

*   Click **Reports** in the left sidebar.
*   Click **Store Funnel** in the left panel.

The Store Funnel page contains the following tabs:

*   **Funnel Metrics**: Shows visitor and conversion metrics for the selected period.
*   **Ad Spend**: Shows advertising information for the selected period after the required advertising integration is installed.

### View Funnel Metrics

The **Funnel Metrics** tab displays a summary of your store’s funnel performance. Use these metrics to identify how many visitors reached your store, how many converted, and how long they took to complete the funnel.

Metric

Description

**Visitors**

The number of visitors included in the selected date range and audience segment.

**Conversions**

The number of visitors who completed the configured conversion goal.

**Conversion Rate**

The percentage of visitors who completed the conversion goal.

**Avg. Completion Time**

The average time visitors took to complete the conversion goal.

To view funnel metrics:

1.  Open **Reports** > **Store Funnel**.
2.  Click **Funnel Metrics**.
3.  Click the date range selector and choose a period, such as **Last 30 Days** or **Entire Duration**.
4.  Review the visitor, conversion, conversion rate, and average completion time metrics.

The date range selector displays the selected period below its name. Select a custom period when you need to compare results for a specific set of dates.

### Filter by Audience Segment

Use **Segment Audience** to view funnel results for a specific audience instead of all visitors.

To filter the results:

1.  Open the **Funnel Metrics** or **Ad Spend** tab.
2.  Click **Segment Audience**.
3.  Select the audience segment that you want to analyze such as **New** or **Returning**.
4.  Click **Apply**.
5.  Review the updated metrics or advertising results.

The selected audience segment applies to the data displayed on the current Store Funnel view. Clear or change the segment to return to another audience.

### View Ad Spend

The **Ad Spend** tab helps you evaluate conversions from advertising campaigns and ad groups. In the Google Ads view, PageSense tracks conversions from Google Ads campaigns against PageSense goals so that you can measure advertising performance.

The Ad Spend view can include:

*   Conversion results from Google Ads campaigns.
*   Performance of individual ad groups.
*   Results for the selected date range and audience segment.
*   Advertising data that can be exported for further analysis.

To view ad spend results:

1.  Open **Reports** > **Store Funnel**.
2.  Click **Ad Spend**.
3.  Select the date range that you want to analyze.
4.  Click **Segment Audience** and select an audience, if required.
5.  Review the campaign and ad group conversion results.

For more information, refer to the [Integrate Google Ads with Zoho PageSense](https://help.zoho.com/portal/en/kb/pagesense/integrations/google/articles/integrate-google-ads-with-zoho-pagesense) help document.

### Export Store Funnel Results

Export Store Funnel data when you need to analyze it outside Zoho Commerce or share it with your team.

To export the results:

1.  Open **Reports** > **Store Funnel**.
2.  Select **Funnel Metrics** or **Ad Spend**.
3.  Select the date range and audience segment.
4.  Click **Export**.
5.  Choose the required export option such as CSV.

Click the **Refresh** icon to retrieve the latest available PageSense results. The displayed values depend on the selected date range, audience segment, integration status, and data collected by PageSense.

## Create Custom Reports

Custom reports let you design a report layout that matches your business requirements. You can choose the report data, compare periods, select columns, control the report layout, and save the report for later reuse.

You can create a custom report in three ways:

*   In **My Reports**, click **Create New Report** and select the existing report to customize.
*   In an individual report, click **Save as Custom Report** in the dropdown of the **Run Report** button after setting the required filters.
*   In the existing report, click the **Customize Report** icon in the top-right corner.

The custom report uses a step-by-step flow with tabs such as **General**, **Show / Hide Columns**, **Report Layout**, and **Report Preferences**.

### Step 1: General

In the **General** tab, define the core report parameters.

*   **Date Range**: Select the period to display, such as **This Week**.
*   **Compare With**: Compare the selected period against previous period(s) to understand performance changes.
*   **Number of Period(s)**: Enter how many comparison periods you want to include.
*   **Arrange period/year from latest to oldest**: Sort comparisons from the newest value to the oldest one.
*   **Entities**: Choose the entity or set of records to include in the report, such as **All**.
*   **Advanced Filters**: Add filters based on reports, locations, contacts, or other available fields to narrow the results.

### Step 2: Show / Hide Columns

Use this tab to control the data fields included in the report.

1.  Click **Show / Hide Columns**.
2.  Review the **Available Columns** list.
3.  Select the fields you want to add to the report.
4.  Move the selected fields to the **Selected Columns** panel.
5.  Remove unnecessary fields from the selected list when required.

You can also use the **Run Report** button to preview the report after setting the filters.

### Step 3: Report Layout

Clicking the **Save as Custom Report** button opens the **Report Layout** tab, where you can customize how the report appears when printed or exported. You can **Choose Details to Display** in the report output, such as Organization Name, Organization Details, Generated By, Generated Date, Generated Time, and Page Number. You can also configure the following layout options:

*   **Table Density**: Set the table density to **Classic**, **Compact**, or **Super Compact**.
*   **Table Design**: Choose the overall table design.
*   **Paper Size**: Select the page size, such as **A4**.
*   **Orientation**: Choose **Portrait** or **Landscape**.
*   **Font Family**: Select the font for the report output.
*   **Margins**: Configure the top, bottom, left, and right margins for the report.

This section helps you ensure the report is easy to read and print clearly in a consistent format.

### Step 4: Report Preferences

In the **Report Preferences** tab, define the final report details.

*   **Report Name**: Enter a unique name for the custom report.
*   **Name in Export**: Enter a name for the report when exported to PDF, CSV, or XLSX format.
*   **Report Description**: Add a brief description to help identify the report and its purpose.
*   **Configure Permissions**: Share the report with specific users if required. You can also keep the report private if you do not want to share it with other users.
*   After reviewing the configuration, click **Save Custom Report** to save the final layout.

Your custom report appears in **My Reports** and in the Reports Center. You can open it later to run, edit, clone, or delete it.

### Manage a Custom Report

You can edit, clone, or delete a custom report from the actions menu in the report row.

To open the actions menu:

1.  Click **Reports** in the left sidebar.
2.  Click **My Reports** in the left panel.
3.  Find the custom report that you want to manage. Use the **Schedule Type** or **Parent Report** filters when required.
4.  Click the dropdown icon at the far right of the report row.

The menu provides the following options:

*   **Edit**: Open the report configuration and change the report name, columns, filters, grouping, sorting, or date range. Save the report to apply your changes.
*   **Clone**: Create a copy of the report. Use the copy as a starting point for a new report without changing the original report.
*   **Delete**: Permanently remove the custom report from your Reports Center.

Deleting a report cannot be undone. If you need a similar report later, clone the report before deleting it. The options available to you depend on your user role and report permissions.

## Share Reports

You can share a custom report with specific users in your organization. The user can access the report from **Shared Reports** according to the permissions you assign.

**Prerequisite:** You must be an administrator or have permission to share reports.

To share a report:

*   Click **Reports** in the left sidebar.
*   Open the custom report that you want to share.
*   Click the **Share Report** icon in the top-right corner.
*   In the _Share Report_ dialog, select whether you want to share the report with all users or specific users. You can also choose to keep it private and not share it with anyone. Select **Only Me** to keep the report private.
*   If you select **Only Selected Users & Roles**, choose the users or roles from the list and assign them a permission level:
    *   **View Only**: The user can view the report.
    *   **View and Export**: The user can view and export the report.
*   Click **Add Users** to add the selected users or roles to the list.
*   Click **Share**.

Depending on the access level, the user can view, or export the report.

## Print and Export Reports

### Print a Report

To print a report:

*   Click **Reports** in the left sidebar.
*   Open the report that you want to print.
*   Select the required date range.
*   Click **Run Report**.
*   Click **Export** in the top-right corner.
*   Select **Print** from the dropdown.
*   If you want to configure the report layout before printing, select **Print Preferences**.
*   In the _Print Preferences_ dialog, configure the report layout and click **Preview**.
*   In the _Preview_ dialog, click **Print** to print the report.

### Export a Report

To export a report:

*   Click **Reports** in the left sidebar.
*   Open the report that you want to export.
*   Select the required date range.
*   Click **Run Report**.
*   Click **Export** in the top-right corner.
*   In the **Export As** dropdown, select the required file format.
*   Select the required file format.
*   In the _Export Report_ dialog, enter the **Export File Name**.
*   If the report contains sensitive information, select **I want to protect this file with a password** and enter a password before exporting it.
*   You can also customize the details in the export file.

You can export reports in PDF, CSV, XLS, or XLSX format. Select **Export to Zoho Sheet** to open the report data in Zoho Sheet.

## Report Permissions

Administrators can control which users can view, export, or share reports. Configure these permissions for each user role to limit access to the reports relevant to that role.

To configure report permissions:

*   Click **Settings** in the left sidebar.
*   Select **Users & Roles**.
*   Edit an existing role or create a new role.
*   Scroll to the **Reports** section.
*   Enable full access for all reports, or expand a report category to set individual permissions.
*   Click **Save**.

The updated permissions apply to all users assigned to the role.