Managing Reports

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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.

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.

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 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.

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.