FTx Commerce - Store Admin Reports

FTx Commerce - Store Admin Reports

Reports Overview

FTx Commerce Store Admin Reports provide retailers and store admin users with a centralized view of key business and operational data from the online store.

FTx Commerce Store Admin Reports help in:

  1. Monitoring order performance and fulfillment status
  2. Tracking sales across locations and channels
  3. Reviewing delivery fees for third-party integrations [Uber & DoorDash]
  4. Evaluating employee-related earnings (e.g., tips)
  5. Identifying missed opportunities such as abandoned cart
  6. Tracking subscription status and recurring orders
  7. Auditing gift card activities and transactions

Overall, these insights enable retailers to make data-driven decisions, improve operational efficiency, and optimize the overall performance of their online store.

This KB provides the insights about the Online Store reports to track the orders, review the order details, and check the revenue earned so far for specific store locations.

1. Dashboard Analytics & Statistics

The FTx Commerce Store Admin Dashboard provides key metrics, statistics, and analytics, along with quick access to relevant reports for efficient monitoring and decision-making.
<Coming Soon>

2. Orders Report

The "Orders Report" offers a centralized view of all customer orders across store locations. It allows retailers and admin users to monitor order progress, track fulfillment stages, and access detailed order information from a single interface.

With flexible filtering options such as Store, Date Range, Fulfillment Type, and Order Stage, users can easily narrow down results to match specific operational or reporting needs.

Multi-Brand Support
When multi-brand functionality is enabled, order data can be analyzed at different levels:
  1. Brand Level: View orders associated with a selected brand
  2. Global Level: View combined order data across all brands
  3. At the global level, a Brand filter is available to refine results for specific brands.
2.1 Order Report Data
The report is presented in a structured list view, displaying key details for each order:
  1. Customer: Name of the customer who placed the order.
  2. Order #: Unique identifier assigned to the order.
  3. Fulfillment: Fulfillment method (Store Pickup, Delivery, Standard Shipping)
  4. From Location: Location responsible for processing the order.
  5. To Location: Destination location. This field is applicable only for Standard Shipping orders where items are shipped from one location to another.
  6. Stage: Current status of the order (e.g., Pending, Processing, Completed, Canceled)
  7. Order Amount Total: Value of the order.
  8. Action: Option to view detailed order information.
Figure 2.1.1 Orders Report

2.2 Filter Options & Utilities

Users can refine the report using the following filters:
  1. All Users: Filter by user type (All Users, Registered Users, Guest Users).
  2. All Brands: Filter by brand (available only when multi-brand is enabled).
  3. All Stores: Select a specific store or location.
  4. Date Range: Define the reporting period (daily, weekly, monthly, or custom).
  5. Fulfillment Type: Filter by Store Pickup, Delivery, or Standard Shipping.
  6. Order Stage: Focus on orders at specific stages of the lifecycle.
Actions & Utilities
The report includes the following utilities for ease of use:
  1. Refresh: Reload the report to fetch the latest order data.
  2. Search: Quickly find specific orders using customer name, order number, or other information.
  3. Expand View: Open the report in full-screen mode for improved visibility.

2.4 Order Details View

Selecting the View action opens a detailed window for the selected order.

Figure 2.1.2 - Order Details

It provides key information including:
  1. Order Summary: Basic order details such as customer, date & time, store, and order status
  2. Item Details: List of purchased items with quantity and pricing
  3. Payment Details: Payment method used for the order
  4. Order Total: Summary of the total amount, including taxes and additional charges
  5. View Confirmation Code: Users' permissioned-based field to show the orders' confirmation code on behalf of customers if customers couldn't present or find it to complete the orders.
Quote
The "Orders Report" helps retailers/admin users' teams monitor orders efficiently while ensuring better control over daily operations.

3. Reports

The following FTx Commerce Store Admin reports represent various activities related to customer orders and behavior, providing insights into performance, operations, and customer engagement: 

Figure 3.1 - Reports

3.1 Fulfillment Report

Orders by fulfillment type to track the current stage of the orders.
<Coming Soon>

3.2 Sales Report

The Sales Report provides a clear summary of revenue generated across store locations. It helps retailers analyze performance, compare sales, and monitor overall business trends.
Users can refine the report using filters such as Store, Date Range, and Fulfillment Type, based on their reporting needs.

Multi-Brand Support

If multi-brand is enabled, sales can be tracked at:
  1. Brand level (within a specific brand)
  2. Global level (all brands)
    1. At the global level, an additional Brand filter is available
1. Sales Report Data

Displays summarized data with the following columns: Location | Sales Amount | Total Sales (Aggregated)


Figure 3.2.1 - Location-Specific Sales Report

2. Filter Options for Data
  1. All Brands – Filter by brand (if enabled)
  2. All Stores – Filter by store/location
  3. Date Range – Select the reporting period. It helps analyze daily, weekly, monthly, or custom time periods.
  4. Fulfillment Type – Filter by fulfillment method [Store Pickup, Delivery & Standard Shipping]
3. Actions & Utilities
  1. Download – Export report in PDF or Excel [Reflects applied filters and displayed results]
  2. Refresh – Load the latest data
  3. Search – Find specific records
  4. Expand/View – Full-screen report view
Quote
In this way, the "Sales Report" provides a structured view of location-wise sales, enabling better decision-making and performance tracking.

3.3 Delivery Fee

Third-party delivery fee reports along with statistics.
<Coming Soon>

3.4 Tip Report

A tip is an optional amount given by customers as a gesture of appreciation for service. In retail, tips are typically associated with staff involved in order processing, packing, or customer service.

Enable & Configure Tip

  1. Tip options can be enabled from Global Settings
  2. Configure predefined percentage values for customers to select
  3. Supported for: Store Pickup | Delivery by Store Team and Third-Party Delivery
  4. Not applicable for Standard Shipping
Customer Tip Experience
  1. During checkout, customers are shown a Tip Selection pop-up
  2. They can choose from predefined tip options
  3. The order total updates dynamically based on the selected tip
Info
Detailed configuration and tip usage are explained in a separate KB: Order Tipping

FTx Commerce Dashboard: Tip Statistics
  1. Dashboard displays tip-related statistics
  2. Highlights top-performing employees based on tip earnings
  3. Provides quick access to the Tip Report via "Expand Report"

Figure 3.4.1 "Tip Details on Dashboard"

Tip Report
  1. The "Tip Report" provides a consolidated view of tips collected and helps track employee-wise earnings.
  2. The "Tip Report" displays the following details in tabular format: Employee Name | Number of Orders | Total Tip Amount | Action (Details)
  1. Detail View: View orders handled by the employee.
  2. Includes: Order Number | Order Date | Fulfillment Type | Tip Amount Earned
Figure 3.4.2 - Employee Tip Report


Filters
1. Multi-Brand Support
  1. If Multi-Brand is enabled, tips can be tracked at: Brand level (within a specific brand) | Global level (all brands)
  2. At the global level, an additional Brand filter is provisioned
2. Store Location
Filter tip report data by one or multiple stores
3. Fulfillment Type
Filter tip report data by Store Pickup and Delivery (Store or Third-Party)
4. Date Range
Select reporting periods by day, week, month, or custom date range.
5. Actions
  1. Refresh: Load the latest data
  2. Search: Find specific employee records
Quote
From enabling tip options to tracking performance, the Tip feature provides a transparent and structured view of tip earnings, helping retailers monitor staff performance and customer appreciation effectively.

3.5 Abandoned Cart

Identifying missed opportunities such as abandoned cart.
<Coming Soon>

3.6 Subscription (Auto-Recurring)

Tracking subscription status and recurring orders.
<Coming Soon>

3.7 Inactive Digital Gift Card with Actions

Auditing gift card activities and transactions along with actions on behalf of customers.
<Coming Soon>


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