IDX Stores Analytics and Reports

Standard analytics terms

These terms are provided directly by the eCommerce software used to power IDX Stores. The table below describes how different metrics are calculated. 

Term	Description
Gross Sales	Sale price of products x quantity ordered. Doesn’t include refunds/coupons/taxes/shipping.
Total Sales	Gross Sales – Returns – Coupons + Taxes + Shipping.
Net Sales	Gross Sales – Returns – Coupons.
Orders	The number of new orders placed for a selected date range.
Average Order Value	Net Sales / Orders.
Items Sold	The discrete number of items sold.
Refunds	Money returned to the customer via a refund.
Discounted Orders	The count of orders with a coupon applied.
Net Discount Amount	Total sum of discounts from coupons.
Total Tax	Order Tax + Shipping Tax.
Order Tax	The total tax applied to items in an order.
Shipping Tax	The total tax applied to shipping in an order.
Shipping	The shipping charges associated with an order or refund.
Downloads	Total number of downloaded files.

Standard analytics reports

IDX Stores has a variety of standard interactive dashboard reports for at-a-glance information. More comprehensive standard reports are available as a CSV download for further analytics. Custom reports are available as an additional service. 

Basic interactive dashboards

Users with the Manage Analytics role can access the series of View Analytics pages. These pages host dashboards with simple filtering and sorting tools. Use these dashboards to check-in on your store status at any time. 

Overview report

The overview report combines relevant summarized information from other reports. Use this report for a quick overview of the store’s primary metrics. It has various sections with toggles to show or hide selected data points. 

Performance section  

The performance section displays overall store statistics such as:  
 

• Total sales  

• Amount of orders  

• Average order value  

• Net discounts  

• Shipping and tax fees 

• And more 

Charts section  

Basic charts are helpful to compare store trends over time. These charts have the same statistic options as the performance section.  

Leaderboard section 

The leaderboards display a series of ranked store statistics. Use the leaderboards to keepo track of best-selling products or best performing campaigns that will guide your offer and inventory decisions. Leaderboards can contain up to the top 20 of the following categories:  

• Top products by items sold  

• Top categories by items sold  

• Top customers by total spend  

• Top coupons by number of orders  

Orders report 

The orders report contains both summarized visual charts and a list of orders within a certain time and / or within certain filters. Use the order report to find order trends, quickly scroll through orders, or filter for specific information. The visual chart only contains the following statistics:  

• Orders  

• Net sales  

• Average order value  
• Average items per order  

While the list of orders displays the following in each row:  

• Order date  

• Order number  

• Order status  

• Customer  

• Product(s)  

• Items sold  

• Coupon(s) 

• Net sales  
• Attribution  

Both the visual chart and the list of orders can be additionally filtered by any combination of:  

• Date range and comparison date range (which can be deactivated in the chart) 

• Coupon code  

• Customer type (new vs. returning)  

• Products (by parent item like “Cotton Tee” or a variation like “Cotton Tee: Red, Small”) 

• Sitewide product attributes (size, color, etc.)  

• Order includes refund  

Revenue report  

The revenue report is a financially focused summary of store transactions. Use this report to analyze “top-of-the-funnel" finances. It is comparable to the individual Orders report, but Orders are bundled into daily statistics instead.  

It is important to note this is a revenue report, not a profit report. This report can only include the information collected and stored in the store; information like product costs or invoiced shipping fees is not included.  

The revenue report contains a visual chart and a list of daily summarized financial statistics. Refer to the “Default Analytics Terms” section of the documentation to understand these terms. 

• Gross sales  

• Returns  

• Coupons 

• Net sales 

• Taxes 

• Shipping 

• Total sales 

Products report  

The products report provides a summarized visual chart and a list of all products on the store. Use this report as a deep dive into the store’s product statistics. The report can showcase all products or a single product. The product list columns include: 

• Product name   

• Product SKU 

• Amount of items sold  

• Net sales of product  

• Orders that include this product  

• Stock status* 
• Stock number 

* To better understand stock status, refer to the definitions in the stock report. 

Stock report  

The stock report features a list of all products and their stock status. All products on your store are either in the “inventory” (quick-ship) Use this report to monitor and manage your inventoried products. The stock status may be any of the following:  

• N/A: If the stock status is “N/A,” it is most likely a parent product such as “Cotton Tee.” Since this is a parent product of variations such as “Cotton Tee, Red, Small,” the product “Cotton Tee” is never actually sold or stocked. Only its variations will have stock information.  
   

• In stock (available for sale, regardless of inventory status): In this case, “in stock” does not necessarily mean an inventoried product with a certain amount of actual stock. It means that a product is currently available for sale. If the “Stock” column contains “N/A,” it means this is a product for sale on demand, not inventoried.  
   

• Out of stock (unavailable for sale, regardless of inventory status): Much like “in stock,” this may mean that a non-inventoried product is simply currently not for sale. If the product is “out of stock” but the stock is “N/A,” it is a non-inventoried item that is not available at this time. 
   
  If the product is “out of stock” and the stock number says “0,” it is an inventory product that has legitimately run out of inventory. Focus on these products in the stock report, as this is the relevant data to make purchasing decisions.  
   

• Low stock: Your store has a sitewide low stock minimum. To view your low stock items, select “Show: Low stock” at the top of the stock report. Examine your low stock frequently and adjust your sitewide stock minimum if necessary.  

Standard basic downloadable CSVs

Although the interactive dashboards are helpful for quick analysis, downloadable spreadsheets that contain the same information are easier to sort, manipulate, and analyze.  

Any dashboard that contains a list of items can be exported to a CSV file. Use the “Download” button at the top of any list. 

If the list of items is less than one page, your CSV will be downloaded immediately. If the list is longer, your CSV will be emailed to you.  

Standard advanced analytics reports

Some stores require more advanced reports. Advanced reports contain more information and can be customized based on the needs of the store. Most advanced reporting is provided via a CSV file.  

Currently, advanced stock reports are available upon request. Accessing, customizing, and downloading an advanced report will eventually be available to any analytics manager.  

Advanced order reports 

Orders contain dozens of data points: addresses, line items, custom fields, purchaser information, and additional meta data. The CSV can then be filtered and analyzed in any which way the analyst requires. Advanced reports contain:  

 

Order ID	Billing First Name	Shipping First Name
Order Number	Billing Last Name	Shipping Last Name
Formatted Order Number	Billing Company	Shipping Address Line 1
Order Date	VAT Number	Shipping Address Line 2
Order Status	Billing Email	Shipping Postal Code
Shipping Cost	Billing Phone	Shipping City
Shipping Tax	Billing Address Line 1	Shipping State/Province
Additional Fees	Billing Address Line 2	Shipping Country
Fee Tax	Billing Postal Code	Shipping Company
Total Tax	Billing City	Customer Notes
Discount Amount	Billing State/Province	Order Items
Order Total	Billing Country	Shipping Details
Refunded Amount		Fee Details
Currency		Tax Breakdown
Payment Method		Coupon Details
Shipping Method		Refund History
Customer ID		Order Notes
		Download Access Granted
		Order Type
		Shipment Tracking

 

Advanced order reports can also contain any of the custom fields entered at checkout.  

Advanced customer reports

Customer reports contain personal user information for all store customers. Although this is technically visible to any User Manager, a downloaded CSV should remain private. Advanced customer CSVs contain:  

Customer ID	Billing Company
First Name	Billing Email
Last Name	Billing Phone
Email Address	Billing Address Line 1
Registration Date	Billing Address Line 2
Billing First Name	Billing Postal Code
Billing Last Name	Billing City
Billing State/Province	Shipping First Name
Billing Country	Shipping Last Name
Shipping Company	Shipping Address Line 1
Shipping Address Line 2	Shipping Postal Code
Shipping City	Shipping State/Province
Shipping Country

Advanced offer (coupon) reports

Stores may launch coupon campaigns or offer store credit to users. Offers can be difficult to analyze via interactive dashboards. Request an advanced offer report when examining the balances of user store credit, the usage of certain discount codes, and much more.  

Important note: It is difficult to categorize and sort through offers, as they are usually only referenced by a coupon code and a small description. When you request offers from the account manager or launch your own campaigns, make sure to add unique identifiers, such as a standard prefix or suffix for that campaign.  

Offer reports contain:  

Coupon Code	Minimum Amount
Coupon Type	Maximum Amount
Description	Individual Use Only
Discount Amount	Exclude Sale Items
Expiry Date	Included Products
Enable Free Shipping	Excluded Products
Product Categories	Exclude Product Categories
Customer Emails	Usage Limit
Limit Usage to X Items	Usage Limit Per User
Usage Count	Product IDs
Exclude Product IDs	Used By Customers

 

Custom analytics reports

Store managers can also request custom analytics reports from an account manager.  

Custom reporting is a paid service, and 30 days' notice is required before receiving the first custom report. Any report or data point not available in the standard basic or standard advanced reports will be considered a custom request. Any re-configuration or pre-analysis of a standard report is also considered customization.  

Custom reports may require the development of new features, the recording of new data, or manual collection of data from other sources outside of the store. The account manager and the development team will discuss your reporting needs before providing a quote and executing work. Depending on the amount of manual work required, each newly-generated report will also require developer hours.  

Standard Google Analytics reports

Your IDX Store may be connected to a Google Analytics account provided by IDX Brands. You can access your Google Analytics account via the View Analytics dashboard page. This will take you off the IDX Store platform onto the Google Analytics platform.  

You must provide your account manager with the email addresses that should be given access to your store Google Analytics account. 

Your Google Analytics account is helpful for analyzing pre-sale and marketing data:  

• Sources of traffic  

• Geolocations of traffic 

• Most viewed products  

• Cart abandonment rates  

• Checkout abandonment rates