- Reference Guide
- Miva Reference Guide
- PageBuilder
-
- Customers - Create a Customer Account
- Customers - Customers Batch List
- Customers - Customer Dashboard
- Customers - Customer Tax Exempt
- Customers - Shop as Customer
- Customers - Last Password Changed
- Customers - Customer Quick Add
- Customers - Business Accounts
- Customers - Customer Settings
- Customers - Availability Groups
-
- Creating a New Order
- Working with Orders
- Order and Order Item Statuses
- Processing Returns and Refunds
- Address Validation
- Recalculate Shipping
- Item Lookup
- Payment Transactions List
- Authorization Failures
- Unship Shipments/Split Shipped Shipments
- Add/Edit Subscriptions
- Batch Capture Progress Dialog
- Transactions
-
- Expanded Search Rules (Full Text Search)
- Copy Price Group
- Geographic Shipping Restrictions
- Exclusion Rule Caching
-
- Price Groups - Global Settings
- Price Groups - Qualifying/Discounting
- Price Groups - Structure/Priorities/Relationships
- Price Groups - Legacy
- Price Groups - Add-on Product
- Price Group - Basket Discount
- Price Group - Basket Discount (Specific Products)
- Price Groups - Buy X Get Y
- Price Groups - Markup from Cost
- Price Groups - Product Discount
- Price Groups - Customer Specific Pricing
- Price Groups - Specific Sale Price
- Price Groups - Shipping Discount (Entire Order)
- Price Groups - Shipping Discount (Discounted Products Only)
- Price Groups - Volume Pricing
- Price Groups - Using Coupons
- Price Groups - Via Template Code
- Marketing Settings
-
- Sort Order History by Status
-
- Page Builder - Upgrade Process
- Page Builder - General Overview
- Page Builder - Creating a New Page
- Page Builder - Page Settings
- Page Builder - Navigation Drop Down
- Page Builder - Mobile Tablet Desktop Preview
- Page Builder - Scheduling in Page Builder
- Page Builder - Pushing Your Page Live
- Page Builder - Template Branch Preview
- Page Builder - Components Overview
- Page Builder - Markdown Authoring
- Page Builder - Global Components
- Page Builder - Hero Banner Component
- Page Builder - Text Banner Component
- Page Builder - Image Across Component
- Page Builder - Text Area Component
- Page Builder - Image and Text Component
- Page Builder - Video Component
- Page Builder - Hero Slider Component
- Page Builder - Rich Text Editor Component
- Page Builder - Product Carousel Component
- Page Builder - Featured Product Component
- Page Builder - Category Carousel Component
- Page Builder - Quick Order Flex Component
- Page Builder - Combination Facet Flex Component
- Page Builder - Accordion Component
- Page Builder - Contact Form Component
- Page Builder - Enhanced Product List
- Page Builder - Header-Footer
- Page Builder - Component Text Settings
- Page Builder - Style Guide
- Copy Page
-
-
- Manage Quotes - Overview
- Manage Quotes - Installation
- Manage Quotes - Quote Page Templates
- Manage Quotes - Using Manage Quotes
- Manage Quotes - Quote Notes
- Manage Quotes - Working with Quotes
- Manage Quotes - Excluding Quotes from Price Groups
- Manage Quotes - Quote Expiration and Follow Up Emails
- Manage Quotes - Price Groups
- Manage Quotes - Quoted Shipping
- Miva Connect
Try our new AI assistant by clicking the chat icon in the lower right corner.
- Miva Docs
- Reference Guide
- Miva 10 Reporting Creating Editing Deleting Reports
Creating/Editing/Deleting Reports
On this Page
Create a Report
To Create a Report, click the Reports header on the left side of the page. On the page that opens, click the New Report button.
In the Add Report box that opens, you will first give your report a description and then select the desired Report Module.
Note
The fields that show up in the Add Report box will change depending on the Report Module you have chosen. Fields in Bold are required.
By default, Miva comes with 10 reporting modules:
- Coupon Usage Report
- Customer Sales Report
- Geographic Sales Report
- Product Sales Report
- Sales Report
- Sales Commission Report
- Statistics Display
- Subscription Statistics
- Subscription Metrics
- Subscription Product Statistics
Note
Additional modules may appear if you have purchased third-party software.
Coupon Usage Report
Description: The name you plan to use to describe the report.
Report Module: The report type.
Date Range: The time period covered by the report.
Group By: How the report data is collated. Choose either the Hour, Day, Week, Month or Year to group the report by.
Compare Using: Total Discount, Average Discount, Number of Uses.
Display: Choose the number of items that will display on the main screen, in the expanded chart and in the exported data.
Display on Dashboard Box: Check if you wish this report to display on your dashboard.
Recalculate After: Sets the length of time before the system automatically refreshes the report data.
Customer Sales Report
Description: The name you plan to use to describe the report.
Report Module: The report type.
Date Range: The time period covered by the report.
Group By: How the report data is collated. Choose either the Hour, Day, Week, Month or Year to group the report by.
Compare Using: Gross Revenue, Number of Orders, Units Sold.
Customers In/Not In Price Group: If you have created a Price Group, you can choose to show report data for only those customers in or not in that group.
Category: You can enter a product category to limit the report to only products in that category. If you leave the field blank, the report will include all categories. To increase the flexibility of your reports, you could create an inactive category, assign any products to it that you wish (because a product can belong to multiple categories) and then use that category for reporting purposes.
Product: You can enter a product to limit the report to only a specific product.
Display: Choose the number of items that will display on the main screen, in the expanded chart and in the exported data.
Display on Dashboard box: Check if you wish this report to display on your dashboard.
Recalculate After: Sets the length of time before the system automatically refreshes the report data.
Geographic Sales Report
Description: The name you plan to use to describe the report.
Report Module: The report type.
Date Range: The time period covered by the report.
Group By: This function is not available for this report module.
Category: You can enter a product category to limit the report to only products in that category. If you leave the field blank, the report will include all categories. To increase the flexibility of your reports, you could create an inactive category, assign any products to it that you wish (because a product can belong to multiple categories) and then use that category for reporting purposes.
Product: You can enter a product to limit the report to only a specific product.
Metric: Choose between the report displaying Gross Revenue or Units Sold.
Address: Choose to base the report on the customer billing address or shipping address.
Country: Choose to have the report display data from all countries or for a single country.
State: Choose to have the report display data from all states or a single state.
Group By: Choose how the data is collated, by Country, State, City or Zip Code.
Display: Choose the number of items that will display on the main screen and in the expanded chart. This field works in conjunction with the Group By field.
Display on Dashboard box: Check if you wish this report to display on your dashboard.
Recalculate After: Sets the length of time before the system automatically refreshes the report data.
Product Sales Report
Description: The name you plan to use to describe the report.
Report Module: The report type.
Date Range: The time period covered by the report.
Group By: How the report data is collated. Choose either the Hour, Day, Week, Month or Year to group the report by.
Compare Using: Gross Revenue or Units Sold.
Customers In/Not In Price Group: If you have created a Price Group, you can choose to show report data for only those customers in or not in that group.
Category: You can enter a product category to limit the report to only products in that category. If you leave the field blank, the report will include all categories. To increase the flexibility of your reports, you could create an inactive category, assign any products to it that you wish (because a product can belong to multiple categories) and then use that category for reporting purposes.
Display: Choose the number of items that will display on the main screen, in the expanded chart and in the exported data.
Display on Dashboard box: Check if you wish this report to display on your dashboard.
Recalculate After: Sets the length of time before the system automatically refreshes the report data.
Sales Report
Description: The name you plan to use to describe the report.
Report Module: The report type.
Date Range: The time period covered by the report.
Group By: How the report data is collated. Choose either the Hour, Day, Week, Month or Year to group the report by.
Customers In/Not In Price Group: If you have created a Price Group, you can choose to show report data for only those customers in or not in that group.
Category: You can enter a product category to limit the report to only products in that category. If you leave the field blank, the report will include all categories. To increase the flexibility of your reports, you could create an inactive category, assign any products to it that you wish (because a product can belong to multiple categories) and then use that category for reporting purposes.
Product: You can enter a product to limit the report to only a specific product.
Display: Check the box next to the data you wish to see in the report. The options are:
- Gross Sales
- Total Units
- Number of Orders
- Average Order Total
- Sales Tax
- Shipping Charges
Display on Dashboard box: Check if you wish this report to display on your dashboard.
Recalculate After: Sets the length of time before the system automatically refreshes the report data.
Sales Commission Report
Description: The name you plan to use to describe the report.
Report Module: The report type.
Date Range: The time period covered by the report.
Group By: How the report data is collated. Choose either the Hour, Day, Week, Month or Year to group the report by.
Order Source(s): This setting lets you choose the order source for the report. The options are All, Admin, Shop as Customer or Review Baskets.
Display: Choose the number of items that will display on the main screen, in the expanded chart and in the exported data.
Display on Dashboard box: Check if you wish this report to display on your dashboard.
Recalculate After: Sets the length of time before the system automatically refreshes the report data.
Statistics Display
Description: The name you plan to use to describe the report.
Report Module: The report type.
Date Range: This function is not available for this report module.
Group By: This function is not available for this report module.
Display: Choose what you want to view in the report; Statistics or Best Sellers.
Display on Dashboard box: Check if you wish this report to display on your dashboard.
Recalculate After: Sets the length of time before the system automatically refreshes the report data.
Subscription Statistics
Description: The name you plan to use to describe the report.
Report Module: The report type.
Date Range: The time period covered by the report.
Group By: How the report data is collated. Choose either the Hour, Day, Week, Month or Year to group the report by.
Subscriptions: Choose which subscriptions you want to view in the report. You can view all of them, or Selected ones.
Display: Check the box next to the data you wish to see in the report. The options are:
- Active
- New
- Cancellations
- Gross Revenue
- Average Age
Recalculate After: Sets the length of time before the system automatically refreshes the report data.
Subscription Metrics
Description: The name you plan to use to describe the report.
Report Module: The report type.
Date Range: The time period covered by the report.
Group By: This function is not available for this report module.
Display: Check the box next to the data you wish to see in the report. The options are:
- Churn Rate
- MRR
- Include Tax
- Include Shipping
Recalculate After: Sets the length of time before the system automatically refreshes the report data.
Subscription Product Statistics
Description: The name you plan to use to describe the report.
Report Module: The report type.
Date Range: The time period covered by the report.
Group By: This function is not available for this report module.
Metrics: Check the box next to the metrics you wish to see in the report. The options are:
- Active
- New
- Cancellations
- Current Churn
- Gross Revenue
- Average Age
Sort by: Choose how the report should sort the metrics. The options are:
- Active
- New
- Cancellations
- Gross Revenue
- Average Age
Display: Choose the number of items that will display on the main screen and in the exported data.
Display on Dashboard box: Check if you wish this report to display on your dashboard.
Recalculate After: Sets the length of time before the system automatically refreshes the report data.
Editing a Report
To Edit a Report, click the Reports header on the left side of the page. On the Reports page that opens, click on the report you wish to edit.
The Edit Report box looks like identical to the Add Report box for the Report Module the report uses.
Make the desired edits, then click the Save button.
Deleting a Report
To delete a Report, click the Reports header on the left side of the page. On the Reports page, click on the report you wish to delete.
When the Edit Report box opens, click the Delete button. When the verification box opens, click OK.