Viewing and Exporting Reports in Easy Digital Downloads
In this section of the guide to the Easy Digital Downloads plugin, we will take a look at viewing Reports, exporting Reports and viewing Report Logs.
Step 1) Login to the WordPress Dashboard.
Step 2) On the left-hand sidebar of the Dashboard navigate to Downloads -> Reports.
Easy Digital Downloads has various reports available for you to select from.
|A.||Report Type||To view a report, select an option from the dropdown list and click the Show button to view the report.
For this example, Downloads was selected.
Note: You can further drill down by selecting a Category from the Categories dropdown list and clicking the Show button.
Different drill down options are available for each report type.
|B.||Earnings Over Time||To view earnings over a selected period of time, select an option from the dropdown list and click the Filter button.|
|C.||Financial Data||Depending on the Report and Filter selections made above, this area will update to reflect these selections.|
Easy Digital Downloads offers the ability to export various types of reports.
|A.||Export PDF of Sales and Earnings||Click the Generate PDF button to download a PDF version of the Sales and Earnings reports for all products for the current year.|
|B.||Export Earnings and Sales Stats||Select a report Start Range and End Range date from the dropdown lists and click the Generate CSV button to download a CSV of earnings and sales over time.|
|C.||Export Payment History||Select a Month, Year and Status from the dropdown lists and click the Generate CSV to download a CSV of all payments recorded.|
|D.||Export Customers in CSV||Select to download a CSV of all customers emails or export only customers that have purchased a particular product from the dropdown lists and click the Generate CSV to download.
Note: If you have a large number of customers, exporting the purchase stats may fail.
|E.||Export Download History in CSV||Select a Year and Month from the dropdown lists to download a CSV of all file downloads for a specific month and year.|
The Logs area offers you the ability to view reports online.
|A.||Report Type||To view a report online, select an option from the dropdown list and click the Show button to view the report.|
|B.||All||The All dropdown list displays a list of all digital products currently for sale. To view a report on a specific product, click the selected product from the dropdown list and click the Apply button.|
|C.||Grid List||The Logs grid list area will update to display the results of the report options selected above.|
The next step in the guide will focus on Taxes, Currencies, Payment and Other Configuration in Easy Digital Downloads.