Viewing and Exporting Reports in Easy Digital Downloads

Posted OnNov 13, 2014     CategoryE-commerce     CommentsNo comment

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.

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Reports Tab

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.

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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.

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Export Tab

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.

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Logs Tab

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.

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The next step in the guide will focus on Taxes, Currencies, Payment and Other Configuration in Easy Digital Downloads.

 


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