Advanced Reports Getting Started. How to install extension. How to upgrade extension

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1 Advanced Reports Getting Started Welcome to the Advanced Reports Documentation. Whether you are new or an advanced user, you can find useful information here. Next steps: How to install extension Dashboards How to install extension 1. Login to Magento backend. 2. Go to System > Tools > Compilations. If Compiler Status is Enabled, disable the compilation by clicking the button Disable in the upper right corner. 3. Backup your store database and web directory. 4. Download extension from your Personal Account. 5. Unzip the extension locally. 6. Copy contents of the folder step1 to the root directory of Magento store. 7. Copy contents of the folder step2 to the root directory of Magento store. 8. Completely clear the site cache. Go to System > Cache Management. Click button Flush Magento Cache. If you want to clear the cache manually, you need to remove a folder /var/cache at the server. 9. Logout from Magento backend and login again. 10. Setup a cron job for Magento. See How to Setup Cron for Magento. 11. Go to System > Configuration > Mirasvit Extensions > System, at form Installed Extensions press the button Run validation tests for all extensions for check extension installation and configuration. 12. If compilation was enabled before installation, you need to run recompilation process to enable compilation. Go to System > Tools > Compilation and click on Run Compilation Process. If you did not disable compilation and store is down after installation, follow the link and make next steps to recover the store. Next steps: How to Setup Cron for Magento How to upgrade extension To upgrade extension follow next steps:

2 1. Login to Magento backend. 2. Go to System > Tools > Compilations. If Compiler Status is Enabled, disable the compilation by clicking the button Disable in the upper right corner. 3. Backup your store database and web directory. If you have customizations, please, create a separate backup of app/code/local/mirasvit before upgrading to the new version. 4. Download new extension package from your Personal Account. 5. Unzip the extension locally. 6. Temporary disable extension. Check Temporary Disabling. 7. Copy contents of the folder step1 to the root directory of Magento store. 8. Copy contents of the folder step2 to the root directory of Magento store. 9. Completely clear the site cache. Go to System > Cache Management. Click button Flush Magento Cache. If you want to clear the cache manually, you need to remove a folder /var/cache at the server. 10. Logout from Magento backend and login again. 11. If necessary adjust css styles to fit your store's frontend theme. 12. If compilation was enabled before upgrade, you need to run recompilation process to enable compilation. Go to System > Tools > Compilation and click on Run Compilation Process. If you did not disable compilation and store is down after installation, follow the link and make next steps to recover the store. Temporary Disabling To temporary disable extension please follow the next steps: Disable Compilation Mode (if enabled). Remove file app/etc/modules/mirasvit_advr.xml. Remove file app/etc/modules/mirasvit_advd.xml. If you have only one extension from Mirasvit installed, remove file app/etc/modules/mirasvit_mstcore.xml. Login in to Magento back-end and refresh site cache (if enabled). Extension Removing To uninstall extension please follow the next steps: Disable Compilation Mode (if enabled). Remove file app/etc/modules/mirasvit_advr.xml. Remove file app/etc/modules/mirasvit_advd.xml. If you have only one extension from Mirasvit installed, remove file app/etc/modules/mirasvit_mstcore.xml. Login in to Magento back-end and refresh site cache (if enabled). Remove folder app/code/local/mirasvit/advr. Remove folder app/code/local/mirasvit/advd.

3 How to Setup Cron for Magento General Settings Go to System > Configuration > Advanced Reports. Fill in the following fields: Display Advanced Reports under native Reports - If option is enabled, Advanced Reports tab will be displayed in the dropdown list of the native Magento Reports menu. In another case, Advanced Reports link will be displayed separately on the Magento panel menu. Replace Dashboard link to Advanced Dashboard - If option is enabled, Advanced Dashboard will replace native Magento Dasboard. In another case, Advanced Dashboard tab will be displayed in the dropdown list of the native Magento Dashboard menu button. Process Orders - Select order status to display selected order statistics at the reports. Advanced Reports <= By default, reports (except Sales > Orders report) contained orders only with "complete" status. Sales > Orders report contains "Status" column and filter by orders statuses Advanced Reports >= By default, reports contained orders with all statuses Add Customer Group filter to Dashboard widgets - If option is enabled, you can filter Dashboard widgets by customer group. Group data by time of - Orders in the reports may be grouped by time of order, invoice creation or time of the last order update. Notifications Go to Dashboard > Advanced Dashboard or User Dasboard. Click the Notification button. Extension sends s with different types of the report notifications. You can customise template of the s. You can schedule notifications for next widgets: sales metrics Number of Orders Number of Ordered Products Grand Total Subtotal Discount Invoiced Refunded Shipping Amount Tax Amount

4 Gross Profit Average Number of Ordered Products Average Grand Total Average Subtotal Average Discount Average Invoiced Average Refunded Average Shipping Amount Average Tax Amount You can select different time intervals for the report and previous time interval for comparison. list of latest orders list of latest search terms bestsellers low stock widget Extension send Notification reports without data charts

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6 Geo Data The report Sales By Geo-data require import geo data (postcode). Download geo-data: AR AT AU BD BE BG CA CH CZ DE DK DO DZ ES FI FO ES FR GP GT HR HU ID IN IS IT JP LK LT LU MA MD MK MX MY NL NO NZ PH PK PL PR RE RO RS RU SE SI SK TH TR UA US ZA PR If you not found required country, please create ticket at our support portal. Upload files to magento folder [magento base path]/media/advr at your server. Go to Advacned Reports > Settings > Import Geo Data. Select files and press button Import Geo Data. Please import only required countries for improve performance Dashboards The Advanced Reports module allows to place widgets with all of the key metrics in the dashboard of your store. Versatile widgets will help you to trace your sales performance in a real-time mode. Go to Dashboard. There are two extension dashboards are available: Advanced Dashboard (Global) - main dashboard, which configures to show global sale reports. User Dashboard - additional dashboard, which allows to set up reports for the users special requirements. You can replace native Magento Dashboard menu button to Advanced Dashboard. In this case Advanced Dashboard will be named just Dashboard. To change it, see General Settings. To check, how to set up automatic sending reports to s, please, look at Notifications

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8 UP Widgets Widgets can be flexibly configured to receive the most important information for analysis on your dashboard. The available widgets types: sales metrics (grand totals, subtotals, discounts, refunds, shipping, tax, number of orders, number of ordered products, average values etc.). You can select different time intervals for the report such as today, yesterday, week, month,quarter, year, lifetime etc. Similarly, you can select the previous period for comparison. Widgets 1, 2, 3, 4 at the Example 1

9 sales chart (grand totals, subtotals, discounts, refunds, shipping, tax, number of orders, number of ordered products, average values etc.) Widgets 5, 6, 7 at the Example 1 and widgets 6 at the Example 2 All possible parameters for type widgets metrics and chart: orders by status (widget 10 at the Example 1 and widgets 4 at the Example 2) sales by country (widgets 5 at the Example 2) list of latest orders (widget 8 at the Example 1) list of latest search terms (you can sort widget by "search term", "number of results", "number of uses(popularity)", "recent use"). Widget 9 at the Example 1 bestsellers (you can sort the widget in any direction on any of its columns). Widgets 1 and 2 (Example 2) are sorted by the quantity of ordered products in the direction of decreasing and widget 3 (Example 2) is sorted in the direction of decreasing of Gross Profit. Also you can apply filter by customer group for all widgets except list of latest search terms and Low stock

10 . This feature allows you to build widgets for individual customers groups to compare results. Widgets 1-3 (Example 2) show bestsellers widget for customer group general (w.1 - sales for lifetime, w.3 - sales for 2016), for not logged and other groups (w.2). Widgets 4 and 5 (Example 2) show orders by status and sales by country widgets for different customer groups. When you hover the mouse over the graphic widget you see the numerical values of the parameters (ex. widget 7(Example 1) - Grand Total = 2,385 for 09 Sep, 2016; widget 4(Example 2) - The number of "complete" orders = 10(38,5%)) low stock widget UP

11 Dashboards Permissions Extension allows to set view and action permissions for the different users. To set permissions, go to System > Permissions > Roles. Create a new Role and open Role Resources tab. Tick on the Advanced Dasboard (Global), Actions and Manage to allow user view and make actions over the Advanced Dashboard widgets. if you have permission to make actions - you can add new widgets, change their position or size on the dashboards. See next: Sales Reports Products Reports Customers Reports Reviews Reports UP Sales Reports Extension provides a wide range of sale reports using various tools to analize and improve sales. Go to Advanced Reports > Sales. Select one of the sales data reports: Sales Orders Sales By Hour of Day Sales by Day of Week Sales by Customer Sales by Customer Group Sales by Country Sales By Geo-data Sales by Category Sales by Payment Type Sales By Credit Card Type

12 Sales By Tax Rates Sales by Coupon Sales By Shopping Cart Price Rules New vs Returning Customers Registered vs Unregistered Customers Sales by Shipping Method Average Shipping Time Extension allows to show reports for all websites and separately for each store view. You can analize your product sales on the Chart. Grand Total - total amount of the sales revenue for a selected period Gross Profit - the difference between the amount paid and the cost of products Subtotal - the order value without shipping costs and taxes Refunded - the amount of refunded money Tax - the amount of taxes Shipping - the amount of money, paid for shipping Discount - the amount of the used discounts Items Ordered - number of purchased products Number of Orders - number of orders The averages of these parameters Extension allows to show reports for different Store views, vary report period, compare attributes and values. Sales General sales report. It allows to see the net sales, discounts, returns etc. The use of such a tool will enable you to group data by days, weeks, months, years.

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14 UP Orders The report allows you to see all the information related to the orders: totals, discounts, refunds, taxes, shippings, etc. The report contains information about the customer (name, , customer group), state and status of the order, payment type, tracking number and purchased products.

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16 UP Sales By Hour of Day Hourly sales report. You can detect the hours during of which personnel of your shop is overloaded at the maximum extent. This will allow you to plan the working hours as well as perform possible updates in your shop. UP Sales by Day of Week Weekly sales report. UP Sales by Customer The report allows you to analyze the customer sales information (number of purchases, quantity of ordered products, Grand Total, Discounts, Refunds, Taxes, Shippings, etc). The report contains the customers who have made purchases in the analyzed period. You can see more detailed information about all customers at the Customers report

17 UP Sales By Customer Group The sales report generated over different user groups. Using such tool, you can determine the efficiency extent of your work with different user groups.

18 UP Sales By Country The report that reflects sales volumes in different countries achieved during definite period of time.

19 UP Sales By Geo-data Advanced Geo Report is based on the postal codes. We can use the billing or shipping addresses as the basis of the report. The report displays data grouped by countries, administrative units (states, provinces), cities, zip codes. Multiple display modes.

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24 UP Sales by Category The report contains information about the sales of products of different categories. The report allows to analyze product categories and to consider further marketing company.

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26 UP Sales By Payment Type The report allows you to define the popularity extent of different payment methods. UP

27 Sales By Credit Card Type The report allows you to define the popularity extent of different credit card types. UP

28 Sales By Tax Rates The report displays the sales information for different tax rates. The report can be useful in the analysis of sales in several countries (with different tax rates) or different products (physical, virtual, services) etc. UP Sales By Coupon The report, which allows you to gain knowledge regarding which coupons are the most favorable in terms of sales volume, and which ones should be elaborated in a better way. UP Sales By Shopping Cart Price Rules The report allows you to analyze statistics for Cart Price rules. Allows to analyze the effectiveness of the Cart Price rules conditions.

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30 New vs Returning Customers The report allows to make a comparative analysis of the purchases made by new customers and returning customers. The dependence of the number of purchases on time reveals the period of attraction of new customers. It allows to analyze the reasons for the increased customer base. Accordingly, there is an opportunity to identify ways to retain customers.

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32 Registered vs Unregistered Customers The report allows to make a comparative analysis of the purchases made by registered and unregistered customers.

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34 Sales by Shipping Method The report contains information about the popularity of different shipping methods.

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36 UP Average Shipping Time The report allows to analyze the shipping time. Previous: Dashboards See next: Products Reports Customers Reports Reviews Reports UP

37 Products Reports Extension allows to analize product sales for each store view and provide next data reports: Best-selling products Sales by Attribute Sales by Attribute Set Stock analytics If you tick on Include child products, report will include child products Products/Bestsellers Bestsellers provides information regarding the best-selling products, which can be sorted on an amount of sold products, sales volume, discount etc. Go to Advanced Reports > Products > Bestsellers Extension allows to show reports for all websites and separately for each store view. You can analize your product sales on the Chart. Add additional columns to compare next values: Total - total amount of the sales revenue for a selected period Refunded - the amount of money, refunded for a certain product Discount - the amount of the used discounts for a certain product Tax - the amount of taxes paid for a certain product Quantity Refunded - quantity of the product refunds Quantity Ordered - quantity of the product orders Unique Guest Visits - quantity of the guest visitors (non-registered customers) Unique Customer Visits - quantity of registered customers who have visited the product page You can display the chart for any of the parameters of the report

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39 Sales by Attribute Sales by product attributes (by manufacturer, brands, colours etc.) is the unique report of a kind, allows to derive grouped data on any attribute of a product of interest. For instance, you can get information with regard to sales on each brand, category, colour or supplier. You can analize sales on the Charts. Add additional columns to the chart to analize sale statistics: click on the buttons under the chart to compare next values: Total - total amount of the product sales revenue for a selected atrribute Refunded - the amount of money, refunded for a certain attribute products Discount - the amount of the used discounts for a certain attribute products Tax - the amount of taxes paid for a certain attribute products Quantity Refunded - quantity of the attribute product refunds Quantity Ordered - quantity of the attribute product orders For example, you can analize store sales by attribute Color:

40 The order may include several products with different values of this attribute. This means that such an order will be added to each attribute value of the product. That is the order will be counted several times and the total number of orders is more than the actual number of orders. For example, we have an order

41 #1 with the products with color "red" and "blue" and the order #2 with a product of the "green" color. As a result, the report will show for each of the colors "number of orders = 1" (the sum = 3 that is greater than actual number = 2). UP Sales by Attribute Set The report contains information on product sales related to different attribute sets UP

42 Low Stock The report allows you to monitor the availability of products in stock. The report contains information on the number of products in a inventory and quantity of orders at a selected period of time. You will be able to see which products run out, to evaluate the end time, to draw conclusions about product orders for the store. If you tick on Show All Products, the report will show all the products (including products that were never sold). Filter the time of sales is disabled in this mode.

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44 Sales Reports See next: Customers Reports Reviews Reports UP Customers Reports Extension allows to make customer analysis. Customers Customers The report contains detailed information about customer: name, , customer group, address, company, the date of account creating, the number of orders, the date of last order, purchased products. In contrast to the report "Sales by Customer" you can see all customers (including those who haven't made any purchases)

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46 Dashboards Sales Reports Products Reports See next: Reviews Reports UP Reviews Reports Reviews The report shows the dynamics of the number of customer reviews. There is a possibility of extending the functionality of the report.

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48 Dashboards Sales Reports Products Reports Customers Reports UP Additional Toolbar Filter Most reports contain additional filter in the toolbar. The set of possible filters are divided into the groups: "Orders", "Order Items", "Product", "Other".

49 The group "Orders" includes filters by parameters that describe the order or group of orders.

50 Examples of these filters: "Order Status", "Number of orders", "Number of refunded orders", "Total Qty Ordered", "Discount Amount", "Shipping Amount", "Tax Amount", "Total Refunded", "Total Invoiced", "Total Invoiced Cost", "Grand Total", "Subtotal", average values of parameters that were described above, "Customer Name (Full, First, Last)", "Customer ", "Customer Group", "Coupon Code", "Shipping Method" etc. The group "Order Items" includes filters by parameters that describe the order products. Examples of these filters: "Qty Ordered", "Qty Refunded", "Row Total", "Amount Refunded", "Tax Amount", "Discount Amount", "Gross Profit", "Cost". With the same or similar names with the filters of the previous group, the actions of these filters are different. Filters of group "Product" allow you to group the reports by "Product SKU", by "the time of product creation", by "the time of its last edition", by set of attributes and by all attributes of the products in the store (name, brand, color, weight, etc.). Filters group "Other" also describe the order or group of orders. Examples of these filters: "Country", "State/Province", "City", "Postcode", "Customer Company", "Payment Method", "Sales Rule Title/ID", "Tax Identifier/Title/Rate" etc. We strongly recommend that you apply filters of groups "Orders", "Other" to the "Sales" reports. Applying filters of groups "Order Items" or "Product" to "Sales" reports, we can get "not quite" the expected results. Indeed we receive orders which contain the product if we apply filter "product" or "order item" to the "Sales" report. However, the values obtained will characterize orders (with taxes and shipping that apply to whole orders), rather than individual products in the orders. We recommend that you apply filters of groups "Order Items", "Product" to the "Products" reports. For example, we need to apply a filter based on the product attribute for a report that works with orders. Let's take as an example to analyze the sales of products with the attribute "color"(black). Sales report

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52 In such a non-recommended situation, we can be 100% sure of the right number of orders. We have the ability to view these orders by clicking link "View orders". Let's see the information on orders for Dec 2,

53 which contain products with the attribute color = black. Orders with general statistics

54 Please note that you can not add additional filters to the received report. In this case, the filtering, added in the initial report, will be lost. Previous: Dashboards Sales Reports Products Reports Customers Reports Reviews Reports UP Change Log ( ) Fixed Menu is overlapped with a column's value in Sales by Customer report ( ) Improvements Payment Method column for Invoices report ( ) Improvements Correctly format exported values, specifically of type 'number' ( ) Fixed Error in 'Sales \ Invoice' report Wrong format of 'Gross Profit' values in 'Sales \ Invoice' report Report error if product attribute code contains the dash character Report chart 'save image' button does not work Report 'Sales \ Orders' shows all orders on a single page ( ) Fixed Capitalize folder names, error displaying reports

55 ( ) Fixed Export orders including filters in Sales \ Orders report ( ) Bugfixes Error displaying customer report Fix error 'undefined index' ( ) Bugfixes Wrong values due to grouping by invoice date # ( ) Improvements Accelerated Bestseller widget Documentation ( ) Improvements Changed default behaviour of "Process Orders" configuration item. Now, by default, the reports contain orders with all statuses Features Added filter by AdminPanel/Frontend orders ( ) Improvements Modified the time zone accounting method ( ) Improvements Added "Sales by Coupon" widget Accelerated "Lowstock" widget Fixed Fixed "quarter" and "previous quarter" time intervals Fixed a method for determining the New/Returned customer for "Not Logged In" customer

56 Compatibility with MySQL 5.7 default mode 'ONLY_FULL_GROUP_BY' ( ) Improvements Added filter by category level to "Sales by Category" widget Added filter by "products" column to Customer > Customers report Added "Conversation rate" column to Products/Bestsellers report Added "Is Active" column to "Sales by Category" report Added column "View Orders" to "Sales by Country" report Added column "View Orders" to "Sales by Customer" report Added drop-down menu to the filter by payment type Fixed Fixed "Products" column in "Customer > Customers" report for the case when the product was removed from admin panel Renamed a column "Credit Card Type" to avoid duplication ( ) Features Reduce time for advr_geo_copy_unknown cron task Added ability to see orders with a specific coupon (to "Sales by Coupon" report) Improvements Group Sales by Customer report by customer Fixed Properly count totals - totals wrong when order have multiple invoices ( ) Improvements Optimized SQL queries for "Bestsellers and "Low stock" widgets Fixed Fixed an issue with Sales by Category widget ( ) Improvements Accelerated "Catalog" reports Added filtering and sorting to the Invoice column of "Sales > Orders" report Added time filtering to Visits columns of "Catalog > Products/Bestsellers" report Added ADVR translate file Added the ability to build the geo-report for both the billing address and the shipping address Added "Not Logged In" group to Sales > Orders report Added "Sales by Shipping Method" widget

57 Added "Sales by Customer Group" widget Added "Sales by Category" widget Added dashboard filter by "Customer Group" Fixed Fixed links to the orders at Orders report with group data by Date of Invoice creating Added rounding of column Average Items Ordered Added "Sales by Shipping Method" report to ACL Modified method of acounting of bundle child products ("Catalog > Products/Bestsellers" report) Fixed an issue with the date " " with grouping by week at Sales reports Fixed an issue with column sorting in "Sales by Category" report Fixed an issue with account of virtual products in "Bestsellers" widget ( ) Improvements Added "Total" to Sales > Orders report Fixed Fixed problem with viewing the details of a large number of orders ( ) Improvements Use browser's local storage to keep status of dashboard lock Apply store filter to Reviews report Catalog reports unified ( ) Improvements Added documentation ( ) Features Added Google JS Geo Keys Added widget "Low Stock" Added ability to show all products in Low Sales report Fixed Fixed an issue where the filter by order status is applied for the "Orders" report (affects from ) ( ) Fixed Fixed labels for Geo-data report

58 ( ) Fixed Added export callback to created_at column ( ) Fixed In some cases the chart widgets show charts and data from another chart widgets (affects all) Improvements Apply all the filters when clicking the link 'View Orders' at the 'Sales' report ( ) Features Added the ability to start week on Sunday in "Sales by Day of Week" report ( ) Features Added ability to filter reports by invoice date Fixed Fixed an issue with calculation the quantity of ordered products at the report Sales by Category Fixed week period when report shows by week ( ) Fixed Fixed filter data storage when changing localization ( ) Fixed PHP Fatal error: Redefinition of parameter $row in callback method (affects all) ( ) Features Added sorting of "Products/Bestsellers" report by "Gross Profit" (in percents) ( ) Features Added "Sales By Credit Card Type" report Added Registered vs Unregistered Customers report

59 Fixed Corrected the calculation of order quantity in Customer / Customer report ( ) Fixed Corrected link to the product page in Bestseller widget (affects from ) ( ) Features Added "Sales by Tax Rates" report Fixed Corrected dashboard response Fixed failure of timezone accounting Improvements Ability to set sort order and direction for widget bestsellers ( ) Improvements Added Morocco Geo Data ( ) Improvements Added Average Price column to Product/Detail report Performance improvement for the customers report ( ) Fixed Fixed issue of loading widgets (affects from 1.0.6) ( ) Fixed Problem with currency if the report contains orders in different currencies ( ) Features Ability to choose sort field and direction for widget 'Last search terms' New report 'Sales by Shopping Cart Price Rules' Fixed

60 Use correct type for datetime fields Improvements Test for checking existence of the extension 'Enhanced Admin Grids' Ignore tz for widget 'Bestsellers' ( ) Features Ability to manually send widget notifications ( ) Fixed Wrong sort order in order-related widgets Improvements Column gross profit for report Sales / Orders ( ) Fixed Wrong values if customer has multiple addresses (affects from 1.0.1) Use given attribute instead of the column sales_order_table.created_at Wrong values in report Sales by Category (affects from 1.0.1) Fixed an issue with json decode (PHP7) Fixed an issue with notification time set (11:30AM, 12:00AM) Improvements Display chart for report Advanced Reports / Sales / Orders Sort widgets from left to right, from top to bottom and use this order for notifications Columns 'Created At' and 'Updated At' for product-related reports Show chart at the report lowstock and allow to include childs Added ability to select columns for bestsellers widget Added Bestsellers widget to dashboard ( ) Fixed Fixed an issue with js error in report sales/orders (add_filter_by does not exists) Fixed issue with filter by product name Fixed an issue while filtering reports, when filter data contains empty string or null or false Color issue with column chart New column Product Cost Issue with address columns in the report Customers > Customers Improvements Report: Sales by Shipping Method

61 Rows with totals for report Orders/Plain