Having problems creating a report

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4 years 5 months ago #313063

We need to create a report with the following information for internal reporting. I've tried doing this in the HikaShop Reports but can't seem to get it how we need it. I've also looked at the customer order history, but this doesn't have the ability to filter by date range or export or show products ordered.

What we need is a report that shows what products a customer is ordering in a specific date range.

Here is an example:
Select a customer
Select a date range
Create a report for the selected customer and date range that would include the following fields:
Item#
Item Name
Quantity Ordered
Amount paid

It would also be nice to filter by order status.

We would need to download this data into a spreadsheet. What would be the best way to go about this?

By way of example, attached is another ecommerce system we use that has this reporting capability.

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4 years 5 months ago #313071

Hi,

You could do that with the mass action system:
www.hikashop.com/support/documentation/167-massaction-form.html
For example:
monosnap.com/file/bFYjC30dIYV0L8Fg4hx9uAF64Lq9Qp

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4 years 4 months ago #313272

Thank you. We were able to pull the data via massactions following your example. But there seems to be a problem with the way the data is listed.

There are duplications listed with order numbers that do not exist.

For example,
Orders 3818 and 3819 are the same in the massaction reporrt. However, there is no order 3819. That is an order that was canceled and deleted. Same with 3820 and 3821
3822 and 3823
etc.

It appears that if an order is removed, it shows up incorrectly in the massaction reports as a duplicate of the previous order.

How do we fix this?

Images attached for reference.

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4 years 4 months ago #313274

Hi,

This is probably a "subsale" generated by HikaMarket. If you check the hikashop_order table in your database, you should have an entry with the id 3819. But its order_type should be different from "sale".
So what you want to do is add another filter on the order_type column being equal to sale to skip HikaMarket's subsales in your reporting.

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4 years 4 months ago #313285

Thank you! I think that did it!

The following user(s) said Thank You: Philip

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4 years 4 months ago #313325

Spoke too soon!

When set to "display the results" things look good.

However, if setting to "export to csv" with the same selections the resulting file is strange. Many extra columns are added and it is almost impossible to display or manipulate in any meaningful way. Is there a way to have the exported file look like what is displayed to the screen?

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4 years 4 months ago #313342

Hi,

What extra columns are you talking about ? And what column did you select for the export ?
We would need more precise information to be able to answer you.

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4 years 4 months ago #313863

Here is a screenshot of the difference.

Selections are exactly the same for each. The display to screen is good. But the csv is unusable. Is there a way to make the csv export be more like the display version?

Specifically: The display version has all the items from each order displayed together in a single column. This results in 8 total columns displayed. The csv version has each item on an order spread out into thier own columns. This results in columns all the way out to "IU" (over 200 columns).

[Moderator : Please, do not edit your message a long time after have posted it, this mess up with our ticket organisation, and can leads to a thread difficult to follow for other users.
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Last edit: 4 years 4 months ago by Philip.

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4 years 4 months ago #313872

Hi,

There is no option for that. It's normal that the products information is split into different columns in the CSV exports.
Or it could be made into different lines, but then you would have one line per order per product so it wouldn't be anymore an export of orders but an export of products of orders.

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4 years 4 months ago #313982

I'm not sure how we can use the explored report with over 200 columns.

Unfortunately, the way these are generated is not something we can provide to our sales department for reporting without significant manual alterations. If it could be generated like they are in display mode they could be used.

Isn't there some way to make this more manageable?

Overall, Hikashop is a great product and incredibly versatile. We've been using it for years, but we are finding that the reporting aspects of the program are cumbersome and difficult to generate useful reports for sharing with other departments (as compared to other ecommerce platforms we use). Is this something you are looking to improve int he future?

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4 years 3 months ago #314213

Hi,

Well, you can select the columns that you want when you run a mass action. So the number of columns you get depends greatly on the columns you select in the mass action export settings.
Now instead of having different columns for different products, it could be possible to not do it and instead concatenate the values.
So for example, you would have only one order_product_name column, but in it would would have all the names of the products of an order separated by a character like "|".
Now, I don't see how that would make it more usable that way.
It seems that what you're looking for is an export of the order_product table, not the order table (as the main table I mean) so that you get one line per product per order and not one line per order. It could be added too. But that would require the development of a plugin similar to the hikashop massaction_order plugin (as we would need to redo the triggers, filters and actions for it). So it's a big endeavor.

We are always open to improving HikaShop based on the feedback we recieve.

Finally, note that CSVImproved is integrated with HikaShop and has a feature to export HikaShop orders. So maybe it could provide something closer to what you're looking for. I would recommend to have a look there.

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4 years 3 months ago #314502

Thank you for your reply.

Is this the CSVI extension you recommended checking out?
rolandd.com/products/ro-csvi

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4 years 3 months ago #314507

Hi,

That's right. The name changed a couple months ago:
rolandd.com/news/ro-payments-5-0-0-available
And last time I checked the website was still displaying "CSV improved".

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