Tap Into Deeper Insights: Master Your Commerce Data with KIBO Reporting

Transcript

Reports are used to retrieve and visualize statistics about orders based on different details and topics.

Several reports are provided out of the box, while additional custom reports can be designed as needed. All reports can be viewed within the KIBO Composable Commerce platform or sported as a file for external use.

Lookers embedded into the solution. So we have a really powerful analytics tool where our customers can come in, configure reports, and generate exports. Anyone familiar with Google’s look at reporting, this works the same way.

When you log in to KIBO’s admin UI, you are greeted with the order dashboard, which is one of the standard dashboards that KIBO provides out of the box. You can interact with all reports from the home screen here, or you can navigate to the reports menu. Either way, we’ll give full access to reporting. Speaking of full access, like all other parts of the KIBO admin UI, access can be restricted to reports based on user roles and permissions. Anyone logging in that does not have reports access will not see the order dashboard on this home screen or have access to the reports menu. You are still able to send a to anyone via email regardless of their roles or permissions.

The order dashboard we see here is made up of eleven unique reports or looks, and we have over a hundred and fifty dashboards that KIBO provides with well over a couple thousand reports. And you can always modify or create your own. We have filters listed up here at the top, which you can always add or modify at any time. We also had all of these individual reports or what we call looks.

That are listed in these tiles. Here you can see order total, average order value, total number of orders, items per order, number and percentage of paid orders, number and percentage of fulfilled orders, weekly order total, and so forth. All of these reports are fully interactive. So if you wanted to see data on week nine of the order submitted week here, you can click on that specific report, and it’ll pull up the weekly order total in a table where you can research those orders further.

We can reload individual reports listed here. So if we wanted to reload our weekly order total, we could click on our ellipses. We can view this expanded or we can clear cache and refresh and just have that refresh itself. We can also refresh the entire dashboard by clicking on reload up here at the top.

We can hide filters, and we can clear cache again and refresh. It’s similar to reload. We can download the data or schedule delivery, which we’ll look at here in a little bit. Or reset the filter.

So if we change any of the filters here, maybe we change this from five weeks to five quarters and reload that data, Now we can see it’s pulling for five quarters with the data instead of the five weeks. And then if we wanna go back to what we were set at as defaults, we can hit reset set filters there. You can set defaults when you set or save the individual dashboards to either a group folder or your individual own saved ports folder. So speaking of folders, as mentioned earlier, KIBO has several out of the box dashboards that can be accessed through the folder, a structure that’s listed here.

If we click on open folders, You can see we have a favorites folder. If I favorite the order dashboard and then click into favorites, you can see now that’s listed there. There’s also my folder. So any dashboards that I’ve saved to my folder will be listed there.

You can see a shipment type dashboard is listed there. And then shared folders. This is where any saved dashboards to a group folder or to access the out of the box keyboard dashboards that we have. If we click into shared, you can see custom reports.

We’ve got a few in here that have been saved. And then the KIBO standard reports is where you’ll access all of the out of the box standard reporting. You can see it’s broken up into customer discounts, location, product purchase orders, all of that. And each one of these has got several dashboards is listed in them.

If we click into returns, and then click on the returns dashboard, and you can see all of the data that is listed here, return by channel code, This is our demo environments. We’re only using maybe one or two different channel codes. We get a list of most return products and just all of the data that we’d wanna see on a return dashboard. If we needed to modify any of this, we could do that and we’ll look at that here in a little bit.

Another popular one is our shipment dashboards. You can see we tons of shipment dashboards in here. So if I click on shipment type dashboard, this will give us all of the reporting on the order count by shipping type, gross revenue by shipping type, all the different shipping types that are offered within this tenant. One of the really popular ones is our products.

So you can come in here and get all sorts of different types of product information. If we on product dashboard. You can see top ten products by quantity sold by gross revenue. Again, this is a demo environment.

So our reporting statistics may vary over time, but you can see a percentage of revenue from top ten. A lot of information that you’ve got listed here. Again, fully interactive So if we wanted to drill down by individual products, we could go to the individual product dashboard, but if we see one that’s listed here, we can just click on that. If we click view individual product dashboard, it’ll fill out our product code, and then we can see listed within the last five weeks.

As this starts to pull this up, it’s pulling all of this data to populate all of the reports that we have here. But you can see product total revenue and product sold over time. Again, if we wanted to change a filter on this, maybe we wanted to look at it by individual site, we could modify that. Again, if we wanted to change this by weeks, months, quarters, we could change whatever filter value that we want to.

But for this specific product, we can see average price over time, product revenue over time, These reports as listed are saved in the KIBO standard reports folder, which means we can’t save back over these. Right? These are provided the box as they are. If we wanted to modify some of the reports on this specific dashboard and wanted to save those reports back to the specific dashboard, we would need to do first is save this into either a shared group folder or the my folder that we saw earlier to be able to do that Click on the ellipses here, click make a copy, and then we’ll go back, come out of the KIBO standard out of the shared.

And again, we could drop it into a shared custom reports folder there if we wanted to or we can just put it into our folder. If we save that here, then only we have access to that. No one else will have access any of the edits that we make. We just hit copy there, and then that automatically adds a copy to our folder.

Now that we have this report, saved into our folder. One of the things that we’ll be able to do now is modify the entire dashboard if we wanted to do that. We can come up that same ellipses for this report and then click edit dashboard. That’ll give us the controls up here where we can change our layouts.

And maybe we wanna do all of the tiles across or just the two tiles across or four tiles across. Again, however, we wanna change that layout. We have some settings in here. We can change We can change filters.

We can add visualizations, some other buttons and things like that. I’m gonna hit cancel. We’ll go back to the original layouts We can also modify individual reports that we have listed here. If I hover over our report and then click the ellipses that we saw here earlier.

These are the tile actions we have. There’s an explore from here option. This will allow us to modify this report as we see it here. We could download this data.

We could view this data expanded. So if we click on that, it just opens that up more in a full screen view. We can clear cache and refresh again. That’ll just refresh that individual report.

You also see that we’ve got in alerting on these individual reports as well. We can set up an alert to let us know if conditions change based on whatever value. We wanna say it. So if total ballot order quantity is greater than a specific value, then we can have it send us an email to a specific email address, and then we can set the frequency that it does that for us there.

Again, to modify the data on a specific report, we would just click on the ellipses for that specific report and hit explore from here. It’s gonna bring us into what we call our look editor where we’re able to change and modify some of the information that we’ve got listed here. I’m gonna close our folder structure over here to give us a little bit more room to look at this. But you can see got some data listed down here.

Here’s our visualization right here in the middle, and then our filters are listed up here at the top. Again, these were listed up on the top left. Our product code is that meal bar. We’re looking at data from the last five weeks.

If we wanted to add more filters or create a custom fill we could do that here. We can add a filter or create a custom expression. If we wanted to get into creating custom expressions, there’s some looker help documentation that’s out there that will help us with functions and operators so you can review that if you want. Coming back here again, we can see that the data that we for this specific report is listed down here under data.

I’m gonna collapse filters right now just so we can see this. You can see order item create a date and then total ballot order quantity is listed over here on the right. We can see what’s in use for this specific one. So you can see they create site name.

Those are added as filters as well as product code. Again, if we wanted to add some other data as a filter, maybe we wanna go in and click on order and maybe we want address type or something like that. We can add that in as data. So now you can see our order address type has been added to this specific report.

If we’ve rerun this. It’ll add that data in. Again, we could add it as a filter. If we wanted to do that, we click that button.

It would add it into our filters up here. Clicking back on that will take that data back out. You can see that that’s listed there. One of the things that we could do, maybe if we’re looking at this specific product.

Maybe we wanna get information about returns. We could come down here, click on returns, and then scroll down. What we’ll do is we’ll look at one of the measures. Maybe we wanna see the return count for this specific product.

If it’s being returned, what orders is it being returned on as opposed to this visualization add that data in, and then I’ll click run. It’s gonna rerun the data, and it should add that into our visualization.

Speaking of visualization, you can see now the returns are being it in here as well. We can change the way that our data looks here, the way it’s visually being represented. If we wanna see it as a table, we can click on that basically get that same view that we’re getting here. We can do it as a column, as a bar graph, as a scatter plot.

Again, what we were looking at believe was a line, but if we wanted to do specific area, maybe that makes that visualization a little bit easier. We can also edit x y plots. We can change colors on all of this if we wanna do that. Of the other cool things that we can do that a looker allows us to do is this forecasting option.

You can give us a little bit more information out into the future using specific algorithms that it uses based on the data that you have chosen there. We can choose to forecast on selected fields. Maybe we wanna do it on that valid over quantity and return counts. We can do one.

We can do both. However, we wanna set that up. If we wanna do both, obviously, we’d click it in there. If we wanna just do one, we could obviously x that out.

Then we wanna enter the period. Maybe we wanna look over the next two weeks or something like that prediction interval. If we turn that on, we’re asking for five percent accuracy within that range. And then seasonality.

Typically, you wanna leave this as automatic, but if you have an idea of what your seasonality is far as if you’ve got any major spikes in your data or something like that, you can set up custom or you can choose to not have that in there. But most of the time, you’ll leave that as automatic Once we have all that in there, we’re gonna click run, and it’ll run all of that data for us. And then we’ll be able to get some forecasted data based off of that. As we look down in here, you can see anything that’s forecasted is gonna be represented with this star right next to the data, and it’s gonna be italicized You can see starting at February twenty ninth.

It starts to forecast some data for us. Again, we’re in a demo environment. So I think we’ve skewed this a little bit you’re able to use that data and there’s some more information about forecasting individualizations on looker’s specific data as well. Any changes that we make to this, if we wanna save that, we can do that here.

Again, we can save this back. As a new dashboard, we can save it back to our existing dashboard, save this back as an individual look. Or just an individual report. We could download this data.

We could send it. We could save and schedule. We can merge these results. We can do all of that.

I’m just gonna go back and we’ll look at the dashboard.

Looking back at our order dashboard here, if there’s some specific data that we want to save and schedule. We can do that for individual looks or we can do it for an entire order dashboard. Maybe we wanna send this order dashboard out on a regular interval via email. If we come up to our dashboard options and then click schedule delivery, will pop up a modal window where we’re able to set up all of the settings on that.

We wanna send the order dashboard. And then what’s our interval? Do we wanna send do we wanna send it every day? Do we wanna send it specific days of the week or weekly?

We could say weekly or specific days. Maybe we wanna send it every Monday, Wednesday, Friday, and we wanna do that at six AM. And then how do we wanna send an email, webhook straight to Google Drive via SFTP. If we’re sending an email, what are the email addresses what’s our format?

Do we wanna do it as a PDF, CSV zip file, or just a visualization?

Then we can come in and we can set up filters that we want. Maybe we don’t wanna look at the last five weeks if we’re doing this three times a week. Maybe we just wanna look back at the last five days or we can change any of these filters however we want. Then our advanced options, do we wanna include a custom message on this email saying, hey, this is the order dashboard that we’re sending out three times a week? We want to include any links, expand tables, arrange the the dashboard tiles to a single column, and we want to fit it to a specific dashboard and then the delivery time zone. Once you have all of that filled out, you can actually send a test email first to make sure it sends exactly the way you want it. And then once you get it the way that you like it, you can click save and then it will send that report out on a specific delivery schedule.

Reporting in KIBO allows you to aggregate all relevant data into reports and dashboards. Allowing you to identify opportunities or potential issues all in one place.

And because you can modify reports and dashboards, you can customize them to your specific business needs.

One of our omni channel clients, Laura Canada used KIBO reporting capabilities to set up alerts to identify revenue opportunities across all of their networks which included over a hundred and fifty store locations, giving them visibility into all of their data helped them generate an extra twenty five percent in omnichannel revenue.