End of year reports

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12 years 9 months ago #39731

Greetings.
I am trying to create end of year reports for tax purposes.

I would like to create:

  • total sales
  • sales per product (including specific product variants red, blue, large, small, etc.

I assume it involves creating a new widget, but I just can't figure it out.

Thanks.

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12 years 9 months ago #39755

For the total sales, yes you can create a widget. Configure it to display sales and group them by year with a period of 3 years and you will see the yearly sales of your past three years.

For the sales per product, there is no reporting for that.
If you have the latest version of HikaShop, the sales per product are counted in the product_sales column of the product table.
However, if you were using previous versions of HikaShop before, that number is not accurate as it only started counting since you updated to the 1.5.6 version as this was not available before.
You can get that number by export your products in a CSV and openning it as a CSV in excel.

If you want to update that number you'll have to run a mysql query via phpmyadmin between the table hikashop_product and hikashop_order_product.

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12 years 8 months ago #40820

Is this going to be updated in future versions?

Running product reports is a normal part of running a business. This is a pretty clunky way of having to do this.

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12 years 8 months ago #41028

Yes, we want to have a reporting area in HikaShop in the future.

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12 years 4 months ago #55072

Is there an update on when sales reporting will be available, especially one with total sales, tax and shipping broken out into their own categories per a defined period?

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12 years 4 months ago #55074

It's still on the todo list.

You can can easily do it manually for now. Export your orders, open the file in excel, remove the lines and columns which are not relevant and then ask excel to sum the order_full_price, order_tax_price and order_shipping_price columns. It takes five minutes :)

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12 years 4 months ago #55077

Thank you for the quick response.

I tried that earlier, but I end up with garbage html tags. see attached.

How can I get a more meaningful report? What am I doing wrong?

Attachments:

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12 years 4 months ago #55078

Change the "menu position" option to "below the title" in the configuration of HikaShop and you will get a proper CSV file.

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12 years 4 months ago #55128

Thank you. That eliminated the UL tags and generated a document that's partially comma delimited and partially semicolon delimited.

Do you know of any easy work-around to get these cleaned up?

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12 years 4 months ago #55177

I've never heard of that.
Only one separator is used as far as I know, and it can be configured in the "Files" tab of the configuration.

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12 years 4 months ago #57585

For what its worth, here's a few tips I've found with exporting to a csv file...

1) In Hikashop, set the delimiter to comma rather than semi-colon if you have multiple categories assigned to your products as these are seperated with a semi-colon
2) Watch out for any commas you may have in the text of other fields such as in the product description
3) In Excel, if the data opens in one column (ie: column A) use the "Data > Text to columns" function in Excel to parse it. How the delimiter works in Excel is dependant on the LAST way you parsed a CSV file. It saves the settings.
4) Excel has a cell character limit of 255 so you may lose data if you have long descriptions or lots of categories
5) If all else fails, open the csv in Notepad then copy & paste the data into Excel, then parse as in 3) above
6) For a more perfect file format, import the CSV into MS Access. Set the "Description" field (and any others with long text) to data type "Memo" and the delimiter to comma to prevent parse of the categories field.
7) Create the reports & queries you want in MS Access

May help some. Cheers!

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12 years 4 months ago #57643

Thank you for your feedback.
Also, note that OpenOffice Calc is a lot nicer with you for CSV openings. So if you don't want to mess with the settings, commas, semi colons, etc, you might want to consider it instead of Excel.

Also, we are working on a new widget/reporting system which will have much more options in order to have better statistics like product comparisons, etc.

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