Custom Reports
Build detailed reports to analyze CheckoutOS performance
Last updated: 2025-01-16
Custom Reports let you build detailed analyses beyond the standard dashboard. Create reports tailored to your specific questions, share them with stakeholders, and schedule automatic delivery.
Creating a Custom Report
1
Navigate to Reports
Go to CheckoutOS → Analytics → Custom Reports → Create New.
2
Choose Report Type
Select from templates or start from scratch.
3
Select Metrics
Choose which metrics to include in the report.
4
Add Dimensions
Group data by time, product, customer segment, etc.
5
Apply Filters
Narrow down to specific data subsets.
6
Configure Visualization
Choose tables, charts, or both.
7
Save & Schedule
Save the report and optionally schedule delivery.
Report Templates
Revenue Attribution Report
Break down revenue by CheckoutOS feature and product:
Revenue Attribution
{
"report": {
"name": "Revenue Attribution",
"metrics": [
"total_revenue",
"checkoutos_revenue",
"upsell_revenue",
"bundle_revenue",
"attribution_percentage"
],
"dimensions": ["date", "feature_type", "product"],
"filters": {
"date_range": "last_30_days"
},
"visualization": "stacked_bar"
}
}Product Performance Report
See which products perform best in upsells and bundles:
Product Performance
{
"report": {
"name": "Product Performance",
"metrics": [
"times_offered",
"times_accepted",
"acceptance_rate",
"revenue_generated",
"avg_order_value_with_product"
],
"dimensions": ["product_id", "product_name"],
"sort": { "field": "revenue_generated", "order": "desc" },
"limit": 50
}
}Funnel Analysis Report
Analyze drop-offs at each stage of your checkout and upsell funnel:
Funnel Analysis
{
"report": {
"name": "Funnel Analysis",
"type": "funnel",
"stages": [
{ "name": "Checkout Started", "event": "checkout_started" },
{ "name": "Contact Completed", "event": "contact_info_completed" },
{ "name": "Shipping Selected", "event": "shipping_selected" },
{ "name": "Payment Completed", "event": "payment_completed" },
{ "name": "Upsell Shown", "event": "upsell_displayed" },
{ "name": "Upsell Accepted", "event": "upsell_accepted" }
],
"breakdown_by": ["device_type", "traffic_source"]
}
}A/B Test Summary Report
Summarize results from all experiments:
A/B Test Summary
{
"report": {
"name": "A/B Test Summary",
"metrics": [
"experiment_name",
"status",
"sample_size",
"winning_variant",
"lift_percentage",
"confidence_level",
"revenue_impact"
],
"filters": {
"status": ["completed", "running"]
},
"sort": { "field": "revenue_impact", "order": "desc" }
}
}Available Dimensions
Group Data By
- Date — Day, week, month, quarter
- Product — Individual products or categories
- Feature — Upsells, bundles, extensions
- Customer segment — New, returning, VIP
- Device — Mobile, desktop, tablet
- Traffic source — Organic, paid, email, referral
- Geography — Country, region, city
- Experiment — A/B test variants
Filtering Data
Narrow your report to specific data:
Filter Examples
{
"filters": {
"date_range": {
"type": "relative",
"value": "last_30_days"
},
"feature_type": {
"type": "in",
"values": ["upsell", "bundle"]
},
"order_value": {
"type": "greater_than",
"value": 50
},
"customer_type": {
"type": "equals",
"value": "returning"
},
"device": {
"type": "not_equals",
"value": "bot"
}
}
}Visualization Options
Chart Types
- Table — Detailed data view with sorting
- Line chart — Trends over time
- Bar chart — Comparisons across categories
- Stacked bar — Composition breakdown
- Pie/donut — Distribution view
- Funnel — Conversion stage analysis
- Heatmap — Two-dimensional comparisons
Scheduling Reports
Set up automatic report delivery:
Schedule Configuration
{
"schedule": {
"enabled": true,
"frequency": "weekly",
"day": "monday",
"time": "09:00",
"timezone": "America/New_York",
"recipients": [
"marketing@yourstore.com",
"analytics@yourstore.com"
],
"format": "pdf",
"include_comparison": true,
"comparison_period": "previous_week"
}
}Scheduled Reports
Weekly reports on Monday mornings help teams start the week with performance insights. Include period-over-period comparisons for context.
Sharing Reports
Share reports with stakeholders:
Sharing Options
- Email delivery — Send to specific recipients
- Shareable link — Public or password-protected
- Embed — Include in dashboards or wikis
- Export — Download as PDF, CSV, or Excel
- API access — Pull data programmatically
Related Topics
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