Canonical URL: https://chargezen.com/docs/checkoutos/analytics/custom-reports

# 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

```json
{
  "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

```json
{
  "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

```json
{
  "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

```json
{
  "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

```json
{
  "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

```json
{
  "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

[

### Exporting Data

Export raw data for external analysis

Learn more



](https://chargezen.com/docs/checkoutos/analytics/exporting)[

### Key Metrics

Understand what each metric means

Learn more



](https://chargezen.com/docs/checkoutos/analytics/metrics)

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