Integrating Magento with Google Sheets offers the convenience of automatically updating Magento reports within the familiar and powerful interface of Google Sheets. This seamless integration enhances efficiency by providing real-time access to key Magento data, enabling informed decision-making and streamlined workflows.
In this comprehensive guide, we will delve into the process of setting up and leveraging the Magento and Google Sheets integration to empower businesses with dynamic and synchronized reporting capabilities.
Automatically update Magento reports in Google Sheet
Your Magento store harbors a wealth of data related to customers, sales, and orders, distributed across numerous tables, which can pose challenges when generating custom analytical reports. Magento 2 Advanced reports extension offers a robust solution, enabling you to harness the existing Magento data and construct business reports within the admin panel.
To process these reports in external programs like Google Sheet or Excel, they are exported as CSV files. However, the drawback of this approach is the necessity to manually export the report each time it is updated. This inconvenience can be alleviated by using the sharing feature in conjunction with Google Sheets.
By simply copying the provided IMPORTDATA link from the Advanced Reports extension and pasting it into a new Google Sheets spreadsheet, the reports can be seamlessly integrated.
Note: Reports inserted into Google Sheets using the IMPORTDATA function will be automatically updated at hourly intervals.
Get business charts updated automatically in Google Sheets
The IMPORTDATA function retrieves data from your store at hourly intervals, guaranteeing that every chart and trend diagram you create to visualize the report will consistently reflect the latest data.
Use the Quick Access & Sharing feature
The Quick Access & Sharing feature offers two links: one for convenient access to the report from any device and another for the IMPORTDATA link for the spreadsheet editor.
When utilizing the access link to view the report, users will receive the most up-to-date data.
Effortlessly share data Utilize the IMPORTDATA link as a streamlined option to manually uploading the latest store business data to the spreadsheet editor.
Moreover, the Quick Access & Sharing feature facilitates report export in various formats such as CSV, XML, HTML, and JSON.
Learn which Magento reports can be exported to Google Sheets
Utilize the Quick Access & Sharing feature to swiftly export any reports generated in your Magento store via the Advanced Reports module to Google Sheets. Subsequently, you can delve into detailed analysis of the report data using Google Sheets functionality, including employing formulas and constructing charts.
For instance, the following types of reports can be automatically updated:
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Orders and sales (hourly, daily, and weekly, categorized by customers and geolocation, among others)
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Profitability and cost of goods sold (COGS) reports
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Overview of new versus returning customer sales
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Analysis of abandoned carts and products
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Tracking available inventory levels
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Forecasting inventory requirements
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Accounting reports
Effortlessly track the sales performance of each of your products in Google Sheets. Set the report time range in your Magento admin, then utilize the Quick Access & Sharing feature to obtain this report in the spreadsheet editor.
Keep track of order status
Monitoring the statuses of orders yields essential performance metrics for the store, allowing for the evaluation of key performance indicators (KPIs) associated with order fulfillment efficiency and customer service.
For instance, it facilitates tracking the number of orders in the Processing status in real time, providing businesses with insights to pinpoint potential bottlenecks or delays in order processing. This insight empowers stores to take necessary corrective actions and optimize their order shipping operations.
Additionally, the Order Status report can be utilized to monitor orders with various statuses, such as Pending or On hold, to further enhance the optimization of the order fulfillment process.
Other ways Quick Access & Sharing can be helpful
Using extension is a robust asset for optimizing the efficiency of your business reports.
Given the variability in store activities, sales, and other factors, attempting to rely on memory or traditional paper methods to note and track business data appears unfeasible. Hence, the Advanced Report extension is exceedingly valuable for eCommerce stores, as it facilitates comprehensive collection, comparison, and analysis of every aspect of the business situation, significantly streamlining administrative tasks.
Reports containing crucial information, such as the number of orders and abandoned carts, offer store owners a clear overview of their business’s performance and health.
Magento 2 Advanced Reports Extension can help you:
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Monitor business progress over time
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Customize and compare report periods
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Access new advanced reports
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Visualize report data using charts
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Effectively filter report elements
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Enjoy a flexible dashboard layout
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Overcome the limitations in Magento 2 Default reporting capabilities
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Benefit from multiple report dashboards
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Access 3 new informative advanced reports and 16 report cards
To sum up
In conclusion, the seamless integration of Magento reports with Google Sheets offers invaluable benefits to eCommerce businesses. By automating the process of updating and analyzing Magento reports in Google Sheets, businesses gain real-time insights into their performance metrics, sales trends, and crucial KPIs. This integration reduces administrative workload and ensures that decision-making is based on the most current and accurate data. As a result, businesses can make informed decisions, identify opportunities for optimization, and drive growth with confidence.
