We have been working long and hard on our next major feature and as of 5pm PST it is officically available to our customers. There is now a new tab called "Reports" in every Stitch Labs account. This blog post will be dedicated to giving you a general overview of this part of the tool and to show you some samples of the 18 reports that we created.
The Overview and Report Selector
Nearly all of the reports are formatted in the same way to make it easier for each user to quickly navigate from one to the other. On the top bar is the report and time selector.
To choose the time period the report covers, simply choose the start and end date. If you would rather choose a time period, change the Time Constraints drop down and relative time-spans will be displayed. This is a great way to quickly move from one month to another, one quarter to another, or one year to another.
To select a report, there is a large black button on the top left which will bring down the report selector (see image below). Reports are broken down into four sections related to each of the four major sections of Stitch Labs. They are:
- Contact Reports
- Product Reports
- Order Reports
- Expense Reports
When selecting a report, a short description will appear to guide you on what information the report will display. When you've settled on the report you want to view, simply click "Generate Report" and it will automatically build itself. If at anytime you wish to change the time period, just change it to what you'd like and click "Refresh Data" to rebuild the information.
On the overview report you can see quick stats about orders and expenses. Additionally, there are some graphs to give you a quick overview of who your best customers and products were during the specified time period.
The Report Description and Details
Nearly every report comes with some dashboard stats. These stats are big take-aways from the report. For instance, on the contact report it will be information about who your top contact was (who placed the most orders) and what percent of your business they accounted for. Similarly, for a report about expenses, it may give you the vendor that you paid the most money to and what percent of all your expenses that vendor account for. This data is perfect for the user who is looking for a quick overview of the data.
We Love Graphs and Charts
Graphs and charts are a great way to quickly visualize data. We provide many types of interactive graphs and charts for you to quickly analyze what is happening in your business. Because we recognized how valueable it will be for you to view this data on the go all graphs are viewable on mobile devices such as iPhones, iPads, and other android devices.
The graphs below are orders for the top products of a Stitch Labs account. The top graphs are the dollar amount of each order that was input and the bottom graphs are the number of products that were ordered. The pie charts on the left represent the percent that each product contributed to the total orders during that time period and the bar graphs on the right show the actual values. These graphs show the top 7 or 8 products during the selected time period.
When rolling over any pie piece, bar, or dot detailed information will appear about that data. The graph below is a sample of one of our historical scatter plots. In these graphs each point represents an order that was placed. You can hover over a point to see who the order was for, what date the order was created on, and depending on the chart, the total amount of the order or the total number of products that were ordered. These graphs can also be found for invoices, payments, and expenses. One additional feature built in is the ability to click and zoom on a particular time region of interest.
There are some specialty graphs that we call "drill-down" graphs. They are drill-down because you can click on a piece of the pie or bar to zoom into that data. The graphs below are a sample of a product option drill-down graph. The first graph shows different product option types, such as color, size, and material. The value at the top of the bar is the total amount of orders that were generated from products that offered the product varied by that option type.
When you click on the bar, the graph will redraw itself to show you detailed information with that option type. The graph below shows what happens when you click on the color bar. In this bar you can now see that 73% of the orders were from products with the color green compared to blue, black, and red which each only generated 13%, 7%, and 6% of the orders respectively. This feature is extremely import for companies that vary their products by size, color, material, season, height, length, etc. as it provides valuable insight into sales and also for determining what ratio of each option to purchase for inventory.
For the user that likes to know every line of detail for every aspect of each report we include tables of the data. Each table will have all the data used to generate the report. On the top right corner of the table there is a link to download the report into a CSV file which can easily be opened in Excel, Numbers, or Google Spreadsheets. One additional feature built into the tables is multiple column sorting. After choosing which column to sort by simply hold the shift key and click another column to sort the data in the 2nd within the data in the first column.
More, More, and More
Believe it or not but there are even more cool features built in and additional great reports coming soon. We've started with 18 great reports which each come fully packed with dashboard stats, graphs, charts, and tables. If there is something you would like to see built in just let us know and we will do our best to find a way to get you that data.
Time to get back to the nerdery and build more awesome features for our awesome customers.