Reports

Reports

The reports tell you the state of your catalog, how complete it is and what is broken or unused, and most of them open the exact records behind a number.

A report is a picture of your catalog rather than a piece of it. Each one counts a single subject, such as your products, your prices, your images or your feeds. Each one then answers three questions about that subject. How much of it do you have, how much of it is filled in, and how much of it is broken or unused? Nothing you do here changes a record.

Most people open a report to find work. Eight of the ten end in a list of the exact records behind the number, and most of those rows link into the page where you fix the problem. So a question like “which products have no brand” or “which prices are below my MAP” starts on a report and finishes in your catalog.

You will find all of this under Reports in the left sidebar. The page is a grid of cards, one card per report, and each card shows a headline number and a small chart. Click a card and that report opens in a dialog over the page. One control is at the top of the page next to the title Reports: a date range, which five of the reports follow and the other five ignore.

Before you start

Two things decide which cards you see: your role, and whether your organization has anything for a report to count. Everything else on this page can wait until you need it.

What your role lets you see

Role	The eight catalog reports	The Integrations report	The Data Sources report
Admin	Yes	Yes	Yes
Manager	Yes	No	Yes
Editor	Yes	No	No

A report your role cannot see has no card on the page and no address you can open. If a teammate sends you a link to one, you get the grid of cards with no message. Roles are set in team, roles and permissions.

Those same two reports need something to report on. The Integrations report stays hidden until someone has connected an account, and the Data Sources report stays hidden until someone has created a feed. Connect the first account and its card appears on its own, without a reload.

How to open a report

Open the reports page
Click Reports in the left sidebar. The page fills with one card per report, each showing a number and a small chart.
Set the period you care about
The date range is at the top of the page, next to the title Reports, and starts on Last 30 days. Click it and pick another period, or pick a start and an end date on the calendar.
Open a report
Click anywhere on its card. The report opens in a dialog over the page, with the card’s name at the top left.
Read the totals, then the table
Every report opens on a row of totals. Hover over one to read a sentence saying what it counts. Under the totals, eight of the ten show a table of the records behind them.
Click a row to go and fix it
Most table rows link to the record they name. Click one and it opens that product, brand, file or feed, and you leave the reports page.

That is the whole flow. Close the dialog with the × at its top right, by clicking outside it, or by pressing Escape. You come back to the cards, with your date range still set.

Everything below explains the cards, the date range and the tables one at a time. You do not need any of it to read a report.

Every option in detail

The sections below follow the page: the ten cards, the date range above them, what you see inside a report dialog, and the controls that come with a table.

The ten reports and what each one counts

Each report has a page of its own, and its name in the first column links there.

Report	The number on its card	What it answers
Catalog	Your product count	How your products split across the four statuses and the conditions, and how many you created and changed in the period
Data Coverage	Coverage as a percentage	Which fields your products are missing, worst first
Taxonomy	Unused entries	How many brands, categories, tags and specification values no one has put on a product
Pricing	Pricing issues, or priced variants as a percentage	Which variants are below your MAP, above your MSRP or below your cost, and how your margins are spread
Inventory	Total stock units	How much stock you have, how it is spread, and how many variants you track at all
Identifiers	SKU coverage as a percentage	Which variants have no SKU, and which of those are already live on a channel
Integrations	Connected accounts	Which accounts need attention, how many listings each provider has, and how many pushes failed
Assets	Your file count	How much storage you use, how many files are attached to nothing, and the split by kind and by size
Data Sources	Your feed count	Which feeds are active, paused or failing, and how many records each one matched
Uploads	Imports and exports run	How many of them finished, how many failed, and a day by day breakdown

The set is fixed. You cannot build a report of your own, rename one of these, or hide one you never use.

Choose your date range

The date range at the top of the page, next to the title Reports, sets the period the counting reports cover. It starts on Last 30 days every time you arrive.

Click it and a calendar opens, with the periods listed down one side. Your choices are Today, Yesterday, Last 7 days, Last 14 days, Last 30 days, Last 90 days, Month to date, Quarter to date, Year to date and All time. Pick one of those, or click a start date and an end date on the calendar for any period you want.

Your choice follows you into a report and back out again, so you set it once.

Report	Follows the date range
`Catalog`	Yes
`Integrations`	Yes
`Assets`	Yes
`Data Sources`	Yes
`Uploads`	Yes
`Data Coverage`	No
`Taxonomy`	No
`Pricing`	No
`Inventory`	No
`Identifiers`	No

The five in the second half count what is true right now, which is why a period would mean nothing to them. A product either has a brand today or it does not, and the PIM keeps no answer to what it had last week. The five above them count things that happened, and a thing that happened has a date on it.

You can tell which is which without this table. Open a report that follows the range and the same date control appears at the top of its dialog, next to the report name. Open one that ignores the range and no date control is there at all.

Changing the range clears the sorting, the search and the filters you had set on a table inside a report. The rows are about to be counted again, so the table starts over on its first page.

Where the date range goes in the web address

Your period rides in the address of the page, as ?range=7d for a listed period or as ?from= and ?to= for one you picked on the calendar. Last 30 days is the default, so it is left out of the address entirely.

That is what makes a report you send someone open on the same period you were reading. It also means the browser Back button does not step through your period changes, because none of them adds a history entry.

What you see inside a report

Every report dialog is built from the same three parts, in whatever order suits it, so once you have read one you can read all ten.

Part	What it gives you
A row of totals across the top	The headline counts. Hover over one for a sentence saying exactly what it counts, and click the ones that are links to open your catalog already filtered to them
One or two charts	The same numbers spread across ranges, kinds or days, so you can see where the weight is
A table, on eight of the ten	The records behind the totals, one per row, most of them linking to the record itself

Two of those tables are called Needs attention, on the Pricing and Identifiers reports, and they list the records with a problem instead of a breakdown. The taxonomy one is called Top entries.

The Catalog and Inventory reports have no table. They are summaries of your whole catalog, and there is no shorter list of records to hand you.

Not every number is a link, and not every table row is either. On the Data Coverage report the rows for Features and Primary image open nothing, because the products table has no filter for those two.

Work the table inside a report

The same four controls are above every one of those tables.

Control	What it does
`Search`	Narrows the rows to the ones with what you type in them
`Columns`	Opens a panel where you check and uncheck the columns you want
`Filter`	Opens a panel where you pick a column, a condition and a value
`Density`	Sets the row height to `Compact`, `Standard` or `Comfortable`

Click a column header to sort by it, and click it again to reverse the order. Every table arrives already sorted on the column that matters most for that report, usually the one with the problem in it.

Long tables page at the bottom, 25 rows at a time. Change that to 50 or 100 at the bottom of the table.

Why your column layout does not follow you to another computer

Your browser remembers the columns you hid, the order you dragged them into and the widths you set. It remembers the ones you pinned and the row height you chose too.

Sign in on another computer, or clear your browsing data, and that table comes back with its original layout. There is no way to hand your layout to a teammate either, so agree on what to look at instead of on how it should look.

Send someone the exact report you are reading

Every report has a web address of its own, such as /reports/pricing, and opening a card writes it into the address bar. Your date range is in there, and so is everything you did to the table: the sort, the page you are on, the search box and the filters.

So copy the address bar and send it. Whoever opens it sees your view rather than the default one, as long as their role lets them see that report. Someone whose role does not gets the grid of cards instead.

Limits

What	Limit
Reports	10
Rows in a `Needs attention` table	500
Rows in the taxonomy `Top entries` table	10 per kind
Rows on one page of a table	25, 50 or 100
Reports open at once	One

What a report cannot do

You cannot	Do this instead
Download a report, print it, or get it as a CSV or a PDF	Export the records themselves from exports
Have a report emailed to you, or sent to you on a schedule	Open it when you want it
Build, name or save a report of your own	Save the filtered view you want on a catalog table, with saved views
See sales, revenue or profit	Nothing in the PIM records a sale
Change a record from inside a report	Click the row and change it where the record is kept
Compare two periods side by side	Read one period, change the range, read the other

How current the numbers are

Two different things happen depending on whether a report is open, and the difference surprises people.

While you are looking at the cards

The cards keep themselves current. Finish an import, connect an account, or edit a product in another tab, and the numbers on the cards catch up a couple of seconds later without a reload. A card that was hidden because you had nothing to count appears the same way.

Every number counts your whole organization and not only your own work, and every number is exact, never an estimate.

While a report is open

An open report does not do that. It reads its numbers once, when you open it, and then stays still however much your catalog moves under it. Close the dialog and click the card again to get newer numbers.

Changing the date range from inside an open report is the one exception, and it reloads that report right away, because you have asked it a different question.

When something goes wrong

A report says it has no data

No catalog data available, and the same line for any other report, means the report ran and found nothing to count. Two things cause it. Either you have not added the records that report is about yet, or your date range is narrower than you meant and nothing happened inside it. Widen the range to All time to tell those two apart.

A report will not load

Failed to load report appears above We couldn't load this report. Please try again. Close the dialog and click the card again. If the second attempt fails too, reload the page and try once more.

A link opens the grid of cards instead

A link that puts you on the cards, instead of the report it named, is telling you one of three things. The address has a typo in it, your role cannot see that report, or your organization has nothing for it to count. Nothing tells you which, so check the roles table above first.