Easy Digital Downloads: Reports Part 2

In my previous article I shared some benefits of keeping records for transactions, and discussed some of the features which are exclusively a part of the reports section in the EDD plugin. In this article I plan to address the ways to export different reports and ways to deal with logs.

Reports in EDD

In this article, I will explain the other two tabs ofReports which are namedExportandLogs.

To access this area follow this path:Downloads > Reports > Export.

Export Reports in EDD

Settings are arranged in different meta boxes when you access the export tab. These settings include report types which can be exported by generating CSVs accordingly. Following are the details of the meta boxes:

Export PDF of Sales and Earnings

This meta box will help you generate a PDF file of your sales and earnings of the current year. Just click on theGenerate PDFbutton and a file will be downloaded.

Simply click to open the above shown file in your downloads.

When you open the downloaded file, it will display a result like the one shown in the above figure. In this case, you will find a graph and some logs of sales and earnings of the current year in a PDF format.

Export Earnings and Sales Stats

Use this meta box to define a custom time period for which you need the stats data. After entering the required time period, click onGenerate CSV.A CSV format file will be downloaded.

These are the stats of earnings and sales. Not to mention it is an Excel sheet.

Export Payment History

This meta box helps you to generate an Excel sheet of payment history locally on your computer.

You can also customize theStatusof the payments which you want to generate. The figure above shows the list of the statuses via a drop-down menu.

After selecting the desiredStatusclick onGenerate CSV.I have selected theAll Statusesoption from the list, which is usually selected by default. And I choseFebruary as the month.

This is the detailed report ofPayment Historywhich can be exported from your site to your local database. This report includes the customer name, email, ID, address, city and all other related categories of payment.

Export Customers in CSV

In this meta box you can export the details of your customers by clickingGenerate CSV.You can customize the type of downloads by selectingeitherAll Downloads or any specific downloadable product from the drop-down list. You can also choose the required details of the customers by selecting Emails, Emails and NamesorEmails, Names and Purchase Statsfrom the drop-down list.

You can even select and generate a specific type of data. Once you have made your selection, clickGenerate CSV.For example,I have chosenAll Downloadsand theEmails, Names and Purchase Statsoption. A file is downloaded, so click on the file and it will open in an Excel sheet.

This is the list of customers which you will find in the Excel sheet.

Export Download History in CSV

With this meta box you can generatethe history of your downloadable products. You can select the required interval by selecting year and month. After that, click on theGenerate CSVbutton.

Here is the list of customers who bought the products with theirIP address,nameof thedownloadable product,file nameand thedate/timeof the purchase.

This was all about theExporttab. Moving on, now we have theLogstab in theReportssection.

Logs Reports in EDD

The last tab of the reports section is for the Logs. You can access this part of the plugin via Downloads > Reports > Logs.

Now you can see thedrop-down list ofLog Typeand drop-down list ofAll Downloads. You can choose customized options for theLog Typeand the required downloadable product from the drop-down list.

The figure above displays options which are available in the drop-down.For example, I selectedFile DownloadsandAll, andthen I clicked theApplybutton.

You can also find that all the information is listed in a table. Let's look at its various columns:

• Log ID:The first column lists the ID. Every download is attributed with a unique Log ID.
• Download:In the next column, the name of the downloadable product is mentioned.
• User:The email ID of the customeris mentioned next in the table.
• Payment ID:Like Log ID, there is a unique Payment ID which is attributed with your payment gateway. This is mentioned next.
• File:The name of the downloadable file name is mentioned next.
• IP Address:In this column you will find the IP Address of the customer.
• Date:In this section the date/time of the purchase is mentioned.

Conclusion

The Reportssection is now complete. In the next and the last article of this series I will address the Tools section.