Magento 2 report builder: create custom reports right in the admin
SKU: CUSTOMREPORTBUILDER1
- Custom reports from orders, items, customers and products
- Columns, filters and grouping per click, no SQL
- CSV export with spreadsheet-injection protection
- Email delivery via cron to fixed recipients on a schedule
Einmaliger Kauf · inkl. 12 Monate Updates · zzgl. MwSt.
Magento 2 report builder: analytics without developers and without SQL
Accounting wants revenue by tax rate, purchasing wants sales by supplier, sales wants the top customers of the quarter. The standard reports of Magento 2 answer only part of these questions, for the rest there are exports, spreadsheets or a request to the developers. That costs time and leads to numbers nobody can trace anymore. This page covers Magento 2 report builder in detail.
The Mironsoft Magento 2 report builder gives the departments a tool of their own: you choose a data source, tick columns, set filters, group and let totals be calculated. The report is saved, can be downloaded as CSV and sent automatically to recipients on a schedule. Everything runs in the Magento admin, structured and read-only, without free-form SQL. The module is an admin tool and does not affect the Hyvä frontend.
Magento 2 report builder: the analysis your standard reports do not provide
Accounting, purchasing and sales need different numbers. Each team builds its own report and receives it regularly by email.
Data sources
Orders, order items, customers, products and credit memos as a starting point.
Columns and order
Pick fields per click, rename and sort them.
Filters and periods
Operators and relative periods such as last month or last 30 days.
Grouping and totals
Group by day, month, category or country with sum, count and average.
CSV export and email delivery
Download with one click or automatically via cron to a recipient list.
Permissions and safety
Access per report via ACL, read-only structured queries.
Build your own reports in Magento 2: from question to table in a few clicks
In the Magento 2 report builder you choose a data source, tick the columns you need and set filters, for instance order status complete, shipping country Germany and period last month. Optionally you group by day, month, category or customer group and let sums or averages be calculated. The report is saved under a name and appears in the admin menu.
- Data source, columns, filters and grouping in one form
- Relative periods that move on every run
- Live preview of the first rows while building
Export orders as CSV and send the report by email
Every report from the Magento 2 report builder can be exported as CSV with one click. Characters at the start of a cell are neutralized so the file opens safely in spreadsheet programs. You can also define a schedule: daily, weekly or monthly a cron job sends the report as an attachment to your recipient list. Long reports are generated in the background so the admin is not blocked.
- CSV with protection against formula injection in spreadsheets
- Schedule daily, weekly or monthly, recipient list per report
- Background generation for large data sets
Magento 2 report builder with permissions per report and clear limits
In the Magento 2 report builder each report gets its own ACL resource so you decide which admin roles may open it. Queries are structured and read-only, free-form SQL is deliberately not offered. The Magento 2 report builder does not replace a data warehouse; for very large data sets a narrow period filter is advisable. If a report contains personal data, the usual data protection rules for export and email delivery apply.
- ACL resource per report
- Read-only, structured queries without free SQL
- Warning for reports with personal-data columns
What teams use the Magento 2 report builder for
Three everyday examples from different departments.
Accounting and controlling
A monthly revenue report by tax class, country and payment method, sent as CSV to accounting on the first of each month, without anyone having to remember.
Purchasing and range
Sales by supplier and category over the last 90 days show which items deserve shelf space and which do not, as a weekly email to purchasing.
Sales and customer care
Top customers by revenue, orders of one country or credit memos per month: the answer is in the report, not in a question to IT.
Standard reports versus the Magento 2 report builder
| Aspect | Magento standard reports | Custom Report Builder |
|---|---|---|
| Columns and filters | Fixed | Freely selectable, with operators and relative periods |
| Grouping | Only a few variants | By day, month, category, country, customer group |
| Sharing | Manual export | CSV and automatic email delivery on a schedule |
| Access protection | Blanket via roles | Own ACL resource per report |
| Effort for new analyses | Developer or manual export work | The department clicks the report itself |
Setting up the Magento 2 report builder in five steps
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1
Collect questions
We collect the ten most important analyses of your departments with you.
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2
Installation
Mironsoft installs the module, adds the admin menu entry and the permissions.
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3
Build first reports
Together we build the first reports and check the numbers against known values.
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4
Set up delivery
Schedules, recipient lists and export format are defined.
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5
Assign permissions
Each admin role gets access to the reports it needs.
Differentiation from related Mironsoft modules
The Advanced Reports module delivers fixed analyses such as revenue, bestsellers or abandoned carts. The Custom Report Builder is the construction kit for when an analysis is not covered there. Both can run side by side.
The Admin Action Log is another task as well: it records changes in the backend, the Magento 2 report builder analyzes shop data.
No download — personal setup instead
Custom Report Builder is not listed here as a ready-made download file for self-installation. The purchase is a service commission: we get in touch with you after the purchase, install the module in your shop and set up the first reports, recipient lists and send times together with you and agree on admin permissions.
Frequently asked questions
Everything you need to know about how it works, setup and how the purchase works.
Do I need SQL knowledge for the Magento 2 report builder?
How does this differ from the standard reports?
Can reports arrive automatically by email?
How large can reports be?
Can I control who sees which report?
How can I create my own reports in Magento 2?
How do I export filtered orders as CSV in Magento 2?
Is the Magento 2 report builder suitable for Hyvä shops?
Are the reports safe against manipulation?
Can I download and install the module myself?
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Magento 2 report builder – Mironsoft Custom Report Builder