Your first report

This page walks through the simplest possible workflow: opening the Sales → Summary report, narrowing it down with filters and a date range, and exporting the result. Once you’ve done it once, every other report in P2Lab Stats follows the same pattern.

What you need before starting

• The plugin is installed and activated (Installation)
• A few orders exist in the date range you’ll inspect — otherwise charts and tables will be empty

Step 1 — Open the report

1. Go to Orders → P2Lab Stats.
2. The plugin opens at Sales → Summary by default.

You’ll see four areas on screen:

• KPI cards at the very top — total revenue, orders, customers, AOV.
• Chart below the KPIs — revenue over time with current vs previous period.
• Sortable data table below the chart — orders or aggregated rows depending on the view mode.
• Sidebar filter panel on the left and the profile / refresh panel on the right.

Every KPI shows a value, percentage change versus the previous period and a sparkline plotting both periods.

Step 2 — Pick a date range

In the date range picker at the top of the page choose one of the 9 presets:

• Last 7 / 14 / 30 days
• Current month / Previous month
• Last 3 / 6 / 12 months
• Current year

Or open the dual-month custom calendar and pick an arbitrary range. The previous period is computed automatically (same length, immediately before).

Tip

“Last 30 days” excludes today by default in the widgets so a partial day doesn’t skew the comparison. In reports the same toggle is available per profile.

Step 3 — Narrow with filters

Open the filter panel on the left and pick what to slice on:

• Sales channel, order state, payment / shipping method, currency
• Customer group, country, region, billing/shipping
• Manufacturer, category, product, coupon
• Free-text search on customer name, e-mail, order number, product number

Filters apply to every panel on the page — chart, KPIs and table — at the same time.

Step 4 — Save the configuration as a profile

You’ll likely revisit the same filter combination next week. Save it now so you don’t have to rebuild it.

1. In the right-hand profile panel click Save profile.
2. Give it a name, e.g. “EU sales, paid orders, last 30 days”.
3. Optionally tick Set as my default so this profile loads automatically next time you open the report.

To reload it later, click its name in the profile list.

Step 5 — Drill into the chart and table

• Sort the table by any column (revenue, orders, AOV, etc.).
• Switch view mode (icons next to the date range) between e.g. “by order” and “by period” — different reports expose different view modes.
• Click a row to drill into Shopware’s standard order detail page, or to the product detail page for product-keyed reports.

Step 6 — Export to CSV or PDF

Use the Export button in the report header.

1. Choose CSV or PDF.
2. The job runs in the background; a progress modal shows the row count.
3. When the job finishes, a download link appears in the same modal.

Filters and sort applied to the report are preserved in the export. The status of every export is also available under P2Lab Stats → Exports.

What just happened under the hood

1. Opening the report read your stored profile (or fell back to defaults).
2. The plugin queried Shopware orders for the date range, applied the filters, and computed KPIs + chart series + table rows.
3. If cache warming was enabled and a fresh payload existed, you saw it instantly — otherwise it computed on the spot and stored the result for the next request.
4. Saving the profile persisted your filter + sort + view-mode combination per user.

Where to go next

• Recommended next step: Reports overview — the common chrome and behaviour shared by every report.
• Deep dive on a specific report group: Sales, Customers, Stock.
• Configure the KPI widgets above the order and customer list — Order KPIs and Customer KPIs.
• Speed up heavy reports — Cache warming.