Introduction to Reports

Products by Date Summary

This report displays all products scheduled for upcoming Scheduled Orders grouped by their Next Occurrence Date and can be filtered by date ranges as well as specific product titles.

Columns in the Products by Date Summary Report

  • Product Title
    • Name of the product
  • Next Occurrence
    • The next date that the product is scheduled to process in one or more Scheduled Orders
  • Total Scheduled
    • The total quantity of the product in all Scheduled Orders (all statuses)
  • Active
    • The total quantity of the product in only "Active" status Scheduled Orders
  • Paused
    • The total quantity of the product in only "Paused" status Scheduled Orders
  • Failed
    • The total quantity of the product in only "Failed" status Scheduled Orders

Popular uses for the Products by Date Summary Report

  • Inventory forecasting
    • Viewing and/or exporting the report in order to plan and reserve inventory (stock) for upcoming Scheduled Orders
  • Scheduled product performance
    • Review product distribution among Active, Failed, and Paused status Scheduled Order
    • Review the demand for products relative to all products that customers can schedule

Scheduled Orders by Product

This report displays all customers that have a specific product in their Scheduled Order(s). To view report results for a product, you must first use the "Select Product" filter.

The report can be additionally be filtered by a date range (based on the Scheduled Orders' Next Occurrence Date) and the results can be exported to a CSV file.

Columns in the Scheduled Orders by Product Report

  • Id
    • Scheduled Order Id
  • First Name
    • Customer First Name
  • Last Name
    • Customer Last Name
  • Email
    • Customer Email
  • Shipping State
    • Customer's Shipping Address State
  • Shipping Post Code
    • Customer's Shipping Address Post Code
  • Quantity
    • Quantity of the Item scheduled
  • Next Occurrence
    • When the Scheduled Order is due to process next
  • Status
    • Scheduled Order Status

Popular uses for the Scheduled Orders by Product Report

  • Viewing and Exporting Customers that have scheduled a specific product
  • Resolving product availability issues (such as items that recently went out of stock)
  • Forecasting product inventory needs

Scheduled Order Metrics

This report displays a real-time and exportable snapshot of Scheduled Orders with key performance metrics including each Scheduled Order's Source, Created Date, Lifetime Value, and the current Status.

The report can be additionally be filtered by a date range (based on each Scheduled Order's Created Date) and the results can be exported to a CSV file.

Columns in the Scheduled Order Metrics Report

  • Id
    • The Scheduled Order Id
  • Source
    • The origin / source of the Scheduled Order (Checkout, Customer API, Merchant)
  • External Id
    • If the Scheduled Order was created from checkout, the originating order's id and originally selected frequency will display
  • Customer Email
    • The customer's email
  • Customer Id
    • The customer's Qpilot Customer Id
  • Created Date
    • The datetime stamp of when the Scheduled Order was created
  • Frequency
    • The frequency in which the Scheduled Order processes (based on Frequency Type)
  • Frequency Type
    • The type of interval the frequency is scheduled (Days, Weeks, Months, DayOfTheWeek, DayOfTheMonth)
  • Cycles
    • The number of times the Scheduled Order has successfully processed (unsuccessful processing is not included)
  • Subtotal
    • The current subtotal of the Scheduled Order
  • Lifetime Value
    • The accumulated value of the Scheduled Order subtotals for each cycle
  • Last Paused Date
    • The datetime stamp for when the Scheduled Order was last Paused
  • Deleted Date
    • The datetime stamp for when the Scheduled Order was Deleted (if this is blank, the Scheduled Order has not been Deleted)
  • Last Occurrence
    • The datetime stamp for when the Scheduled Order was processed last (this includes successful and failed attempts)
  • Status
    • The current status of the Scheduled Order
  • "Info Icon"
    • Opens Event Logs for Scheduled Order

Popular uses for the Scheduled Order Metrics Report

  • Assessing Overall Performance of Scheduled Orders
    • For example, marketers can export the data to analyze the average Lifetime Value for Customers based on when they "signed up" (the Created Date).
  • Viewing the Source and Recent History of a Scheduled Order
    • For example, the report can be filtered by Start and End Date to only view Scheduled Orders created within the last day.

Event Logs

This report enables merchants and admins to search for specific events over time that are related to Scheduled Orders including creation, updates and processing.

This report can be filtered by Event Type, Event Origin, Entity Type, Exception Type, Event Occurrence Date, and the results can be searched to locate specific events.

Columns in the Event Logs Report

  • Event Id
    • The QPilot Id of the event logged
  • Occurrence
    • The DateTime the event occurred
  • Customer
    • The customer associated with the event
  • Description
    • A short description of the event that occurred
  • Originator
    • Who the event was caused by (QPilot, Customer, Merchant)

Popular uses for this report

  • Searching for specific Scheduled Order events to answer customer support questions including:
    • "When was a specific Scheduled Order changed?"
    • "Who added/removed a product from my Scheduled Order?"
    • "What happened to this Scheduled Order after it failed to process?"
    • "How many Scheduled Orders processed in the last 10 days?"

Customer Metrics

This report displays a real-time and exportable snapshot of Customers with key performance metrics including Customer Created Date, First Scheduled Order Created Date, Lifetime Value, Product, and Processing Cycle metrics for a customer's Scheduled Order(s) by status.

The report can be additionally be filtered by a date range (based on the Customer Created Date) and the results can be exported to a CSV file.

Columns in the Customer Metrics Report

  • Customer Id
    • Customer External Id
  • Customer Email
    • Customer's Email
  • Customer Created Date
    • Date customer was created on QPilot
  • First Scheduled Order Created
    • The first time a Scheduled Order was processed for this customer
  • Total Scheduled Orders Active
    • Count of customer's "Active" status Scheduled Orders
  • Total Scheduled Orders Active Value
    • The accumulated (subtotal) value for customer's "Active" Scheduled Orders
  • Total Scheduled Orders Paused
    • Count of customer's "Paused" status Scheduled Orders
  • Total Scheduled Orders Paused Value
    • The accumulated (subtotal) value for customer's "Paused" Scheduled Orders
  • Total Scheduled Orders Failed
    • Count of customer's "Failed" status Scheduled Orders
  • Total Scheduled Orders Failed Value
    • The accumulated (subtotal) value for customer's "Failed" Scheduled Orders
  • Total Scheduled Orders Deleted
    • Count of customer's "Deleted" status Scheduled Orders
  • Total Scheduled Orders Deleted Value
    • The accumulated (subtotal) value for customer's "Deleted" Scheduled Orders
  • Total Scheduled Orders Lifetime Value
    • Total accumulated value of customer's Scheduled Order(s) that have processed successfully
  • Average Processing Cycle Value
    • The average value of all customer's Scheduled Order(s) across all Processing Cycles
  • Last Successful Processing Cycle Date
    • The date of the last successful Scheduled Order Processing Cycle for customer
  • Last Failed Processing Cycle Date
    • The date of the last failed Scheduled Order Processing Cycle for the customer
  • Last Paused Scheduled Order Date
    • The date of the last Scheduled Order that was set to "Paused" status
  • Total Successful Processing Cycles
    • The total number of successful Processing Cycles across a customer's Scheduled Orders
  • Total Products Purchased
    • The total number of unique products the customer has purchased across all their Scheduled Orders
  • First Products Purchased
    • The product title(s) of the first product(s) that processed on a customer's Scheduled Order(s)
  • All Products Purchased
    • The product titles of all the products that have been processed across all Scheduled Order(s) for a customer
Customer Metric ReportCustomer Metric Report

Customer Metric Report

Popular uses for the Customer Metrics Report

  • Which Customers have processed Scheduled Orders
  • When each Customer created their first Scheduled Order
  • Customer Scheduled Order count
  • The Value of all Scheduled Orders that belong to each customer
  • Average Scheduled Order value and Customer Lifetime Value
  • The total number of Scheduled Orders by Status (Active, Failed, Paused, Deleted) that belongs to each Customer
  • The last time a Scheduled Order processed successfully, failed, or was paused for each Customer

Email Delivery

This report enables merchants and admins to track the performance and deliverability of customer email notifications sent by QPilot.

Merchants can search the Email Delivery Report for a specific email address or subject line to review the performance and delivery of email notifications to a specific customer or regarding a specific notification's subject line.

The report can target all customer emails sent, or a specific customer's email and be filtered by a date range (based on the email event date).

Columns in the Email Delivery Report

  • Customer Email
    • The Customer's email
  • Notification Type
    • The specific email notification email type sent to the customer
  • Event Type
    • The type of email event (Processed by QPilot & sent to Sendgrid | Delivered by Sendgrid to customer)
  • Event Date
    • The date of the email event type
  • Scheduled Order Id
    • The Id of the Scheduled Order the email was for
  • Subject
    • The subject of the email

Popular uses for the Email Delivery Report

  • Verifying if a customer received an email notification, such as:
    • Upcoming Scheduled Orders
    • Lock Notification Emails
    • Scheduled Order Created Emails
  • Reviewing recently sent email notifications and deliverability reports