Creating Custom Reports
The default timezone in Looker for OMS timestamps is UTC, whereas the OMS UI displays EST.
Within Looker, we've added additional timezone options for some of our timestamps but not for Order Approved Date. Custom time zones can be created with a custom field and can be submitted as a feature request.
Creating Reports
Let's assume you need to know how many of your products were sold in a month or quarter.
Navigate to Explore and click Line Items
Click on Order, scroll down to select Order State and Filter by field
Click on the field next to "is equal to" and select complete
Selecting Order is Complete, eliminates all orders that are in draft mode, and therefore ensures that your totals are accurate.
Now let's select the date range you'd want to use. In this example we will use quarterly.
Click on Order Completed Date, select Order Completed Date and Filter by field
Select Q4, the last quarter
Now let's select the data you want to visualize for this report.
Click Visualization and select Table (Legacy) in the ... dropdown
The last piece is to select the table you'd like to see in your report.
Under Product, select Product Name and click Pivot Data
Under Order select Order Number
Under Line Items select: Line Item Price, Adjusted Total Price, and Tax Total and click Run
Your Sales by Products report is done! You can Edit it or Save it as is. You can also download it as a CSV file
Click the Gear Settings icon and click Download
Select CSV in the dropdown and click Download
Exporting from the Explorer lets you add the current chart displayed in the exploration tab to a new report, or to an existing report. Any filters, date ranges, or other customizations you applied to the chart in the exploration are copied to the chart in the report.