Getting Started

Welcome to the ReturnLogic Analytics User Guide! In this guide, we will cover everything from what Dashboards are available to setting up alerts to customizing your own dashboard.

ReturnLogic Analytics gives you three dashboard views that you can then customize to your business needs.

At the top of each dashboard are the filters to customize your data view. Some dashboards such as the Operations and Finance Dashboards have sub tabs for different types of information. Each piece of information within your dashboard is called a tile. Individual tiles have info buttons to tell you a little bit more about the data you're viewing.

If you're ever uncertain as to which dashboard you're on, the main dashboard will be in the upper bar, and the sub dashboard will be in the upper left hand corner.

Each ReturnLogic dashboard allows you to filter to control the data that you're seeing. Available filters include: Date (order date and return date), SKU, Parent Product, Product Variant, or Workflow Status.

Common question: what's the difference between Filtering by Order vs. Return?

Filtering by Order will show all things ordered + returned in the period

Filtering by Return will show all returns/RMAs made in the period, regardless of when the order was created

ReturnLogic offers the option to have your dashboards and reports delivered right to your inbox. To enable the scheduling of reports via email, select the ellipsis in the upper right have section of any dashboard to view the dashboard actions menu.

Select schedule delivery, and choose the cadence in which you would like the report emailed. You can select between daily, weekly, monthly, or you can select specific months and specific days. From there, you'll enter the email addresses of the recipients of the report.

Formatting for your reports can be saved as a PDF, CSV, or PNG

Once you've selected your cadence and formatting, and entered your recipient emails, select save.

In addition to scheduled reporting, you can also simply download a report any point in time, in addition to your scheduled reporting.

You can set a piece of data (or tile) to alert you or a member of your team, based on specific criteria set within the alert parameters.

To set up the alert, navigate to the tile you would like to set an alert on and select the alerts icon. You will be prompted to set the alert based on the tiles available conditions, for example:

Once the alert parameters are set, enter the email address of the person you would like to receive this alert, and the frequency that this tile is checked for the alert conditions. Click Save.

There may be times in which you would like to further customize your Dashboards.

Start by choosing a tile that you would like to further customize or manipulate, navigate to the ellipsis and select Explore from here. This will allow you to further customize this tile, whether with the filters up top or with our data fields on the left.

When you're done customizing your tile, you can then save it to a new dashboard or to an existing dashboard that you've already created.

If you receive the above error and are using Safari as your Internet Browser, you will need to go into your Safari settings and modify the "Website Tracking" setting to allow for cross-site tracking. Once changed, you should be able to access Analytics. If you have made this change and still get this error, please reach out to support@returnlogic.com.

Please see the video below on how to change this setting:

🔗 How to Use Explore

We're here to help! Email us at support@returnlogic.com or use the live chat inside the platform with any questions or feedback.