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.
Dashboard Overviews
ReturnLogic Analytics gives you three dashboard views that you can then customize to your business needs.
The home dashboard pulls together information from both the Operations and the Finance dashboards to provide you with a holistic view of your returns data.
The operations dashboard give you insight into your returns data over time, such as your return rates over time, more in-depth data on your return type trends.
The finance dashboard give you financial insight into your returns, such as the revenue retained from exchanges and store credits, as well as the product performance breakdown.
Customizing your Dashboard
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.
Filtering reports:
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
Scheduling Reports:
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.
Setting Up Alerts:
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:
In the video below you can see this user can select an alert when "total returned units" is greater than, less than, or equal to a determined value.
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.
Customizing your data tiles within a Dashboard
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.
Troubleshooting
Safari Internet Browser Users:
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:
Additional Resources
We're here to help! Email us at support@returnlogic.com or use the live chat inside the platform with any questions or feedback.