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Exploring Magento 2 Backend: Reports

- E-Commerce, Magento 2

Magento 2 reports

You can leverage a wide selection of reports in the Magento 2 backend. They are developed to provide the most in-depth insights into your e-commerce business. Below, we train the spotlight on how to monitor the efficiency of your marketing efforts and sales, product performance, and customer engagement with the aid of the default means and third-party alternatives. The Reports menu, which is built right into the admin, provides easy access to current information about all aspects of your digital storefront. Furthermore, Magento 2, by default, offers several integrations with external services. If you don’t think that these opportunities are pretty reliable, we also describe how to bound your website to alternative reporting solutions.   Continue Reading

Exploring Magento 2 Backend: Action Logs (Report, Archive, Bulk Actions) 

- E-Commerce, Magento 2

magento 2 action logsThe following article continues delving into the Magento 2 backend. For this once, we focus on the Action Logs section situated under Admin -> System, which contains three screens: Report, Archive, and Bulk Actions. Below, you will find the possibilities the subsections provide. Besides, we shed light on more straightforward import and export processes related to these sections and other Magento 2 entities. Note that action logs are only available in Magento 2 Commerce.  Continue Reading

Exploring Magento 2 Backend: Permissions (All Users, Locked Users, User Roles)

- E-Commerce, Magento 2

Magento 2 permissions

As a store owner, you can take hold of Magento 2 roles and permissions to make your store more secure, creating different access levels to the backend. When setting up your store for the very first time, the system provides you with a set of login credentials that provide full permissions. Thus, you become the chief administrator, who can decide what information and functions are available to other backend users. For instance, a sales manager can be given access to customer and order information, while various design elements are unreachable. Besides, it is possible to restrict admin access on the basis of a specific site, set of sites, or other business units. Let’s see what other opportunities the Magento 2 Permissions section of the admin offers. Continue Reading

Exploring Magento 2 Backend: Support (Data Collector & System Reports)

- E-Commerce, Magento 2

Magento 2 support data sollector systen report

In the following material, we explore features available in Magento 2 Commerce only. The point at issue is the Support section of the Magento 2 backend situated under Admin -> System. It consists of the following two screens: Data Collector and System Reports. Below, we shed light on the corresponding tools as well as an alternative approach to backing your store with third-party services. If you are not familiar with the Support tools, their primary purpose is to identify known issues in your system. Besides, you can use them to optimize the development and optimization processes. Another application is associated with various diagnostic capabilities utilized by the Magento’s support team to identify and resolve issues. Continue Reading

Exploring Magento 2 Backend: Extensions -> Integrations

- Uncategorized

Magento 2 integrations backend

Magento 2 provides the ability to call its web APIs to enable third-party integrations. Although this process is quite sophisticated, it allows much broader possibilities than the platform delivers out of the box. By default, the Magento APIs currently work with accounting, ERP, CRM, PIM, and marketing automation systems. However, you need to be experienced in PHP and understand what’s going on under the hood of Magento. The knowledge of REST and SOAP web APIs, web API authentication, and OAuth-based authentication is mandatory. In the following article, we expand the understanding of how to create an integration in Magento 2, describe the System -> Extensions -> Integrations section of the Magento 2 backend, and provide a more user-friendly solution for synchronizing your Magento 2 website with any external platform. Continue Reading

Exploring Magento 2 Backend: Scheduled Import/Export

- E-Commerce, Magento 2

Magento 2 scheduled import export

Magento 2 ostensibly lets you run scheduled imports and exports. However, you need a large budget to be able to leverage this feature. Although it is added for free and available by default, the problem is that you can only harness it with the Commerce edition, which is extremely expensive. How to automate daily import/export chores if you are a Magento 2 Open Source merchant? You will find the answer below. Besides, we provide several arguments in favor of using a third-party data transfer solution on Magento 2 Commerce. Let’s continue our exploration of the Magento 2 backend. This time, our attention is captured by the Scheduled Imports/Exports screen. Continue Reading

Exploring Magento 2 Backend: Import/Export Tax Rates

- E-Commerce, Magento 2

magento 2 tax rates import export

Tax rate management in Magento 2 is quite a straightforward process if you conduct business locally. However, when you expand and start operating in several states with different legislation, not to mention international operations, manual tax rates entering becomes hugely time-consuming. What alternative opportunity does Magento 2 offer? By default, the platform has a separate screen where you can import all the necessary tax rates, preliminarily downloading them by ZIP code. In the following material, we explore how to transfer a set of tax rates back and forth and talk about an alternative solution.  Continue Reading