CM Custom Reports (CMCR) - Free Version Tutorial


Free Version Tutorial

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This article covers only features present in the free version of Custom Reports.

The plugin creates and auto-generates reports from user activity on your site. Free version includes 5 custom reports and PDF export of custom reports.

Example

Table of Contents

  1. Installation guide
  2. List of Features
  3. Using the Plugin - Overview
  4. Plugin Settings

Installation guide

Here are the steps needed to install the plugin:

  1. Download - To manually install the plugin, you must first download it from WordPress.org to your computer.
  2. Navigate to the Plugins tab in the WordPress Admin Panel to install the plugin.
  3. Activate the plugin. 

TIP: Register for Benefits

If you like, you can register your plugin to receive information about updates and our latest offers. You can complete your registration at any time. 

If you don’t want to register right away, you can select the Skip button.


List of Features

Free Edition Pro Edition
Includes 5 custom reports Includes over 20 custom reports
Includes PDF export of custom reports Graph can be exported to CSV and PDF.
Using the date filter, you can export partial data or download all info at once
User reports can be displayed in several graph types (Pie, Point, Bar) User reports can be displayed in several graph types (Pie, Line, Point, Bar)
Support filtering report data by time period
Support filtering report data by time period
Create a list of favorite reports to be shown at the top part of the reports dashboard Create a list of favorite reports to be shown at the top part of the reports dashboard
- Includes a log showing all produced and sent reports
- Reports can be sent on repeated dates using the report scheduling settings
- Reports can be sent to users using several user defined templates
Customize graphs and report labels, according to personal preferences Customize graphs and report labels, according to personal preferences
No support Plugin can be used forever; one year support and updates

Using the Free Plugin - Overview

How It Works: Available Reports

The free plugin has a single list with links divided into categories. You can have 5 categories:

  • Comments 
    • Comments by Type
  • Posts
    • Posts by Author (all authors or single author)
    • Posts by Type
  • Users 
    • Registered Users
    • Top Authors (by number of Posts)

Creating Reports

Once you install the plugin, the report are created automatically. To find them navigate to Admin Dashboard → CM Custom Reports → Reports.

Favorites

If you click on the star icon next to the report you can add it to Favorites. Favorite reports are always displayed in the section above all other reports. If you wish to remove the report from favorites, you can just click the now highlighted star again.

Using the Reports

In each report dashboard you have the following options:

  1. Select the report type (Bars or Points. In some reports Pie is also available).
  2. Select the report time range.
  3. After the report was generated you can download it in a PDF format. 

Some reports has also additional parameters which affect the information which is displayed on the report:


All settings are located at  Admin Dashboard → Settings in two tabs: General and Labels.

General

On this tab you have two options:

  • Date format - Choose the format of the date - US (mm/dd/yyyy) or EUR (dd-mm-yyyy).
  • Span the report to selected dates - Select if you want to span the report to the dates selected with the filter. 

    • Yes - means that the report will display the dates from beginning/end of the period even when there's no data eg. If you didn't have any posts, for example, in 2013 yet, you select the dates from 01/01/2013 to 01/01/2021, the days from 2013 will be displayed with the values 0
    • No - means that the report will only display the period within the selected timeframe containing some data. It means it has to start and end with some non-zero value. 

To save changes, click the  Update button at the bottom left.

Example: Span the report to selected dates

The chosen period is from 01-05-2020 to 01-05-2021

The option is turned to Yes:

The option is turned to No:

Labels

On this tab you can customize or translate the following labels:

  • "No Data Found" label
  • "Choose graph type:" label
  • "Back to list" label
  • "Unknown Author" label
  • "Download Report as PDF" label
  • "Download Report as CSV" label
  • "Post comment" label
  • "Unknown User" label

Don't forget to click the Update button after changing the labels.


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