{"id":5195,"date":"2026-01-27T18:24:53","date_gmt":"2026-01-27T09:24:53","guid":{"rendered":"https:\/\/storecrm.com\/help\/?p=5195"},"modified":"2026-01-27T18:24:54","modified_gmt":"2026-01-27T09:24:54","slug":"customreport","status":"publish","type":"post","link":"https:\/\/storecrm.com\/help\/en\/setting\/customreport\/","title":{"rendered":"How to use System Reports and Custom Reports"},"content":{"rendered":"<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What you will find on this page<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Overview and main uses of system and custom reports<\/li>\n\n\n\n<li>Creation procedure and the meaning of each filter item<\/li>\n\n\n\n<li>Definition of indicators and how to view the results screen<\/li>\n\n\n\n<li>Stumbling Points and How to Deal with Them<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Prerequisite.<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Custom reports are a beta feature and may take several minutes to return results. Please contact support if you find any anomalies.\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/storecrm.com\/ja\/contact\/\" target=\"_blank\" rel=\"noopener\" title=\"https:\/\/storecrm.com\/ja\/contact\/\">https:\/\/storecrm.com\/ja\/contact\/<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">What you can do (overview)<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Results can be aggregated by time period, product, scenario (Automate Action), campaign, email\/line message, customer segment, etc.<\/li>\n\n\n\n<li>The output is focused on only the necessary indicators, and settings can be duplicated and reused from the results screen.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Use of system reports and custom reports<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Systems Report<\/strong>: When you want to get a full view immediately. Settings cannot be changed\/deleted\/immediately displayed.<\/li>\n\n\n\n<li><strong>Custom Reports<\/strong>: When you want to dig deeper by product, scenario, segment, etc. You can freely narrow down, select indicators, and duplicate.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">What is a System Report?<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>This is a canned report provided in the initial StoreCRM state (indicated by the \"System\" badge in the list).<\/li>\n\n\n\n<li>Cannot be deleted or duplicated (the duplicate button is not displayed). It is displayed immediately without waiting for generation.<\/li>\n\n\n\n<li>Data reports can be checked for major categories such as scenarios, campaigns, emails, and lines.<\/li>\n<\/ul>\n\n\n\n<p>Number of transmissions and clicks (LINE\/Campaign)<br>Sales (LINE)<br>Number of transmissions and clicks (LINE \/ Scenario)<br>Number of opens and clicks (emails\/campaigns)<br>Number of opens and clicks (emails\/scenario)<br>Sales (e-mail)<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Typical uses<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>I want to see a quick look at daily sending, opening, and clicking trends.<\/li>\n\n\n\n<li>I want to immediately see basic indicators by delivery channel.<\/li>\n\n\n\n<li>I want to get an approximate trend before creating a custom report.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td>mail (usu. in phrases like \"e-mail\", \"text message\", etc.)<\/td><td><ul><li>Number of transmissions<\/li><li>open rate<\/li><li>Number of clicks<\/li><li>sales<\/li><\/ul><\/td><\/tr><tr><td>LINE Messages<\/td><td><ul><li>Number of transmissions<\/li><li>Number of clicks<\/li><li>sales<\/li><\/ul><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Accessing System Reports<\/h2>\n\n\n\n<p><\/p>\n\n\n\n<h6 class=\"wp-block-heading\">1. click on StoreCRM -&gt; [Reports].<\/h6>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"484\" src=\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-1024x484.png\" alt=\"\" class=\"wp-image-5196\" srcset=\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-1024x484.png 1024w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-300x142.png 300w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-768x363.png 768w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-1536x726.png 1536w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-18x9.png 18w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image.png 1916w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>Select the report you wish to review. The report detail screen will appear. Specify the time period and display items, and click \"Refresh Graph\" to display the data.<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"489\" src=\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-1-1024x489.png\" alt=\"\" class=\"wp-image-5197\" srcset=\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-1-1024x489.png 1024w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-1-300x143.png 300w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-1-768x367.png 768w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-1-1536x733.png 1536w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-1-18x9.png 18w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-1.png 1911w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>3. <\/strong>A line graph is displayed at the top, and a table and the number of clicks on each link are displayed at the bottom. Data can also be exported in csv format from [Download this data].<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"488\" src=\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-2-1024x488.png\" alt=\"\" class=\"wp-image-5198\" srcset=\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-2-1024x488.png 1024w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-2-300x143.png 300w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-2-768x366.png 768w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-2-1536x732.png 1536w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-2-18x9.png 18w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-2.png 1907w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What is a Custom Report?<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>This is a flexible reporting function that allows you to freely combine and aggregate distribution channels, products, scenarios (Automate Action), campaigns, customer segments, etc.<\/li>\n\n\n\n<li>You can select and output only the indicators you need (number of transmissions, opens, clicks, sales, orders, etc.).<\/li>\n\n\n\n<li>The settings you create can be reused from the \"Duplicate\" menu, and are also suitable for comparisons by changing only the period of time.<\/li>\n\n\n\n<li>Aggregation is performed asynchronously, and a graph is displayed on the detail screen when completed (since this is a beta offering, it may take several minutes for results to appear).<\/li>\n\n\n\n<li>It is suitable for in-depth analysis and verification of the effectiveness of specific measures. It is recommended to use the system report for a general overview and the custom report for detailed analysis.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Steps to create a custom report<\/h2>\n\n\n\n<p><strong>1. Click on \"Report List\" -&gt; \"Add Custom Report\".<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"486\" src=\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-3-1024x486.png\" alt=\"\" class=\"wp-image-5199\" srcset=\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-3-1024x486.png 1024w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-3-300x142.png 300w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-3-768x365.png 768w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-3-1536x729.png 1536w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-3-18x9.png 18w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-3.png 1915w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>2. Enter a \"Report Name\".<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"489\" src=\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-4-1024x489.png\" alt=\"\" class=\"wp-image-5200\" srcset=\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-4-1024x489.png 1024w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-4-300x143.png 300w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-4-768x366.png 768w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-4-1536x733.png 1536w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-4-18x9.png 18w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-4.png 1901w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>3. Select the date range you wish to aggregate in the \"Event Occurrence Period.<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"489\" src=\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-5-1024x489.png\" alt=\"\" class=\"wp-image-5201\" srcset=\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-5-1024x489.png 1024w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-5-300x143.png 300w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-5-768x367.png 768w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-5-1536x734.png 1536w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-5-18x9.png 18w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-5.png 1898w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>4. Set the following filters as needed<\/strong>The following is a list of the most common problems with the<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Scenario: Filter by Automate Action. Use to check the results of each scenario.<\/li>\n\n\n\n<li>Campaigns: Aggregated by distribution campaign.<\/li>\n\n\n\n<li>Product \/ Product Variation: Use this option when you want to check the response to an individual product or a specific variation. Multiple selections are allowed.<\/li>\n\n\n\n<li>Email \/ Line Messages: Used to compare results by content.<\/li>\n\n\n\n<li>Customer Segment: Used when you want to verify the results of segment delivery.<\/li>\n\n\n\n<li>Customer ID \/ Email: Used to track specific customer behavior.<\/li>\n\n\n\n<li>Event Occurrence Period: Filter by event date, such as sent, opened, clicked, etc.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"490\" src=\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-6-1024x490.png\" alt=\"\" class=\"wp-image-5202\" srcset=\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-6-1024x490.png 1024w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-6-300x144.png 300w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-6-768x367.png 768w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-6-1536x735.png 1536w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-6-18x9.png 18w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-6.png 1902w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>5. Check the necessary indicators in \"Indicators to be displayed\" (all selected by default).<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"485\" src=\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-7-1024x485.png\" alt=\"\" class=\"wp-image-5203\" srcset=\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-7-1024x485.png 1024w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-7-300x142.png 300w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-7-768x364.png 768w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-7-1536x728.png 1536w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-7-18x9.png 18w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-7.png 1902w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>6. Press \"Generate Report\" to move to the detail screen. Once generated, a graph will be displayed.<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"489\" src=\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-8-1024x489.png\" alt=\"\" class=\"wp-image-5204\" srcset=\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-8-1024x489.png 1024w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-8-300x143.png 300w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-8-768x367.png 768w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-8-1536x733.png 1536w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-8-18x9.png 18w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-8.png 1900w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"491\" src=\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-9-1024x491.png\" alt=\"\" class=\"wp-image-5205\" srcset=\"https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-9-1024x491.png 1024w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-9-300x144.png 300w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-9-768x368.png 768w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-9-1536x737.png 1536w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-9-18x9.png 18w, https:\/\/storecrm.com\/help\/wp-content\/uploads\/2026\/01\/image-9.png 1901w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Definition of Indicators<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Sent: Total number of target messages sent<\/li>\n\n\n\n<li>Cumulative openings: Total number of open events<\/li>\n\n\n\n<li>Opened Customers: Number of unique customers who have opened the door.<\/li>\n\n\n\n<li>Clicks: Total number of click events<\/li>\n\n\n\n<li>Number of customers who clicked: Number of unique customers who clicked<\/li>\n\n\n\n<li>Unsubscribes: Number of unsubscribes that resulted in unsubscription<\/li>\n\n\n\n<li>Sales: Amount of sales tied to the period<\/li>\n\n\n\n<li>Orders: Number of orders tied to the<\/li>\n\n\n\n<li>Customers Ordered: Number of unique customers who placed an order<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Common stumbling blocks and solutions<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Please enter a report name\" is displayed: The report name is blank.<\/li>\n\n\n\n<li>Generation does not finish: Check to see if the time period or refinement is not too broad, and reduce unnecessary indicators to speed up the process.<\/li>\n\n\n\n<li>Sales or orders are zero: the filter may be too strict or out of period. Loosen the conditions and recreate the filter.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<pre class=\"wp-block-verse has-small-font-size\"><strong>Related Pages<\/strong><\/pre>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/storecrm.com\/help\/en\/setting\/dashboard-2\/\" data-type=\"post\" data-id=\"658\">dashboard<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/storecrm.com\/help\/en\/setting\/setting\/\" data-type=\"post\" data-id=\"629\">Change email details sent from StoreCRM<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/storecrm.com\/help\/en\/setting_support\/setting-support\/\" data-type=\"post\" data-id=\"172\">Initial Setup Support<\/a><\/li>\n<\/ul>\n\n\n\n<p><\/p>","protected":false},"excerpt":{"rendered":"\u3053\u306e\u30da\u30fc\u30b8\u3067\u308f\u304b\u308b\u3053\u3068 \u524d\u63d0\u6761\u4ef6 \u3067\u304d\u308b\u3053\u3068\uff08\u6982\u8981\uff09 \u30b7\u30b9\u30c6\u30e0\u30ec\u30dd\u30fc\u30c8\u3068\u30ab\u30b9\u30bf\u30e0\u30ec\u30dd\u30fc\u30c8\u306e\u4f7f\u3044\u5206\u3051 \u30b7\u30b9\u30c6\u30e0\u30ec [&hellip;]","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16,125],"tags":[79],"class_list":["post-5195","post","type-post","status-publish","format-standard","hentry","category-setting","category-report","tag-dashboard"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/storecrm.com\/help\/en\/wp-json\/wp\/v2\/posts\/5195","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/storecrm.com\/help\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/storecrm.com\/help\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/storecrm.com\/help\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/storecrm.com\/help\/en\/wp-json\/wp\/v2\/comments?post=5195"}],"version-history":[{"count":1,"href":"https:\/\/storecrm.com\/help\/en\/wp-json\/wp\/v2\/posts\/5195\/revisions"}],"predecessor-version":[{"id":5206,"href":"https:\/\/storecrm.com\/help\/en\/wp-json\/wp\/v2\/posts\/5195\/revisions\/5206"}],"wp:attachment":[{"href":"https:\/\/storecrm.com\/help\/en\/wp-json\/wp\/v2\/media?parent=5195"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/storecrm.com\/help\/en\/wp-json\/wp\/v2\/categories?post=5195"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/storecrm.com\/help\/en\/wp-json\/wp\/v2\/tags?post=5195"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}