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Insights is Marzipan’s reporting area. Each report gives you a focused view of a different part of your business, from revenue and customers through to subscriptions, rewards and web traffic. To open Insights, click on Insights in the main navigation menu, then choose a report from the report selector.
The Insights area showing the report selector and a revenue report with headline metrics

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Shared controls

Every report shares the same core controls:
  • Date range — set the period the report covers.
  • Compared to — compare the current period against a previous one to see how things are trending.
  • Market filter — narrow the report to a single market if you sell across more than one.
Because the controls are the same everywhere, a date range and comparison you’ve settled on for one report means the same thing in the next.
Test-mode orders are excluded from Insights, so every report reflects real trading only.

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Access

Access to each report is controlled by your Roles permissions, so you can decide which team members see which reports. A team member only sees the reports their role allows.

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The reports

Sales

Revenue, channels, geographic, orders, products, cart recovery and events

Customers

Your customer base, retention and rewards programme

Subscriptions

Recurring revenue, churn, status and billing

Attribution

Where your orders come from

Web analytics

Visitor traffic on Marzipan-hosted sites