Reporting & Analytics

Account: VITAG (Vitagen Labs)
Documented: June 28, 2026

---

Overview

Category	Report Count	Key Reports
Auto Order	10+	Auto Order Summary, Subscription Churn, Failed Billing, Rebill Schedule
Customer	4	Customer List, New vs. Returning, Customer LTV
Financial	10+	Revenue Summary, Tax Report, Refunds, Chargebacks, P&L by Channel
Integrations	3	Integration sync logs (ShipStation, accounting, etc.)
Item	6	Best Sellers, Item Revenue, SKU Performance, Inventory Movement
Marketing	4	UTM Source Report, Coupon Usage, Affiliate Report, Email Performance
Order	6	Order Summary, Orders by State, Abandoned Carts, Order Status
Shipping	6	Shipping Cost by Carrier, Delivery Performance, Shipping Revenue vs. Cost
StoreFronts	5	StoreFront Traffic, Conversion Rate, Funnel Analysis, Page Performance

Most Useful Reports for VITAG (Supplements)

Report	Category	Why It Matters
Auto Order Summary	Auto Order	Track subscription MRR and active subscriber count
Subscription Churn	Auto Order	Monitor cancellation rate; identify at-risk cohorts

Chart Type	Best For
Bar chart	Comparing values across categories (e.g. revenue by product)
Line graph	Trends over time (e.g. daily orders, subscription growth)
Pie chart	Proportional breakdown (e.g. revenue by UTM source)
Map	Geographic distribution (e.g. orders by state)
Sankey diagram	Flow analysis (e.g. customer journey, traffic to conversion funnel)
Scatter plot	Correlation analysis (e.g. order size vs. LTV)
Table	Raw data with sorting and filtering

Sample Prompts for VITAG

The AI Report Builder accepts plain-language questions. Here are high-value prompts for a supplement brand:

Revenue & Sales

"Show me daily revenue for the past 30 days as a line chart."

"What are my top 10 best-selling products by revenue this quarter?"

"Show total sales by state for the past month with a map visualization that emphasizes the states with the most revenue."

Subscription / Auto Orders

"How many active auto orders (subscriptions) do I have, and what is the monthly recurring revenue?"

"Show me my subscription churn rate by month for the past 6 months."

"Which products have the highest subscription cancellation rate in the last 90 days?"

Advertising / Attribution

"What are my top-performing advertising sources (UTM sources) in the last 30 days? Include a pie chart with revenue breakdown."

"Show me revenue by UTM campaign for this month vs. last month."

"Which UTM source has the highest average order value?"

Customer Behavior

"What is the average number of orders per customer in the past 6 months?"

"Show me a breakdown of new vs. returning customers by month."

"What percentage of customers who bought Product X also bought Product Y?"

How to Save a Report

1. Run the report and verify the results look correct

2. Click Save (or the save icon in the report interface)

3. Give the report a name (e.g. "Monthly Revenue by UTM Source")

4. The saved report appears in the AI Reports section of the Reporting sidebar

5. It can now be added to a Dashboard (see Section 3)

---

Section 3: AI Dashboard Builder (Reports Dashboards)

URL: <https://secure.ultracart.com/merchant/report/dashboardListLoad.do>

Navigation: Operations → Reporting → Reports Dashboards

Dashboards combine multiple saved reports into a single visual page that refreshes automatically. Instead of running individual reports each morning, VITAG can open one Dashboard page and see all key metrics at a glance.

What UltraCart Says About Dashboards

"Transform the way you understand and grow your eCommerce store. UltraCart's Dashboard Builder lets you track sales, customer behavior, marketing performance, and more — all from one place. But first, you'll need reports to display."

"Don't Have Any Reports Yet? No problem. Creating reports is easy with our AI-Powered Report Builder. Use natural language to get insights like 'Show me my top-selling products this month' or 'What's my average order value over the last 90 days?' UltraCart's AI builds the report for you — instantly and accurately."

Workflow: Build a Dashboard from Scratch

1. Create reports in the AI Report Builder (Section 2 above)

2. Save each report with a descriptive name

3. Go to Reports Dashboards → click New Dashboard

4. Name the dashboard (e.g. "VITAG Daily Operations" or "Marketing Performance")

5. Add saved reports as tiles/widgets on the dashboard

6. Arrange tiles in the desired layout

7. The dashboard is now accessible from the Reports Dashboards page

Recommended Dashboards for VITAG

Dashboard 1: Daily Operations

• Today's revenue (line chart, last 7 days)

• Orders placed today (count)

• Active subscriptions count

• Failed billing alerts (count)

• Top 5 selling SKUs this week

Dashboard 2: Marketing Performance

• Revenue by UTM source (pie chart)

• Orders by UTM campaign (bar chart)

• Abandoned cart rate (trend line)

• Email conversion summary (from flow reports)

Dashboard 3: Subscription Health

• Active auto orders (MRR)

• New subscriptions this month

• Cancellations this month

• Churn rate trend

---

Section 4: Schedule Reports

URL: <https://secure.ultracart.com/merchant/report/scheduleReportListLoad.do>

Navigation: Operations → Reporting → Schedule Reports

Any built-in report or saved AI report can be scheduled for automated delivery by email on a recurring basis.

Setting	Options
Report	Any saved or built-in report
Frequency	Daily, weekly, monthly
Delivery Time	Time of day for email delivery
Recipients	One or more email addresses
Format	CSV, Excel, PDF (varies by report)

Recommended Scheduled Reports for VITAG

Report	Frequency	Recipients

Resource	URL
Available Reports	<https://secure.ultracart.com/merchant/report/reportListLoad.do>
AI Report Builder	<https://secure.ultracart.com/merchant/report/builderReportLoad.do>
Reports Dashboards	<https://secure.ultracart.com/merchant/report/dashboardListLoad.do>
Schedule Reports	<https://secure.ultracart.com/merchant/report/scheduleReportListLoad.do>
Report Pickup	<https://secure.ultracart.com/merchant/report/reportPickupLoad.do>