🚀 Storefront Admin Problem Solvers 🚀

Read our handy storefront styling tips and tricks!

What you need to know about the Storefront Status: Test Mode

 

When creating a new storefront it will be launched in "Test Mode". You will see a reference to this in Storefront Management and when logged in with your Platform Account, you'll see it alongside the storefront name on "Current Storefront". 

Here is an example from one of our Infigo Training platforms: 

 

Test Mode: 

  • allows you to build your storefront in a "testing" environment before going to live 
  • means you can easily remove test data (orders, users, etc) before moving to live 
  • gives you and your colleagues a clear indication as to which storefronts are live, and which need more work before they're ready for external use. 

 

Clearing Test Data 

When updating a storefront status to Live, you will be given the option to "Clear Test Data": 

You will be advised on the impact of doing this - "Are you sure you want to clear test data for your account? This will remove all test customers and orders from this storefront, the action cannot be undone.".

If you want to review users before clearing test data... here's how: 

  • go to Customer Management and click Edit on the customer you wish to keep after clearing test data. If the user does not have an admin role then you will have the option to Convert to Live (admin users will be 'live' by default). 
  • if you don't want to keep the user when you change storefront status, then don't convert them to live and they will be removed when you clear test data. 

 

When you're ready to clear test data (in Storefront Management), you simply click the button on the right hand side. Please make sure you're on the correct storefront before confirming - this change cannot be undone. 

The process will begin after you confirm you are sure you want to clear test data for your account. The process will show in the bottom right corner and once complete you'll get downloads of test orders (for your records). 

 

Switching Storefront Status to Live

So, you've cleared your test data and now you're ready go change the storefront status to Live.

  • Once again, you need to go to Storefront Management and find the storefront you want to update. 
  • Click on Edit on the right hand side 
  • Choose Live from the Status dropdown and click Live 

  • Then click on Update 

 

 

 

 

 

 

 

 

What are the Different Types of Infigo Products?

 

Which product type should I use?

In this article, we'll take a look at the different types of Product available within Infigo, along with links to additional resources showing how these could be configured.

Enabling Product Types

Commonalities of all Product Types

Stock Products

Static PDF Products

Multipart Products (for PDF Upload)

MegaEdit Products

Kit Products

Multi Product Custom Product

Other Product Types

 

Enabling Product Types

 

You could globally enable or disable different types of product within Infigo using the Admin Area Settings menu. However this has now changed and can only be enabled by Infigo Support. So please raise a support ticket to enable the different product types for you

These will now be available when using the new product wizard, or when modifying a Stock product to a different type of product.

 

Commonalities of all Product Types

 

Regardless of the product type selected, each will allow configuration of:

  • Pricing
  • Landing page content
  • Product attributes (for example; material, size or finish)
  • Related, required or cross-sell products
  • Associated categories
  • SEO
  • Tax
  • Inventory
  • Discounts
  • Weight and dimensional information
  • Product tags

And more...

 

Stock Product

 

Stock products are pre-manufactured goods that are produced in bulk and kept in inventory for immediate sale. These items are standardized and typically sold off the shelf without any customization, making them readily available for consumers to purchase without delay.

Other common names could be:

  • Off the shelf
  • Pick and pack
  • Pre-printed

Additional resources:

https://training.infigosoftware.com/academy/p/282/create-your-first-product-bg_007b

 

 

 

Static PDF Product

 

A PDF is pre-uploaded to the product and cannot be modified once in place. When an order for the Static PDF product is placed, the PDF is provided to the print operator as the required output file, ready to be printed.

A Static PDF product provides a good range of preview options on the product landing page, allowing the user to flick through the PDF prior to purchase.

 

Additional resources:

https://training.infigosoftware.com/academy/p/284/setting-up-a-static-pdf-product-bg_009b

https://infigosoftware.zendesk.com/hc/en-us/articles/200872648-How-to-create-a-Static-PDF-Product

 

 

 

 

Multipart Product

 

Whilst it does have more advanced capabilities, the primary purpose of a Multipart product is for use as an upload space. This product gives you the ability to allow your users to upload their own print-ready PDF files. As these uploaded files are associated with a product, they will have associated pricing, shipping, etc and proceed through the ordering process the same as any other product.

Upon placing the order, the uploaded PDF is provided to the print operator via our Shared Print Operations (SPO) or via any other means you use of distributing artwork (Hotfolders, MIS, etc).

 

Multipart products can also be used for purchasing multiple versions of a product in a single operation. See the resources below for additional information.

 

Additional resources:

https://training.infigosoftware.com/academy/p/285/setting-up-a-multi-part-product-bg_010b

https://infigosoftware.zendesk.com/hc/en-us/articles/214857023-Create-a-Multi-Part-Product

https://training.infigosoftware.com/academy/p/932/multi-version-product-ordering-with-multipart-upload-products-bg_050

 

 

 

MegaEdit Product

 

MegaEdit is Infigo's flagship product template builder, giving you the ability to create intricate variable product templates.

MegaEdit products operate within your browser. They will have the same format of landing page as other products, however users will be prompted to Start, at which point the MegaEdit editor is loaded in order to customise the product.

MegaEdit products have a vast array of capabilities and configurations, including:

  • Configuring products within the MegaEdit editor
  • Setting up MegaEdit templates via Invent (our plugin for Adobe InDesign using .mex files)
  • 3D Preview
  • Parametric packaging (coming soon, at the time of writing)

Additional resources:

https://training.infigosoftware.com/academy/c/69/template-builder

https://infigosoftware.zendesk.com/hc/en-us/categories/200325159-MegaEdit

https://infigosoftware.zendesk.com/hc/en-us/categories/4403029624337-Invent

 

 

 

Kit Products

 

Kit Products allow you to give the user the choice of adding multiple products to the basket through a single landing page. This can be useful in allowing the user to select different orderline quantities and can theoretically serve as an alternative to using a category.

An example use case is for a predefined pack of corporate products. A single kit product would act as the parent product, bringing together multiple, separately defined child products such as a pen, t-shirt and USB stick.

 

Additional resources:

https://training.infigosoftware.com/academy/p/997/kit-products-bg_052

https://infigosoftware.zendesk.com/hc/en-us/articles/360053596611-Kit-Custom-Products

 

 

 

 

Multi Product Custom Product

 

A product which links to various additional "Child" products. It's possible to create a product landing page that has multiple products linked to it so rather than having multiple products pages across a category you could link several 'child' products to a 'Parent' product.

An example would be a Poster product where you have multiple sizes available A1, A2, A3 and A4 but have a 'Parent product' as Poster, and then your 'child' products are the sizes.

 

Additional resources:

https://training.infigosoftware.com/academy/p/288/setting-up-a-multi-product-custom-product-bg_013

https://infigosoftware.zendesk.com/hc/en-us/articles/4417141760401-Multi-Product-Custom-Product

 

 

Other Product Types

 

Other, much lesser used product types are available within Infigo. Information on these can be found throughout out Help Centre or on the Infigo Academy.

If you have any additional queries, please contact our Customer Support team who can provide necessary guidance.

Job Statuses in Shared Print Operations: What Do They Mean?

 

Shared Print Operations uses a set of job statuses to track the lifecycle of a print order. These statuses indicate where a job currently sits within the workflow, from creation and approval through production, fulfilment, and integration with external systems such as MIS platforms.

Understanding these statuses helps administrators and operators determine what stage a job is at and whether any action is required.


 

Order Creation & Initial Processing

Nothing

The job exists but no processing has started yet.

Example:
A job record is created but the system has not yet begun processing the order.


Creating

The system is currently generating the job and preparing it for processing.

Example:
A user completes checkout and the system begins creating the job entry and preparing associated data.


InBasket

The job is currently in the user’s basket but has not been submitted.

Example:
A customer adds a product to their basket but has not yet placed the order.


Ordered

The order has been successfully submitted and entered the production workflow.

Example:
A user completes checkout and the job is now ready to move through output generation and production.


FutureOrder

The order has been placed but is scheduled to be processed at a later time.

Example:
A recurring order scheduled to run next month.


UnapprovedOrder

The order has been created but still requires approval before production can begin.

Example:
A corporate ordering workflow where a manager must approve the order before printing.


 

Output Generation

 

These statuses track the creation of print-ready files.


OutputCreationStarted

The system has started generating the output files.

Example:
A PDF proof or print-ready artwork file is being generated after an order is placed.


OutputCreated

Output files have been successfully generated.

Example:
The final print-ready PDF has been created and is ready to be sent to production.


OutputCreationFailed

An error occurred during output generation.

Example:
A missing font or artwork issue prevents the system from generating the print-ready file.


ExternalOutputRequested

An external system has requested output generation.

Example:
A third-party production system requests the job’s output files.


ExternalOutputJobClosed

The external output request has completed.

Example:
An external system finishes processing the requested output files.


 

Production Workflow

 

These statuses represent stages of the print production process.


InProduction

The job is currently being printed or produced.

Example:
A batch of brochures is actively printing on a production machine.


InArtworking

Artwork preparation is taking place.

Example:
A designer is adjusting the artwork or preparing files before printing.


InReprographics

Files are being prepared for print reproduction.

Example:
Colour adjustments or file preparation are being completed before sending the job to the printer.


InFinishing

Post-print finishing processes are being applied.

Example:
A printed booklet is being bound or trimmed.


InPacking

The printed items are being packed for shipping.

Example:
Finished products are placed into boxes and labelled.


Printed

The job has completed the printing stage.

Example:
A run of posters has finished printing and is ready for packing or finishing.


InHotFolder

The job has been copied to a hot folder for automated print processing.

Example:
A print server automatically detects the job and begins processing it.


CopyToHotFolderFailed

The job failed to copy to the hot folder.

Example:
A network issue prevents the job file from reaching the printer’s hot folder.


CopyToHotFolderSkipped

The job was configured not to use a hot folder.

Example:
The job is handled through a different production workflow.


 

Shipping & Fulfilment


Shipped

The job has been dispatched to the customer.

Example:
A courier collects the printed materials and tracking information is generated.


ReadyForCollection

The order is ready for customer pickup.

Example:
A local customer collects printed materials from the print shop.


 

Approval & Validation

 

These statuses relate to order review and validation workflows.


AwaitingApproval

The order requires approval before continuing.

Example:
A marketing manager must approve a branded document before printing.


Approved

The order has been approved.

Example:
A manager approves a batch of business card orders.


PartiallyApproved

Only part of the order has been approved.

Example:
Two products in a multi-product order are approved while one remains pending.


Rejected

The order has been rejected.

Example:
Artwork does not meet brand guidelines and the order is rejected.


AwaitingProof

The order is waiting for proof approval.

Example:
A customer must approve a proof before production begins.


AwaitingData

Required information is missing.

Example:
A customer has not uploaded required artwork files.


AwaitingParts

The job is waiting for additional components.

Example:
A promotional pack requires multiple items that are not yet available.


RecreationRequested

A new version of the output has been requested.

Example:
Artwork changes require regeneration of the print file.


Verified

The job has passed verification checks.

Example:
All required assets and data are confirmed to be correct.


ValidationFinished

Validation processes have completed successfully.


ValidationFailed

Validation checks failed.

Example:
Artwork dimensions do not match product requirements.


 

Communication Statuses

 

These statuses relate to notifications sent to customers or administrators.


SentEmail

An email notification has been successfully sent.

Example:
An order confirmation email is sent to the customer.


SentEmailFailed

An email notification was attempted but failed to send.

Example:
An order confirmation email fails to send because the mail server is temporarily unavailable.


EmailBounced

The email was delivered to the recipient's mail server but was rejected or bounced.

Example:
A shipment notification email is sent but the recipient's email address no longer exists.


EmailBouncedAndPrintJobCreated

An email bounced and the system created a print job as an alternative communication method.

Example:
A billing statement email fails and the system generates a physical print job to send the document by post.


NoEmailBounceActionRequired

An email bounced but no further action is required.

Example:
A notification email fails, but the system determines the notification is non-critical and no additional action is needed.


SmsDispatching

The system is currently attempting to send an SMS notification.

Example:
A text message is being sent to notify a customer that their order has shipped.


SmsDispatched

The SMS notification has been successfully sent.

Example:
A customer receives a text message confirming their print order is ready for collection.


 

MIS Integration Statuses (with examples)

MisNotified

The system has notified the external MIS system about the job.

Example:
A new order is sent to the MIS so it can be scheduled for production.


MisFailed

Communication with the MIS system failed.

Example:
The system attempts to send job details to the MIS but the MIS server is unavailable.


MisNotificationRetrigger

The system is retrying sending the job notification to the MIS.

Example:
A previous attempt to notify the MIS failed, so the system retries the notification.


MisAdditionalActionRequired

The MIS system requires additional steps before processing can continue.

Example:
The MIS system requires additional job information or manual confirmation before scheduling production.


MisManifested

The job has been registered or manifested within the MIS system.

Example:
The MIS creates a production ticket for the job.


MisOrderProcessed

The order has been successfully processed by the MIS system.

Example:
The MIS schedules the job in the production queue.


MisAssetsOk

All required assets have been successfully delivered to the MIS.

Example:
Artwork files and production data are successfully transferred to the MIS system.


MisAssetsFailed

Asset delivery to the MIS system failed.

Example:
Artwork files cannot be uploaded to the MIS due to a network error.


MisPartiallyFailed

Some MIS actions succeeded while others failed.

Example:
Artwork files were transferred successfully, but the job creation failed in the MIS.


 

Additional Workflow Statuses 

TemplateProductCreated

A template product has been successfully generated.

Example:
The system automatically creates a reusable template product based on an existing design.


TemplateProductCreationFailed

The system attempted to create a template product but failed.

Example:
The template generation process fails due to missing design assets.


ActionRun

An automated system action has been executed.

Example:
A scheduled automation updates the job status or triggers an integration process.


MisNotificationRetrigger

A previously failed MIS notification has been triggered again.

Example:
The system retries sending job data to the MIS after a temporary failure.


CustomStatus

A custom workflow status defined by the system or integration.

Example:
A print provider creates a custom status such as “Awaiting Courier Pickup”.


CustomStatusHidden

A custom status that exists in the workflow but is hidden from standard user views.

Example:
An internal processing status used by system integrations but not visible to operators.


MisAdditionalActionRequired

Additional actions are required by the MIS before the job can proceed.

Example:
The MIS flags the job for manual review before scheduling production.


ReadyForCollection

The order is ready to be collected by the customer.

Example:
Printed posters are finished and waiting at the print shop reception desk.


MisManifested

The job has been officially recorded or manifested in the MIS.

Example:
The MIS assigns the job to a specific production batch.


CopyToHotFolderFailed

The system attempted to copy files to a printer hot folder but the operation failed.

Example:
The network printer share is unavailable when the system tries to copy the print file.


Blocked

The job cannot proceed because of a dependency or issue.

Example:
Production is paused because artwork approval has not yet been received.


ArtworkUploaded

Artwork files have been uploaded to the job.

Example:
A customer uploads a logo file required for printing business cards.


CopyToHotFolderSkipped

The hot folder step was intentionally skipped.

Example:
The job is sent to production through a different workflow instead of using a hot folder.


MisOrderProcessed

The MIS system has completed processing the order.

Example:
The job has been scheduled and allocated to a production machine.


MisAssetsOk

Assets required by the MIS have been successfully delivered.

Example:
Artwork files and print instructions are transferred to the MIS.


MisAssetsFailed

The asset transfer to the MIS failed.

Example:
An artwork file upload fails due to a server timeout.


PartiallyApproved

Some parts of the job have been approved while others are still awaiting approval.

Example:
Two items in a multi-product order are approved while another still requires review.


JobDataDeleted

Job-related data has been removed from the system.

Example:
Temporary processing data is deleted after job completion.


ValidationFailed

Validation checks did not pass.

Example:
The uploaded artwork file is missing required print marks.


ValidationFinished

All validation checks have completed successfully.

Example:
The system confirms the artwork size and resolution are correct.


MisPartiallyFailed

Some MIS operations completed successfully while others failed.

Example:
The job was created in the MIS, but artwork transfer failed.


ApprovalJobUpdated

The approval status of the job has been updated.

Example:
A manager approves an order that was previously awaiting approval.


OutputDelete

Generated output files for the job have been removed.

Example:
Old output files are deleted after a job is recreated with updated artwork.

What Does the Clean-up Status mean in Shared Print Operations?

 

This article explains what the CleanUp status does in the SPO (Shared Print Operations) view and how it behaves after an order is shipped, completed or cancelled.

CleanUp means the system has cleared the order’s working folder because the order is complete or cancelled. The cleanup is automatic and is triggered when the order is shipped; it happens within seconds and cannot be changed.

Files are cleared from the working folder to manage storage, but users can still place re-orders. If you need a job reopened (for example to retrieve files or re-run outputs), a support agent can reopen the job on request. In this ticket the customer confirmed that filtering SPO by the completed/shipped order status also shows jobs that have been moved to CleanUp.

Use cases

  • An order is shipped, completed or cancelled and the system clears the working folder and marks jobs as CleanUp.

  • You need to place a re-order after files were cleared; re-ordering is still possible.

  • You need files or the job reopened after CleanUp; request a support agent to reopen the job.

  • You want to confirm which jobs were cleaned up by filtering SPO by order status (shipped/complete).

Key settings in Infigo

  • Order status (Shipped / Complete / Cancelled / CleanUp): affects whether the system clears the order’s working folder and changes job availability; location in UI: SPO order status filter / search by status.

Step by step guide

1. Mark the order as shipped, complete or cancelled in SPO. The system will automatically trigger the CleanUp process when the order is shipped.
2. The CleanUp process clears the order’s working folder and the status changes to CleanUp. This happens within seconds and cannot be changed by users.
3. After CleanUp, the Download Output button is no longer available for that job in SPO. If you need outputs or files restored, contact a support agent and request that the job be reopened.
4. To find jobs that have been cleaned up in SPO, set the order status filter to shipped or complete and review the listed jobs. 

For additional guidance, please visit the Infigo Academy or contact our Customer Support team.

Searching for Jobs in Shared Print Operations (SPO)

 

Infigo Academy: Shared Print Operations:

 

This article will help you with filtering through jobs in SPO to find a specific order or orderline item. 

 

If you do not want your admin to see other stores orders in SPO, please enable LimitStorefrontAdminsToTheirOwnStorefront.

 

Product Types

There is a tab for each product type to help make filtering easier. Each tab needs to be enabled in Configuration > Settings > Product and Editor Settings > Infigo Settings:

mceclip0.png

Here is exactly what will show when enabling these:

  • PrintOpsShowVariable - Infigo Variable products
  • PrintOpsShowStatic - Static Infigo products (PDF)
  • PrintOpsShowMultiPart - MultiPart - also called Uploadable PDF Products (separate from Uploadable Dynamic Products
  • PrintOpsShowOrdinary - NOP Products
  • PrintOpsShowDynamic - Dynamic or MegaEdit Products
  • PrintOpsShowSymphony - Symphony Products (if using the symphony module)
  • PrintOpsShowExternal - Jobs that appear here are for the jobs placed with the API call "CreateOutputFor"
  • PrintOpsShowCustom - Custom products like KitCustom, MultiProductCustomProduct, AttritbutesAsProductsCustomProduct

 

 

The tabs in SPO:

mceclip1.png

Searching for Specific Orders or Orderlines

You will be able to search for specific OrderIDs, JobIDs, Usernames, and Emails within each product type in the 'Search for' field:

mceclip2.png

Filtering Jobs

If you like, you can filter job by Order Status, Payment Status, Job Status, Search Status History, Storefront, Cancelled Jobs, and Orders Requiring Approval. 

mceclip3.png

Please Note that to see canceled jobs in SPO, you will need to select "Show Canceled Jobs" otherwise it will only display activate orders.

If you do not see the specific order you are looking for, adjust the filters to "All" for each option. If the specific order or job is not there still, check Sales > Orders in the correct storefront to see if the order has been deleted or not. 

 

Approval Workflow

Often times orders will come in, but you never receive the output to a hotfolder. If you have this happen, it is very likely that the orderline was rejected by an approver and never resubmitted. To find these, simply type in the OrderID, and change the Approval Workflow to Show only unapproved orders. You will then be able to see a rejected status message and notify the user they need to resubmit their product. 

How Can I Correct an Incorrect Refund Amount on an Order?

 

If an incorrect refund amount is recorded against an order in Infigo, you may notice that the order totals display a different refund amount than what was actually processed through the payment provider.

This can happen if a refund value is entered incorrectly when marking the order as refunded.

Currently, refund values recorded on an order cannot be reset or edited after they have been applied.

This article explains what happens when an incorrect refund is recorded and what options are available.


What Happens When a Refund Is Applied

 

When an order is marked as partially refunded or fully refunded, Infigo records the refund amount in the order financials and updates the order notes.

For example:

  • An order total may be £100

  • A refund of £20 is recorded

  • The order is marked as Partially Refunded

  • The refund value becomes part of the order’s financial record

Once saved, this value is locked within the order totals.


Why the Refund Amount Cannot Be Edited

 

The refund amount becomes part of the order’s financial history once it has been recorded.

For this reason:

  • The refund value cannot be reset

  • The refund value cannot be amended

  • There is no “undo” option for refund totals

This behaviour ensures the integrity of the order's financial records.


Attempting to Edit the Refund via "Edit Order Totals"

 

In the order admin panel, you may see the option:

 
Edit Order Totals
 

However, this option does not allow refund values to be edited or corrected once they have been applied.

The refund amount recorded during the refund process remains fixed.


Recommended Workaround

 

If an incorrect refund amount is recorded, the recommended approach is to document the correction in the order notes.

For example:

  • Add an internal order note explaining the correct refund amount

  • Record the actual refund processed through the payment provider

  • Include any relevant reference information

This ensures that anyone reviewing the order understands the discrepancy between the recorded refund and the actual refund issued.


Example Scenario

 

Example situation:

  1. An order total is £50

  2. A refund is mistakenly recorded as £20

  3. The correct refund issued through the payment provider is £10

Because the refund amount cannot be changed after it has been recorded, the order will still display a £20 refund in the financial totals.

In this case, you should add an order note explaining that the correct refund was £10.


Summary

 

If an incorrect refund amount is recorded on an order:

  • The refund value cannot be reset or edited

  • The refund amount becomes part of the order’s financial history

  • The best workaround is to add an explanatory note to the order

This helps maintain accurate documentation of what occurred while preserving the order’s financial record.

How Can I Export the Customer List from My Storefront?

 

This article explains how to export a complete list of customers from your storefront using the reporting tool available in the Infigo platform.

Follow the simple step-by-step guide to navigate to the reporting section, download the Customer Report, and select your preferred date range and file format.

These instructions ensure you can routinely access customer data for analysis, marketing, or record keeping without having to repeatedly ask for support.

Use cases

  • Export customer data for targeted marketing campaigns.
  • Perform data analysis for business insights.
  • Maintain an up-to-date customer database for record keeping.

Key settings in Infigo

  • Insights > Reports: Access this section via the main navigation menu.

Step-by-step guide

  1. Log in to your Infigo account and navigate to the Insights > Reports section.
  2. Select the Customer Report from the list of available reports.
  3. Choose your desired date range and file format for the export.
  4. Download the report to obtain the complete list of customers.

Related links

For additional guidance, head over to the Infigo Academy or contact our Customer Support team.

How Do I Add or Edit Purchase Order (PO) Number in Admin Order Details?

 

You can add or edit a PO number to an order after it’s been placed, or clear it if needed. The action button automatically adapts to the state of the field:

  • If the order has no PO number: you’ll see Add PO.

  • If the order has a PO number: you’ll see Edit.

This is useful when a PO wasn’t captured during checkout (for example, if the selected payment method doesn’t require a PO number) but needs to be recorded later for invoicing or procurement.


Use Cases

  • A customer provides a PO number after checkout (e.g., via email) and you need to record it on the order.

  • The selected payment method didn’t require a PO number, but finance needs one for billing.

  • The PO number was entered with a typo and needs correction.

  • The PO requirement changed after order placement, and you need to add or remove it for compliance.


Step-by-Step Implementation Guide

Add a PO number to an order that doesn’t have one

  1. In Admin, go to Sales > Orders and open the order.

  2. In Order Details, find the Purchase Order (PO) Number section.

  3. Click Add PO

  4. Enter the PO number.

  5. Click Save.

    • The PO number is stored on the order.

    • The button changes from Add PO to Edit.

Edit an existing PO number

  1. Open the order in Sales > Orders.

  2. In the PO Number section, click Edit.

  3. Update the PO number.

  4. Click Save.

    • The updated PO number is saved.

Remove a PO number (return to “Add PO” state)

  1. Open the order and click Edit in the PO Number section.

  2. Clear the PO number field.

  3. Click Save.

    • The PO number is removed.

    • The button reverts to Add PO.

What are Unpaid Orders (Pending/Processing)?

 

You may have noticed some of your orders are showing as Order Status "Pending". This could be because the Payment Status is "Processing": 

When a user exits the payment process without making a payment, the order will be logged in Admin > Sales Orders, however it will show as Pending until it is paid. 

You can check the Payment Status in Sales Orders > Info > and scroll down to Payment Method and Payment Status. 

 

Tools to get unpaid orders, paid 

 

) Email Message Templates: We suggest enabling the Unpaid Order Reminder (and the Unpaid Order Reminder for Guest Customers if you allow guest accounts) to let customers know that they haven't paid for their order. 

Admin > Email Message Templates > Order Management:

As standard the Unpaid Order Reminder email will give a full summary of their order and using the %Order.OrderURLForCustomer% token, they will be able to log into the storefront > go to My Account > Orders > and they will see "unpaid" next to the order in question. 

From here they can click on the order and make payment (it will take them straight to the merchant - PayPal, Stripe, etc.). 

 

2) You can also use the unpaid order banner in Customer Settings to remind the user (upon logging into the storefront) that they have unpaid orders. 

 

3) If all else fails and you'd like to contact a customer regarding their unpaid order then you can do so in Sales Orders > (find the order in question) > Edit > Order Notes > and add a message to the customer, tick "Display to customer" and "Add order note": 

 

 

Please note:

In Shared Print Operations jobs are set by default to only show orders that have Payment status of Paid. If you change that dropdown to All or Pending it will show all other payment status'.

The job won't be processed until the order has been paid. 

 

Customer Management FAQ's

 

Q: I am trying to create a new user and I am getting an error saying the email address is already in use, but I cannot find the user. 

A: Please untick all Customer Roles (in Customer Management, in admin) and search again. The user will likely now appear without any Customer Roles Assigned. You can now Edit this user. 

A: If the user still does not appear then it is likely that they have an account at platform level, so please check there as well (you will need to login using your platform account to see the edit this user)

 

Q: How do I make users active / inactive. 

A: You will need to go to Customer Management > Edit the user and tick Active to make them active, or untick to make them inactive. You cannot do this any other way. 

 

Q: Can I export my user list? 

A: Yes, please go to Insights Reporting in Admin. The Customer Report will show all customers, the login report will show all customers who have logged in (if they haven't yet logged into the storefront for the first time, they won't be listed). 

 

Q: I see there is the ability to import users, but I cannot see an export button. 

A: We haven't added an export button as of yet; this is something that will come in the future. You can export a customer list from Insights Reporting but please note, the column headers don't match the import template. You will need to adjust these. 

 

Q: Can I bulk delete users? 

A: No, users need to be deleted one by one. That being said, if you're in test mode then users can be removed on mass before switching to live. Please see this article for more information on switching between test mode and live. 

 

Q: How do you change a user's password?

A: In that user's account (on the 'Info' tab),

Type in the new password (Orange box),

Then click 'Change password' (Green box).

This can be done for all users, including Storefront Admins and Platforms Admins (though you must be logged in with a Platform account to change the platform password).

Please Note: if you have Advanced Password Settings enabled, the new password will need to match the rules set.

 

Q: How do you add the 'Company' Field to the customer's address?

A: Both these settings (''Company' enabled' and 'Company name required') need to be enabled in 'Customer Settings'

 

Q: How do you add the 'Phone Number' Field to the customer's address?

A: Both these settings ('' and '') need to be enabled in 'Customer Settings'

Customer Roles Explained

 

Customer Roles in Infigo can be used as a means of categorising customers.

Every single person accessing the site is assigned a Customer Role of some sort. Some are assigned automatically, for example, someone hitting the site for the first time or without logging in will be assigned the Guest Customer Role and once Registered on the site will be assigned the Registered Customer Role and then some Customer Roles can be manually assigned to users for example those wanting access to the admin area of Infigo can be assigned the Storefront Administrator role.

Customer Roles can then be assigned access to various parts of the system. 

For example, you can create a Job Controller role and provide them access to admin but ONLY the Shared Print Operations page so they can manage the jobs and download the artwork.

If you want to create your own customer roles then you can do so here

 

PLEASE NOTE: If you're searching for a user and they're not listed, they may not be assigned the Registered Role. Untick that from the Customer Roles list, and search again. 

All users must have Registered to access the platform. 

 

Default Customer Roles

The following roles are what we refer to as System Customer Roles and are created and available as standard. Each has its own specific purpose and is highlighted below:

 

Customer Role Name  Access Description  Admin Access?
Album Admin Administrates Albums and Album content for the storefront X
Approver When Approval Workflow is enabled, A user with an approver role can then be assigned products or users' jobs to approve once they have been ordered  X
Budget Manager When Budget Manager Workflow is enabled, a user with the budget manager role can update and approve new budget requests for customers      X
Editors The user would be an editor for the Yearbooks module (Please note this is a Legacy Role and may no longer be used)  
Forum Moderators This is a Legacy Role and is no longer be supported  
Guest  This is the default role that is automatically assigned to a user hitting the site and navigating around without yet registering  
Platform Administrator The most powerful of our administrator roles, this user role has access to ALL storefronts when their account is also created on the platform. They have the ability to view the platform level and also jump between all the storefronts on your platform. Use with care. âś”
Print Location Downloader This role is designed for a 3rd party printer, to have access to SPO (Shared Print Operations) and their specific products (Print locations for 3rd party supplier/printer) (Please note this is a Legacy Role and may no longer be used) âś”
Print Operator This role had access to SPO (Shared Print Operations) only in Admin âś”
Registered Assigned to Registered Customers.  X
Storefront Administrator Every storefront can have many Admins that only can administrate that specific storefront. âś”
Students This role works along with the editor role for the Yearbook module and essentially has the same access as a registered customer. (Please note this is a Legacy Role and may no longer be used)  
     

 

Please Note

There are a number of Legacy Roles which are no longer in use.

However, these roles are still present so they can be repurposed on storefronts for whatever you wish.

How do I cancel an order?

 

At the moment it is not possible for a Customer to cancel their own order. If they want to cancel an order you must provide them with a way of contacting your site administrators to cancel the order for them.

 

How-To

First select the storefront you want to cancel the order(s) on.

Then navigate to Sales > Ordersin the menu OR search for 'Orders' in the menu search.

You can then use the search options to locate the order that needs cancelling, then click Edit on the specific order. On the first 'Info' tab next to Order Status there is a button to Cancel the Order

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Click the Cancel Order button and your order is cancelled.

 

Note: There is not currently a confirmation popup that is required when clicking cancel order so use this carefully.

Why can’t I complete payment on an order in test mode?

 

Problem

You’ve placed an order while testing payments, but:

  • The order shows as Pending
  • There is no option to complete payment
  • Payment gateways (e.g. PayPal, SagePay) don’t behave as expected

Cause

The order was placed while the payment method was in test mode.

In test mode:

  • No real payment is processed
  • No money is taken from the customer
  • Transactions are only simulated for testing purposes

Because of this, there is no way to complete or capture payment on these orders.


Resolution

1. Understand test mode behaviour

When using test credentials:

  • Orders will still be created
  • They will remain in a non-paid state (e.g. Pending)
  • Payment gateways will not complete real transactions

This is expected and not an error.


2. Switch to live (production) mode

To process real payments:

  • Remove any test credentials from your payment configuration
  • Replace them with live/production credentials
  • Ensure your API keys do not contain “test” values

Once updated, new orders will process real payments.


3. Retest payments

After switching to production:

  • Place a new order
  • Complete payment through the gateway
  • Confirm the order moves to a paid/processed state

Important limitation ⚠️

Orders created in test mode:

  • Cannot be converted into real paid orders
  • Must be recreated after switching to live mode

Key takeaway đź’ˇ

If an order was placed in test mode, it will never complete payment—this is by design. To process payments, you must use live credentials and create a new order.


Still not working?

Check the following:

  • You’ve removed all test API credentials
  • Your payment provider is set to live/production mode
  • You’re testing with a new order, not a previous test order

If payments still fail, it may require checking gateway configuration or credentials.

Managing Shared Image Albums

 

Infigo allows the creation of Image Albums by administrators that can be shared.

This allows a library to be maintained outside of specific products and be made available to only some users / products.

To set this up, log into the storefront as a user with the "Album Admin" customer role, then navigate to the "My Account" section.

Locate "Album Management" from the menu on the left of the screen. (To enable the Album Management if it's not visible in My Account, login with your storefront admin account, then  go to Configuration -> Settings -> Customer Settings -> Locate hide 'Albums' tab and un-tick it)

Here

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As an Administrator, you can

  • Create new albums (using the New Album button) 
  • Add files to albums (using the Add files button)
  • Delete albums and files using the tick boxes on images, and the controls at the foot of the screen
  • Sharing Options (different way to share albums - as above)

To find sharing options, click the three dots in the top-right corner of your album, then click "Sharing Settings":

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If you share an album you will see a screen providing options relating to the way its shared.

  • All products and users
  • Specific Products
  • Specific customer roles

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Once shared an album becomes read only to all users except for the administrator of the album.

Removing Uploaded Images and Albums (Album Management)

 

A user's gallery of uploaded images can be managed within their Account page.


When logged in as the user, click on My Account or Account on the top bar.

From the list of options, choose 'Album Management.' A gallery of uploaded images will open.

When hovering over an image, three dots will appear in the upper right corner.

Click on the dots to open a drop-down with the available options:

From here, as the options state, the album can be renamed, shared (Managing Shared Image Albums – Infigo Help Desk (zendesk.com)) or deleted

 

To edit the images in the album, simply click on the album to open it

From here, using the buttons above the images you can perform a number of tasks:

Delete

 - Select the image then click 'Delete'

Move

 -  Select the image, click 'Move' the click which album you want to move the image to

Select All

 - Select all the images (rather than having to individually select them)

Add Image

 - Add a new image

The Dots

 - Like with the dots before opening the album these dots can be used to rename, share or delete the album

 

 

IF the Album Management option is not available, you can activate it by logging into Admin for the storefront it is required on, and navigating to:

Configuration -> Settings -> Customer Settings

Under the subheading, My Account, untick the "Hide Albums Tab" setting

 

album_manage-2.png

Removing gallery sharing permissions

 

To remove the gallery sharing permission within Infigo, Login as Administrator

Navigate to Media Album settings in the storefront that is affected.

Screen_Shot_2013-05-31_at_15.10.01.png

Untick the options:

SharedAlbumShowAll

CanExplicitlyShare

Save the changes you have made.

 

NB

This is particularly useful when using the yearbook module to prevent gallery sharing across multiple schools.

Removing New Album button for users

 

To remove the gallery sharing permission within Infigo, please login as storefront admin, go to Media Album settings, scroll down to "can add multiple albums" and untick. 

Remember to click Save in the top right corner. 

 

If you use the yearbook module then this is particularly useful to prevent students creating many albums.

Image Upload File Size Limit

 

The default image upload file size limit is set to 5 MB (~5 million bytes) on our storefronts. To be able to upload bigger file sizes, store administrators should change the default value to their desired need.

Upload UI

To apply changes to the upload size limit for the Upload UI (for MegaEdit products) follow these steps:
Select the storefront you wish to increase its upload limit, then Configuration > Settings > Media Album Settings.

You can also use online converter tools such as WhatsaByte to get the right value.
https://www.whatsabyte.com/P1/byteconverter.htm

mceclip0.png

 

Please also note (if you are seeing the message 'File is too big' when trying to upload) that the megapixel value (which is typically pre-set to A4 size) may also need to be changed.

This is also found in Configuration > Settings > Media Album Settings.

 

MultiPart

To increase the upload file size for MultiPart products you will need to go to Configuration > Settings > Product and Editor Settings > Infigo Settings.

Here the file upload size can be increased by setting MultiPartUploadMaxFileSizeBytes, which is also in Bytes.

Reporting Centre Overview

 

The reporting centre gives admin users the ability to extract data from Catfish via a CSV download. The idea is that through the available reports you can obtain all the information you need to then generate your own custom reports offline.

 

Reports

There are currently 5 reports available under the Reporting Centre.

Each data extract is supplied as an individual CSV file for importing or manipulating in your own software programs (Excel, MIS, Accounting etc.). You can configure the date range for which you would like the data extracted from.

 

Sales Order Summary

Contains information at an order level. Order status, shipping status, order totals, checkout attributes, payment methods and includes an entry for each order during the date range selected.

 

Sales Order Line Detail

Order line item level information. Individual items ordered, specification and product attributes, quantities and line price totals and includes an entry for each order line item during the date range selected.

 

Customer

Contains a list of customers created on (between the dates selected) and registered on the storefront including all their account address details, last logged in date and if their accounts are active. (Please note, to see all customers on the storefront, unselect a start date.)

 

Customer logins

Generates a list of all registered customers and information on their login history including their last logged in date and number of times they have logged in within the date range selected.

 

Products

A simple product report that includes all created products on your storefront. It includes information about the product like weight, stock and also the total number of times it has been ordered, total quantity ordered and last time it was ordered.

 

Note: Each report is at a storefront level, there are currently no platform reports available.

 

How-To

In order to access the Reporting Centre, simply log in to the storefront admin and either search for 'Reports' or find it in the menu by selecting 'Insights' > 'Reports'.

  1. Firstly select the report you wish to run from the drop down.
  2. Select if you want the report to include column headers or not (we would also recommend this is selected so you know what each column is for)
  3. Select your date range
    1. Either select 'Show all dates' if you want to pull all information since the storefront was created
    2. Select a start date and time and a end date and time.
  4. Click 'Generate Report'

What is Insights?

 

Insights is our reporting module and is the answer to all your reporting needs.

We have spent many months creating this module to give our customers a reporting platform that is scalable, flexible and built for the future.

 

How does it work?

Each customer now has their own reporting database, you won't see or even know it exists but trust us - this is what drives your reporting data. It is independent from your live transactional database and we did this for a number of reasons:

  • Performance - when running complex or multiple reports it should not impact your live storefronts as the data is stored separate.
  • It allowed us to restructure the data into a more purposeful and meaningful schema with the sole purpose of providing reports.

The data is then synced between the live database and the reporting database so that your reports are as close to real time as possible.

 

How can I get Insights and is there a cost?

Insights is broken down into four plans, each allowing you different levels of access and customisation for your reporting needs.

 

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Click here to view this chart online

 

Insights Standard

This is our entry level plan and comes as standard with every Infigo platform.

Your functionality and its benefits are limited but you can see what is included here.

 

Insights Pro

This is our first paid plan and is there to give you a taste of the real power of Insights.

You will be provided with a login to your Insights admin portal where you can create your own custom reports. Found out more about Insights Pro here.

 

Insights Pro+

Pro+ is a step up from Pro where the functionality remains the same but you will have the ability to create more custom reports, have more users accessing it and also the ability to schedule these reports (Metabase Dashboard Subscriptions). Found out more about Insights Pro+ here.

 

Insights Enterprise

As the name suggests, this is our Enterprise offering of Insights. In this plan you will have your own dedicated Insights portal, our highest limits on producing custom reports and dashboard subscriptions and also the introduction of creating your own dashboards. Found out more about what Insights Enterprise has to offer here.

 

How do I use it?

The answer to this question depends on the Insights plan you are on, but ultimately what your customers/users will see in admin is a new menu item called 'Insights.'

This contains all the reporting options within Infigo all in one place. If you previously used Reporting Centre to retrieve your reports, you will now be able to find this as a sub menu item under 'Insights' (Reporting Center (Legacy)).

 

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In addition to this you will see two new menu items called 'Dashboards' and 'Reports'. And these are all driven from the Insights portal.

 

Follow these links to find out more about Dashboards and Insights Reports.

 

NOTE: All dates used in any reports, dashboards or subscriptions are in UTC

Insights Standard

 

Insights Standard is our out-the-box Insights offering. All the foundations are in place for you to utilise Infigo Insights but your features are limited to what is listed in this article.

 

Standard Reports

Insights Standard includes our hard-coded list of default reports. Similar to those that were previously offered in our Reporting Centre but we've given it a bit of a tidy up. We have reviewed the current reports and additional information, removed some unnecessary information and re-ordered columns to make them more intuitive and helpful.

To learn more on what reports are included as standard you can read our article on the Standard Insights Reports.

 

Standard Dashboards

Insights Standard also includes our hard-coded Dashboards. This is a new feature as part of Insights and is essentially a collection of reports that are displayed nicely in a dashboard. The purpose of the dashboards is to provide you with an in-depth snapshot of the performance of your Infigo platform and its storefronts. Out-the-box you will have access to two Dashboards, our B2B dashboard and our B2C dashboard.

These are available under Insights > Dashboards 

 

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To learn more about our Dashboards have a read of our article here.

Insights Standard Reports

 

Insights Reports is a core feature of our Insights module and probably its most powerful. 

Found within admin under Insights > Reports, we offer out-of-the box five default reports, all of which allow you to configure a start and end date for the data to be captured, and then a format that you would like the report delivered in.

 

Default Reports

Customer Login Report

This report contains a list of all customers on that storefront and their login activity, including their last login date and time and also the number of times they have logged in within the reporting period.

 

Customer Report

This report contains a list of customers created on (between the dates selected) and registered on the storefront including all their account address details, last logged in date and if their accounts are active. (Please note, to see all customers on the storefront, unselect a start date.)

 

Sales - Order Summary

This report contains a list of all orders placed within the reporting period. It contains a vast amount of information at an order level including who placed the order, the shipping and billing addresses, shipping method selected, payment method used, order totals and much, much more.

 

Sales - Order Line Detail Report

This report is similar to the Order Summary report but includes details of the order line items instead of the order, including product information, quantity, discounts, weight and much, much more.

 

Department Report

This report contains details of all the departments created on the storefront, including department name, cost centre, who is assigned to that department and if you are limiting payment and shipping methods by department then which ones.

 

With all of these reports you can select a start and end date to determine the date range of the information that is returned and we also allow you to choose between a CSV, JSON, or Excel spreadsheet file format depending on your needs.

 

Custom Reports

These default reports are all very nice and provide you with the ability to obtain lots of data from your Infigo storefront, however the real power from Insights comes from being able to create your own Custom Reports.

 

NOTE: All dates used in any reports, dashboards or subscriptions are in UTC

Insights Pro

 

Insights Pro is our entry level paid tier. You can see the costs and a breakdown of whats included and the differences between our different plans here.

With Insights Pro you get everything included in the Insights Standard plan but you also get access to the Insights Portal (Metabase) so that you can create and modify your own Custom Reports.

 

On upgrading to Insights Pro, you will be provided with two admin logins to the Insights Portal. Here your reporting teams are able to create up to 5 custom reports.

You will have access to explore your reporting database tables to view all the data stored there and once familiar with database tables and the data stored within them you can create your own reports using the different report creation tools that Metabase has to offer.

To create your custom reports you will have access to two report builders in Metabase - Simple and Custom - that provides you with a UI to guide you through the report creation process. 

Once you have created your reports you can save them in a number of locations that will determine their access by others.

  • Saving them in your personal collection will mean only that user can view and access those reports when logged into Metabase
  • Saving them in the Custom > Other Collection will make them available to all your Metabase users when logged into Metabase as that is a shared collection.
  • Saving them in the Custom > Reporting Collection will mean that the reports are published to your Infigo platform and available to all your Infigo admin users to run and download from within Insights > Reports.

 

Take a look at our Insights Pro welcome guides to help get you up to scratch

Episode 1 - The basics

 

Insights Pro Quick Start Guide Videos

 

Episode 1 - The basics

This video runs you through the basics of getting to know your Infigo Insights Metabase Portal.

It covers some useful tips, Metabase 'Collections' and a brief look at your reporting database and its tables.

 

Episode 2 - Creating Custom Reports

This video runs you through the process of creating your very own custom reports using the Simple Question builder.

 

 

 

Episode 3 - Publishing your reports to Infigo

This video takes the report we created in Episode 2 and shows you the steps of publishing it out to your Infigo platform.

Insights Pro+

 

Insights Pro+ is our intermediate, best bang-for-your-buck, paid tier. It gives you the customisation and flexibility to create a rich reporting experience for our users without the need to go all the way to Enterprise.

With Insights Pro+ you get everything included in the Insights Pro plan but you also get access to the Advanced SQL report writer AND we allow you to modify and customise our Default Dashboards.

You can see the costs and a breakdown of what's included and the differences between our plans here.

 

Creating custom SQL reports

The most powerful way to create your custom reports in Metabase is to use the SQL report builder (Native question). We recommend this approach is reserved only for those that have experience writing and using Structured Query Language (SQL) as it can be quite complex.

Its power comes from you not being restricted by any UI driven report approach. If you understand the data structure of your database then you can create any reports you wish using this advance custom SQL.

If you'd like to create your own SMTP for sending reports then you will need our Insights Enterprise package. 

 

To read more on how to create SQL Reports have a look at our Creating Custom Reports article.

 

Assistance with troubleshooting your own SQL reports is not supported under your support contract, however we do offer creating advanced reports for you as paid professional service. Is this is something you would like us discuss with us then please raise a ticket.

 

If you wish to upgrade to Insights Pro+ at anytime please contact sales or raise a support ticket.

 

Creating Dashboard Subscriptions (scheduled reports)

If you wish to schedule a custom report to run periodically then you will need to create a dashboard and subscribe to it. 

This Metabase article walks you through the 'how to': 

https://www.metabase.com/docs/latest/users-guide/dashboard-subscriptions.html 

 

Creating Insights Custom Reports

 

The real power and benefit from our Insights module comes from providing our customers with the ability to create their own custom reports.

This functionality is only available with our Pro Planor above so if you wish to upgrade, then please raise a support ticket or contact our sales team.

 

How-To

Once you have subscribed to a Pro, Pro+ or Enterprise plan you will be issued a dedicated Insights Portal URL and login. This portal is powered by Metabase, which is a very powerful reporting front end tool. Have a read of our Metabase article to understand more about the underlying software that is powering your Insights Portal.

 

Understanding your Reporting Database

In order to make the most from your data you need to understand what and how data is stored.

You can find your Reporting Database by logging into your Metabase instance and navigating to Our Data > Your platform name

Click on the database and then select 'Reporting' from the list of folders.

You're then presented with your reporting database. You can see each of the tables that are available and you can click on any of them to view the data stored within.

 

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These are the tables that you will then be using to build your custom reports.

For example, in the screenshot above you will see tables called 'order' and 'product' and these are where most of the order and product information is stored respectively.

 

Have a watch of our Quick Start Guide video below to get you up to speed:

 

Creating a Simple Question (Report)

Now you have had a look at how the Database is laid out and the data that is at your disposal, we will look at how you can use this data to create your own Custom Reports.

In Metabase this is called a Question and they offer three different methods of creating a question - through their simple question UI, Custom question UI or Native query editor.

We're going to focus on how to build a Simple question which is, as the name suggests, the simplest way and requires very little technical knowledge to do so.

First click on the 'Ask a question' button in the top right of your Metabase page. 

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Then you you will be presented with the three options for creating a question as we mentioned above - select 'Simple question.' Now select your database and the table you want to create your question on.

Check out this tutorial video by Metabase, which talks you through the steps of creating your custom reports or watch our video below:

 

 

 

Filtering your custom reports by Storefront ID

It is a common requirement for a report to be available across all storefronts but to be filtered by the storefront ID automatically so that each storefront admin will only be downloading their storefronts data. 

Rather than having to create a report for each storefront individually and hardcoding the storefront filter into each (this would be very time consuming and unmanageable if you have lots of storefronts and lots of reports) we allow for this to be done dynamically.

To achieve this you simply need to create a custom column called 'storefront_id' as this is a reserved column name in Infigo that will inject the storefront Id into when accessing it from different storefronts.

 

If you are creating the report using the 'Custom Queston' builder then once you select your tables you need to click the 'add custom column' button

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Then from the list of available data you need to select storefront_id.

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And give it the name 'storefront_id'

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Filtering your native SQL reports by Storefront ID

To achieve the same thing, if you have Insights Pro+, and are using the native SQL report building then you can do this by using the following placeholders in your SQL statement:

 

{{storefrontId}}

An example of this in a SQL report might look like this:

DECLARE @accountId as INT;

[[ SET @accountId = {{storefrontId}}; ]]

SELECT * FROM [reporting].[customer]

 

NOTE: All dates used in any reports, dashboards or subscriptions are in UTC

Insights Dashboards

 

Insights Dashboards are collection of nicely presented reports that help to provide a snapshot of your current Infigo storefront.

Our Standard Insights Dashboards include a B2B and a B2C version, both differing slightly in the reports included within them and how they are arranged. And also a platform dashboard that is made only available on your Infigo platform that shows slightly different reports to allow you to compare the performance of all your storefronts.

 

B2B Dashboard

This dashboard has been created with the storefronts aimed at a B2B market predominantly. It focuses on active users, and departments along with the performance of your products and categories. Click here to understand more about the reports we show as part of the B2B Dashboard.

 

B2C Dashboard

This dashboard has been created with reports aimed more for a B2C focused storefront. Sales focused it includes reports like average sale total, Sales by year, Registrations by month and your best performing products and categories. Click here to understand more about each of the reports we show as part of the B2C Dashboard.

 

Although the two dashboards above have been created with B2B and B2C setups in mind you are not restricted from only using the B2B dashboard on your B2B storefronts and vice versa. You can view both dashboards on any of your storefronts and view the reports from either of them as you see fit.

 

Platform Dashboard

We also created a third dashboard that is only displayed at Platform level in Infigo that focuses on providing a comparison of the performance of all of your storefronts. Click here to understand more about each of the reports we show as part of the Platform Dashboard.

 

NOTE: All dates used in any reports, dashboards or subscriptions are in UTC

 

Using the Insights Portal (Metabase)

 

This portal is powered by Metabase which is a very powerful front end reporting tool. We chose to use Metabase for Insights as it is a globally recognised software specifically designed and built for turning data into meaningful information through a powerful but intuitive UI.

Metabase also has an in-depth library of help and support information online including their very own online courses that are free to follow. More information about these can be found here: https://www.metabase.com/learn/

 

Learning the Metabase lingo

In order to follow the Metabase documentation you need to first understand their terminology for the different features of the system.

They have a Glossary of Metabase terms which you can refer to any time. 

 

Setting up permissions for Reports and Dashboards

 

In order to control who can see what Insights Reports and Dashboards on your platform you can use our Insights Permissions. These permissions can be applied to a customer role and to either a Dashboard or a Question/Report and similar to our standard Access Permissions you can either provide or deny access.

 

Setting up Insights Permissions

You can find all the controls for setting up Insights Permissions in Infigo admin under Insights > Permissions. By default, no permissions are required to access all Insights content and so everyone that has an admin login can view everything.

 

Insights Permission Settings

Currently, there is just one setting which you can find on the Settings tab on the Permissions page and its to allow you to determine if you want to allow access or deny acces by default. How you set this setting then determines how you go about creating your Permission Rules.

By default, the 'Default access is allowed' setting is enabled. If you wanted to switch this off and deny access by default then you would generally be setting up your Permission Rules to explicitly allow access to specific customer roles for specific Insights Dashboards or Reports. If you left the setting as is - enabled - then you would create your Permission Rules to deny access to specific customer roles for specific Insights Dashboards or Reports.

 

 Creating Permissions

The process for creating Insights Permissions for Dashboards and Questions/Reports is the same. 

First click the 'Add permissions' button.

Then select from the drop down the Question or Dashboard you want to apply this rule to, you can also select 'All' if you want the rule to apply to all of them.

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Then, from the Roles dropdown list, select the customer role you want to apply this rule for. Again you can select 'All' from the list if you want the rule to be created for all customers roles.

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The lastly, use the Access switch to determine if you are denying or allowing access. Keep the switch off if you want to deny access or switch it 'on' if you want to allow access.

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Finally, click 'Add'.

 

Now you will see the Permission Rule you just created added to the Rules List. 

From here you can chage the permission access to deny/approve as you wish and also Delete the permission if you no longer need it.

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Once happy with all the Permission Rules you have setup, click 'Save' in the top right corner.

Why are my Insights reports showing the wrong time zone?

 

Problem

Your Insights reports are showing times in UTC, rather than your local/storefront time zone.

For example:

  • Order shows as 17:13 UTC instead of 12:13 PST

Cause

This is expected behaviour.

  • All Insights data (via Metabase) is stored and reported in UTC by default
  • Standard reports do not automatically convert to local/storefront time zones

Resolution

Option 1: Download report using timezone conversion (recommended)

When downloading a report, select a timezone-specific option such as:

  • CSV (UTC-08:00)

This will convert eligible date/time fields into your storefront’s timezone at the point of download.

👉 As shown in the example on page 2, selecting this option adjusts the displayed timestamps in the exported file.


Important note ⚠️

  • This conversion only applies to columns that end in “Utc” (e.g. CreatedOnUtc)
  • The conversion happens during download, not within the database itself

Option 2: Use custom reports (advanced)

If you need timezone-adjusted data in:

  • Scheduled emails
  • Custom dashboards
  • Automated reporting

You can:

  • Create custom SQL reports
  • Apply timezone conversion logic within the query

This allows reports to output directly in your desired timezone.


Limitations

  • Metabase email subscriptions will always send reports in UTC
  • There is currently no global setting to change all reports to a local timezone
  • Timezone conversion depends on:
    • The download option selected
    • The storefront timezone configuration

Key takeaway đź’ˇ

Insights data is always stored in UTC. If you need local time, you must either:

  • Use the CSV timezone download option, or
  • Build a custom report with timezone conversion

Still not working?

Check the following:

  • You selected the correct CSV timezone option when downloading
  • Your storefront timezone is set correctly
  • You’re reviewing fields that support conversion (e.g. those ending in “Utc”)

If times are still incorrect, it may require further investigation into storefront configuration or report setup.

Incomplete

Can’t find what you need?

Ask our Infigo Support Team for help..

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