๐Ÿงพ Report

This FAQ page is dedicated to commonly asked questions related to Report Pundit Report Formatting activity.

โ€‹ Report Formatting Commonly Asked Questions

Report Types
Fields
Formats
Controls
Data Movement
Report Types
  • โ€‹๐Ÿ“ƒ Can you make me a custom report?

    • Weโ€™re happy to help you build one custom report at no additional cost as part of your Report Pundit service.

  • โ€‹โ€‹๐Ÿคท What is a custom report, and how do I make my own?

    • Custom reports are those you create from scratch based on your unique needs. It will take a few minutes to create a custom report compared to a pre-created report.

      • On the Report Pundit main screen, click the โ€œCreate Reportโ€ button in the report area.

      • Select the report type. There are multiple report types like Sales, Tax, Inventory, Fulfilment, Marketing, Payout, and more.

      • If you need help creating custom reports, contact Support via live chat.

  • โ€‹โ€‹๐Ÿ“ฐ Do you provide pre-made reports?

    • We provide more than 50+ pre-created reports optimized by category: sales, orders, inventory, fulfillment, taxes, and more. Click here to view all pre-created report types.

  • โ€‹โ€‹๐Ÿคท๐Ÿผ What is a Pre-created report? Can I edit a pre-created report?

    • Pre-created reports are report formats that we have created for many uses within Report Pundit. More than 50 pre-created reports, include sales, inventory, product, tax, Shopify payments payout reconciliation, marketing, transactions, and draft orders.

      You can also edit a pre-created report. Click any one of the pre-created reports within Report Pundit. On the Report Design page, you can edit the pre-created report to your liking.

Fields
  • ๐Ÿงฎ Can I create my own custom field?

    • Yep! Report Pundit is different from other Shopify applications because we let you build your own custom calculated field. You can easily create both calculated (formula-based) and static (fixed record content) fields. To learn more about custom fields, please visit our Knowledge Base page.

  • โ€‹๐Ÿ—’ Can Report Pundit pull records like line item properties and meta fields from other Shopify apps?

    • Yes. Our software supports line item properties, tags, and meta fields for orders, products, and customers.

    • Report Pundit can also retrieve records such as delivery date, delivery time, and custom checkout field attributes. Other Shopify apps often use these fields within line item properties or meta fields.

Formats
  • โ€‹๐Ÿ’พ What are the formats available to save my reports?

    • You can save Report Pundit reports using the following formats: Excel, CSV, custom character delimiter, and PDF.

  • โ€‹๐Ÿ’ฑ Do you support multiple currencies?

    • Report Pundit uses your default currency assigned within your Shopify store settings. However, you can change the currency format within your report settings.

Controls
  • โ€‹๐Ÿ“† Do you support reports by date range?

    • Yes. You can apply advanced date range filters to any report: by the hour, day, week, month, quarter, year, or custom period.

  • โ€‹โ€‹๐Ÿงพ Can I filter records to limit results?

    • Yes, you can create multiple filters, including by any field: equals does not equal, contains, greater than, less than, etc.

  • โ€‹โ€‹๐Ÿ—’ Can I sort report columns?

    • Absolutely. You can sort by any report column using ascending, descending, and alphanumeric. Optionally, you can include only the top 10, 25, 50, or 100 results.

Data Movement
  • โ€‹๐ŸŒ Where can I send my Report Pundit reports?

    • You can send your Report Pundit files via email, FTP, Google Drive, and Google Sheets.

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โ€‹๐Ÿ™‹ Have another question not answered in our FAQ? Let us know here.