Report

FAQs related to Reports

Redirecting FAQs
  1. How do Customer Reports work?

A. The data in customer reports comes from the entire history of your store's every customer, including those who've only created an account. By default, these reports capture the full list of your customers.

Note that customer reports don't function based on date ranges/time periods. If you want to view data for a specific duration, do this:

  • Navigate to the Customer Reports section in the reports Library. Click on your desired report to open it.

  • In the report, click on Formatting to open the drop down menu.

  • Toggle the All Time Customer "ON" in the menu.

  • Update the date range as required.

  1. Can I share a link to the report with my staff or partners?

A. Yes, you are enabled to Share Links to the reports with others. However, the recipients are permitted to a few set of features.

  1. What is Assigned Fulfillment Location and how does it work?

A. Assigned Fulfillment Location is a new feature that makes it easier for customers to manage their orders. With this feature, customers no longer need to manually update the location where their orders will be fulfilled from. Instead, the system can automatically assign the location even before the order is fulfilled. This means customers can save time and effort, and enjoy a more streamlined experience when managing their orders.

How does it work?

A. For existing customers who wish to use the Assigned Fulfillment Location feature, we offer a seamless onboarding process. Follow these steps to get started:

  • Contact our support team at support@reportpundit.com and request access to the Assigned Fulfillment Location feature.

  • Our team will promptly respond and initiate the necessary technical setup to enable the feature for you.

  • Once the setup is complete, log out of your account and log back in to activate the feature.

  • Finally, synchronize your data to see the Assigned Fulfillment Location feature in action.

For new customers, the feature is already integrated and available for use.

  1. Why are my reports not showing draft orders?

A. Report Pundit is designed to show only actual orders which are either marked as pending or paid.

This is to prevent the report from showing incorrect sales, which happens when the draft orders get mixed up with actual order data.

If you'd like to see draft orders in your report, kindly contact us and we shall enable the option for you from our end.

  1. Can I see payouts in my Sales report?

A. Report Pundit features a separate report type called "Payout" and "Payout Line items" to obtain detailed and accurate information about your payout data.

A Sales report does NOT contain fields related to Payouts.

  1. Can I reconcile my Paypal Payouts with Report Pundit?

A. Report Pundit can reconcile all the Shopify orders that are paid via Paypal. The information behind each order like Order Number, Order Amount, Discounts, Returns, Net Sales, Shipping, Taxes & Total Sales are reconciled.

Further, the Transaction Fee charged by Paypal, the Net Amount received in PayPal, the Available Balance after each transaction are also recorded.

  1. Will I be able to see the amounts deposited & withdrawn through PayPal?

A. Yes, the deposits & withdrawals made from your bank account through PayPal are recorded with the date.

  1. Which field shows the timeline comment data?

A. The timeline comments data will be stored under the Order Events section. Hence, we have to:

  • Create a field for you from our end

  • Enable Order Event Sync in the Additional Sync Section of the Settings page

  • Once the sync is completed, get in touch with us and we will create a custom field for you

  1. Which language can I use to write functions under Calculated fields?

A. We can perform any arithmetic calculations or case statement inside the calculated field using PostgreSQL.

  1. How do I write a CASE statement?

A. The CASE statement goes through conditions and returns a value when the first condition is met (like a if-then-else statement). So, once a condition is true, it will stop reading and return the result. If no conditions are true, it returns the value in the ELSE clause. If there is no ELSE part and no conditions are true, it returns NULL.

  • CASE Syntax

CASE
    WHEN condition1 THEN result1
    WHEN condition2 THEN result2
    WHEN conditionN THEN resultN
    ELSE result
END
  • SQL CASE Examples

CASE 
  WHEN [Total Sales] <= 1000 THEN [Total Discounts] * 5
  WHEN [Total Sales] > 100 THEN [Total Discounts] * 10
  ELSE [Total Sales]
END
  1. Can you include additional information about the orders and products like metafields, line_item properties in the report?

A. Yes, we can include additional custom information about the orders and products in the report, associated with apps like Infinite Options. Kindly contact us and we shall set it up for you.

  1. Can I view tax collection by county, city & state?

A. Shopify collects various taxes based on the Store delivery Location Zip, or a rule customized & applied for collecting taxes by merchants.

If the store is set to collect the taxes, Report Pundit will pull the tax information to deliver the tax report. Hence, in order to view the taxes by county, city & state the rule must be applied in your Shopify store to collect these taxes.

  1. How do I know the Best-Selling Products along with their Variant, SKUs, Vendor, and Product type?

A. The above report can be viewed using 3 methods :

  • Customized Method: Create a report customized to your requirements. Select the desired fields, sort the fields, and save the report. Click here to learn how to create a customized report.

  • Easy Method: Use the pre-created report template 'Best Selling Products' which you can find under the 'Product & Variant Reports' section. Manually, select the extra fields which you need and save the report.

  • Easiest Method: Ask our Live Human Support, and we'll be more than happy to get it done for you.

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

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