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My Reports

My Reports Page

1️⃣ Search for Saved Reports

Enter any keyword to filter related saved reports.
2️⃣ Time Stamp of Last Sync
It shows the date and time stamp of when the app was last synced with your Shopify store records.
3️⃣ Saved Reports
This section includes all the saved reports. Information regarding the report is shown adjacent to the respective report name.
  • What type of report is it?
  • When was it created?
  • What type of schedule has been running on it?
  • Is it a part of 'My Favorite Reports'?
  • Schedule - You can schedule the reports directly by clicking on the schedule button and going through the scheduling process. To know in detail about scheduling, click here.
  • Edit Report - You can make changes to your report by clicking on the edit report button.
    • You can make changes to the fields, date ranges, etc. However, you won't be able to change the report type.
    • Please save the report once you're done editing for the changes to take effect.
  • Add to Favorites - Click on the
    icon to add the report to 'My Favorite Reports', which is located on the Home page.

4️⃣ Folder/List Switch

Select 'Folder' to view reports by folder or 'List' to view reports in ascending order of when they were saved. Click here to more about the Folder section.

5️⃣ Create Report

Click on 'Create Report' to view pre-created reports or to create a customized report based on your specific requirements.
Last modified 6mo ago