💼My Reports

This section has all the reports you've saved in Report Pundit. Find out more about it here.

My Reports Page

Here are the important aspects of the My Reports page:

1️⃣ Search for Saved Reports

Enter the name of a report to search and find it from your list of saved reports.

2️⃣ Time Stamp of Last Sync

It's the date and time when your app last synchronized with your Shopify store records.

3️⃣ Saved Reports

This section shows all of your saved reports along with their details like:

• Report Type

• Date of Creation (Created On)

• Date when Last Updated (Updated On)

• View Type (Table or List)

• Type of Scheduling Applied (Schedule Type)

• Actions (Scheduling, Editing, and Marking as Favorite)

Here are the details of the actions you can apply to your saved reports:

• Schedule - schedule your reports right from here by clicking on the Schedule button, which'll take you 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 change the report's fields, date ranges, etc. However, you can't change the report type.

  • Save the report for the changes to take effect.

• Add to Favorites - Click on the icon to add the report to 'My Favorite Reports', which is displayed on the Home page.

4️⃣ Switching between Folder and List View

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

5️⃣ Create Report

Click on 'Create Custom Report' to view pre-created reports or to create a customized report based on your specific requirements.