Report Pundit
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  • โœจWelcome to Report Pundit Documentation
  • ๐ŸกReport Pundit Website
  • ๐Ÿ’ปReport Pundit App
  • ๐Ÿ›’Shopify Testimonials
  • ๐Ÿ“ŒGetting Started
    • ๐Ÿ‘จโ€๐ŸซWalkthrough
    • โ„น๏ธNavigation Panel
    • ๐Ÿ Home
    • ๐Ÿ“”Library
    • ๐Ÿ’ผMy Reports
    • โฐSchedules
    • โš™๏ธSettings
      • ๐ŸชชAccount
      • ๐Ÿ”Data Sync Options
      • ๐Ÿ› ๏ธReport Formatting
        • ๐Ÿ“…Week Start from Sunday
        • ๐ŸŒ•Include Current Day
        • ๐Ÿ’ฒEnable Currency for Reports
      • ๐Ÿ“€FTP, Google Drive, and Google Sheets
      • ๐ŸŒ€Recent Sync History
      • ๐Ÿ“ฌCustom Email
      • ๐Ÿ‘ฅUser Management
      • ๐Ÿคตโ€โ™‚๏ธShopify staff
    • ๐ŸงฉHow to Create a Custom Report and Auto-Schedule It
  • ๐Ÿง Knowledge Base
    • ๐ŸงพReport Creation
      • Customized Reports
        • Re-arrange columns
      • Filters
        • 'Contains' & 'Not contains'
        • 'Is' & 'Is not'
        • 'Include' & 'Exclude'
        • 'is Blank' & 'is not Blank'
        • 'begins with' & 'ends with'
        • '= Equals' & '!= Not Equals'
        • '> Greater than' & '< Lesser than'
        • '>= Greater than or equal' & '<= Lesser than or equal'
      • Sort
      • ๐Ÿ–Œ๏ธCustom Fields
        • Calculated Columns (Fields)
        • ๐Ÿ›ก๏ธStatic Field
      • Data Comparison
      • Formatting Tools
      • Sharing Report Links
      • Exporting the report
      • Unique Reports
      • Staff Details
      • Other Options
    • ๐Ÿ”—App Integrations
      • Stocky
      • UpPromote
      • Yotpo
      • Sezzle
      • Square
      • PayPal
      • Google Analytics 4
      • Amazon Ads
      • Bing Ads (Microsoft Ads)
      • Facebook
      • Snapchat
      • TikTok
      • Ship Bob
      • Ship Station
      • Ship Hero
      • Bold
      • Printful
      • Printavo
      • Authorize.net
      • Recharge Payments
      • Klarna
      • Shippo
      • Returnly
      • Rich Returns
      • Seal Subscriptions
      • Google Ads
      • Stripe
    • ๐Ÿ“ฅSchedules
      • โŒšHourly
        • "N" Number of Days
        • Week to Date
        • Static Start Date
        • Custom Date Range
      • ๐ŸŒžDaily
        • Custom Time Range
        • Custom Date Range
        • Static Start Date
        • Year to Date
        • Quarter to Date
        • Month to Date
        • Week to Date
        • "N" Number of Days
      • ๐Ÿ“†Weekly
        • Year to Date
        • Quarter to Date
        • Month to date
        • "N" Number of Days
        • Static start date
        • Custom Date Range
      • ๐Ÿ—“๏ธMonthly
        • "N" Number of Days
        • Quarter to Date
        • Year to Date
        • Static Start Date
        • Custom Date Range
      • ๐Ÿ•žSchedule Modification
      • ๐Ÿ”ฝOutput Options
        • Email
        • ๐Ÿ“คFTP
        • ๐Ÿ’ฝGoogle Drive
        • ๐Ÿ—’๏ธGoogle Sheets
        • Power BI
        • BigQuery
    • ๐Ÿ“ƒReport Types
      • ๐ŸคตSales
      • ๐ŸฅกOrders
      • Inventory
      • ๐ŸŽFulfilment
      • Customer
    • ๐Ÿ”„Data Synchronization
      • How to Manage Your Data Mismatch Issue
  • โ“FAQ
    • Reports
    • Schedules
    • Data Sync
    • Billing & Sales
    • Service
  • ๐Ÿ“‹Changelog
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  • Home
  • Library
  • My Reports
  • โ€‹โ€‹Schedulesโ€‹โ€Œ
  • Integrations
  • Settingsโ€Œ
  • โ€‹Help Docsโ€Œ
  1. Getting Started

Navigation Panel

The navigation panel instantly transports you to different sections of Report Pundit. This page details how to use it.

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Last updated 9 months ago

(Click on a title below to go its dedicated help documentation page)

Shows a summary of your storeโ€™s important data fields and activities. Displayed sections include:

  • Highlights of Total Sales, Order Count, Refunds, and Repeat Customers.

  • My Favorite Reports, containing reports that youโ€™ve selected as your favorites.

  • Latest Activities, where you can view your recent activities performed in the app.

  • Popular Integrations, showing the most popular third-party apps integrated with Report Pundit by the seller community. You can also see which of those apps youโ€™re connected to right there.

  • Popular Reports, a list of all the report types popular with our customers.

Contains report templates (pre-made reports) to help you create reports quickly and easily. You can choose from 100+ templates covering important categories like Sales, Orders, Tax, Inventory, and Shopify Payout, among others.

This section shows all the reports youโ€™ve created and saved. Includes both template-based and custom reports.

Shows reports you have scheduled for sharing, with details like frequency, output type, date and time of creation, next run, and actions. Also shows a history of your previously scheduled reports with all relevant information.

Shows the available third-party applications you can integrate with your Report Pundit account, including the ones presently integrated. Highlights give the Most Popular and Recently Added ones. You can also view the apps sorted into Categories like Marketing, Payout, Subscription, Shipping, and Returns.

Has all the options you need to control your Report Pundit account. You can manage Basic Account Information, Data Sync Options, Report Formatting, Re-Authorization for Shopify accounts, FTP, Custom Email, and more.

The link to Report Pundit websiteโ€™s Help section with documentation and video tutorials to get you familiarized with the app.

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