Settings

Learn how you can take control of your Report Pundit account and personalize your app us in this page.

How to Get to Settings in Report Pundit

In your Report Pundit app, click on Settings in the top navigation panel to open the settings page.

In the Settings page, you'll find this left side panel with links to the various aspects of your account you can manage.

Here is a detailed view of each settings option:

🏁Account

Your Account control page is the default landing page for the settings link.

You get an overview of your account details like Shopify and Report Pundit plan information, registered email ID, time zone.

• Report Pundit Plan: Shows your current subscribed plan. (Free Forever Plan/Essentials/Essentials Plus)

• Your Shopify Plan: Shows your current subscribed Shopify plan.

Note: Report Pundit subscription pricing is directly linked to your Shopify subscription. Click here to know more.

• Shop Time Zone: Shows the shop's time zone. You can't edit the time zone by yourself. In case you require a change in time zone, kindly contact-us.

• Installer Email: Shows the the Email ID used while installing the app. You can change the email address by clicking on

⬇️Data Sync Options

This setting lets you control how your Report Pundit app synchronizes with your Shopify store database.

• You can choose to only sync the data you want using Data Sync options.

• To activate a sync option, simply toggle the respective button.

🛠️Report Formatting

This is where you can view and change the various formats applied to your reports.

• Currency: You can format each report to show a specific currency symbol by selecting from the available drop-down list.

• CSV Encoding Option: You can choose a specific encoding for your CSV reports.

• If a currency or encoding option you need is not listed, just contact us and we will add it for you.

📀FTP, Google Drive & Others

Configure your automated report delivery settings here by entering the required connectivity details to your FTP, Google Drive, and other destinations.

📋 Steps to Connect with FTP

To connect FTP and store reports, follow these steps:

1. Go to the 'Settings' page and open the 'FTP & Google Drive' section from the sidebar on the left.

2. Click on 'Connect' to access the FTP option.

3. Enter the FTP account credentials. Private Key entry is optional.

4. Select the directory where you want to receive and store the reports, and enter the port number.

Note: Kindly contact us if you want to connect through a port other than 21 or 22.

Passive Mode: It is enabled by default and we recommend switching to it permanently to resolve any issues. Ask your FTP provider to set up the FTP to accept the connection in passive mode. You can learn more about passive mode by clicking here.

5. Select a connection mode and click on the 'Test Connection' button. If the result is 'Success', click on 'Save and Update'.

If the result is 'Failed' or anything else, it could be due to many reasons:

• You might have to whitelist Report Pundit's IP Address

  • Public IP: 54.245.198.171

  • Private IP: 172.31.10.79

• You might have chosen the wrong directory path.

• You might have chosen a different Port Number, apart from 20 or 21.

• You might have typed an incorrect password.

If you still can't connect, kindly contact us, and we'll help you set it up.

Your FTP account is integrated with Report Pundit.

Passive Mode

Passive Mode is the recommended connection mode for FTP. In Passive Mode, the FTP client still initiates a command channel connection to the server. However, instead of sending the PORT command, it sends the passive command, which is a request to connect a server port for data transmission. When the FTP server replies, it indicates the PORT number it has opened for the data transfer. Here's how passive mode works in a nutshell:

1. The FTP client connects from a random port to port 21 on the server and issues the PASV command.

2. The server replies, indicating which (random) port it has opened for data transfer.

3. The FTP client connects from another random port to the random port specified in the server's response.

4. Once the connection is established, data transfers are made through these client and server ports.

Learn more about FTP connectivity by clicking on the tab below:

pageFTP

📋 Steps to Connect with Google Drive and Google Sheets:

1. Go to the Settings page and click the 'FTP & Google Drive' option in the left side panel.

2. Under the Google Drive section, click on 'Connect'.

3. Select the Google account to be integrated and grant permission to Report Pundit by clicking on 'Allow'.

🌟 That's it! You've now successfully connected your Google Drive/Sheets account.

Learn more about connecting Google Drive and Sheets by clicking on the respective tabs:

pageGoogle DrivepageGoogle Sheets

Big Query

You can connect with Google's Big Query service and send your Report Pundit data directly there. Find more details on how to connect in our dedicated Big Query help page by clicking on the tab below.

pageBigQuery

Power BI

Microsoft's Power BI is a data visualization tool that can collect your raw Shopify store data and provide business intelligence through captivating graphical representations.

You can find details on how to connect your Report Pundit to your Power BI account by clicking on the tab below.

pagePower BI

🌀Recent Sync History

• Report Pundit refreshes your records every time you access the app or schedule a report.

• Sync also takes place every 6 hours automatically, whether you access the app or not.

Sometimes, newly integrated application records or additional sync records may not immediately reflect in the report. In this case, you can force sync your records manually at any time by clicking on the button.

📫Custom Email Scheduling

You can send scheduled reports to your desired destination from a private-domain email address instead of [e-mail].

Note: The custom email scheduling feature does not work for public domain email ids like gmail.com, hotmail.com, outlook.com & yahoo.com.

Steps to change your sender email ID:

• Go to Settings > Custom email

• Enter the Sender's Name to be displayed in the receiver's inbox

• Add your private email id

• Optional: Include a reply email id If you want the recipient to reply to a different email address than the sender's.

• Once the email is added, complete the verification by confirming the sender's signature sent over the email.

• Once the email is verified, the status gets changed from Not verified to Verified.

Your scheduled emails will have the custom email ID from now on.

👮User Management

You can manage your Report Pundit Admin and User accounts from this section. Learn all about it by clicking on the tab below.

pageUser Management

👨‍🏭Shopify staff

This is where you can manage your Shopify staff list.

• View staff records with Staff ID and Staff Name in the table.

• Search by staff name/ID in the search bar.

• Import excel files with your staff data directly to Report Pundit by clicking on the dedicated button.

You're now ready to optimize Report Pundit for your unique requirements.