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Settings
You can access various settings related to app functionality.
- Report Pundit Plan: Shows your subscribed plan. (Free Forever Plan/Essentials/Essentials Plus)
- Your Shopify Plan: Shows your 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 installer email (the Email ID you used while installing the app). You can change the email address by clicking on
- You can sync only the data you want using Data Sync options.
- To activate a sync option, toggle the corresponding button.
- Currency: You can format each report with a specific currency symbol by selecting from the available symbols.
- CSV Encoding Option: You can choose a specific encoding option 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.
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.
Passive Mode: It is enabled by default. and we recommend switching to it permanently to resolve any issues. To do so, 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 and check the result as shown below. If the result is 'Success', click on 'Save and Update'.
If the result is 'failed' or anything else, it can be due to multiple 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.
That's it! Your FTP account has been integrated with Report Pundit. Good job!
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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 for a server port to connect to 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.
- 1.Go to the Settings page and navigate to the 'FTP & Google Drive' section from the left sidebar.
- 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.
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- We automatically refresh your records every time you access the app or schedule a report.
- Sync also takes place every 6 hours by default, irrespective of 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 respective button
Send scheduled reports to your employees, accountants, and vendors from a private-domain email address instead of [email protected].
Note: The custom email scheduling feature does not work for public domain email ids like gmail.com, hotmail.com, outlook.com & yahoo.com.
Steps
- Go to Settings
- Click on Custom Email
- Enter the sender's name to be displayed in the Inbox
- Add your private email id
- Include a reply email id If you want the recipient to reply to a different email address than the sender's. The reply email id is optional
- 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.
- Henceforth, all the upcoming email schedules will be sent from the custom email id that is added.
Last modified 1mo ago