Other Options
These options can only be performed on saved reports which you can find under 'My Reports' section under 'Reports Dashboard'.

Clone/Duplicate a Report

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Select the report which you want to duplicate from 'My Reports' tab.
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Click on
button (next to the 'Cancel' button).
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Select the 'Clone' option.
You'll be able to see the cloned report under 'My Reports' tab as shown above.

Delete a Report

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Select the report which you want to delete from 'My Reports' tab.
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Click on
button (next to the 'Cancel' button).
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Select the 'Delete' option.
You'll be able to see the report has been deleted from 'My Reports' tab as shown above.

Share Report Link

Share Report Pundit's report link to your staff members, accountants, vendors etc, without sharing the Shopify login credentials.
The report link can be password protected. The fields & data in the share link cannot be modified & Also the date range changes, sort & filter changes made in the "share link report will not have any effect on the master report.
Regenerating the link will revoke access to the existing link shared. The share link option will be generated only when the report is saved & the report page is reloaded.
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Open the report you want to share
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On the top right-hand corner, click the
menu.
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Select 'share link' option
RPS1.png
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Enable the share URL
RPS2.png
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Enter the password
RPS3.png
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Copy the link & share it along with the password
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🌟
Great job! You're all done.
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Last modified 1d ago