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

1. Select the report which you want to duplicate from 'My Reports' tab.

2. Click on button (next to the 'Save' button).

3. Select the 'Clone' option.

You'll be able to see the cloned report under 'My Reports' tab.

Delete a Report

1. Select the report which you want to delete from 'My Reports' tab.

2. Click on button (next to the 'Save' button).

3. Select the 'Delete' option.

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 “shared 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.

📋 Steps to enable the Share link option:

1. Open the report you want to share

2. On the top right-hand corner, click the menu.

3. Select 'share link' option

4. Enable the share URL

5. Enter the password

6. Copy the link & share it along with the password

🌟 Great job! You're all done.