Report Pundit
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  • ✨Welcome to Report Pundit Documentation
  • 🏑Report Pundit Website
  • πŸ’»Report Pundit App
  • πŸ›’Shopify Testimonials
  • πŸ“ŒGetting Started
    • πŸ‘¨β€πŸ«Walkthrough
    • ℹ️Navigation Panel
    • 🏠Home
    • πŸ“”Library
    • πŸ’ΌMy Reports
    • ⏰Schedules
    • βš™οΈSettings
      • πŸͺͺAccount
      • πŸ”Data Sync Options
      • πŸ› οΈReport Formatting
        • πŸ“…Week Start from Sunday
        • πŸŒ•Include Current Day
        • πŸ’²Enable Currency for Reports
      • πŸ“€FTP, Google Drive, and Google Sheets
      • πŸŒ€Recent Sync History
      • πŸ“¬Custom Email
      • πŸ‘₯User Management
      • πŸ€΅β€β™‚οΈShopify staff
    • 🧩How to Create a Custom Report and Auto-Schedule It
  • 🧠Knowledge Base
    • 🧾Report 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
      • πŸ–ŒοΈCustom Fields
        • Calculated Columns (Fields)
        • πŸ›‘οΈStatic Field
      • Data Comparison
      • Formatting Tools
      • Sharing Report Links
      • Exporting the report
      • Unique Reports
      • Staff Details
      • Other Options
    • πŸ”—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
    • πŸ“₯Schedules
      • ⌚Hourly
        • "N" Number of Days
        • Week to Date
        • Static Start Date
        • Custom Date Range
      • 🌞Daily
        • 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
      • πŸ“†Weekly
        • Year to Date
        • Quarter to Date
        • Month to date
        • "N" Number of Days
        • Static start date
        • Custom Date Range
      • πŸ—“οΈMonthly
        • "N" Number of Days
        • Quarter to Date
        • Year to Date
        • Static Start Date
        • Custom Date Range
      • πŸ•žSchedule Modification
      • πŸ”½Output Options
        • Email
        • πŸ“€FTP
        • πŸ’½Google Drive
        • πŸ—’οΈGoogle Sheets
        • Power BI
        • BigQuery
    • πŸ“ƒReport Types
      • 🀡Sales
      • πŸ₯‘Orders
      • Inventory
      • 🎁Fulfilment
      • Customer
    • πŸ”„Data Synchronization
      • How to Manage Your Data Mismatch Issue
  • ❓FAQ
    • Reports
    • Schedules
    • Data Sync
    • Billing & Sales
    • Service
  • πŸ“‹Changelog
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On this page
  • Clone/Duplicate a Report
  • Delete a Report
  • Share Report Link
  • Steps to enable the Share link option:
  1. Knowledge Base
  2. Report Creation

Other Options

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

PreviousStaff DetailsNextApp Integrations

Last updated 1 year ago

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. 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 β€œshared 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.

  1. Open the report you want to share

  2. Select 'share link' option

  3. Enable the share URL

  4. Enter the password

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

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

Steps to enable the Share link option:

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

Great job! You're all done.

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