Staff Details
Report Pundit can automatically add your staff information to your reports. Learn how to set it up for hassle-free staff management.
Report Pundit lets you import staff details directly into the app without having to go through Shopify admin.
Here’s the correct steps to import staff details:
Access Settings: Open Report Pundit and navigate to Settings.
Locate “Shopify Staff”: In the Settings menu, find Shopify Staff in the left navigation panel and click on it.
Click on “Import”: Click on the Import button on the page. You may click on an alternate link as well if provided.
Click on “Open this page”: In the pop-up message box, click on the Open this page link.
Paste the data: A new page will open with staff data in the form of code. Simply copy that code and paste it in the space provided in the message box.
Confirm Import: Once pasted, click on the Import button at the bottom of the pop-up.
That’s it! Your reports will automatically contain staff details wherever applicable.
Important:
You may see a different interface for Report pundit than the one mentioned above, but don’t worry. The general steps will be the same.
If you want more information about staff data importing, go to Report Pundit Help documentation.
You’ll need to repeat the staff data importing process above every time you add or remove a staff member. This ensures that your reports have the latest information.
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