Help Center / Reports and insights · How-to
Detailed reports
How the row-by-row reports work - date range, status filter, location filter, pages and the CSV button.
- Who can use this
- Shop owner, Shop Manager, Shop Sales Manager, Report Analyzer
Help Center / Reports and insights · How-to
How the row-by-row reports work - date range, status filter, location filter, pages and the CSV button.
The reports under Detailed reports are tables you filter and download. They all work the same way.
Select Reports, then an item under Detailed reports.
The grey line under the title says exactly what the report counts.
A shop with several locations also has Fulfilment location. Staff assigned to specific locations see My locations and only their own.
Order Source is on the Order Report only.
| Menu item | Page title | One row per | Guide |
|---|---|---|---|
| Orders | Order Report | Order | Order Report |
| Order items | Order Items Report | Product line of an order | Order Items Report |
| Daily orders | Daily Orders Calendar | Day of a month | Daily orders calendar |
| Products | Products Report | Product | Products Report |
| Customers | Customers Report | Customer | Customers Report |
| Delivery collections | Delivery Collections | Delivered order paid on delivery | Delivery Collections Report |
| Tally report | Tally Report | Product line, with order money on the first line | Tally Report |
Daily orders is a calendar, not a table. It has no filters apart from the month and the location, and no download.
The status options are Order Placed, Preparing Order and Delivered. Delivery Guy Assigned and Order Picked Up are offered when your shop delivers or ships, or has orders in that status.
The Order, Order Items and Tally reports open with Order Placed and Preparing Order selected, and the Products Report with Order Placed only. That suits packing, not accounting. For sales figures, select Delivered only.
The filter has no cancelled option, so these reports do not list cancelled orders. Find them in the orders list, and their count and value in Sales insights.
Orders are picked by the time they were placed, on your shop's clock. Only the Delivery Collections Report goes by delivery time.
More in Troubleshooting and Exporting and printing.