Create custom reports

Custom Reports are great for saving a report structure for reuse. Some use cases when you should think about creating a custom report are the following:

• Create email list
• Create report with custom questions for all orders on a listing
• Create custom tax reports

Create email list

To export customer emails to an external email marketing service like Constant Contact, Mailchimp, etc., follow the steps below:

1. After logging into your workspace, click on “Orders” from the sidebar menu, or click on "Order list" from the toolbar on your dashboard workspace page.
2. Click the "Saved Reports" button.
3. In the Activity Report section, just below, select "All orders" from the drop-down menu.
4. Click on "Create New Report".
5. Find the “Visible Columns” in the pop-up window and unselect all columns except First Name, Last Name, and Email.
6. Scroll down to the bottom and add a name to the Report Title, for example, “Mailchimp Export”.
7. To save this report, on the bottom right, click “Save Custom Report”.
8. When you are ready to export, click the “Export” button to the right of the “Columns” button.

Create report with custom questions for all orders on a listing

If you ask your customers a specific question on your listing and you would like to run a report to see how that question was answered on all orders associated with that listing (or for orders associated with just a specific time slot), here is what you can do:

1. After logging into your workspace, click on "Orders" from the sidebar menu, or click on "Order list" from the toolbar on your dashboard workspace page.
2. Click "Listing" and choose the listing you would like to run the report for. Alternatively, if you are looking for a specific time slot, you can filter by "Time Slot".
3. Now, you can select the information you want to see on the report by clicking on the "Column" button at the top right of the page.

Create custom tax reports

To create a report for taxes, follow the steps below:

1. After logging into your workspace, click on "Orders" from the sidebar menu, or click on "Order list" from the toolbar on your dashboard workspace page.
2. Under "Saved Reports", click on "Create New Report".
3. Under "Visible Columns", select "Tax" and/or "Tax Percentage".
4. Continue selecting all other necessary columns and deselect the unnecessary ones.
5. Enter a name, for example, “Tax Report”, in the "Report Title" box.
6. To save this report, click “Save Custom Report”.