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

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

  1. After logging into your account, click on “Orders” in the top menu navigation, or click on "Looking up an Order" from the middle of the dashboard page.
  2. Click "Saved Reports" Button
  3. Activity Report Select "All orders" from the drop down.
  4. Click on "Create New Report".
  5. Find “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 right-bottom, click “Save Custom Report”
  8. When ready to export, click “Export” button to the right of the “Columns” button.

Create custom tax reports

To create a report for taxes follow the steps below.

  1. After logging into your account, click on “Orders” in the top menu navigation, or click on "Looking up an Order" from the middle of the dashboard 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 needed columns and  unselect  the unneeded ones.
  5. Enter a name, for example, “Tax Report”, in the "Report Title" box.
  6. To save this report, click “Save Custom Report”.