Our reporting system gives you powerful tools to track, analyze, and share key performance data across your business. Reports are designed to be flexible, customizable, and easy to interpret—so you can get the exact insights you need, when you need them.

Use advanced filters to zero in on the data you want. The table layout allows you to sort columns and group data to customize your view. Save your report settings as a template to easily run whenever needed, or schedule reports to run automatically.

• Create a Report
• Save Templates and Schedule Runs
• Customize Table View
• Report Details
• Report Insights
• Edit a Report Template
• Run Again
• Report Types

Create a Report

To create a report, go to Reports and click New Report. Choose the report type you want to run and apply your desired filters. Additionally, you can configure Report Details – to save, schedule, or share your report.

Save Templates and Schedule Runs

Save your report templates to run on demand, or schedule them to run automatically.

1. Toggle on Save Report and enter a Name and Description for your report
2. Toggle on Schedule Report and select the Run Frequency for your report
3. Click Save & Run Report

Customize Table View

While a report is running, you’ll see the status as pending. Once the report is complete, you can view the results by clicking on View Report.

Each report run shows a summary displayed at the top, with a detailed breakdown in a table below. Each row represents data for the selected timeframe, with the ability to dig deeper with Grouping and Columns.

Group your data by things like Checkout Name, Promo Code, or Block Type. Select columns that you want to show or hide, like Price, Count, Trial Days, and Sales Amount. You can also break out the results and compare by hour, day, week, month, etc. within the report’s date range.

Report Details

Inside each report, the Details button will show the state that the report was run in, with things like the timestamp it was created, the date range, and applied filters.

Report Insights

Each report comes with built-in insights. This automated analysis helps you interpret the data, identify trends, and find ways to optimize your results.

Edit a Report Template

Edit a report template to change the applied filters, report name, and/or run schedule. From your Reports list, find the report you want to edit. Click on the ellipsis menu (…) and select Edit Template.

In the popup window, make the desired changes to the Filters and Report Details. The report will run using the new parameters. To run the report now, click Run Report. To save changes without running the report, click Update Report.

Run Again

Running a report again will give you an updated version of the report, within the selected date range. From your Reports list, find the report you want to run again. Click on the ellipsis menu (…) and select Run Again.

In the popup window, you can make changes to the filters, or keep everything the same. Click Run Report when finished.

Report Types

New Reports:

These reporting features are available on the following reports:

• Product Sales
• Customer Lifetime Value (coming soon)
• Checkout Performance (coming soon)

Legacy Reports:

The below reports are on our legacy reporting system and have a different layout for filtering and grouping results:

• Sales Explorer Report
• Failed Payments Report
• Sales Tax Report
• Cashflow Projection Report