Generating reports from the order index
Your order index page is primarily used for managing orders throughout the fulfillment process; however, because of the advanced filtering capabilities of this page, it can also be used to generate helpful reports on your orders, which can also be exported as CSV files for further analysis.
Filtering order data
Timestamp of use-cases highlighted in the video
- 1:19 - Delivery manifest report
- 2:30 - First time customer report
- 3:27 - Segmenting by SKU / product ordered
- 4:39 - Unpaid / collections report
- 5:14 - Fulfillment accuracy report
- 6:40 - Exporting reports into CSV files
🖥️ CLICKPATH = admin / orders / new / filter orders
Saving order filters
If there are certain order filters you commonly use for reporting, you can save them by clicking the "Save" button on the top-right corning of the order list.
Exporting order data
Your order reports/data can easily be exported via CSV files, which can then be analyzed using your favorite spreadsheet tool, such as Excel or Google Sheets.
CSV exports of orders
The primary order export format includes the most crucial info required for each order. This format is most efficient for analyzing or importing orders into 3rd party tools (such as routing software), when product info is not required.
🖥️ CLICKPATH = admin / orders / new / filter orders
CSV exports that include items ordered
This format is most helpful when the product info is required and is commonly used for importing into accounting software.
🖥️ CLICKPATH = admin / orders / new / export
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