SHOPLINE merchants can export various reports, including Orders Report (New), Revenue Analysis by Product Report and all customers reports by going to [Report & Analytics] > [Report Export] in the Admin.
In this article, you'll find:
1. Order Report (New)
You may choose to download the orders created in the last 3, 7, or 30 days, or a specified date range (Max. 31 days). The Order Report will include the order information, customer contact information, product, delivery and payment details. There are two ways to export this report:
- Go to [Order Management] > [Order] and click Export Order Report in the "More Actions" menu.
- Go to [Report & Analytics] > [Report Export] > Order Report (New).
Please refer to Order Export for details on filtering order data.
2. Revenue Analysis by Product Report
You may choose to download the revenue analysis for the last 3, 7, or 30 days, or a specified date range (Max. 31 days).
This report is generated by capturing the order data and listing the products with sales records within the selected date range.
The report includes product type, variation, and total sales amount. If you have input the product cost before the order is created, the report will also calculate the gross profit.
The "Pending", "Confirmed" and "Completed" statuses in the report are based on the order status. You can make calculations with reference to the changes in order status in your store operation.
*Notes:
- Product is taken as a unit in the Revenue Analysis by Product Report. Deleted products will not appear in this report.
- Order history auto-archiving: Orders earlier than 2 years will be automatically archived and cannot be selected. For instance, if you are exporting on 25 June 2024, a date earlier than 25 June 2022 will not be available.
3. Transaction Service Fee Report
When the monthly transaction service fee is incurred, you can download the report in the Admin to view the details of the charges for subsequent reconciliation.
The system will automatically generate the report of the previous month at 16:00 (UTC+8) on the 1st of each month. Go to [Report & Analytics] > [Report Export] and click "Transaction Service Fee Report" to export the report.
*Note:
- If there is a staff member who has been granted full access to "Online Store Report Export", the system will by default grant the report export access to the staff member. However, if there is no full access permission granted to a staff member in the past, the system will by default uncheck the access to Transaction Service Fee Report. You can adjust the export permission of each staff member later.
Read more
Transaction Service Fee (Monthly Maintenance Fee) Overview
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