Simple Reports

Run 4 Reports & Easily Filter/Edit in Excel

Simple reports provide a quick and easy way to export and manipulate your data to give you the flexibility you need to manage your shop.

Pro Tip: You can run these reports through ANY stage of your Order Manager!

Click Reports
Click Simple Reports

You will find 4 reports to run:

Simple Personalization Report
Simple Order Report
Simple Order Item Report
Simple Product Ordering Report

Filter Report Criteria

With each report you will need to filter to find the information you need.

Select Starting Date
Select Ending Date
Choose if you want to Include Cancelled Orders
Choose if you want to Include Completed Orders
Select Stores (Select the store(s) you want to pull data for)
Click Run Report
A download will be sent to your files as a CSV file.
Open in Excel

Note: If the "Include Cancelled/Completed Orders" checkboxes are left unchecked, you will not see orders that fall under those statuses.

Below will show you the data that will be pull with each Report

Simple Personalization Report

Simple Personalization Report will pull your shoppers personalization entry into a CSV file. This will allow you to open into Excel to filter/edit the criteria to your specifications.

Order Id
Store/Company
Product Name
Mfg SKU
Style/Color
Product SKU
Size
Quantity
Render Art File Link
Custom Personalization
Standard Name and Number

Simple Order Report

Simple Order Report gives you critical order information. This will download as a CSV, allowing you to open into excel and edit the criteria to your specifications.

Order Date
Order Id
First/ Last Name
Email
Store/Company
Quantity of Items
Order Price
Personalization Price
Gift Certificate
Coupon Code/Discount Total
Sub Total
Rush Fee
Shipping
Sales Tax
Order Total
Profit
Profit Percentage
Transaction Id
Shipping/Billing Addresses

Simple Order Item Report

Simple Order Item Report gives you detailed order information along with personalization entry. This will download as a CSV, allowing you to open into excel and edit the criteria to your specifications.

Order Date
Order Id
First/ Last Name
Store/Company
Product Name
Style/Color
Supplier & Manufacturer Name
SKU/ Item Number
Mfg Sku
Size
Quantity of Item
Price
Personalization
Coupon Code/Discount Total
Sub Total
Order Item Sales Tax
Item Total
Gift Message
Shipping Method
Shipping/Billing Addresses

Simple Product Ordering Report

Simple Product Ordering Report will give you a consolidated list of what you need to order. This will download as a CSV, allowing you to open into excel and edit the criteria to your specifications.

Product Name
Style/ Color
SKU/ Item Number
Supplier Name & Manufacturer Name
Mfg SKU & Mfg Size SKU
Size
Quantity