Reports

Accessing Reports

Click on the Reports tab to select a report type.

You can also access reports for each store from the Manage Stores dashboard by selecting Reports in the Tasks column.

There are three reports generated for each published store: 

• Organization Insights
• Order Lists
• Contribution  

Organization Insights

Order Lists

Contribution

How to use a Pivot Table

To get a summary of the items that were ordered, you will need to create a pivot table.

How to Create a Pivot Table in Microsoft Excel

1. Download your Item Order Report from the Order List tab in Store Reports.
2. Open the file in Excel and click Enable Editing if the protected view caution banner appears.
3. On the menu bar, click Insert, then PivotTable on the far left of the toolbar ribbon.

4. When the Create PivotTable window pops up, verify that the table or range selected is correct. If not, click the Table/Range field and then select the data that you need summarized in the worksheet, including the column headers.

5. Select the location where you want your table to be placed and click OK. Excel defaults to a new worksheet, which is what we also recommend.

6. Now you will see your new worksheet with the designated area for your PivotTable and the PivotTable Fields control pane. To build out your table, click the check box next to each field that you need to summarize. You can also drag these fields down to the Rows box.
   Note: For apparel, you will want to check Product Name, SKU, Color, Size. For most hard goods, you will check Product Name, SKU, and Color.

7. Finally, check the Quantity field to get the totals for each.

Updated February 05, 2025 21:14