Organize Reports

Quickstart

Quickstart

Dashboard

DataChamp includes some standard reports. Use them as basis for your custom exports from Shopify.

Press the "Run-Button" to run a report. After the run is complete, download your Excel or CSV file by clicking on "Download".

Repeat and run the reports again if you need updated results. You will find the history of previous runs by clicking on "Actions/History".

Create & Edit

To create a new report, click on "New Report" button in the Dashboard:

From here, simply use one of the templates provided - such as "Orders from yesterday". This sets the filter and selects standard fields from orders in Shopify:

On the right side you see all options for setting:

  • Name: Your report name

  • Storage:

    • DataChamp

    • DataChamp - Feed

    • Google Drive / Google Sheets

    • FTP

    • Dropbox

  • Export Mode: Choose how the lines will be processed, and choose between Standard and Incremental (only export items that have not been exported)

  • File Type & File Name: Excel or CSV

  • Email Notification

To save your report and to run it - click on the in the upper right corner and choose "Save and Run"

Info:

Most report runs only take a few seconds up to a few minutes.
However in some cases a run can take even hours (eg. thousands of orders with order lines). This is due to the interface with Shopify. You can set up an email notification at any time. DataChamp will inform you as soon as the run is finished and the exported file is ready for download.

Tip:

Use a filter for "Updated at" - this will reduce the runtime significantly!

© Copyright 2024 kickdata gmbh

© Copyright 2024 kickdata gmbh

© Copyright 2024 kickdata gmbh