This article explains how to download reports from the Shopflo Dashboard.
Generate and export reports such as Orders, Discounts, Upsells, UTMs, and Abandoned Checkouts - either as a one-time export or as recurring reports automatically delivered to your inbox.
Step 1: Navigate to the Reports Tab on the Shopflo Dashboard
Step 2: Click Generate Report and pick the report type you want to export.
To explore all available report types, click here↗
Step 3: Select only the columns you need. Picking every column can slow down the download because of the larger data size.
Step 4: Choose whether this is a one-time export or a recurring export. Set the date range for a one-time export.
For recurring reports, choose the schedule that suits your needs:
Daily: Select the specific time you want the report to be sent each day.
Weekly: Pick the day of the week and the time you want the report delivered.
Monthly: Choose the date and time for the report to be sent every month.
Step 5: Enter a report name and an email address to receive the file, then click Get Report.
Leaving the email field blank is fine - the generated report will still appear on the dashboard. Add an email only if you want the report delivered to someone’s inbox.
Once your report is generated, you can either download it directly or send it to a specific user. A copy will also be sent to the email address you selected.
And that’s it - you’ve successfully learned how to download the reports on our dashboard!