Overview
Upright Lister has a number of reports available to understand the operational and financial performance of the e-commerce department.
Reports in Lister are divided into two categories: in-app reports and downloadable reports. In-app reports can still be downloaded but are designed to display information in a more visually appealing manner. Downloadable reports will export raw data as a .csv and allow you to make further manipulations in your preferred spreadsheet program.
In addition to in-app and downloadable reports, Lister includes email reports for daily or weekly snapshots of your account's health and performance.
Beyond the standard reports available in Lister, Upright Labs has a dedicated Services team that specializes in tailored monthly growth support specific to your organization’s needs.
Want custom-tailored reports and strategies to grow your revenue?
Click the button below to learn what Upright Services Monthly Growth Support has been doing for our clients!
Table of Contents
Email Reports
Email reports are not available directly in Lister. Instead, these summaries give a high-level overview of sales and posting performance and a snapshot of your Lister account health.
Performance Digest Email
The Performance Digest email automatically sends a daily or weekly report showcasing your organization’s total postings, sales average order value, listings per team member, and top item sales.
This report is excellent for identifying high-value sales and trends in overall performance.
How to Find Reports in Lister
Click the reports icon in the top right navigation menu of Lister to navigate to the reports page. The various reports in Lister are available based on your Default or Custom Role.
In-App Reports
In-app reports are displayed in your browser for ease of data visualization but can also be downloaded as a spreadsheet.
Note: All In-App Reports are based on your local timezone, unlike downloadable reports that can be set to any timezone.
To access the in-app reports:
Click the Reports icon in the top right navigation menu of Lister
Select an in-app report from the left navigation menu
Here is a brief overview of each report, with more details in the sections below.
User Productivity: Chart of each teammate's actions in a given date range
Operational Productivity: Line chart of the total types of actions taken in Lister
Manifests: Multiple data visualizations of Manifest activity
Suppliers: Multiple reports ideal for suppliers to track manifested items
Top Sales: View the top 50 items sold by price within a given date range
Event Logs: Complete history of every teammate action taken in Lister and Link
User Productivity
The User Productivity report is a breakdown of each teammate's actions within a given time frame.
Clicking on a teammate will open up the Operational Productivity report filtered to show that teammate’s productivity
Inactive users can be hidden to reduce unnecessary clutter
Click column headers to sort in ascending or descending order
Operational Productivity
High-level view of productivity in each part of the operation that can be grouped by hour, day, week, month, and more. Toggle on or off specific events in the chart to only display data relevant to your needs.
Poster Overview
The Poster Overview report shows high-level details of new listings created by each teammate. View the number of listings created per teammate compared to a set goal.
Set target postings per hour and daily worked hours with the (x) icon at the top of the page. Note: Poster targets are set as the same goal across all teammates
Poster Targets
This report displays the actual vs. target listings each teammate produced within a given timeframe as a bar chart.
Set target postings per hour and daily worked hours with the (x) icon at the top of the page. Note: Poster targets are set as the same goal across all teammates
Manifests
Clicking the Manifestes link under In-app reports will open a new page showing 4 reports of manifest activity within a given date range. The data displayed is based on the manifest creation date, meaning filtering by date range will remove any manifest items created outside of that date range.
Manifest Acceptance/Rejection Rate: Chart of all manifest item statuses, acceptance rate, revenue generated, and sell thru rate
Manifests by Supplier: Bar chart of how many total manifests were created per supplier
Manifests by User: Total number of manifests and quantity of manifested items per teammate
Manifest Items by Day: Historical chart plotting how many manifest items were created each day
💡 Operational Tip: Hover your mouse over any of the 4 boxes of data to download the data as a .csv, .xlxs, or .json file
Suppliers
Clicking the Suppliers link under In-app reports will open 3 targeted reports, useful for store leadership to track sales and manifests.
Sales Overview: Store e-commerce revenue leaderboard
All Manifest Items: Overview of all items on manifests including whether they have been processed, accepted, rejected and why, status (listed, sold, recycled), and price
User Activity: Overview of activity by manifest creators for each supplier. Includes total items sent, accepted, rejected, and acceptance/rejection rate
Sales Overview
The Sales overview report shows high-level details of item revenue per supplier. Column headers include Total Items Sold, Total Item Revenue, Average, High, and Low selling price per item.
All Manifest Items
The All Manifest Items report provides a complete history of each item manifested by suppliers, with details on the current status, item name, sale price, and any details on who accepted or rejected the manifest item.
User Activity
The User Activity report fully breaks down activity by manifest creator. It includes supplier names, manifest creator, total items sent, accepted, and rejected, along with a percentile breakdown of acceptance and rejection rates.
Top Sales
The Top Sales report showcases the top 50 highest-priced items sold in your operation and can be filtered by specific date range and supplier.
💡Operational Tip: The Top Sales report is a great way to share extraordinary sales results with suppliers!
Event Logs
The Event Logs report provides a complete history of all user activity in Upright Lister and Link. Results can be filtered by date range and specific users.
💡Operational Tip: Event logs can be used to help track down items that may not have been scanned to inventory by following the movement of related products created on the same day as a missing item.
Downloadable Reports
Downloadable reports are large sets of data that are downloaded as .csv files. To access the downloadable reports:
Click the Reports icon in the top right navigation menu of Lister
Select a downloadable report from the left navigation menu
Here is a brief overview of each report, with more details in the sections below.
Shopgoodwill Listings: Listing history and sales data of Shopgoodwill items
eBay Listings: Listing history and sales data of eBay items
Shopify Listings: Listing history and sales data of Shopify items
Paid Orders: Shows orders paid for within a given time frame and provides high-level revenue data like how much the customer spent on the items, shipping, handling, taxes, and donations
Paid Order Items: Shows items paid for within a given time frame and details about those items like the product category, title, supplier, and who posted the item
Orders: Shows all orders created within a given time frame regardless of payment status
Refunds: Shows all refunds processed within a given time frame and includes information like refund reason and amount
Manifest items: Shows all manifest items created or processed within a given time frame and their respective status
Shipments: Shows all shipments created within a given time frame
Products: Shows all products created or recycled within a given time frame
Embedded Listings: Title, SKU, and clickthrough history of Embedded Listings
💡Operational Tip: The Paid Orders report gives high-level details of each order, whereas the Paid Order Items report gives details of each item within an order.
Shopgoodwill Listings Report
This report shows a high-level overview of all Shopgoodwill listings created within a given time frame.
If an item is relisted within the date range, it will appear again as a row for each separate listing.
eBay Listings Report
This report shows a high-level overview of all eBay listings created within a given time frame.
If an item is relisted within the date range, it will appear again as a row for each separate listing.
Shopify Listings Report
This report shows a high-level overview of all Shopify listings created within a given time frame.
If an item is relisted within the date range, it will appear again as a row for each separate listing.
Paid Orders Report
This report shows orders paid for within a given time frame and provides high-level revenue data like how much the customer spent on the items, shipping, handling, taxes, and donations.
Each row in this file represents a separate order which can include multiple items
It does not report the supplier of the items within an order, as multi-item orders cannot be attributed to a single supplier
Please refer to our Paid Order Report Help Center article for the breakdown of this report.
Paid Order Items Report
This shows items paid for within a given time frame and details about those items, like the product category, title, supplier, and who posted the item. It is important to note that certain fees in the Paid orders and Paid Order Items report do not get passed to Lister from the marketplaces. For example, listing insertion fees and final value credit fees in eBay.
Each row in this file represents an individual item that sold
To include items that were refunded or partially refunded when you run this report, set the payment status filter to "All"
Please refer to our Paid Order Items Report Help Center article for the breakdown of this report.
Orders Report
Unlike the Paid Order Items report, this shows all orders created within a given time frame, regardless of payment status.
Refunds Report
The Refund report is the source of truth for all refunds issued within a given timeframe, regardless of when the initial item was paid.
Note: eBay reports refunds on an order level, not an item level. As such, this report will not tie refunds back to suppliers or individual items
Please refer to our Refund Report Help Center article for the breakdown of this report.
Manifest Items Report
This report includes all manifest items according to when the manifest was created or processed and includes details on the Manifest Tracking status and item status.
Shipments Report
This report shows all shipments created within a given time frame and includes information like shipping label cost, carrier and service level selected, insurance details, who packed and shipped the order, and the box size used.
Products Report
This report shows all Products created or recycled within a given time frame.
Using the "Created between" filter will include draft products and listed products and can be used with the Paid Order Items report to calculate the sell-through rate
Using the "Recycled between" filter uses the date products were recycled/purged. This means you can see all products recycled within a given time frame
Embedded Listings Report
This report gives a history of Embedded Listings created within a given date range and includes how many clicks each listing has received.
Related Guides
Have questions? Reach out to us at support@uprightlabs.com or via chat anytime between 9am-6pm ET, Monday to Friday