You would want to extract order reports from time to time for accounting, ERP, business monitoring and more. Eshopbox allows you to export and schedule order reports for your convenience. Once you are in the orders tab, you can export an order report anytime by following the below steps:
Step 1: Filter your order list
Use filters to segment the orders you wish to import. Learn how to filter orders
Step 2: Initiate order export
Click on the 'Export' button in the top right corner of your screen, you need to choose orders that you wish to export. You can choose one of the following three options:
Orders matching your filters
All orders created in the last 90 days
All orders created before 90 days
Step 2: Select fields to export
Next, you need to choose what type of report you wish to export. Eshopbox allows you to extract a detailed sales report for your orders at an order item level.
Simply select each field that you wish to see in the order report by clicking on the checkboxes. By default, all the fields should be selected. To understand each field in detail, check out the orders glossary.
Step 4: Export the order report
Once you have selected all the fields, you can export the order report by clicking on the 'Export CSV' button. Alternatively, you can schedule order reports to be automatically sent on a periodic basis.
If you wish to schedule order reports, you need to follow the same steps as above and click on the 'Schedule report' button.
Here, you need to provide a unique name to your report and configure timings for the report to be sent to you.
Next, select the date range to classify your orders. You need to select at least one date range from the dropdown.
Now, you choose team members who will receive this report and click on 'Schedule report'
Note: Team members you wish to add must be added to your Eshopbox workspace.
Creating custom report templates
Eshopbox allows you to create a custom report template in case you wish to regularly receive your order report with specific order attributes. To do this, export an order report and choose order attributes you wish to export using the checkboxes. Once, you are done click on 'Save template'. Now, you can access this order report template easily.