You can access reports by clicking on Reports in the blue horizontal menu.
Here you will find a list of the pre-defined data exports that are available to view and download. All reports are available to download as a CSV file by selecting the Download as CSV checkbox when you specify the filters for each report.
If you have opened an Order Cycle, you will be able to run reports to help with managing packing, processing your orders, and meet your financial reporting needs.
For most reports you are able to filter data by:
order cycle name
Hubs can make this change in their Enterprise Settings.
Reviewing products stocked
Pack or process orders on an individual or batch basis
Checking in products delivered
Packing goods to be
collected by customer
View customer balance
Integrating with MailChimp*
Managing total revenue
Enterprise Fee breakdown
Integrating with Xero
Bulk Order Management
for buying groups
*Remember you will need to satisfy data protection legislation to use customer email and addresses data for a newsletter
A summary of the data included in each report can be found in the following document: