3 minute read
Schedule Automated Reports in Shopify Plus
As an eCommerce business owner, you know how important it is to regularly monitor your sales and results. Thanks to this, you can make informed decisions and keep an eye on the development of your business.
There is a feature in Shopify Plus that allows you to save time and effort by automating the process of creating and delivering reports – scheduled automatic report delivery.
First, let’s understand what Shopify Plus is. This is the premium version of the Shopify platform designed for large and fast-growing businesses. It offers advanced features such as custom checkout options, advanced marketing and automation tools, and dedicated support.
With scheduled automatic report delivery, you can now choose which reports you want to receive and how often. These reports may include sales reports, inventory reports, customer reports, and more. You can receive these reports by email or download them directly from your Shopify Plus dashboard for easy access and viewing.
So how do you schedule reports to be automatically delivered in Shopify Plus? The process is simple and can be completed in just a few steps.
1. Select Reports: The first step is to decide which reports are most important to your business and require regular delivery. These can be daily, weekly, or monthly reports, depending on your business needs.
2. Set delivery frequency: Once you have selected your reports, you can choose when you want to receive them. This can be done daily, weekly, or monthly. You can also specify the day and time you want to receive it.
3. Select audiences: Shopify Plus allows you to add multiple audiences to each report, making it easier to share key insights with other team members or stakeholders.
4. Save Schedule: Once you have entered all the details, you can save your schedule. You can even set up multiple schedules for different reports to ensure you stay up to date with your business data.
Scheduling automatic report delivery eliminates the need to manually create and distribute reports, saving you time and effort. This ensures you always receive key insights and data to help you make data-driven decisions about your business.
In summary, scheduling automatic report deliveries is a valuable Shopify Plus feature that can benefit your business in many ways. It simplifies monitoring your company’s performance and allows you to focus on other important aspects of your business. So why not take advantage of this feature and optimize your business processes?