# Welcome to Data Export Documentation

This area is designed to help educate, train, and assist customers with the use of our Data Export software service. You can browse help sections, search by keyword, or return home to DataExport.io.

## :man\_mage: Getting Started

Becoming a wizard at Data Export is a fairly straight-forward process:

1. Review the topics in the left-hand sidebar
   * [x] *We suggest you start your learning journey with the* [*Basics*](/getting-started)
2. To better understand custom fields and detailed features, visit our Knowledge Base.
3. Check out the frequently asked questions [here](/faq/reports).
4. Search by keyword if you know what you're looking for.

![](/files/-MfqduqXV35woIuM1npX)

Once you're ready, it's time to :unlock: [unlock the power](https://apps.shopify.com/data-export) of your storefront data!

{% hint style="success" %}
All the pictures and videos used for demonstration, has been taken from the Developer's account. **Your privacy is secured!** :closed\_lock\_with\_key: 
{% endhint %}

### :book: Table of Contents

{% content-ref url="/pages/-MVNcS4Dpx3QA5v\_3fV4" %}
[Knowledge Base](/kb/welcome-to-the-knowledge-base)
{% endcontent-ref %}

{% content-ref url="/pages/-MVNlioMMG5jU9ahir08" %}
[FAQ](/faq/faq)
{% endcontent-ref %}

{% hint style="warning" %} <img src="/files/-MZPUnClqB_o7T3Xqrbn" alt="" data-size="line"> [Click HERE](https://dataexport.io) to return to the [DataExport.io homepage](https://dataexport.io).
{% endhint %}


# Getting Started

This section will help you to get familiarized with the app, and it's basic layout.

[**​Pre created Reports**](/getting-started/pre-created-reports)**​**‌

As the name suggests, here you can find specific pre-created reports for your store based on sales, products, inventory, tax, Shopify, payout, etc.‌

**​**[**My Reports​**‌](/getting-started/my-reports)

All the reports that you have created and saved in the past, will be listed in this section.‌

[**Report Builder​**](/kb/reports/customized-reports)

Report Builder helps you build a custom report from scratch.

**​**[**Scheduler**](/getting-started/scheduler)**​**‌

Here, you can find all the report scheduling tasks that you've created along with a history of the scheduled reports that have run in the past.‌

​[**Account**](/getting-started/account)**​**‌

This page provides additional sync options along with integrations for scheduling your report.‌

**​**[**Resources**](https://docs.dataexport.io/)**​**‌

Clicking on the ​<img src="https://firebasestorage.googleapis.com/v0/b/gitbook-28427.appspot.com/o/assets%2F-MVN38pxrmSRWq3e_Evi%2F-MaDAfyBUwqcjs4UR94Y%2F-MaD_7AXSHYSi4VTD1gh%2Fimage.png?alt=media&#x26;token=f9486614-7291-4392-b68c-88cb8b89730c" alt="" data-size="line"> tab will bring you to the Data Export Documentation page, which is the page that you are on right now.


# Pre-Made Reports

We have 80+ Pre-made Reports for your store based on Sales, Products, Inventory, Tax, Shopify Payout, etc, which have been built based on the suggestions from 10,000+ Data Export customers.

You have various metrics to choose the reports from. **For example, let me choose a report from Sales and Order metrics**,&#x20;

The **'Sales and Orders Reports'** tab contains 20+ pre-created reports for your store.

Click on the report that you want to generate. After the report opens, save the report by clicking on the ![](/files/A2Cn6V6iZkHvOqgZGmor) button.&#x20;

<figure><img src="/files/mMtTraecBPIrXuMaRppr" alt=""><figcaption></figcaption></figure>

The report will be saved under![](/files/ashhyI7VC4V2xXGa1u7r)tab for future reference.

{% hint style="info" %}
To learn more about reports and their features, click [here.](/kb/reports)&#x20;
{% endhint %}


# Reports

You can find all the reports that you have created and saved in the past.

Information regarding the report is shown adjacent to the respective report name.

<figure><img src="/files/Yqk26LpST338XQyOME1v" alt=""><figcaption><p>Report Viewer Dashboard</p></figcaption></figure>

* What **type of report** is it?
* **When** was it created?
* What **type of schedule** has been running on it?

**Actions**

* **Schedule** - You can directly schedule the reports by clicking on the schedule button and going through the scheduling process. To know in detail about scheduling click [**here**](/kb/scheduler).
* **Edit Report** - You can make changes to your report by clicking on the edit report button.&#x20;
  * You can make changes to the fields, date ranges, etc. However, you won't be able to change the report type.&#x20;
  * Kindly **save** the report once you're done editing for the changes to take effect.

{% hint style="info" %}
To learn more about reports and its features click [here.](/kb/reports)&#x20;
{% endhint %}


# Scheduler

Here, you can find all the report scheduling tasks that you've created and a history of the scheduled reports that have run in the past.

### Schedule List

Information regarding the schedule is shown adjacent to the respective report name.

<figure><img src="/files/5UBcc5w0ZjzV26L4h52l" alt=""><figcaption></figcaption></figure>

* What **type of schedule** is it?
* **When** was the scheduling task created?
* When exactly is the **next report going** to arrive?

**Actions**

* **Edit Schedule -** You can make changes to the schedule by clicking on the green edit button. However, you are limited to only change the output options.
* **Delete -** You can delete the schedule by clicking the delete ![](/files/T8KIa3OoxUXOYtZ0qYAp) button.

### Report & Schedule History

<figure><img src="/files/pRrqhvZIpkY54Jt7uRqa" alt=""><figcaption></figcaption></figure>

This tab shows you the report scheduling history of all the schedules run in the past.

* What **type of schedule** was it?
* **What time** was the report delivered?
* **What period** of data does the delivered report contain?

**Actions**

* **Download -** You can manually download the delivered report by clicking the download Icon

{% hint style="info" %}
**Note:** The report that you scheduled will already be present in the mail or cloud, that you've chosen as the ***Output Option.*** You can view the report from your ***output option*** as well.
{% endhint %}

* **Delete from Server -** You can delete the schedule from our app server by clicking the delete button

{% hint style="info" %}
To learn more about Schedules and its features click [here.](/kb/scheduler)&#x20;
{% endhint %}


# Settings

This section provides additional sync options along with integrations for scheduling your report.

## Shop & Plan Information

<figure><img src="/files/trqZmy508GOa8V313xTL" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/2cFJcbPqgIgzxfpFNXGX" alt=""><figcaption></figcaption></figure>

* **Shop Time Zone:** View the shop time zone. We don't provide an option to edit the time zone. In case you require a change in time-zone, kindly [**contact-us.**](https://reportpundit.com/contact/)&#x20;
* **Installer Email:** View the installer email. You can change the email address by clicking on the edit button. <img src="/files/-Mfly2YSvs9wHjwWHboD" alt="" data-size="line">&#x20;
* **Plan Status:** View the status of your plan and subscribe to a plan from this section.

{% hint style="info" %}
**Note:** Data Export Subscription Plan is directly linked to your Shopify Subscription.&#x20;

For example, Advanced Shopify Stores can only subscribe to the Advanced Shopify Plan on the Data Export app.
{% endhint %}

## Additional & Optional Sync

<figure><img src="/files/0ukm427WkreuXx446Pcw" alt=""><figcaption></figcaption></figure>

* There are various **sync options** that every store does not require. Hence, we give you the option to **sync only the necessary information** regarding the store.&#x20;
* To **turn on** any sync option, **toggle** the corresponding button.

## Schedule Integration

<figure><img src="/files/ada3E3BSU8lVfg96Vki8" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/Km6mTclhxh91P785aSk9" alt=""><figcaption></figcaption></figure>

You can integrate the app with **an FTP** account, **Google Drive** or **Google Sheets** account to schedule the reports to auto-deliver to the respective accounts.

## Password

Restrict access to the app by adding a password. Once you **create the password**, you have the option to **change** the password or **disable** it.

<figure><img src="/files/ZSfIkl4TElUCZmgPHo0T" alt=""><figcaption></figcaption></figure>

In case you wish to **disable** the password, you'll be able to **reset** it.

<figure><img src="/files/Lc7TKk8457FgCBFyAK3h" alt=""><figcaption></figcaption></figure>

## Force Sync

* We **refresh** your records each time you **access the app** or **schedule a report**.
* Sync also takes place **by default every 6 hours,** irrespective of whether you access the app or not.&#x20;

Sometimes the **sync options** that you have **enabled** records, might not immediately reflect in the report. In this case, you can **force sync** your records to manually **refresh** them at any time.

### :clipboard: *Steps to Manually Sync Data*

:heavy\_check\_mark: In the Settings page, you can find the question **'When was my data last synced?'** Click on the question to view your **sync history**.

:heavy\_check\_mark: Click on the '**Manually Sync Data**' button as shown below to manually refresh your records.

<figure><img src="/files/1hQ5VLGaSSgLmFod0P7N" alt=""><figcaption></figcaption></figure>


# Data Synchronization

When you initially install Data Export, we require your shop records to sync with our app in order to generate your reports quickly.

### **Why is Data Sync necessary?**

Once the Shop Data is synced with Data Export, the report generation occurs **instantaneously**. Data Sync is a prerequisite for generating the report at such rapid speeds.

### API Call Limit

Shopify enables us to make **2 requests/second** for **Basic Shopify, Shopify, and Advanced Shopify** users, and **4 requests/second** for **Shopify Plus** users. Hence, *sync time for **Shopify Plus** customers will be slightly faster.*

We can extract 250 records with each reques&#x74;**,** but it takes a while to sync these records with the app. **Data Export** will sync data based on the [**API Call Limit**](https://help.shopify.com/en/api/getting-started/api-call-limit) allowed by Shopify.

#### <mark style="color:orange;">**How does data synchronization work when you first install Data Export?**</mark>

When you first install Data Export, it will sync the data from the previous seven days. Following that, it will start syncing on a monthly basis. When the initial sync is complete, reports can be generated.

## :hourglass\_flowing\_sand: ***How Long will it take for my Shop Data to sync with Data Export?***

### :point\_right: **Orders**

Around ***500 to 600 records** are synced every minute*.&#x20;

* **Estimated Time for Sync Completion**
  * 100,000 Orders - 1-2 Hours
  * 500,000 Orders - 4-5 Hours&#x20;

### :point\_right: **Products** &#x20;

Around ***300 to 500 records*** *are synced every minute*. Products sync will be quicker since the majority of product data will be synced under Orders.

* **Estimated Time for Sync Completion**
  * 30,000 Products- 1-2 Hours
  * 60,000 Products- 2-3 Hours

### :point\_right: **Customers**&#x20;

Around ***1400 to 1500*** ***records** are synced every minute*. The Sync speed is comparatively higher since fewer resources are to be updated in the database.

* **Estimated Time for Sync Completion**

  * 100,000 Customers - Within 1 Hour
  * 500,000 Customers - 3-4 Hours

### :point\_right: **Transactions**&#x20;

Around ***500 to 600*** ***records*** are synced every minute. Transactions sync will be quicker since the majority of product data will be synced under the types mentioned above.

* **Estimated Time for Sync Completion**
  * 100,000 Transactions - Within 1 Hour
  * 500,000 Transactions - 3-4 Hours&#x20;

### :point\_right: Payouts

Around ***500 to 600*** ***records*** are synced every minute.

* **Estimated Time for Sync Completion**
  * 100,000 Transactions - 1 Hour
  * 500,000 Transactions - 3-4 Hours

### For Example,

If you have,

* Orders - 30,000&#x20;
* Products - 5,000
* Customers - 25,000
* Transactions -25,000
* Payout  - 15,000

then, the **Data Sync** will be completed within **one hour**.

### <img src="/files/-MabK4OXIRWlPbP-Tp4f" alt="" data-size="line"> Will my data remain within Data Export after uninstallation?&#x20;

[**According to the Shopify rules**,](https://help.shopify.com/en/manual/apps/app-personal-information#:~:text=You%20can%20revoke%20access%20to,collected%20while%20it%20was%20installed.) if you **delete Data Export**, all the synced data will be deleted automatically, 48 hours from the time of uninstallation. However, you can sync the data again if you choose to re-install Data Export after 48 hours.

{% hint style="success" %}
***Note:** This information is based on the sync time data from 10,000+ Data Export customers, and is considered to be accurate.*
{% endhint %}

{% hint style="info" %}
If you need more information regarding data sync, feel free to [contact us.](https://dataexport.io/contact/) :telephone:&#x20;
{% endhint %}


# Data Export: Basic Functionality

## :clipboard: *Steps to save a Pre-Created Report*

*Let's consider that we need a report with the Inventory Quantity of products, along with the corresponding UPC and Price.*

{% embed url="<https://youtu.be/2m7YRMgRTKg>" %}

1. **Select** the **'Inventory'** section.

![](/files/-MfvBFTVide1JcU8DpNL)

2. **Click** on the '**Inventory Feed**' report template.

![](/files/-MfvBPnJUcoRdiZeGqS4)

3. Finally, '**Save'** the Report.

![](/files/-MfvBUMAuIPOfjV3h_dS)

### Now let's learn how to Schedule a Report.

{% content-ref url="/pages/-Ma1zUJ1SHlPae2jKt8E" %}
[Email](/kb/scheduler/output-options/email)
{% endcontent-ref %}

{% content-ref url="/pages/-Ma2By3LrvU2rJrqO5ZN" %}
[FTP](/kb/scheduler/output-options/ftp)
{% endcontent-ref %}


# Welcome to the Knowledge Base

Welcome to the Data Export Knowledge Base.  Here you can learn about report creation, scheduling, and other features of our Data Export Shopify app software.

{% content-ref url="/pages/-M\_QBklG-clrSlfRHHiD" %}
[Reports](/kb/reports)
{% endcontent-ref %}

{% content-ref url="/pages/-MZMkI5laF17mbUWy9lq" %}
[Scheduler](/kb/scheduler)
{% endcontent-ref %}


# Reports

This contains detailed information on Reports, and it's features in the Data Export app.

{% content-ref url="/pages/-M\_4ps2SsYwBDzP\_0X8t" %}
[Customized Reports](/kb/reports/customized-reports)
{% endcontent-ref %}

{% content-ref url="/pages/-MVTyJrrN1FbSBVayKJu" %}
[Filters](/kb/reports/filters-and-sorting)
{% endcontent-ref %}

{% content-ref url="/pages/-MZMnUkAflLo1xUPc3GE" %}
[Sort](/kb/reports/sort)
{% endcontent-ref %}

{% content-ref url="/pages/-M\_4pHU4JdoL6WxGb-Ku" %}
[Custom Columns](/kb/reports/custom-fields)
{% endcontent-ref %}

{% content-ref url="/pages/-M\_4s10uNjT8sUN9oEGS" %}
[Formatting Tools](/kb/reports/additional-settings)
{% endcontent-ref %}

{% content-ref url="/pages/-MaSr0OpzRoCZ30OfI91" %}
[Clone & Delete](/kb/reports/other-features)
{% endcontent-ref %}


# Customized Reports

Need more than what our pre-made reports have to offer? Custom Reports has you covered. With a few clicks, you can create the report that meets your needs. Or you can ask our experts to do it for you.

## :clipboard: *Steps to Create Customized Reports*

1. **Click** on **'Create report'.** You can find this button on '**Reports**' and '**Builder**'.

<figure><img src="/files/qdU4OIZbwvw6RSvWIzCg" alt=""><figcaption></figcaption></figure>

2. **Select** '**I'd like a custom report'** and go to the **next step**

<figure><img src="/files/yop5RKRiZj5fecG6UfSU" alt=""><figcaption></figcaption></figure>

3. **Select** the **category** & **report type** and proceed to the **next step**

<figure><img src="/files/ECor503YF1InfNJeWagq" alt=""><figcaption></figcaption></figure>

### 4. Select Fields

**Select** the **fields** you want to add to your report using the **Field Selector** tab.&#x20;

<figure><img src="/files/guIT0AdWNYrLa51tdl6V" alt=""><figcaption></figcaption></figure>

### 5. Edit/Rename the fields in the report

<figure><img src="/files/cFlRkDW7l8z0cwkgAnrS" alt=""><figcaption></figcaption></figure>

### 6. Edit the format of a field

<figure><img src="/files/YaEalvrAHi4pV0MmmthH" alt=""><figcaption></figcaption></figure>

### 7. Remove/delete the field

<figure><img src="/files/DWCy4f27FRw705wSBcC0" alt=""><figcaption></figcaption></figure>

### 8. Hide the fields

<figure><img src="/files/ugR9SxrGHIChNTQhbO6F" alt=""><figcaption></figcaption></figure>

### 9. Re-arrange field

You can **re-arrange the report fields** based on your requirement.

<figure><img src="/files/5plsOw2sIahufuogdi2n" alt=""><figcaption></figcaption></figure>

### 10. Select Date Range

**Select** your desired date range using the **Date Selector** tab. We have several **preset date ranges** to choose from ***OR*** **select** your own **Start** and **End Date** as per your requirement.

<figure><img src="/files/TlN5cKYBN3DaK0rzhJjH" alt=""><figcaption></figcaption></figure>

### 11. Save Report

&#x20;Finally, **Save** the report by clicking on the Save button. Once saved, you can access your report anytime from the **'Reports'** tab.

<figure><img src="/files/g5WrGsxAvOZ3joRtF9FX" alt=""><figcaption></figcaption></figure>

### 12. Export Report

You can **export/download** a report, without scheduling it.

Click on the **Export** button to download the report in **XLSX** format or **click** the **Download** button to download the report in **XLSX**, **CSV** & **PDF** format.

<figure><img src="/files/fEOXHXruMcoLvWESNF6i" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
:star2: That's it! You have successfully created and exported your Customized Report.
{% endhint %}

{% hint style="info" %}
Click [here](/kb/reports) to know about the 'sort' and 'filter' functions.
{% endhint %}


# Filters

Data Export has a powerful filter feature. Filter reports based on size, colour, paid, cancelled, payments pending, created date, Total spent, order count, etc.

<figure><img src="/files/VbClTiCqncrlE4i2HEfP" alt=""><figcaption><p>Filters</p></figcaption></figure>

## :book: Table of Contents

{% content-ref url="/pages/-MYn-xRz\_Dj9xEGydz75" %}
['Contains' & 'Not contains'](/kb/reports/filters-and-sorting/contains-and-not-contain-filter)
{% endcontent-ref %}

{% content-ref url="/pages/-MYn97BD84woKh00W034" %}
['is' & 'is not'](/kb/reports/filters-and-sorting/is-and-is-not-filter)
{% endcontent-ref %}

{% content-ref url="/pages/-MYn9Ew8gnqUEKHiwIjB" %}
['include' & 'exclude'](/kb/reports/filters-and-sorting/include-and-exclude-filter)
{% endcontent-ref %}

{% content-ref url="/pages/-MYn9RFLGwI9TcklUssA" %}
['is BLANK' & 'is not BLANK'](/kb/reports/filters-and-sorting/is-null-and-is-not-null)
{% endcontent-ref %}

{% content-ref url="/pages/-MYn9v\_-X1ZRsFq11g4S" %}
['Begins with' & 'Ends with'](/kb/reports/filters-and-sorting/begins-with-and-ends-with)
{% endcontent-ref %}

{% content-ref url="/pages/-MYs200LgPsn0xIc6Mlw" %}
['= Equals' & '!= Not equals'](/kb/reports/filters-and-sorting/equals)
{% endcontent-ref %}

{% content-ref url="/pages/-MYs2mP5LLDQbiO4lga3" %}
['> Greater than' & '< Lesser than'](/kb/reports/filters-and-sorting/greater-than-greater-than)
{% endcontent-ref %}

{% content-ref url="/pages/-MYs31F6fmiu3dE7hp3o" %}
['>= Greater than or equal' & '<= Lesser than or equal'](/kb/reports/filters-and-sorting/greater-than-greater-than-and-equal)
{% endcontent-ref %}


# 'Contains' & 'Not contains'

```
How does contains & not contains filter work
```

They **contain** filter is used when you have any specific word contained in a phrase.

**Example**: I want to filter the products which contain apples.

Consider that the store contains many products like Sony headphones, Bose headphones, Sony tv, Apple charger, Apple iPhone 5, Apple iPhone 6, Apple iPhone 7, Apple Mac computer, Apple headphones, Apple mouse, SanDisk music player, SanDisk Pen drive, Seagate hard disk, HP laptop, etc.

<figure><img src="/files/oFdEIFN5jbhJgSqW7DtY" alt=""><figcaption></figcaption></figure>

When the ***contains*** a filter for the product Apple is applied, the report will pull only the Apple products since all the products have the name Apple in common, i.e., Apple iPhone 5, Apple iPhone 6, Apple iPhone 7, Apple Mac computer, apple headphones, and Apple mouse.

<figure><img src="/files/eqtngF940drQRrSHRGtY" alt=""><figcaption></figcaption></figure>

Similarly, when ***not contains*** a filter for the product Apple is applied, the report will pull only the Non-Apple products, i.e. Sony Headphones, Bose Headphones, Sony TV, SanDisk music player, SanDisk Pen drive, Seagate Hard disk, HP Laptop.


# 'is' & 'is not'

```
How does 'is' & 'is not' filter work?
```

**'is'** filter will pull any given name in the filter.

**Example:** I want to filter a product title "**Airbus Scale model**" among hundreds of product titles.

When the filter is applied, the report will show only **"Airbus Scale model".**

<figure><img src="/files/lcFmqJPeh6OtpC4CrNtQ" alt=""><figcaption></figcaption></figure>

If **'is not'** filter is applied, the report will exclude "**Airbus Scale model**" and show the rest of the product titles.

<figure><img src="/files/ZFKtzMDnODAOoEPbt272" alt=""><figcaption></figcaption></figure>


# 'include' & 'exclude'

```
How does include & exclude filter work
```

The **'Include'** filter is used to add more than one filter condition.

<figure><img src="/files/Z4KoMKTIiQDaefB9O92J" alt=""><figcaption></figcaption></figure>

**Example:** Filtering two product titles, "Airbus Scale model" &  "Airplane Painted Vintage", among hundreds of product titles.

When this filter condition is applied, the report will filter out all the product title except  "Airbus Scale model" &  "Airplane Painted Vintage".

**'exclude'** filter condition will filter out  "Airbus Scale model" &  "Airplane Painted Vintage" and show the remaining product titles.

<figure><img src="/files/LTucLcK326YmCWQgduwo" alt=""><figcaption></figcaption></figure>


# 'is BLANK' & 'is not BLANK'

```
How does "is BLANK" & "is not BLANK" filter work?
```

**'is BLANK'** filter condition is used to filter the blank records.

**For Example:** Filter all products that do not have any 'Variant Title'.

When '**is BLANK'** filter is applied on 'Variant Title' field, the report will filter out all the products that does not contain 'Variant Title'.

<figure><img src="/files/MK4zGoylxerJldpHYL5Y" alt=""><figcaption></figcaption></figure>

**'is not BLANK'** filter has been applied to 'Variant Title' field to show all the row which have inputs added, as shown below.

<figure><img src="/files/vtbqVbju8xpBZaXHjM8S" alt=""><figcaption></figcaption></figure>

&#x20;


# 'Begins with' & 'Ends with'

```
How does 'Begins with' & 'ends with' filter work?
```

The '**Begins with'** filter finds all the records with a specific prefix and their related character.

**For Example,** we need to filter all the Variant SKUs that begin with "**CSBK"**. Hence, the **'Begins with'** condition filters all the SKUs beginning with 'CSBK', as shown below.

![](/files/-MYs-UNsI_2TPD0lYkxy)

The **'Ends with'** filter finds all the records with a specific suffix and their related characters.

**For Example,** we need to filter all the Variant SKUs that end with **"02"**. Hence, the **'Ends with'** condition filters all the SKUs ending with '02', as shown below.

![](/files/-Ma74cJuUpSaTNzyv6kB)


# '= Equals' & '!= Not equals'

{% tabs %}
{% tab title="= Equals" %}
**= equals** filter is used to find records that are equal to a specific value.

**For Example,** we need to find records of net quantity that are equal to 1. Hence, applying the '**equals'** filter will show net quantity values which are equal to 1, as shown below.<br>

<figure><img src="/files/egrdMCc55xc0BLCT9MsZ" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="!= Not equals" %}
!**= Not equals** filter is used to find records that are not equal to a specific value.\
\
**For Example,** we need to find records of net quantity that are not equal to 5. Hence, applying the '**not equals'** filter will show net quantity values which are less than or more than 5, as shown below.<br>

<figure><img src="/files/bXZDcNYdRKj6dMPzrHtj" alt=""><figcaption></figcaption></figure>

{% endtab %}
{% endtabs %}


# '> Greater than' & '< Lesser than'

{% tabs %}
{% tab title="Greater than " %}
We can use the '**greater than'** filter to show values that are greater than the given condition.

Example:  Filter net quantity values that are **greater than** 2, as shown below.<br>

<figure><img src="/files/4aR5bXt4tV2oDHT1tyRX" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title=" Lesser than" %}
We can use the '**lesser than'** filter to show values that are lesser than the given condition.

Example: Filter net quantity values that are **lesser than**  2, as shown below.

<figure><img src="/files/3Qt74b4BMv5DESYsIklY" alt=""><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}


# '>= Greater than or equal' & '<= Lesser than or equal'

{% tabs %}
{% tab title=">= Greater than or equal " %}
We can use the **(>=)** *greater than or equal to* filter to receive values equal to or greater than the given condition.

Example:  Filter net quantity values that are **equal to or greater than** 2, as shown below:

<figure><img src="/files/uibzetfYHo49MevssLxA" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="<= Lesser than and equal" %}
We can use the **(<=)** *lesser than or equal to* filter to receive values equal to or lesser than the given condition.\
\
Example:  Filter net quantity values that are **equal to and lesser than** 2, as shown below:

<figure><img src="/files/5WYfU3PDU95lOAKpAFcm" alt=""><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}


# Sort

Sort feature is used to arrange the values in the reports according to your preferred order.

{% tabs %}
{% tab title="Sort by ascending" %}
Sort any fields in the report in ascending order from smallest to largest or alphabetically from A to Z.\
\
**For Example**: Sort the report by Product title. The report will sort the data in alphabetical order starting at A.

You also have the option to limit the number of rows to be shown to **Top 10**, **Top 25**, **Top 50,** or **Top 100**.&#x20;

You can also view all the rows on the same page by selecting the **'All'** option, as shown below:<br>

<figure><img src="/files/LxwStyxCNI9AojFnGsEm" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Sort by descending" %}
Sort any fields in the report in descending order from the largest to the smallest or reverse alphabetical order from Z to A.

**For Example**: Sort the report by Product title. The report will sort the data starting at Z.

You also have the option to limit the number of rows to be shown to Top 10, Top 25, Top 50, or Top 100.&#x20;

You can also choose to see all the rows on the same page, as shown below.

<figure><img src="/files/SpEYPHqvKCFbfRgF0bcp" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Multi-Sort" %}
Sort multiple fields in the report in ascending or descending order. \
\
**For example**: Sort the report by Product title in ascending order and Net quantity in descending order.

You also have the option to limit the number of rows to be shown to Top 10, Top 25, Top 50, or Top 100.&#x20;

You can also choose to see all the rows on the same page, as shown below.

<figure><img src="/files/RGVWpZsMnOFUP9hx662e" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Show" %}
You also have the option to limit the number of rows to be shown to Top 10, Top 25, Top 50, or Top 100.&#x20;

You can also choose to see all the rows on the same page, as shown below.

<figure><img src="/files/TdbavQVfNSZwxCYllL4E" alt=""><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}


# Custom Columns

There is a wide range of fields under each Report Type, yet there may arise a necessity for a field that is tailored to your needs.

Click the button shown in the picture below to create a Custom column.

<figure><img src="/files/fKJ9JtrSVZQ0LWkt7S9M" alt=""><figcaption></figcaption></figure>

You can create a **Custom column** based on your requirement. Name your field and choose your desired input format. The field can hold one of the following formats:

* **String**: You can add alphabets, numbers or alphanumerical inputs. Any number that is added will not have a numerical value (cannot be used for definite measure)
* **Number**: You can add numerical values to your field.
* **Boolean**: You can add Boolean Operators. Ex: '1' representing 'True' and '0' representing 'False'.
* **Date & Time**: You can add date, day and time inputs.

[Here is an example of how to create a custom column for meta fields](/kb/reports/custom-fields/calculated-fields/add-metafields-to-your-report)

We have categorized custom columns into two types:

{% content-ref url="/pages/-M\_UNBAiYn0ZADcp9ahG" %}
[Calculated Columns](/kb/reports/custom-fields/calculated-fields)
{% endcontent-ref %}

{% content-ref url="/pages/-M\_UNWH4QJiy-XP\_fkGr" %}
[Static Column](/kb/reports/custom-fields/static-field)
{% endcontent-ref %}


# Calculated Columns

There are various calculations and commands which can be executed through these custom fields.

The '**Calculated Columns**' editor can be used to create a custom function for a particular field.&#x20;

### :clipboard: *Steps to Create a Calculated Columns*

1. **Click** on ![](/files/jDNspQY7ydL1AG0FfdqG) columns
2. **Click** on the '**Add** **Custom Column**' icon.

<figure><img src="/files/2oubX0QLR2rsDrOedSw3" alt=""><figcaption></figcaption></figure>

3. &#x20;**Click** on '**Calculated Columns**'
4. **Enter** the field name in the respective space provided.
5. **Click** on the blank space below to write a **custom function**. The function needs to be written in **PostgreSQL.**

{% hint style="info" %}
**Note:** Click on **Show Documentation** to view various functions that you can use. It is recommended to use this feature with basic knowledge of **PostgreSQL.**
{% endhint %}

{% hint style="info" %}
**Hint:** Type a keyword for the field to receive suggestions to add t the editor.
{% endhint %}

{% tabs %}
{% tab title="String" %}
These are the commands available under the **'String'** format along with its Syntax.

* Character Length&#x20;

  ```
  char_length([field_name])
  ```
* All characters in Lower Case

  ```
  lower(string)
  ```
* All letters in Upper Case

  ```
  upper(string)
  ```
* String Concatenation 2

  ```
  'String: ' || integer
  ```

{% endtab %}

{% tab title="Numbers" %}
These are the commands available under the **'Number'** format along with its Syntax.

* Adding two or more field values

  ```
  [field_name1] + [field_name2]
  ```
* Subtracting two or more field values

  ```
  [field_name1] - [field_name2]
  ```
* Multiplying two or more field values

  ```
  [field_name1] * [field_name2]
  ```
* Dividing two field values

  ```
  [field_name1] / [field_name2]
  ```
* **Limit** or **Truncate** the decimal values to 'n' number of decimal places.

  ```
  trunc([field_name],n)
  ```

{% endtab %}

{% tab title="Boolean" %}

* Greaater Than **( > ) :** Returns 'true' if first condition is greter than second condition, else return 'false'&#x20;

  ```
  [field_name1] > [field_name2]
  ```
* Lesser Than **( < ) :**  Returns 'true' if the first condition is greter than the second condition, else return 'false'

  ```
  [field_name1] < [field_name2]
  ```
* Greater than or Equal to **( >= ) :** Returns 'true' if the first condition is greater than or equal to the second condition, else return 'false'

  ```
  [field_name1] >= [field_name2]
  ```
* Lesser than or Equal to **( <= ) :** Returns 'true' if the first condition is less than or equal to the second condition, else return 'false'

  ```
  [field_name1] <= [field_name2]
  ```
* Equal to **( = )** : Returns 'true' if the first condition is equal to the second condition, else return 'false'

  ```
  [field_name1] = [field_name2]
  ```
* Not Equal to **( != ) :** Returns 'true' if both conditions are not equal else, return 'false'

  ```
  [field_name1] !=[field_name2]
  ```

{% endtab %}

{% tab title="Date & Time" %}

* Display Current date

  ```
  current_date
  ```
* Extracts only Day from Order Date

  ```
  extract (day from [Order Date])
  ```
* Extracts only Month from Order Date

  ```
  extract (month from [Order Date])
  ```
* Extracts only Year from Order Date

  ```
  extract (year from [Order Date])
  ```

{% endtab %}

{% tab title="Other custom fields " %}
Trunc: Trunc removes the fractional part of the number and rounds numbers down to the nearest integer based on the value of the fractional part of the number.

```
trunc(([fieldnme])::numeric, 2)
```

Round: The round() function rounds a number to a specified number of decimal places.

```
round(([fieldnme])::numeric, 2)
```

Float: Float is used to store approximate values, not exact values. It has a precision from 1 to 53 digits.

```
float(([fieldnme])::numeric, 2)
```

Concat:  Concat() function adds two or more expressions together.

```
concat([field_1],' ',[field_2],' ',[field_3])
```

{% endtab %}
{% endtabs %}


# Add Order line item properties to your report

How to **add order line item properties** to your report?

1. **Select** the **Line Item Id**
2. Go to **Add Columns>Calculated Columns>Add Calculated Field Name** as Order Line item Properties
3. In the body, **add this function**

```
rp_line_properties_name ([Line Item ID]::bigint, 5)

```

Watch the video below to see it live:

{% embed url="<https://www.youtube.com/watch?v=7l0gC18skb0>" %}


# Add Metafields to your report

How to **add Metafields** to your reports?

1. Add **Order Id**, **Product Id**, or **Customer Id** fields based on your requirement
2. **Go** to Columns>**Add** Custom Columns>**Calculated Columns**>**Add** Calculated field name & **Enter the function**
3. For adding order meta field use&#x20;

```
rp_meta_fields_by_key([Order ID],test_1)
```

{% hint style="info" %}
**NOTE:** Change the 'test\_1' key to your assigned key in the shop
{% endhint %}

Change the order id to product id or customer id if you would like to add product meta fields or customer meta fields.&#x20;

Watch the video(below) to see it in live:

{% embed url="<https://www.youtube.com/watch?v=pqKOMO_AhYs>" %}


# Static Column

You can also create **Static Columns** based on your requirement. Name your field and fill in the static(fixed) value or characters that you desire to remain fixed for all rows.&#x20;

**For Example,** if you only ship your products through FedEx, then you can create a Static Column with '**Shipping Company**' as the field name and **'FedEx'** as the fixed input.

<figure><img src="/files/q4cGZyWF78Tx2YRBjTFh" alt=""><figcaption></figcaption></figure>


# Formatting Tools

The reports can be altered based on your requirements using our formatting tools.

To access formatting tools, click the **settings** button.

<figure><img src="/files/IT2V4yWKR7ErBdgskDJQ" alt=""><figcaption></figcaption></figure>

**Click** on the respective buttons to **enable** the particular settings. You can **enable multiple settings** at a time. These are the formatting tools and their functions :

## **Show Grand Total**&#x20;

Enabling this option will give you the total of each numerical field in the last row of the report. **Enable** this option b going to settings ![](/files/jIA6UwOaDY5fbornrK0X)

<figure><img src="/files/0stuHONAsT2v2VoGwuxR" alt=""><figcaption></figcaption></figure>

## **Show Subtotal**&#x20;

When the **subtotal is enabled**, the report will give the total of a group of values. The grouping is based on the first column from the left and its common inputs.

Go to **report settings** and **enable the subtotal**

<figure><img src="/files/DKNr9js0brQ6LmrCbT9S" alt=""><figcaption></figcaption></figure>

Here are a few examples of subtotal:

:heavy\_check\_mark: Subtotal by **Order**&#x20;

<figure><img src="/files/b3RTMiUiN6RxBB7Ner3Y" alt=""><figcaption></figcaption></figure>

Having the **'Order'** in the **first column** is **essential** for Sub-total to work.

:heavy\_check\_mark: Subtotal by **Order Date** :calendar:&#x20;

<figure><img src="/files/oMHYC4FgBJCiHoilesXi" alt=""><figcaption></figcaption></figure>

Similarly, having the **order date** in the **first column** is a **necessary requirement** for the Sub-total feature to work. Learn how to re-arrange fields by clicking [here.](/kb/reports/customized-reports#steps-to-create-customized-reports)

## **Show Grand total on top**

Enabling this option shows the '**Grand Total**' on the first row below the fields.

<figure><img src="/files/bTHCIbLObzDcRvJs1Rpq" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
**Note:** For this option to work, you must enable **"Show Grand Total".**
{% endhint %}

## **One-line Summary**&#x20;

When **One-line Summary** is enabled, all data contained in the first column from the left will be grouped into its common inputs.

Here are a few examples,

:heavy\_check\_mark: One-line Summary by **Order Date**

<figure><img src="/files/2vboWxdaPrDroYiN0jiT" alt=""><figcaption></figcaption></figure>

Having the **order date** in the **first column** is a **necessary requirement** for the Sub-total feature to work. Learn how to re-arrange fields by clicking [here.](/kb/reports/customized-reports#steps-to-create-customized-reports)

:heavy\_check\_mark: One-line summary by **Product Title**

<figure><img src="/files/I5FlnAwV382FpQRdepFj" alt=""><figcaption></figcaption></figure>

Similarly, having the **'Product Title'** in the **first column** is **essential** for 'Wrap Primary Records' to work.

## Show Detailed Report

When this is enabled, the report will display detailed records by an individual transaction.

<figure><img src="/files/sBEK8xiUX9uCJCIM4WXs" alt=""><figcaption></figcaption></figure>

As you can see above, that in a normal report, the transactions are summarized under the respective order dates. But in a detailed report, each transaction is shown in a distinct row along with the exact time of the order.

## **Report Name for PDF Header**&#x20;

When you export the report as PDF, the report name appears on the top as the Header as shown below. This option is enabled by default.

![](/files/-M_sve3hQeu11jT0_8Oq)

## **Select Currency Format**&#x20;

Choose from the available currency to add symbols to the numerical field that includes values of money.

<figure><img src="/files/sIpRBE9OgwLha8pDjo5F" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Note: This is not a currency conversion tool. It is to be used only to add symbols to the reports.
{% endhint %}


# Clone & Delete

'Clone' & 'Delete' options can only be performed on saved reports which you can find under 'My Reports' tab.

## :clipboard: *Steps to Clone/Duplicate a Report*

<figure><img src="/files/boDe4ObLKPB2UZNDkGsN" alt=""><figcaption></figcaption></figure>

:heavy\_check\_mark: **Select** the report which you want to duplicate from '**My Reports**' tab.

:heavy\_check\_mark: **Click** on  ![](/files/o4Pzq5lgE4433wavHCC7) button (next to the schedule button).

:heavy\_check\_mark: **Select** the **'Clone'** option.&#x20;

You'll be able to see the cloned report under **'My Reports'** tab as shown above.

## :clipboard: *Steps to Delete a Report*

<figure><img src="/files/uvhWhv6ashVoCOO0A55a" alt=""><figcaption></figcaption></figure>

:heavy\_check\_mark: **Select** the report which you want to duplicate from the '**My Reports**' tab or Click on **'Edit Report'.**

:heavy\_check\_mark: **Click** on ![](/files/XO72gGuZIsKm6nNo3Fhx)button (next to the schedule button).

:heavy\_check\_mark: **Select** the '**Delete'** option.&#x20;

You'll be able to see the report has been deleted from the **'My Reports'** tab as shown above.


# Scheduler

The Schedule feature of Data Export IO will help you fetch the reports automatically at varied frequencies.

## :clipboard: Steps to Schedule a Report

<figure><img src="/files/37FmMd563uYufbBE9E7a" alt=""><figcaption></figcaption></figure>

1. **Select** the **type of schedule**.

<figure><img src="/files/ZKqXt0UQFYyOcd7XRF1q" alt=""><figcaption></figcaption></figure>

2. **Select** the **frequency of report delivery** (How often do you want your report?)

<figure><img src="/files/9QhaebxBurfWbisqSMsO" alt=""><figcaption></figcaption></figure>

4. **Choose** how much data you want to capture

<figure><img src="/files/oHst4wUZBVchg7bm0IDm" alt=""><figcaption></figcaption></figure>

5. **Select** an **Output Option** to schedule your reports.

<figure><img src="/files/jEpCaJNbq0fKDWoM0YRP" alt=""><figcaption></figcaption></figure>

[**Click here**](/kb/scheduler/output-options) to learn more about **output options.**

{% hint style="success" %}
:woman\_tipping\_hand: You're all set to schedule your reports!
{% endhint %}

## Frequency of Schedules

{% content-ref url="/pages/-MZR2C3AJD0f3RtmVkZ3" %}
[Hourly Schedule](/kb/scheduler/hourly-schedule)
{% endcontent-ref %}

{% content-ref url="/pages/-MZRACxzgPoMQHU9dJ0H" %}
[Daily Schedule](/kb/scheduler/daily-schedule)
{% endcontent-ref %}

{% content-ref url="/pages/-MZRB00JyuhEm6eAjxK5" %}
[Weekly Schedule](/kb/scheduler/weekly-schedule)
{% endcontent-ref %}

{% content-ref url="/pages/-MZRE2TTbT-sc2Nc7Snh" %}
[Monthly Schedule](/kb/scheduler/weekly-schedule-1)
{% endcontent-ref %}


# Hourly Schedule

Schedule the reports to be delivered every hour, every 2 hours or every 4 hours etc.

### :clipboard: ***Steps to Schedule Reports at varied hourly intervals***

1. **Open** the report that needs to be scheduled and **select** the schedule button.
2. **Select** the '**Hourly**' option from the drop-down. **Click** on save and continue.

<figure><img src="/files/HyOJQkvb7GMzt5VtpIQb" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/6eMj9ubVafRRdC4CwrdE" alt=""><figcaption></figcaption></figure>

3. **Select** the desired hourly frequency. Click on '**Save and continue**'.
4. **Select** how much data you want to capture like **Every hour**, **N Number of days** & **Week-to-date**

<mark style="color:orange;">`Hourly schedule:`</mark>Schedule the reports to be delivered every hour, every 2 hours or every 4 hours, etc.

<mark style="color:orange;">`N Number of days`</mark><mark style="color:orange;">:</mark> Fetch the data weekly for any number of days from 1 to 31. For example, you can generate a report daily for the last 7 days or 10 days, etc.

<mark style="color:orange;">`Week-to-date:`</mark>Fetch the data from Sunday onwards. For example, Sunday to Monday, Sunday to Tuesday, and Sunday to Wednesday. Sunday remains constant.

5. **Select** the output option. **Add** or **Integrate** an account if required.
6. Finally, **fill** in the required fields and **select** the output file format. **Click** on '**Save and Continue**'.

{% hint style="success" %}
:star2: Good job! You have successfully scheduled your reports.&#x20;
{% endhint %}


# Daily Schedule

Schedule last 24-hours report to be delivered at any specific time of the day.

:clipboard: **Steps to Schedule Reports daily.**

1. **Open** the report that needs to be scheduled and **select** the schedule button.
2. **Select** the '**Daily**' option. **Click** on **save and continue**.

<figure><img src="/files/hwbXQ7ynk5fLKTTki2Mu" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/aB9fvHrpSNvbCACEz04C" alt=""><figcaption></figcaption></figure>

3. **Pick** the Delivery time for the reports
4. **Select** how much data you want to capture for the report

**Data Capture options**

<mark style="color:orange;">`Last 24 Hours:`</mark> Schedule last 24-hours report to be delivered at any specific time of the day.

<mark style="color:orange;">`N Number of days`</mark><mark style="color:orange;">:</mark> Fetch the data weekly for any number of days from 1 to 31. For example, you can generate a report daily for the last 7 days or 10 days, etc.

<mark style="color:orange;">`Week to Date:`</mark> Fetch the data from Sunday onwards. For example, Sunday to Monday, Sunday to Tuesday, Sunday to Wednesday. Sunday remains constant.

<mark style="color:orange;">`Month to date:`</mark> Fetch the data from the first date of the current month to the current date. This action will repeat every week.

<mark style="color:orange;">`Quarter to Date:`</mark> Fetch the data from the first date of the current quarter to the current date. This action will repeat every week.

<mark style="color:orange;">`Year to Date:`</mark> Fetch the data from the first date of the current year to the current date. This action will repeat every week.

5. **Select** the output option. **Add** or **Integrate** an account if needed.
6. Finally, **fill** in the required fields and **select** the output file format. Click on '**Save and Continue**'.

{% hint style="success" %}
:star2: Good job! You have successfully scheduled your reports.
{% endhint %}


# Weekly Schedule

Fetch the data of the past 7 days and delivery it on any specific day.

***For example:*** &#x20;

* **If you select “9:00 AM” and “Monday” and “Tuesday”, you will receive 2 reports.**
  * The Monday report will contain the last 7 days of data from Monday, 9:00:00 AM to Monday, 8:59:59 AM. The report will be delivered every week on Monday, at 9:00 AM.
  * The Tuesday report will contain the last 7 days of data from Tuesday, 9:00:00 AM to Tuesday, 8:59:59 AM. The report will be delivered every week on Tuesday, at 9:00 AM.

### :clipboard: ***Steps to Schedule Weekly Reports***

1. **Open** the report that needs to be scheduled and **select** the schedule button.
2. **Select** the '**Weekly**' option from the drop-down. **Click** on **save and continue**.

<figure><img src="/files/6hxlH6BtgUlx7duvYezm" alt=""><figcaption></figcaption></figure>

3. **Pick** the **Delivery Day** and **time** of the week. **Click** on '**Save and continue**'.
4. **Select** how much data you want to capture for the report

**Data Capture options:**

<mark style="color:orange;">`Last 7 days:`</mark>This option will capture the data for the last 7 days.

<mark style="color:orange;">`N Number of days`</mark><mark style="color:orange;">:</mark> Fetch the data weekly for any number of days from 1 to 31. For example, you can generate a report daily for the last 7 days or 10 days, etc.

<mark style="color:orange;">`Month to date:`</mark> Fetch the data from the first date of the current month to the current date. This action will repeat every week.

<mark style="color:orange;">`Quarter to Date:`</mark> Fetch the data from the first date of the current quarter to the current date. This action will repeat every week.

<mark style="color:orange;">`Year to Date:`</mark> Fetch the data from the first date of the current year to the current date. This action will repeat every week.

5. **Select** the output option. **Add** or **Integrate** an account if required.
6. Finally, **fill** in the required fields and **select** the output file format. **Click** on '**Save and Continue**'.

{% hint style="success" %}
:star2: Good job! You have successfully scheduled your reports.
{% endhint %}


# Monthly Schedule

This type of schedule will fetch data for the last 30 days and will deliver the report on any specific day

:clipboard: ***Steps to Schedule Monthly Reports***

1. **Open** the report that needs to be scheduled and **select** the schedule button.
2. **Select** the '**Monthly**' option. **Click** on **save and continue**.

<figure><img src="/files/jpT8WTR9W0jmC4aOska6" alt=""><figcaption></figcaption></figure>

3. **Select** Report **delivery time** and **day** of the month
4. **Select** how much data you want to capture for the report

<figure><img src="/files/1ECoJOT7kGojKBUk8jYC" alt=""><figcaption></figcaption></figure>

**Data Capture options:**

<mark style="color:orange;">`One Month Period:`</mark>Regardless of how many days are in a month, the report will retrieve the data for that month.

<mark style="color:orange;">`Last Month:`</mark> The report will fetch the data of the last completed month

<mark style="color:orange;">`Last 30 days:`</mark>The report will fetch the data from curent date to last 30 days

<mark style="color:orange;">`N Number of days:`</mark> Report will fetch the data weekly for any number of days from 1 to 31. For example, you can generate a report daily for the last 7 days or 10 days, etc.

<mark style="color:orange;">`Quarter to Date:`</mark> The report will capture the data from the first date of the current quarter to the current date. This action will repeat every week.

<mark style="color:orange;">`Year to Date:`</mark> Fetch the data from the first date of the current year to the current date. This action will repeat every week.

5. **Select** the output option. **Add** or **integrate** an account if needed.
6. Finally, **fill** in the required fields and **select** the output file format. **Click** on '**Save and Continue**'.

{% hint style="success" %}
:star2: Good job! You have successfully scheduled your reports.
{% endhint %}


# Output Options

You have multiple secure output options to schedule your reports. Data Export makes it easy to set up and you can automate scheduling within no time.

## :book: **Table of Contents**&#x20;

{% content-ref url="/pages/-Ma1zUJ1SHlPae2jKt8E" %}
[Email](/kb/scheduler/output-options/email)
{% endcontent-ref %}

{% content-ref url="/pages/-Ma2By3LrvU2rJrqO5ZN" %}
[FTP](/kb/scheduler/output-options/ftp)
{% endcontent-ref %}

{% content-ref url="/pages/-Ma2abnZU0JWs05k9yvW" %}
[Google Drive](/kb/scheduler/output-options/google-drive)
{% endcontent-ref %}

{% content-ref url="/pages/-Ma2z3NX7Zv45-G\_oCtm" %}
[Google Sheets](/kb/scheduler/output-options/google-sheets)
{% endcontent-ref %}


# Email

Learn more about how to schedule the reports to your Email ID.

## ,*Steps to Schedule any Report to Email* :e-mail:&#x20;

1. **Open** the report that needs to be scheduled.
2. **Click** the ![](/files/fnY7kFqFc88fDW0jZ2ig) button.

<figure><img src="/files/AzGFBoXe5P2cAnRD6ivF" alt=""><figcaption></figcaption></figure>

3. **Select** how often you want to run the report like **Hourly**, **Daily**, **Weekly**, or **Monthly**, and proceed to the **next step**. **Click** on **Save and continue.**
4. **Pick** the **date & time** and **select** how much data you want to **capture**, and **proceed** to the **next step**
5. **Select** the output option as an email

<figure><img src="/files/jStDRTbhflFHDVbtzpdh" alt=""><figcaption></figcaption></figure>

6. **Enter Email: Enter** the email address to which you want to send your reports. You can **add** more than one **email address** by **separating** them with a **comma**.

<figure><img src="/files/Oi48gWa6LMWodCfE9CEB" alt=""><figcaption></figcaption></figure>

7. **Optional Steps:**

* **Enter CC:** Enter the Email IDs to which you want to **Carbon Copy** the emai&#x6C;**.**&#x20;
* **Enter BCC:** Enter the Email IDs to which you want to **Blind Carbon Copy** the email. This step is **Optional.**
* **Reply Email:** Enter the Email address to which the person on the receiving end can reply.&#x20;
* **Personalized Fields:** The tool makes it convenient to draft the e-mail. You can drag and drop the personalized fields into the Subjects box or the Contents box.
* **Email Subject:** Write a brief subject for the email.
* **Email Contents:** Write a brief description of the scheduled report for your recipient.

<figure><img src="/files/fLfjSF1EYe0W4twL0iQ9" alt=""><figcaption></figcaption></figure>

8. **Select Report Format:**  You can choose between **Excel, CSV,** and **PDF** formats for your Report.
9. **Select Attachment Type:** You can choose between **Zip, File,** and **Link** type for your email attachment.

* .**Zip**: You will receive the report in a compressed **.zip** format. The file is low in size. The report is contained in the file. The report can be viewed by extracting it from the **.zip** file.
* **File:** You will receive the report file as it is, in the email attachment.
* **Link:** You will receive a **download link** for the report, in the attachment. You can download the report by clicking on the link.

<figure><img src="/files/hpfsLv1hoa6zbhv8fKDL" alt=""><figcaption></figcaption></figure>

10. **Ignore Blank Reports:** Choose whether you want to receive a report without any active data.

**For Example,** you have scheduled a Daily Sales Report. Let's consider that one of the days, there were no sales in your store. If you don't want a report without any data, then select **'Yes'.** If you still want to go ahead and receive the empty report, then select **'No'.**

11. **Advanced Excel Options**

<figure><img src="/files/vw0ornf9ppS5FlIYoxoo" alt=""><figcaption></figcaption></figure>

* **Header Text:** Add a header to your report, which will be shown at the top of the report.&#x20;
* **Text Color**: Add a custom color to the Header text. The color is set to **Black (000000)** by default. You can double-click on the field and select a color, or manually add a hex code.
* **Background Color:** Add a custom background color for the Header cell. The color is set to **White (FFFFFF)** by default. You can double-click on the field and select a color, or manually add a hex code.
* **Text Size:** You can vary the text size from **12** to **24.** It is set to **12** by default.
* **Text Alignment:** You can align the text in the cells to **left, right,** or **center.** It is set to **'left'** by defaul&#x74;**.**

12. **Finally,** click the **'Save and Continue'** button.

{% hint style="success" %}
:star2: Good Job! You have successfully scheduled the reports to your Email ID.
{% endhint %}


# FTP

File Transfer Protocol (FTP) is also one of the scheduling options available in Data Export. FTP is known to be one of the most secure ways to schedule your reports.

{% hint style="info" %}
It is essential that you have basic knowledge of FTP before going through the following document.
{% endhint %}

## *Steps to Schedule any Report through FTP* :outbox\_tray:&#x20;

1. **Open** the report that needs to be scheduled.
2. **Click** the ![](/files/NOTQGUP7SyyDgZR61Rzr) button.

<figure><img src="/files/6utYFcOiJy0AuWGOGG5c" alt=""><figcaption></figcaption></figure>

3. **Select** how often you want to run the report like **Hourly**, **Daily**, **Weekly**, or **Monthly**, and proceed to the next step. **Click** on **Save and continue.**
4. **Pick** the **date** & **time** and **select** how much data you want to **capture**, and **proceed** to the **next step**
5. **Select** the **FTP** tab and **click** on **Add FTP account.**

<figure><img src="/files/fdotaUy9MaxW3hXLE4H5" alt=""><figcaption></figcaption></figure>

6. **Fill** in the **credentials of your FTP account.** Entering the Private Key is **optional.**

<figure><img src="/files/DB9VDyUfJUIDzTy6IHRD" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
**Note:** Kindly[ Contact us,](https://dataexport.io/contact/) If you want to connect through a different **PORT NUMBR**, apart from **20** or **21.**
{% endhint %}

7. **Passive Mode:** It is enabled by default. Some customers use FTP in active connection mode. To resolve the issue permanently, we recommend that you switch to passive mode. You can ask your FTP provider to set up the FTP to accept the connection in passive mode.&#x20;

&#x20;      To learn more about passive mode, you can [click here.](/kb/scheduler/output-options/ftp#passive-mode)

8. **Select** a connection mode and **Click** on the '**Test Connection'** button. If the result is '**Success**', click the '**Save and Update'** button.&#x20;

If the result is '**failed'** or anything els&#x65;**,** it can be due to multiple reasons.

* You might have to **whitelist** Data Export's IP Address
  * Public IP Address 52.88.73.68&#x20;
  * Private IP Address 172.31.36.202
* You might have chosen the **wrong directory path.**
* You might have chosen a different **Port Number,** apart from **21**or **22.**
* You might have typed an **incorrect password or private key.**

If you still aren't able to connect, kindly [**contact us**,](https://dataexport.io/contact/) and we shall help you set it up.

{% hint style="success" %}
:star2: That's it! Your FTP report scheduling is all set. Good job!
{% endhint %}

## Passive Mode

In Passive Mode, the FTP client still initiates a command channel connection to the server. However, instead of sending the PORT command, it sends the passive command, which is basically a request for a server port to connect to, for data transmission. When the FTP server replies, it indicates what port number it has opened for the ensuing data transfer. \
\
Here's how passive mode works in a nutshell:

1. The FTP client connects from a random port to port 21 on the server and issues the PASV command. The server replies, indicating which (random) port it has opened for data transfer. <br>
2. The FTP client connects from another random port to the random port specified in the server's response. Once the connection is established, data transfers are made through these client and server ports.

![](/files/-Mb1MZd1QDRMu7lxA1AK)


# Google Drive

You can authorize Data Export with your Google Drive account to schedule your reports to be directly delivered to your account.

## :clipboard: *Steps to Schedule Reports to Google Drive*

1. **Open** the report that needs to be scheduled.
2. **Click** the ![](/files/1Yoh4GTJjloUFp7sBeyl) button.

<figure><img src="/files/e9W9UFxFoTu6OwXTvEgO" alt=""><figcaption></figcaption></figure>

3. **Select** how often you want to run the report like **Hourly**, **Daily**, **Weekly**, or **Monthly**, and **proceed** to the **next step**. **Click** on **Save and continue.**

<figure><img src="/files/m2lWCnAcfFWLBwZB9R88" alt=""><figcaption></figcaption></figure>

4. **Pick** the **date** & **time** and **select** how much data you want to capture and **proceed** to **next step**
5. **Select** the **'Drive'** tab and **click** on **'Connect'.**

<figure><img src="/files/gNho2vDEoMNg2Oxdwvml" alt=""><figcaption></figcaption></figure>

6. **Select** your **Google account** and **click** on **Allow** to grant permission for Data Export.
7. **Select** a folder **file type** & Include **static file name**

{% hint style="info" %}
**Note:** We are only permitted to view the folder structure of your Google Drive, in order to select the folder in which the Google Sheet would be delivered. We do not have visibility or access to the contents of your Google Drive.
{% endhint %}

![](/files/-Ma2oOVr3Rnewwfa17Md)

8. **Select** the **Google Drive folder** in which you wish to receive and store the report.
9. **Select** the **Report format.** You can choose between **Excel, CSV and PDF** formats.
10. **Select** **Output Type.** You can choose between **Zip** and **File.**

* .**Zip**: You will receive the report in a compressed **.zip** format. The report can be viewed by extracting it from the **.zip** file.
* **File:** You will receive the report file as it is.

:heavy\_check\_mark: **Finally,** Click the '**Save and Continue'** button.

{% hint style="success" %}
:star2: That's it! You have scheduled your reports to Google Drive like a Pro!
{% endhint %}


# Google Sheets

You can authorize Data Export with your Google Drive account to schedule your reports to be directly delivered to Google Sheets.

## :clipboard: *Steps to Schedule Reports to Google Sheets*

1. **Open** the report that needs to be scheduled.
2. **Click** the ![](/files/NZdGZiP2Em8obDJ1zzFl) button.

<figure><img src="/files/pVGMx0D4UWMIfSriYz9Q" alt=""><figcaption></figcaption></figure>

3. **Select** how often you want to run the report like **Hourly**, **Daily**, **Weekly**, or **Monthly**, and **proceed** to the **next step**. **Click** on **Save and continue.**
4. **Pick** the **date** & **time** when the reports need to be delivered. **Click** on **Save and continue.**
5. **Click** on the **Google Sheets** tab and then, **click** on **Connect.**

<figure><img src="/files/qidgH1z9ifhg4f4oL8Hw" alt=""><figcaption></figcaption></figure>

6. **Select** your **Google account** and **click** on **Allow** to grant permission for **Data Export**.

{% hint style="info" %}
**Note:** We are only permitted to view the folder structure of your Google Drive, in order to select the folder in which the Google Sheet would be delivered. We do not have visibility or access to the contents of your Google Drive.
{% endhint %}

![](/files/-Ma2oOVr3Rnewwfa17Md)

7. **Select** the **Google Drive folder** in which you wish to receive and store the report.
8. **Enter** the **file name** and **Sheet title**.
9. **Choose** to **Append, Add Sheets** or **Overwrite** your report data.

* **Append:** adds the new data at the end of previous report data.
* **Add Sheets:** adds new data in a separate sheet in the same file.
* **Overwrite:** Overwrites the previous report data and replaces it with the new report data.

10. **Finally,** click the **'Save and Continue'** button to complete the **schedule setup**.

{% hint style="success" %}
:star2: That's it!. You have scheduled your reports to Google Sheets like a Pro!
{% endhint %}


# Welcome to Data Export FAQ

In our FAQ section, you can get answers to commonly asked questions.   Topics include report creation, scheduling, sales & billing, and general company information.

## :book: *Table of Contents*

{% content-ref url="/pages/-MVNlioO6L2URUkDrpf7" %}
[Reports](/faq/reports)
{% endcontent-ref %}

{% content-ref url="/pages/-MaSpe-TfN\_oU\_GOic4t" %}
[Schedule](/faq/schedule)
{% endcontent-ref %}

{% content-ref url="/pages/-MVODvRWGTpdBVDQvQtg" %}
[Sales & Billing](/faq/sales-and-billing)
{% endcontent-ref %}

{% content-ref url="/pages/-MaXvLHQ-hP8UtwD5Zn2" %}
[Data Sync](/faq/general)
{% endcontent-ref %}

{% content-ref url="/pages/-MaXtMWzJ\_-XamehBTnd" %}
[Service](/faq/about-us)
{% endcontent-ref %}


# Reports

All the FAQs regarding reports.

<details>

<summary>Redirecting FAQs</summary>

1. [How do I create a **customized report?**](/kb/reports/customized-reports#steps-to-create-customized-reports)
2. [What are the **Pre-Created Reports** that you provide?](https://dataexport.io/report-types)
3. [How do I **select the fields** for my report?](/kb/reports/customized-reports#select-fields)
4. [How do I **edit/rename** the fields in the report?](https://dayspring-tech.gitbook.io/data-export/kb/reports/customized-reports#edit-rename-the-fields-in-the-report)
5. [How do I **re-arrange the fields**?](/kb/reports/customized-reports#re-arrange-fields)
6. [How do I **hide a field**?](/kb/reports/customized-reports#hide-the-fields)
7. [How do I **remove/delete a field**?](/kb/reports/customized-reports#remove-delete-the-field)
8. [How do I **select the date range** for the report?](/kb/reports/customized-reports#select-date-range)
9. [How do I **use filters** for the records in the report?](/kb/reports/filters-and-sorting#table-of-contents)
10. [How do I **sort the fields** in the report?](/kb/reports/sort)
11. [How do I **create custom columns**?](/kb/reports/custom-fields)
12. [How do I **create a static field**?](/kb/reports/custom-fields/static-field)
13. [How do I **add currency symbols** to the report values?](/kb/reports/additional-settings#select-currency-format)
14. [How do I **add sub-total** to the records?](/kb/reports/additional-settings#show-sub-total)
15. [How do I **save** a report?](/kb/reports/customized-reports#save-report)
16. [How do I **clone/duplicate** a report?](/kb/reports/other-features)
17. [How do I **delete** a report?](/kb/reports/other-features#steps-to-delete-a-report)
18. [How do I **export a report** without scheduling it?](/kb/reports/customized-reports#export-report)
19. [How do I **edit the format** **of a field**?](/kb/reports/customized-reports#edit-the-format-of-a-field)
20. [How do I create a **Static field with fixed inputs**?](/kb/reports/custom-fields/static-field)

</details>

1. Why are my reports **not showing draft orders**?

* Data Export is designed to show only actual orders which are either marked as pending or paid.
* This is to prevent the report from showing incorrect sales, which happens when the draft orders get mixed up with actual order data.
* If you'd like to see draft orders in your report, kindly [contact us](https://dataexport.io/contact/) and we shall enable the option for you from our end.

2. Can I see **payouts in my Sales report**?&#x20;

* Data Export features a separate report type called "Payout" and "Payout Line items" to obtain detailed and accurate information about your payout data.&#x20;
* A Sales report does not contain fields related to Payouts.

3. Which field shows the **timeline comment** data?

* The timeline comments data will be stored under the Order Events section. Hence, we have to create a field for you from our end.
  * Enable Event Sync in the Additional Sync Section of the Account page.
  * Once the sync is completed, get in touch with us and we will create a custom field for you.

4. Which **language** can I use to write functions under Calculated fields?

* We can perform any arithmetic calculations or case statement inside the calculated field using **PostgreSQL.**

5. How do I write a **`CASE`** statement?

* &#x20;The `CASE` statement goes through conditions and returns a value when the first condition is met (like an `if-then-else` statement). So, once a condition is true, it will stop reading and return the result. If no conditions are true, it returns the value in the `ELSE` clause.  If there is no `ELSE` part and no conditions are true, it returns NULL.&#x20;
* `CASE` Syntax

```
CASE
    WHEN condition1 THEN result1
    WHEN condition2 THEN result2
    WHEN conditionN THEN resultN
    ELSE result
END
```

* **SQL CASE Examples**

```
CASE 
  WHEN [Total Sales] <= 1000 THEN [Total Discounts] * 5
  WHEN [Total Sales] > 100 THEN [Total Discounts] * 10
  ELSE [Total Sales]
END
```

6. Can you include **additional information** about the **orders** and products like,**`metafields`**, **`line_item`** properties in the report?

* **Yes**, we can include additional custom information about the orders and products in the report. Kindly [contact us](https://dataexport.io/contact/), and we shall set it up for you.

7. Can I view **tax collection** by **county**, **city** & **state**?

* Shopify collects various taxes based on the Store delivery **Location Zip**, or rules **customized** & applied for collecting **taxes** by merchants.
* If the store is set to collect **taxes**, **Data Export** will pull the tax information to **deliver the tax** report. Hence, in order to view the **taxes by county**, **city** & **state** the **rule must be applied** in your **Shopify store** to collect these **taxes**.

8. How do I know the **Best-Selling Products** along with their Variant, SKUs, Vendors, and Product types?

* The above report can be viewed using 3 methods :&#x20;
  * **Customized Method:** Create a report customized to your requirements. Select the desired fields, sort the fields, and save the report. [**Click here**](/kb/reports/customized-reports) to learn how to create a customized report.
  * **Easy Method:** Use the pre-created report template 'Best Selling Products' which you can find under the 'Product & Variant Reports' section. Manually, select the extra fields which you need and save the report. &#x20;
  * **Easiest Method:** Ask our **Live Human Support,** and we'll be more than happy to get it done for you.

{% hint style="info" %}
:person\_raising\_hand:Have another question not answered in our FAQ?  [Let us know here](https://dataexport.io/contact).&#x20;
{% endhint %}


# Schedule

All the FAQs related to report scheduling.

<details>

<summary>Redirecting FAQs</summary>

1. [How do I schedule my reports?](/kb/scheduler)
2. [What are my **Output options** to schedule the reports?](/kb/scheduler/output-options)
3. [How do I set up **FTP** for scheduling?](/kb/scheduler/output-options/ftp)
4. [How do I integrate my **Google Drive** for scheduling?](/kb/scheduler/output-options/google-drive)
5. [How do I schedule my reports on an **hourly** basis?](/kb/scheduler/hourly-schedule)
6. [How do I schedule my reports on a **daily** basis?](/kb/scheduler/daily-schedule)
7. [How do I schedule my reports on a **weekly** basis?](/kb/scheduler/weekly-schedule)
8. [How do I schedule my reports on a **monthly** basis?](/kb/scheduler/weekly-schedule-1)
9. [How to create an **Advanced Hourly** schedule?](/kb/scheduler/hourly-schedule#advanced-scheduling-options)
10. [How to create an **Advanced Daily** schedule?](/kb/scheduler/daily-schedule#advanced-scheduling-options)
11. [How to create an **Advanced Weekly** schedule?](/kb/scheduler/weekly-schedule#advanced-scheduling-options)
12. [How to create an **Advanced Monthly** schedule?](/kb/scheduler/weekly-schedule-1#advanced-scheduling-options)

</details>

1. Why have I **not received my scheduled reports**?

* It could be due to multiple reasons :
  * There will be a delay in the month-end since most of the customers have more schedules at the month-end.
  * If the data is more, It will take more time to generate.
  * The email would've been in the spam folder.
  * The email provided may be invalid or the schedule setup is incomplete.
  * User FTP server could've blacklisted Data Export.

2. Can I **schedule the reports into a pre-existing Google Sheet**?

* When you create a Google Sheet schedule, it will create a new Sheet in the Google Drive folder that you've selected by default. All the data will be exported into the newly created sheet.
* **Yes. It is possible** to schedule the report into a pre-existing Google Sheet. Kindly [**contact us**](https://dataexport.io/contact/) and we'll set it up for you.

{% hint style="info" %}
:person\_raising\_hand:Have another question not answered in our FAQ?  [Let us know here](https://dataexport.io/contact).&#x20;
{% endhint %}


# Sales & Billing

This is the FAQ section for Sales & Billing related questions.

1. **Do you offer a free plan?**

* Yes, if you have less than 1000 total orders

2. **Do you offer a free trial?**

* Yep! We provide a 15-day risk-free free trial with every new signup.

3. **Where can I find your pricing for Data Export?**

* Our prices are published at [https://dataexport.io/pricing](https://dataexport.io/pricing/).

4. **Will you give special pricing to multi-stores?**

* &#x20;If you manage multiple Shopify websites, [contact us](https://dataexport.io/contact): We’ll work with you to create a cost-friendly solution for your entire multi-store environment.

5. **Do you have tools that help me with training?**

* &#x20;Yes. We want to make your Data Export experience a wonderful one, so we provide [documentation](https://app.gitbook.com/@dayspring/s/dataexport/~/drafts/-MaXqpUWIXuSW-qJrTSZ/getting-started), interactive guides, and an intro wizard if you’re just getting started using our service.

6. **Does the 15-day trial allow me to access all features or only the basic plan features?**

* During your 15-day free trial, you'll have access to **all Data Export features**. After the trial period ends, you can select a plan to continue using Data Export.

7. **Can I upgrade/downgrade my pricing plan?**

* Data Export pricing is based on your Shopify store type: Basic, Shopify, Advanced, and Plus. No worries: we’ll automatically change your pricing plan based on your current Shopify account type.

8. **Do you offer discount pricing for annual plans?**

* Sorry, we do not offer annual pricing plans at this time.

9. **How do I cancel my subscription or close my account?**

* Uninstall the Data Export app from your Shopify store, and Shopify will automatically cancel your subscription.

10. **Why am I restricted to choosing only one plan among the available plans in Data Export?**

* Data Export pricing is directly based on your Shopify store plan: Basic, Shopify, Advanced, and Plus.  Each store type has a different number of orders and hence contains a different amount of information.
* Running more information through the app server demands more work from our end. Therefore, we offer our pricing based on the Shopify store plan.

{% hint style="info" %}
:person\_raising\_hand:Have another question not answered in our FAQ?  [Let us know here](https://dataexport.io/contact).&#x20;
{% endhint %}


# Data Sync

FAQs related to Data Sync

1. **How do you sync my Shopify data?**&#x20;

* When you log in to your Data Export account for the first time, we automatically synchronize all of your Shopify records. This can take just a couple of minutes, or a few days, depending on the size of your database. Returning visits require a much shorter sync time. [Click here](/getting-started/data-synchronization) to get an estimated sync time.

2. **Can I use Data Export while records are syncing?**&#x20;

* When using your Data Export account for the first time, we must perform a complete record synchronization of your Shopify store. Although you will be able to view and access most parts of Data Export, you won’t be able to create/build reports until synchronization has been completed. This ensures your data is 100% accurate.&#x20;

3. **When was the last time my data was synced?**&#x20;

* We refresh your records each time you log in to your account or generate a report. You can also force sync your records to manually refresh them at any time.

4. **Why is Data sync necessary?**

* Once the Shop Data is synced with Data Export, the report generation occurs instantaneously. For the report to be generated at such rapid speeds, Data Sync is a prerequisite.

5. **Does the inventory quantity field always show the current inventory?**

* Yes. The current inventory of the product will be updated in the Shopify API and when you sync the data, the new inventory values will reflect in Data Export.

  Shopify will not have the past inventory history in the API. They only update the current inventory in the API.

6. **Is there a limit to the quantity of data that can be synced?**

* Since it demands more work from our end to run a large number of records through the app server, we have enabled you to sync up to **2 years of records.**
* However, **Shopify Plus** customers can sync an unlimited number of records.
* Likewise, if you have a normal Shopify plan, you can switch to [Report Pundit](https://reportpundit.com/), which is a similar reporting app with added features. It enables you to sync an **unlimited** number of records. You can view a clear[ **comparison** ](https://dataexport.io/dataexport-reportpundit/)here.

7. **Will my data remain within Data Export after uninstallation?**&#x20;

* [**According to the Shopify rules**,](https://help.shopify.com/en/manual/apps/app-personal-information#:~:text=You%20can%20revoke%20access%20to,collected%20while%20it%20was%20installed.) if you delete **Data Export** all the synced data will be deleted automatically, 48 hours from the time of uninstallation. However, you can sync the data again if you choose to re-install Data Export after 48 hours.

{% hint style="info" %}
:person\_raising\_hand:Have another question not answered in our FAQ?  [Let us know here](https://dataexport.io/contact).&#x20;
{% endhint %}


# Service

Learn more about our Data Export Service.

1. **How many reports can I make?**

* You can create 20 reports each month.

2. **Can other members of my staff also have access to the app?**

* Yes, you can grant your staff access to the app through the staff account. [Click here](https://help.shopify.com/en/manual/your-account/staff-accounts/create-staff-accounts) to learn how to create and manage staff accounts.

3. **Can I use one subscription for multiple stores?**

* No. If you own multiple stores, then you'll have to purchase a monthly subscription separately for each store.

4. **Do you support data from multiple locations?**

* Data Export technology is designed to work with the multi-location features of the Shopify e-commerce platform.

5. **Can I request features or enhancements to the Data Export  Service?**&#x20;

* Absolutely. Please send us your suggestion(s) by visiting [this link](https://dataexport.io/contact).

6. **Who is Dayspring**?&#x20;

* Dayspring Technologies Pvt Ltd is the developer of Data Export, Report Pundit, and other data reporting solutions. You can learn more about us by visiting <https://dayspring.tech>.

7. **What are your business hours?**&#x20;

* We are available via Live Chat and email between **6 AM and 10 PM (EST)**, **Monday through Friday.** Our team usually responds to your email within one business day or less.

8. **How is Report Pundit different from Data Export?**

* Both **Data Export** and **Report Pundit** are tools offered by Dayspring Technologies. We’ve created a [**comparison table**](https://dataexport.io/dataexport-reportpundit/) to understand the differences.

9. How do I remove the Data Export app from my store?

&#x20;     a. Go to your Shopify admin page and click the search option, then select **Apps**

<figure><img src="/files/Ky2BaBZrzurwHZPPql7a" alt=""><figcaption></figcaption></figure>

b. Scroll down to the bottom of the page and click **App and sales channel settings**

<figure><img src="/files/DKRAgnyu8w1fRncWVLG1" alt=""><figcaption></figcaption></figure>

c. A list of installed apps will appear, select the Data Export  app and remove

<figure><img src="/files/rs5v6v9JqQR14QIs3W0x" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
That's all! You're all done.
{% endhint %}

{% hint style="info" %}
:person\_raising\_hand:Have another question not answered in our FAQ?  [Let us know here](https://dataexport.io/contact).&#x20;
{% endhint %}


# Changelog

Changelog for version updates to Data Export software.

## :calendar\_spiral: September 2022

### Major Update.

#### UI/UX

We have added a completely new-look user interface (UI) and an exciting new user experience (UX) for our customers using Data Export.

Here are a few things to look forward to as part of this product update:

* Provide users with an improved UX (user experience), fresh new look and improved navigation and UI (user interface)
* Direct access to all pre-made reports and saved reports in a side-bar which is available on most pages of the app. This way you can quickly switch between reports.
* You can search for your saved reports and templates using the search bar which is available in the **Reports** page and the sidebar.
* Improved design responsiveness for users who use the app on their mobile phones and tablets.
* An easy walkthrough to create a custom report, which you can find on the **Builder** page.
* We have replaced the terminology for "**fields**" to "**columns**" throughout the app.
* Small UI improvements to the report layout.&#x20;
  * Formatting and Currency options can be accessed though :gear: (cog wheel) button, which opens as a side-bar.
  * Filter, Sort and Column selectors have been moved into dropdowns which can be accessed by clicking the respective buttons.

#### App Development

* Our database has been optimized to load your reports at faster speeds.
* Updated infrastructure with improved security, to prevent any breach.

#### Pricing

* Updated Pricing to make our app the most feasible and hassle-free reporting app on Shopify app store.

\
These changes have been rolled out and the documentation will be gradually updated!

## :calendar\_spiral: July 2021

### Change in filter name

We have changed "is NULL" and "is NOT NULL" to "is BLANK" and "is NOT BLANK" respectively for better understanding, but their function remain the same.

![image.png](https://cloud.headwayapp.co/changelogs_images/images/big/000/072/167-e17262fda2d1d9cb5f05b224667e0619d98b8f1a.png)

### New look for Pre-created Reports page

We have introduced a new interface for the reports dashboard. The report templates have been categorized based on the report types and listed vertically for easy navigation.

![](/files/-Mfm00pFV4uKmHud3s6n)

## :calendar\_spiral: June 2021

### Export and Schedule report to PDF Format

&#x20;Now you can **export** and **schedule** the reports to PDF format. You also have an option to choose between **portrait** and **landscape.**

![](/files/-MdFq6XqwNsIA0mNZSHE)

## :calendar\_spiral: May 2021

### Password Protection

We have enhanced the app security with this new feature, which allows you to set a password for the app.

This restricts the staff to enter the Data Export app without the shop owner's permission.

![](https://cloud.headwayapp.co/changelogs_images/images/big/000/068/618-9cc907fab4fcfb19b3b0407628a594bcd7053c45.png)

Users can **create a password** on the **Account** page, under **'My Password'** section.

![](https://cloud.headwayapp.co/changelogs_images/images/big/000/068/617-88d2ce35d018a71eff17aca4bed691fbdf1a2f88.png)

Once the password is created, the User gets an option to **Disable the password**, under the same section.

**Disable Password** - This option clears the password set. Anyone can enter the app without a password.

![](https://cloud.headwayapp.co/changelogs_images/images/big/000/068/619-ce320771a92e43709ca2e79e3bbee85dde52edc5.png)

We will soon be adding an option to **reset the password** in our upcoming updates.

### Personalized Fields and Email Subject

![](https://cloud.headwayapp.co/changelogs_images/images/big/000/068/616-f29cd2fa65105420fc64c0c6f0ebf8c03081cffa.gif)

**This feature belongs to the** [**Email**](/kb/scheduler/output-options/email) **output option, under report scheduling.**

**Personalized Fields:** This new tool makes it convenient to draft the e-mail. You can **drag and drop** the personalized fields into the **Subjects box** or the **Contents box.**

**Email Subject:** This has been newly added to write a brief subject for the email.

## :calendar\_spiral: April 2021

### Revamped User Interface

Data Export has been revamped with a ***new*** and ***user-friendly interface.*** You can see a complete change in design.

All the changes have been meticulously made to **enhance the User Experience.**

* **Accessibility** to complex features has been made convenient.
* **Design** is simple, intuitive, and straightforward.
* **Functionality** of the app has become faster.

All the screenshots and videos of the new interface can be seen throughout our documentation.

## :calendar\_spiral: March 2021

### 'Edited Sales' Report Type

Shopify introduced the **Order Editing** feature a few months ago, which allows merchants to **add** products/quantity and **remove** products/quantity.

Edited Sales Report reflects all the changes/edits that are made to the records of your Shopify store.

**For example,**

If we create a report, opting **'Sales'** or **'Order'** as the report type, then the changes made in the orders **will not be reflected** in the report.

Whereas, when we select **'Edited Sales'** as the report type the edits **will be reflected** in the report.

![image.png](https://cloud.headwayapp.co/changelogs_images/images/big/000/068/613-c38c6efd72646807993a24931250ca7a441821a1.png)