Custom Reports Take Your Reporting to The Next Level

If reports aren’t already your best friend, they should be. Reports provide you with vital insights on the health of your online Company Store. You can gather information on activities occurring in your store to pinpoint top sellers, inventory trends, monthly sales, and more.

Creating a Custom Report takes your reporting to the next level. With over 65 reporting fields, find the information that is most important to you and your client. Just drag and drop the reporting fields in whatever order you desire. If you change your mind and want to get rid of a reporting field just drag it back up top where it will automatically be moved to its original placeholder, so you know just where to find it. You can also create and save report templates so you can easily access the same report from month to month with just two clicks.

A screenshot of Bright Sites neatly organized, snap to place fields. The fields are arranged into four main categories: Order Fields, Contact Fields, Address Fields, and Line Item Fields.

Check out our new snap to place fields in action!

Benefits to Creating a Customized Report Template

  1. Access the data you need quickly and easily.
  2. Create custom reports for your clients.
  3. Monitor trends and activity that you find vital.
  4. Control your bottom line by getting insight on what’s selling, who’s buying, and how frequently you should stock up on products.
  5. Sort, run, and export all reports into a CSV or Excel file.

Keeping track of everything you need to know to make sure your store is running effectively and efficiently has never been easier. With all of these benefits, it’s hard to think of why anyone wouldn’t want to take full advantage of Custom Reports!

Have specific questions about Custom Reports? Feel free to contact us.



This post was written by Lucy Taylor