Sales reports based on custom data

SportsAccs
Tourist
8 0 2

We have a customer that wants to use our site for their youth organization to sell product and earn money for the associated teams.  We've used the Product Options & Customizer app to allow customers to enter custom data on a product (such as attribute this order to person X or put this number on a decal, etc.), but all of that data has to be tracked by hand, invoice by invoice.  When we run a sales report, custom data is not included, so we cannot simply sort or filter orders for that tracking.  This means over the course of the month, we'd have to manually track which team gets how much earnings; there are a lot of teams in the association so this would take a lot of time better used on something else.  Is there some app or something that would let the customer enter which team they are on and we could simply run a report for accounting?  

Replies 7 (7)

BetterReports-C
Shopify Partner
76 0 6

Hi @SportsAccs 

 

Claudia here from Better Reports.

 

Have you been able to find a solution for this with Shopify? If not, I would recommend our app Better Reports.

 

Usually, this type of custom data can be found in Order attributes and/or Line item properties (depending on the information). If this is the case with your custom data, we can definitely include it in sales reports and also use it to create custom fields.

 

In addition to this, Better Reports has more than 60 built-in reports available out of the box that cover many common use cases for merchants. You can schedule reports to run at set frequencies to your email or Google Drive or export the reports in CSV, Excel or PDF format.

 

I encourage you to install Better Reports and start your free 14-day trial and I'll be happy to set this up for you.

 

What do you think?

SportsAccs
Tourist
8 0 2

If i select an invoice and export it to a CSV file, the data entered by the customer shows up in a column titled, "Note Attributes" but does not associate with a particular line item.  For example:

 

Screenshot 2023-08-28 153050.png

BetterReports-C
Shopify Partner
76 0 6

Hi @SportsAccs 

 

According to Shopify.dev, the note attributes are associated with an order and show extra information added to the order.

This is what we call the order attributes 🙂 and makes me believe that we can help you set up this report!

What do you think?

SportsAccs
Tourist
8 0 2

Sounds good.  I'll take a look at this with the boss and he'll make a decision, thanks!

BetterReports-C
Shopify Partner
76 0 6

@SportsAccs Great!

You can also reach me at hello@betterreports.com if you or your boss have any additional questions.

Have a great day!

Report-Pundit
Trailblazer
300 11 20

Hello @SportsAccs ,
 
If you are still looking for a solution, You can use Report Pundit to meet the above requirements, We have been creating reports with custom data, which will save you a lot of time and our price is the most affordable.

Utilize our 14-day free trial, and contact us. We will work on your requirements right away.

Cheers!

Report Pundit - Instant reports and custom dashboards
SportsAccs
Tourist
8 0 2

Thank you, I'll show this to him as well.