As a business, we want to track the free orders we are processing and the reason why so we can properly group them into the appropriate accounting categories, as well as track and measure performance over time.
Currently we offer free orders for a number of reasons:
and so on.
Shopify doesn’t include metafields in their orders exports (how we are currently tracking these).
How is everyone else tracking this? Thank you!
Most people are using a third-party app to export metafields. Some of them are Report Toaster, Better Reports, Matrixify, etc.
Hi @unbrelievable
Claudia here from Better Reports.
Have you been able to find a solution for this? If not, I would recommend our app Better Reports.
We can sync with Order metafields and use them to filter sales reports. We can also create custom fields using product/variant/order metafields.
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?
Hello @unbrelievable ,
You can utilize Report Pundit for efficient report creation, customization, and tracking of your metafield data at an affordable price. Start our 14-day free trial to see if it fits your needs.
Thanks