Overview of the reporting capabilities available in ShipStation.
ShipStation provides several reporting options that can help you gather the data you need about the orders you import and the shipments you create in ShipStation.
The Insights pages in ShipStation contain reporting dashboards that use visual charts and graphs to help you keep an eye on your business trends, how much you're shipping, and other key data points that will help your business succeed.
The Insights Reports page provides pre-formatted reports you can view directly in the app or export to PDF, CSV, Excel, or text file. Insights Reports customization options vary depending on the report. Report data can often be filtered by dates, selling channel, carrier, account, SKU, and several other options.
Finally, you can build custom order and shipment reports that include only the fields you need exported and in the sequence you prefer.
Below is a summary of the reporting options in ShipStation. Click the links to review an article with full details.
Insights Pages: Includes visualization dashboards for your account Overview, business Operations, Custom Engagement, Sales Trends, Customer Overview, and Product Highlights.
Insights Reports: Includes over 20 pre-formatted reports for Orders, Products, Shipments, Accounting, Inventory, Hotkey & Barcode actions, and raw data exports.
Custom Order Reports: Build custom reports by adding only the fields you wish to export (either at the Order level or Order Item level). You can also determine the sequence in which the fields appear on the resulting CSV file and then name the field displays.
Custom Shipment Reports: Build custom reports by adding only the fields you wish to export (either at the Shipment level or Shipment Item level). You can also determine the sequence in which the fields appear on the resulting CSV file and then name the field displays.
Static Reports: CSV files exported from your Shipments tab for Fulfillments and Returns, and from your Products tab for Products and Inventory. Not customizable within ShipStation.
Data Archives: A monthly archive compiled by ShipStation for your account's orders, shipments, and shipment items.