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How to download reports in the new portal

How to find commonly used reports and exports in the new portal.

Updated this week

If you are looking for reports you used in the old portal, this list will help you.

Commonly used reports

  • Orders and order-level details: Orders tab > filter for dates/drops and Export via 3 dots in top right

  • Item-level sales/export:

    • For a quick chart that's easy to read, go to Insights and reference the Items Sold charts

    • For a straight list of items and quantity over a time period, use your Prep list.

    • For sales data, export from your Orders tab.

  • Payout History and Transaction History exports: Settings → Payout.

  • Fee export: Settings → Payout → History → Export → Export transactions

If you cannot find a report

  1. Confirm you are in the correct account/team role.

  2. Check filters (date, drop, location, item).

  3. Use the linked report-specific articles below.

Related

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