Downloading & Scheduling Insights Reports

Abdul Sameer

Learn how to download Insights reports as CSV or PDF files and schedule reports for automatic email delivery in CommentSold.

Insights reports help you analyze your shop’s performance and share important data with your team. You can download reports on demand or schedule them to be automatically delivered by email in your preferred format.

Use the table of contents below to navigate to specific sections of this article:

Download a report
Scheduling a report
Troubleshooting
FAQs

Download a Report

Insights reports can be downloaded as PDFs or CSVs.

Select Insights from the side menu in your CommentSold dashboard.
Select your desired tab from the options listed at the top of the page.
Select the Three-dot icon in the top right.
Select Download.
Choose CSV or PDF.
Select Download.

Scheduling a Report

Reports can be automatically scheduled to send via email using the Schedule Delivery option.

Select Insights from the side menu in your CommentSold dashboard.
Select your desired tab from the options listed at the top of the page.
Select the Three-dot icon in the top right.
Select Schedule Delivery.
Fill in Settings
- Schedule Name - The title of your report
- Recurrence - Set how often you would like this report delivered
- Email addresses - Enter the email addresses you would like the report delivered to
- Format - Choose the file type for the report (PDF, CSV, PNG)
Select the Filters tab and set any desired filters. (optional)
- Filters available will vary depending on the report you are scheduling.
Select the Advanced Options tab and fill in the details. (optional)
- Custom Message - Include a message in the email containing the report
Once done, select Save.

Troubleshooting

Expand this section to know about the common errors and how to troubleshoot them.

Having Trouble?

Here are some common errors and resolutions:

Issue: 401 error when trying to download a report

On iOS Devices

Go to Settings.
Select Chrome in your list of apps.
Enable Allow Cross-Website Tracking.
Select Safari in your list of apps.
Disable Prevent Cross-Site Tracking.

On desktop Chrome:

Go to Settings.
Go to Privacy and security.
Allow all.

If the page is already open, refresh the page.

FAQs

What formats can I download Insights reports in?

You can download Insights reports as CSV or PDF files.

What formats are available for scheduled reports?

Scheduled reports can be delivered as PDF, CSV, or PNG files.

Can I schedule an Insights report to be emailed automatically?

Yes. Select Schedule Delivery from the report's three-dot menu and configure the delivery schedule and recipients.

Can I send a scheduled report to multiple email addresses?

Yes. Enter the email addresses that should receive the scheduled report.

Can I apply filters to a scheduled report?

Yes. Select the Filters tab when setting up the scheduled report. Available filters vary by report.

Can I add a message to the scheduled report email?

Yes. Use Advanced Options to add a custom message to the email.

Can I download a filtered Insights report?

Yes. Apply the desired filters to the report before downloading it.

Why am I getting a 401 error when downloading a report?

A 401 error can occur when browser privacy settings prevent the report from downloading. Review your Chrome or Safari privacy settings and try again.