In this article, you'll learn:
- How to run a CSV report.
- Which CSV reports you can run to view specific shop data.
About CSV Reports
A CSV report is a report you can export and view in a spreadsheet program (e.g., Excel, Numbers, Google Sheets, etc.).
By opening a CSV report in a spreadsheet program, you can create custom calculations and display preferences that allow you to dig farther into data points.
When You Should Run a CSV Report
- A CSV report is a quick way to export and share critical financial details if you work with an accountant.
- You want to export data to create custom calculations and visual panels.
Run a CSV Report
- Select Reporting in the side menu of your CommentSold dashboard.
- Select CSV from the report options listed at the top of the page.
- Define your Start Date and End Date in the fields provided, then select the Retrieve button.
- For any CSV report, you can choose whether to View the report or Generate and Email.
- View. Download a copy of the CSV report to your device.
- Generate and Email. Send an email to your shop's primary email address that contains a link to download the report.
Available CSV Reports
| CSV # | Report Details |
| 1 | View product cost and revenue for all products in the defined date range. |
| 2 |
View and evaluate the performance of shipping and fulfillment employees. These employees should strive to fulfill 50 items per hour. If they are fulfilling far less, it could be time to re-train. This report uses the time a shopper placed an order. |
| 3 |
View and evaluate the performance of shipping and fulfillment employees. These employees should strive to fulfill 50 items per hour. If they are fulfilling far less, it could be time to re-train. This newer version of the #2 CSV uses scan time, which matches the Packer Overview on the Main Reports Overview. |
| 4 | View the number of posts made by your team and the number of items featured in those posts during the defined date range. |
| 5 | View the number of new SKUs added and by which team members during the defined date range. |
| 6 |
View a breakdown of product performance by vendor. Key data points include total pieces sold, total products added to a waitlist, total posts, and total sales during the defined date range. |
| 7 |
View a summary of product details. Key data points include SKU, brand, product name, description, variants, price, and quantity sold during the defined date range. |
| 7 OTB |
View a breakdown of product cost, price, sale date, coupon, and discount amount. |
| 8 |
View a breakdown of tax information. Key data points include sold state tax, county tax, municipal tax, total tax, and cost of goods sold (COGS) for the defined date range |
| 9 |
View tax information by state, county, and municipality for individual orders. This report also includes total tax, order status, and delivery status. Orders shown will be those placed during the defined date range. |
| 10 |
View a breakdown of product details. Key data points include product name, SKU, quantities (on hand, on shelf, in carts, and sold), total waitlist, total preauthorized waitlists, price, cost, variants, latest post, and first post. |
| 11 |
View details for orders placed during the defined date range, including customer contact details (e.g. name, email, address, etc.) and order details (e.g., SKU, product name, variants, etc.). |
| 12 |
View order, payment, discount, and refund details for orders in the defined date range. This report includes the customer name and notes. |
| 14 |
View a summary of product details, including SKU, variants, quantity, weight, price, location, and received status. |
| 15 | View which states generate the most revenue. You can use this information to inform ads targeted to customers in those states. |
| 16 | View a breakdown of products added to waitlists during the defined date range. Use this report when determining what products to restock. Key data points include waitlisting customer, product waitlisted, variant(s) waitlisted, and preauthorization. |
| 16A | View a breakdown of products added to waitlists during the defined date range ordered by the variant. Use this report when determining what products to restock. Key data points include the variants waitlisted, number of waitlists, and preauthorization. |
| 17 | View a list of customers with Comment Charge enabled. This report includes the customer name, ID, and email address. |
| 18 | View this report every two weeks to see who your VIP customers are for that period. You can also view customers who have gone 60+ days without a purchase and see which customers have not downloaded your mobile app. |
| 19 | View a breakdown of customers who qualify for free shipping. |
| 20 | View a breakdown of tracked Facebook Events (ads) for the defined date range. Key data points include the purchasing customer, event timestamp, and purchase amount. |
| 21 | View a breakdown of tracked Facebook Events (ads) resulting in purchases through your mobile app for the defined date range. Key data points include the purchasing customer, event timestamp, and purchase amount. |
| 22 |
View a breakdown of issued account credit. Key data points include customer name, amount issued, amount used, comment during issuing, and team member who issued the credit. |
| 23 |
View a breakdown of returned orders. Key data points include the original purchase date, order idea, customer details, return date, and reason for return. |
| 24 |
View a breakdown of shipping costs per product for orders placed during the defined date range. Key data points include the number of products in an order, average cost per label, and average cost per product. |
| 25 |
View a summary of all local pickup orders placed in the defined date range. Key data points include customer name, contact details, order number, and amount. |
| 26 |
View a breakdown of gift cards purchased and issued during the defined date range. Key data points include purchasing customer, gift card code, gift card amount, and redemption status. |
| 27 |
View a breakdown of shipments made during the defined date range. Key data points include the shipping carrier, tracking number, package dimensions, and amount charged. |
| 28 |
View a breakdown of first-time purchaser details for those who made their first purchase in the defined date range. Key data points include customer contact details, customer creation date, order total, and the platform used to make the purchase (e.g., webstore, iOS app, Android app, etc.). |
| 29 |
View a breakdown of packages shipped in the defined date range. Key data points include the package type, packager's name, number of packages shipped, and total shipping cost. |
| 30 |
View how many times you've featured a specific product in live sales, including the first and last date you featured the product. Learn more about the Live Sale Products report here. |
| 31 |
View a breakdown of customers' live sale purchases during the defined date range. Key data points include the purchasing customer, number of products purchased from a live sale, total amount spent during a live sale, and the number of live sales where they made a purchase. |
| 32 | View orders marked for local pickup that the purchasing customer has not picked up. Key data points include the order number and customer contact details. Learn more about the Orders Marked for Pickup report here. |
| 33 |
View the performance of specific brands you offer during the defined time period. Key data points include SKU, product name, quantity sold, revenue, and profit margin. |
| 34 | View a summary of mystery items sold during the defined date range. Key data points include SKU, product name, price, and customer who purchased the product. |
| 35 | View a snapshot of daily performance. This includes total revenue, total product cost, the total number of orders, and the total number of products sold for the day. Learn more about the Daily Revenue and Orders report here. |
Learn More
- View and Understand CommentSold Analytics. Learn to access and read analytics panels displaying revenue, order, sales channels, and labor data.
- View Your Main Reports Overview. Learn more about the data points included in this overview such as payments, returns, fulfillment, revenue, and more.