This feature will allow you to generate the following reports from the Upmesh Seller Dashboard:
- Packing List Report: Concise summary for packing purposes
- Fulfilment Report: Delivery details necessary for courier to pick up/drop off parcels including name, address, contact number and goods description
- Quantity Sold Report: View a summary of products sold, cost and pricing
- Transaction Sale Report: Consolidate online and offline sale transactions
This report will be made available soon.
- Top Spender Report: Customer Totals sorted by top spenders (Based on dataset)
There are two ways for you to access this new feature:
1. From Seller Dashboard > Analytics > Sales Report
Go to “Analytics” tab and click on “Reports”
A. PACKING LIST REPORT
1. Go to Upmesh Seller Dashboard > Click “Analytics” tab > Click “Reports” > Select “Packing List Report”
2. Select the filter at the filter box > Click “Ok” > Click “Generate Report” to proceed.
You can filter the report by:
- Date Range (Start Date & End Date)
- Post/Live Sessions (can select multiple posts or live sessions from Facebook/Instagram)
Filter Logic (Important)
- Filter only by date range: will generate all paid orders (manual/catalogue/comment) at the selected date range.
- Filter only by post / live session: will generate all paid orders from comments on selected posts.
- Filter by date range & post / live session: will generate all paid orders from comments on selected posts.
3. After the report is successfully generated, click the “Got it, thanks!” button > click “Download” to save on your device.
4. Open the downloaded file in Excel.
Here’s the result of the Packing List Report:
This report will also have another sheet called “ Labels”. You can use it to print sticker labels for your package.
This will contain all the delivery labels for all orders in the report in the format below:
- Recipient: {Customer Name}
- Address: {Address 1 + Address 2 + Unit Number}
- Postal: {Postal Code}
- Contact: {Customer Phone Number}
- Delivery Notes: {Delivery Note Upon Checkout}
B. FULFILMENT REPORT
1. Go to Upmesh Seller Dashboard > Click “Analytics” tab > Click “Reports” > Select “Fulfilment Report”.
2. Select the date filter at the filter box > Click “Ok” > Click “Generate Report” to proceed.
You can filter the report by:
- Date Range (Start Date & End Date)
- Post/Live Sessions (can select multiple posts or live sessions from Facebook/Instagram)
Filter Logic (Important)
- Filter only by date range: will generate all paid orders (manual/catalogue/comment) at the selected date range.
- Filter only by post / live session: will generate all paid orders from comments on selected posts.
- Filter by date range & post / live session: will generate all paid orders from comments on selected posts.
3. After the report is successfully generated, click the “Got it, thanks!” button > click “Download” to save on your device.
4. Open the downloaded file in Excel.
Here’s the result of the Fulfilment Report and how the data shows inside the file:
C. QUANTITY SOLD REPORT
1. Go to Upmesh Seller Dashboard > Click “Analytics” tab > Click “Reports” > Select “Quantity Sold Report”.
2. Select the date filter at the filter box > Click “Ok” > Click “Generate Report” to proceed.
You can filter the report by:
- Date Range (Start Date & End Date)
- Post/Live Sessions (can select multiple posts or live sessions from Facebook/Instagram)
Filter Logic (Important)
- Filter only by date range: will generate all paid orders (manual/catalogue/comment) at the selected date range.
- Filter only by post / live session: will generate all paid orders from comments on selected posts.
- Filter by date range & post / live session: will generate all paid orders from comments on selected posts.
3. After the report is successfully generated, click the “Got it, thanks!” button > click “Download” to save on your device.
4. Open the downloaded file in Excel.
Here’s the result of the Quantity Sold Report and how the data shows inside the file:
B. TRANSACTION SALE REPORT
1. Go to Upmesh Seller Dashboard > Click “Analytics” tab > Click “Reports” > Select “Transaction Sale Report”.
2. Select the date filter at the filter box > Click “Ok” > Click “Generate Report” to proceed.
You can filter the report by:
- Date Range (Start Date & End Date)
- Post/Live Sessions (can select multiple posts or live sessions from Facebook/Instagram)
Filter Logic (Important)
- Filter only by date range: will generate all paid orders (manual/catalogue/comment) at the selected date range.
- Filter only by post / live session: will generate all paid orders from comments on selected posts.
- Filter by date range & post / live session: will generate all paid orders from comments on selected posts.
3. After the report is successfully generated, click the “Got it, thanks!” button > click “Download” to save on your device.
4. Open the downloaded file in Excel.
Here’s the result of the Quantity Sold Report and how the data shows inside the file: