> For the complete documentation index, see [llms.txt](https://docs.sellermagnet.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sellermagnet.com/dashboard-and-analytics/dashboard-overview/reports.md).

# Reports

Generate, schedule, and download custom reports for your Amazon business. Choose from multiple report types, filter by marketplace and date range, and set up automated recurring reports for your team.

{% hint style="info" %}
**Difficulty:** 🟢 Beginner · **Reading time:** \~15 min
{% endhint %}

{% hint style="success" icon="rocket" %}
**Open this page in your dashboard:** [**Go to Reports →**](https://dashboard.sellermagnet.com/dashboard/reports)
{% endhint %}

The **Reports** page is your hub for generating, managing, and downloading custom data exports from SellerMagnet. Whether you need a one-time financial report for your accountant, a weekly sales summary for your team, or a monthly performance export for stakeholders, the Reports module handles it all with flexible report types, scheduling, and delivery options.

{% hint style="info" %}
Reports pull data from all other SellerMagnet modules, orders, products, transactions, expenses, and listing performance. They provide a snapshot of your data at the time of generation, formatted for easy consumption outside SellerMagnet.
{% endhint %}

***

## 🎥 Video Walkthrough

{% hint style="info" %}
**Video tutorial coming soon.** A full guided walkthrough of this feature will be available here shortly.
{% endhint %}

***

## 🗂️ Page Structure

| Section                       | Purpose                                                                     |
| ----------------------------- | --------------------------------------------------------------------------- |
| **Stats Overview**            | Four stat cards showing total, completed, pending, and failed report counts |
| **Quick Actions Bar**         | Buttons for generating, scheduling, and refreshing reports                  |
| **Status Filter Tabs**        | Filter the reports table by status (All, Completed, Pending, Failed)        |
| **Search Bar**                | Search reports by type or name                                              |
| **Reports Table**             | Full list of all generated reports with status, download, and actions       |
| **Scheduled Reports Section** | Table of recurring report schedules with status and next run info           |

***

## 📋 Stats Overview

Four stat cards at the top provide a quick summary of your report activity:

| Stat Card         | Description                                                   | Color Indicator |
| ----------------- | ------------------------------------------------------------- | --------------- |
| **Total Reports** | Total number of reports ever generated                        | Blue            |
| **Completed**     | Reports that finished successfully and are ready for download | Green           |
| **Pending**       | Reports currently being generated or queued                   | Yellow/Amber    |
| **Failed**        | Reports that encountered an error during generation           | Red             |

Each card is **clickable**, clicking a stat card filters the table to show only reports with that status.

{% hint style="info" %}
Pending reports typically complete within 1-5 minutes depending on the data volume and date range. Very large reports (12+ months across multiple marketplaces) may take up to 15 minutes.
{% endhint %}

***

## Quick Actions Bar

The actions bar provides primary controls:

| Button                              | Action                            | Description                           |
| ----------------------------------- | --------------------------------- | ------------------------------------- |
| **Generate Report** (blue, primary) | Opens the report generation modal | Create a new one-time report          |
| **Schedule Report**                 | Opens the scheduling modal        | Set up an automated recurring report  |
| **Refresh**                         | Re-fetches the report list        | Update the table with latest statuses |

***

## 🔍 Status Filter Tabs

Below the action buttons, filter tabs let you narrow the report list:

| Tab           | Shows                               | Badge           |
| ------------- | ----------------------------------- | --------------- |
| **All**       | Every report regardless of status   | Total count     |
| **Completed** | Only successfully generated reports | Completed count |
| **Pending**   | Reports currently processing        | Pending count   |
| **Failed**    | Reports that encountered errors     | Failed count    |

***

## 📤 Reports Table

![SellerMagnet Reports](https://4139654583-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fih2knSvVpBcq5rIeXVjM%2Fuploads%2Fgit-blob-d460cd614ad36b55d7c0d0fbcc7599b7c046ab85%2Freports.png?alt=media)

The main table displays all your generated reports.

### Table Columns

| Column           | Description                                                                    |
| ---------------- | ------------------------------------------------------------------------------ |
| **Report Type**  | Type of report (e.g., Orders, Product COGS, General Fees, Listing Performance) |
| **Connection**   | Amazon Seller account/connection the report was generated from                 |
| **Marketplaces** | Which marketplace(s) the report covers                                         |
| **Time Range**   | Date range covered by the report                                               |
| **Requested At** | Date and time the report was requested                                         |
| **Format**       | File format (CSV, XLSX, JSON)                                                  |
| **Records**      | Number of data rows in the report                                              |
| **Status**       | Current status: Initial, Pending, Processing, Completed, Failed                |
| **Action**       | Download or retry buttons                                                      |

### Status Badges

| Status         | Appearance                           | Meaning                                                               |
| -------------- | ------------------------------------ | --------------------------------------------------------------------- |
| **Initial**    | Yellow/amber (counted under Pending) | Report was just submitted and is waiting for the worker to pick it up |
| **Completed**  | Green badge with checkmark           | Report is ready for download                                          |
| **Pending**    | Yellow/amber badge with clock        | Report is queued or processing                                        |
| **Processing** | Blue badge with spinner              | Report is actively being generated                                    |
| **Failed**     | Red badge with exclamation           | Report generation encountered an error                                |

### Actions

| Action       | Icon                  | Description                               |
| ------------ | --------------------- | ----------------------------------------- |
| **Download** | Download icon (green) | Download the completed report file        |
| **Retry**    | Retry icon            | Re-attempt generation for a failed report |
| **Delete**   | Trash icon            | Remove the report record                  |

***

## 📤 Step-by-Step: Generating a One-Time Report

1. Click the **"Generate Report"** button in the Quick Actions bar.
2. The report generation modal opens.
3. Choose a **Delivery** mode with the segmented control at the top of the modal. This decides how the report is produced and which list of report types the dropdown shows:

| Delivery mode      | What it does                                                                                                                           | Format options   |
| ------------------ | -------------------------------------------------------------------------------------------------------------------------------------- | ---------------- |
| **Instant export** | Downloads right away from data SellerMagnet already holds. No queue, no waiting.                                                       | CSV, Excel       |
| **Amazon report**  | Requested from Amazon and built by a background worker. It appears in the reports list below and you download it once it is Completed. | CSV, Excel, JSON |

4. Fill in the report parameters:

| Field              | Description                                                                      | Example              |
| ------------------ | -------------------------------------------------------------------------------- | -------------------- |
| **Report Type**    | Select the type of data you want (the list depends on the Delivery mode)         | Orders               |
| **Report Options** | For some Amazon report types, tick the optional checkboxes to include extra data | (varies by type)     |
| **Connection**     | Choose which Amazon account to pull from                                         | My Amazon EU Account |
| **Marketplace(s)** | Select one or more marketplaces, or leave on "All Marketplaces"                  | Amazon.de, Amazon.fr |
| **Start Date**     | Beginning of the report period                                                   | 2026-01-01           |
| **End Date**       | End of the report period                                                         | 2026-03-31           |
| **Format**         | Choose the output file format                                                    | CSV                  |

{% hint style="info" %}
**Quick date presets:** Instead of picking dates by hand, use the buttons above the date fields, **Last 7 Days**, **Last 30 Days**, **Last 90 Days**, **This Month**, and **This Year**, to fill the Start Date and End Date in one click.
{% endhint %}

5. Click **"Generate Report"** to submit.
6. For an **Instant export**, the file downloads immediately in your browser and the modal closes. For an **Amazon report**, the report appears in the table with a "Pending" status.
7. For Amazon reports, wait for the status to change to "Completed" (typically 1-5 minutes), then click the **Download** button to save the file.

{% hint style="success" icon="rocket" %}
**Pro Tip:** Generate quarterly reports on the first business day of each new quarter. This builds a consistent archive of your Amazon business data for trend analysis and tax preparation.
{% endhint %}

***

## ⚡ Delivery: Instant Export vs. Amazon Report

The report-type dropdown does not mix every type into one long list. A **Delivery** segmented control at the top of the Generate modal swaps the dropdown between two kinds of report:

| Delivery mode      | Icon           | Behaviour                                                                                                                                                                |
| ------------------ | -------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Instant export** | Lightning bolt | Generated synchronously from the data SellerMagnet already stores. The file **downloads immediately**, there is no "Pending" row to wait on. CSV or Excel only.          |
| **Amazon report**  | Amazon logo    | Requested from Amazon and built by a background worker. It is **queued** and lands in the reports list with a status you refresh until "Completed". CSV, Excel, or JSON. |

{% hint style="info" %}
There used to be a single dropdown where instant exports were flagged only with a lightning-bolt emoji. That is gone, the Delivery control now makes the choice explicit and keeps each list short.
{% endhint %}

### Instant export sources

Selecting **Instant export** switches the dropdown to these registry-backed sources (CSV/XLSX):

Orders, Refunded Orders, Products & COGS, Expenses, Listing Performance, Transactions / Payouts, Review Requests Sent, Financial Summary, Sourcer Lookup History, PPC Campaigns, and PPC Keywords.

### Snapshots (no date range)

A few instant-export sources are **point-in-time snapshots** of your current data, so they need no date range. When you select one, the Start Date and End Date fields disappear.

| Snapshot source            | What it captures               |
| -------------------------- | ------------------------------ |
| **Products & COGS**        | Current catalog and cost state |
| **Expenses**               | Full expense ledger            |
| **Sourcer Lookup History** | Everything you have looked up  |
| **PPC Campaigns**          | Current campaign list          |
| **PPC Keywords**           | Current keyword list           |

The remaining instant-export sources (Orders, Refunded Orders, Transactions / Payouts, Listing Performance, Review Requests Sent, Financial Summary) still require a Start and End date.

### Preview before you generate

For **Instant export** sources only, a **Preview** button appears in the generation modal. Click it to load a small **sample of rows and columns** so you can confirm you picked the right source, marketplace, and date range before downloading the full file.

{% hint style="success" icon="rocket" %}
**Pro Tip:** Use **Preview** to sanity-check the columns and a few rows first. If the sample comes back empty, your marketplace or date range probably has no data, adjust the filters before generating the full export.
{% endhint %}

***

## 📤 Available Report Types (Amazon Reports)

The **Amazon report** list is driven by your data and can change over time, so treat the following as **indicative** rather than a fixed menu. Typical types include:

| Report Type                                                                            | Data Included                                                               | Best For                                 |
| -------------------------------------------------------------------------------------- | --------------------------------------------------------------------------- | ---------------------------------------- |
| **Orders**                                                                             | Order records with products and financials                                  | Accounting, revenue reconciliation       |
| **Sales Summary**                                                                      | Aggregated sales figures for the period                                     | Quick performance snapshots              |
| **Inventory** / **Inventory Snapshot** / **Inventory Report** / **Inventory Forecast** | Stock levels, current-state snapshots, and forward-looking demand estimates | Reorder planning, warehouse management   |
| **FBA Returns**                                                                        | Returns for FBA (Fulfilled by Amazon) orders                                | Return-rate and quality analysis         |
| **FBM Returns**                                                                        | Returns for FBM (Fulfilled by Merchant) orders                              | Return-rate and quality analysis         |
| **Expenses**                                                                           | Manually tracked business expenses                                          | Tax deductions, budget review            |
| **Product COGS**                                                                       | Product catalog with cost of goods per unit                                 | Margin and profitability review          |
| **General Fees**                                                                       | Amazon fees and adjustments                                                 | Fee analysis, cost optimization          |
| **Listing Performance**                                                                | Sessions, page views, conversion, Buy Box %                                 | Marketing analysis, listing optimization |
| **Repricing Log**                                                                      | History of automated price changes                                          | Repricer auditing                        |
| **Review Request Log**                                                                 | Review requests that were sent                                              | Review-outreach tracking                 |
| **Reimbursement Claims**                                                               | Lost & Found reimbursement claim records                                    | Recovery tracking                        |
| **Alerts History**                                                                     | Past alert events                                                           | Operational review                       |
| **Seller Performance**                                                                 | Account health and performance metrics                                      | Compliance monitoring                    |

{% hint style="info" %}
Some Amazon report types, such as Inventory Snapshot, Inventory Forecast, and Seller Performance, are current-state **snapshots** and hide the date range when selected. Others expose extra **Report Options** checkboxes below the type dropdown, tick these to include additional data in the file.
{% endhint %}

***

## 📤 Scheduled Reports

The Scheduled Reports section allows you to automate recurring report generation.

{% hint style="info" %}
Scheduling covers the **Amazon report** (queued) types. Instant exports run on demand, so they are not scheduled.
{% endhint %}

### Scheduled Reports Table Columns

| Column          | Description                                                                                              |
| --------------- | -------------------------------------------------------------------------------------------------------- |
| **Report Type** | Type of report being generated                                                                           |
| **Frequency**   | How often the report runs (Daily, Weekly, Every 2 Weeks, Monthly), with the chosen day shown in brackets |
| **Delivery**    | How the report is delivered (Email, Webhook, or Email + Webhook)                                         |
| **Format**      | File format (CSV, XLSX, JSON)                                                                            |
| **Next Run**    | Date and time of the next scheduled generation                                                           |
| **Last Run**    | Date and time of the most recent generation                                                              |
| **Status**      | Active or Paused                                                                                         |
| **Action**      | Pause/resume toggle, or delete the schedule                                                              |

### Step-by-Step: Creating a Scheduled Report

1. Click the **"Schedule Report"** button in the Quick Actions bar.
2. The scheduling modal opens.
3. Configure the schedule:

| Field              | Description                                                                                  | Example                           |
| ------------------ | -------------------------------------------------------------------------------------------- | --------------------------------- |
| **Connection**     | Amazon account                                                                               | My Amazon EU Account              |
| **Report Type**    | Type of report                                                                               | Orders                            |
| **Marketplace(s)** | Target marketplaces, or "All Marketplaces"                                                   | All Marketplaces                  |
| **Frequency**      | How often to generate: Daily, Weekly, Every 2 Weeks, or Monthly                              | Weekly                            |
| **Day of Week**    | Shown for Weekly and Every 2 Weeks, which day the report runs on                             | Monday                            |
| **Day of Month**   | Shown for Monthly, a day from 1 to 28                                                        | 1                                 |
| **Send via**       | Delivery method: Email, Webhook, or Email + Webhook                                          | Email + Webhook                   |
| **Webhook URL**    | Shown when Webhook or Email + Webhook is selected, the URL that receives the finished report | <https://your-server.com/webhook> |
| **Format**         | Output format: CSV, Excel, or JSON                                                           | CSV                               |

4. Click **"Create Schedule"** to activate.
5. The schedule appears in the Scheduled Reports table with "Active" status.

{% hint style="info" %}
The **Day of Month** picker stops at **28** on purpose, so a monthly schedule always has a valid day in every month, including February.
{% endhint %}

{% hint style="warning" %}
Scheduled reports generate automatically at the configured time. Ensure your email address is correct in Settings if you selected email delivery, and that your Webhook URL is reachable if you selected webhook delivery. If you choose Webhook or Email + Webhook, a Webhook URL is required before the schedule can be saved.
{% endhint %}

### Managing Scheduled Reports

| Action                | How To                                                  |
| --------------------- | ------------------------------------------------------- |
| **Pause a schedule**  | Switch off the toggle on the schedule row               |
| **Resume a schedule** | Switch the toggle back on                               |
| **Delete a schedule** | Click the trash icon to permanently remove the schedule |

***

## 📤 Real-World Scenario: Monthly Reporting Workflow

**Situation:** You manage an Amazon business and need to provide your accountant with monthly financial data.

| Report           | Schedule                                        | Purpose                                           |
| ---------------- | ----------------------------------------------- | ------------------------------------------------- |
| **Orders**       | Monthly, 1st of each month, previous month data | Complete order records for revenue reconciliation |
| **General Fees** | Monthly, 1st of each month, previous month data | Amazon fee breakdown for expense categorization   |
| **Expenses**     | Monthly, 1st of each month, previous month data | Manual business expenses for deduction tracking   |

Set up these three schedules once, and your accountant receives clean data every month without any manual effort.

{% hint style="success" icon="rocket" %}
**Pro Tip:** Create a "Q4 Performance" scheduled report that runs weekly during October through December. During your busiest season, weekly data helps you make faster decisions on inventory, pricing, and advertising.
{% endhint %}

***

## 📊 Reading Your Results

{% hint style="info" %}
The **Records** column counts the number of data rows written to the file, not a currency amount. For a per-order export that is the number of order lines. A **Completed** report showing **0** records means the query ran fine but your marketplace and date range held no data - re-check the filters rather than retrying.
{% endhint %}

{% hint style="warning" %}
**Retry vs. fresh run for a failed scheduled report:** If a scheduled instance ends in **Failed**, the schedule itself is unaffected - it still fires at its next interval and generates fresh for the new relative window. Clicking **Retry** on the failed row instead re-attempts that same instance for its original period. Use **Retry** to recover the specific report you missed; wait for the next run if you only need the current period.
{% endhint %}

***

## 📤 Report File Formats

| Format   | Best For                                  | Advantages                                   | Limitations                                         |
| -------- | ----------------------------------------- | -------------------------------------------- | --------------------------------------------------- |
| **CSV**  | Accounting software import, data analysis | Universal compatibility, small file size     | No formatting, no multiple sheets                   |
| **XLSX** | Manual review, sharing with stakeholders  | Formatted tables, multiple sheets possible   | Larger file size, requires Excel                    |
| **JSON** | Feeding data into scripts or integrations | Machine-readable, preserves nested structure | Not meant for spreadsheets; **Amazon reports only** |

{% hint style="info" %}
**JSON is available for Amazon (queued) report types only.** Instant exports produce CSV or Excel, if you pick JSON for an instant export, SellerMagnet shows an error telling you the type supports CSV and Excel only.
{% endhint %}

***

## 🔧 Troubleshooting Failed Reports

When a report fails, check these common causes:

| Cause                       | Symptom                         | Solution                                               |
| --------------------------- | ------------------------------- | ------------------------------------------------------ |
| Date range too large        | Report times out                | Reduce the date range or split into smaller periods    |
| Amazon API rate limit       | Intermittent failures           | Wait 10 minutes and retry                              |
| No data for selected period | Report completes with 0 records | Verify the marketplace and date range have actual data |
| Connection expired          | Authentication error            | Re-authenticate your Amazon connection in Settings     |
| Server processing error     | Unexpected failure              | Click Retry; if it persists, contact support           |

{% hint style="danger" %}
If a report fails repeatedly, do not create dozens of retry attempts. This can queue up redundant processing jobs. Try once or twice, then contact SellerMagnet support with the report ID.
{% endhint %}

***

<details>

<summary><strong>⚠️ Common Mistakes to Avoid</strong></summary>

| Mistake                                | Impact                                             | Better Approach                                        |
| -------------------------------------- | -------------------------------------------------- | ------------------------------------------------------ |
| Generating duplicate reports           | Wastes processing resources and clutters the table | Check existing reports before generating a new one     |
| Setting date ranges that are too broad | Slow generation, massive files                     | Use monthly or quarterly ranges instead of full-year   |
| Not downloading completed reports      | Reports may be cleaned up after a retention period | Download promptly or set up email delivery             |
| Ignoring failed reports                | Missing data for accounting or analysis            | Investigate failures and retry                         |
| No scheduled reports                   | Relying on manual generation each month            | Automate recurring reports with the scheduling feature |
| Wrong marketplace selection            | Report data does not match expectations            | Double-check marketplace selection before generating   |

</details>

\## ✅ Best Practices

1. **Automate monthly reports:** Set up schedules for your core reports (Orders, General Fees, Expenses) on the 1st of each month.
2. **Use CSV for data processing:** If you plan to import data into accounting software, always choose CSV format.
3. **Use XLSX for human review:** If the report will be read by a person, XLSX provides better formatting.
4. **Keep date ranges manageable:** Monthly reports are ideal. Quarterly is acceptable. Annual reports should be split by quarter.
5. **Monitor the Pending queue:** If you see reports stuck in Pending for more than 15 minutes, check your connection status.
6. **Archive important reports:** Download and store critical reports in your cloud storage for long-term record keeping.
7. **Quarterly clean-up:** Delete old, no-longer-needed reports to keep your Reports page organized.

***

## 📤 Comparison: One-Time vs. Scheduled Reports

| Feature        | One-Time Report                                                                     | Scheduled Report                               |
| -------------- | ----------------------------------------------------------------------------------- | ---------------------------------------------- |
| **Generation** | Manual trigger                                                                      | Automatic on schedule                          |
| **Date range** | Any custom range                                                                    | Relative to run date (e.g., "previous 7 days") |
| **Delivery**   | Instant exports download immediately; Amazon reports appear in the list to download | Email, Webhook, or Email + Webhook             |
| **Frequency**  | One-time                                                                            | Daily, weekly, every 2 weeks, or monthly       |
| **Use case**   | Ad hoc analysis, specific investigations                                            | Recurring reporting, stakeholder updates       |
| **Management** | Delete when no longer needed                                                        | Pause, resume, or delete the schedule          |

***

## ❓ FAQ

<details>

<summary><strong>How long do completed reports remain available for download?</strong></summary>

Completed reports are retained for 90 days. After that, the report record may be cleaned up. Download important reports promptly or set up email delivery for automatic archiving.

</details>

<details>

<summary><strong>Can I generate reports for multiple marketplaces in one file?</strong></summary>

Yes. When creating a report, you can select multiple marketplaces. The generated file will contain data from all selected marketplaces with a marketplace identifier column.

</details>

<details>

<summary><strong>What time zone are report dates based on?</strong></summary>

Reports use UTC as the base time zone for date calculations. The "Requested At" column shows the time in your local time zone. Date range filters (Start Date/End Date) are interpreted in the marketplace local time zone.

</details>

<details>

<summary><strong>Can I customize which columns appear in a report?</strong></summary>

Report formats are standardized to include all relevant columns for the selected report type. Column customization is not currently available. You can remove unwanted columns after downloading the file.

</details>

<details>

<summary><strong>Is there a limit to how many reports I can generate?</strong></summary>

There is no strict limit, but generating many large reports simultaneously can slow processing. We recommend generating one large report at a time and waiting for it to complete before starting the next.

</details>

<details>

<summary><strong>Can scheduled reports send to multiple email addresses?</strong></summary>

Currently, scheduled reports deliver to the primary account email. For multi-recipient delivery, forward the email or use shared cloud storage for the downloaded files.

</details>

<details>

<summary><strong>What happens if a scheduled report fails?</strong></summary>

The schedule continues to run at its next interval. The failed instance appears in the Reports table with "Failed" status. You will receive a notification about the failure. The next scheduled run will attempt generation fresh.

</details>

***

## ➡️ What's Next?

{% content-ref url="/pages/gEHjN0IlyP0zjQ7jBbK4" %}
[Dashboard Overview](/dashboard-and-analytics/dashboard-overview.md)
{% endcontent-ref %}

{% content-ref url="/pages/nw54VTDfb3V8CGNeqo5r" %}
[Expenses](/dashboard-and-analytics/dashboard-overview/expenses.md)
{% endcontent-ref %}