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.

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Difficulty: 🟢 Beginner · Reading time: ~15 min

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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.

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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.


🎥 Video Walkthrough

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Video tutorial coming soon. A full guided walkthrough of this feature will be available here shortly.


🗂️ 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.

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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.


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

The main table displays all your generated reports.

Table Columns

Column
Description

Report Type

Type of report (e.g., Orders, Products, Transactions, 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: Completed, Pending, Processing, Failed

Action

Download or retry buttons

Status Badges

Status
Appearance
Meaning

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. Fill in the report parameters:

Field
Description
Example

Report Type

Select the type of data you want

Orders Report

Connection

Choose which Amazon account to pull from

My Amazon EU Account

Marketplace(s)

Select one or more 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

  1. Click "Generate" to submit the report request.

  2. The modal closes and the report appears in the table with "Pending" status.

  3. Wait for the status to change to "Completed" (typically 1-5 minutes).

  4. Click the Download button to save the file.

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📤 Available Report Types

Report Type
Data Included
Best For

Orders Report

All order records with products, fees, COGS (Cost of Goods Sold), profit

Accounting, tax preparation, profitability analysis

Products Report

Product catalog with sales volumes, margins, ROI

Product performance review, sourcing decisions

Transactions Report

All Amazon fees and adjustments

Fee analysis, cost optimization

Listing Performance Report

Sessions, page views, conversion, Buy Box %

Marketing analysis, listing optimization

Expenses Report

All manually tracked business expenses

Tax deductions, budget review

Inventory Report

Stock levels, forecasts, batch data

Reorder planning, warehouse management

Profit and Loss Report

Complete P&L combining all data sources

Monthly/quarterly business review


📤 Scheduled Reports

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

Scheduled Reports Table Columns

Column
Description

Report Type

Type of report being generated

Frequency

How often the report runs (Daily, Weekly, Monthly)

Delivery

How the report is delivered (Download, Email)

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

Edit, pause/resume, 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

Report Type

Type of report

Orders Report

Connection

Amazon account

My Amazon EU Account

Marketplace(s)

Target marketplaces

All EU Marketplaces

Frequency

How often to generate

Weekly (every Monday)

Time Range

What period each report covers

Previous 7 days

Format

Output format

CSV

Delivery Method

How to receive the report

Email + Download

  1. Click "Save Schedule" to activate.

  2. The schedule appears in the Scheduled Reports table with "Active" status.

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Managing Scheduled Reports

Action
How To

Pause a schedule

Click the pause button on the schedule row

Resume a schedule

Click the resume button on a paused schedule

Edit a schedule

Click the edit button to modify frequency, date range, or delivery

Delete a schedule

Click the delete button 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 Report

Monthly, 1st of each month, previous month data

Complete order records for revenue reconciliation

Transactions Report

Monthly, 1st of each month, previous month data

Amazon fee breakdown for expense categorization

Expenses Report

Monthly, 1st of each month, previous month data

Manual business expenses for deduction tracking

P&L Report

Monthly, 1st of each month, previous month data

Combined profit and loss statement

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

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📤 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


🔧 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

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chevron-right⚠️ Common Mistakes to Avoidhashtag
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

## ✅ Best Practices

  1. Automate monthly reports: Set up schedules for your four core reports (Orders, Transactions, Expenses, P&L) 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

Download only

Download + optional email

Frequency

One-time

Daily, weekly, or monthly

Use case

Ad hoc analysis, specific investigations

Recurring reporting, stakeholder updates

Management

Delete when no longer needed

Pause, resume, or modify the schedule


❓ FAQ

chevron-rightHow long do completed reports remain available for download?hashtag

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.

chevron-rightCan I generate reports for multiple marketplaces in one file?hashtag

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.

chevron-rightWhat time zone are report dates based on?hashtag

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.

chevron-rightCan I customize which columns appear in a report?hashtag

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.

chevron-rightIs there a limit to how many reports I can generate?hashtag

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.

chevron-rightCan scheduled reports send to multiple email addresses?hashtag

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.

chevron-rightWhat happens if a scheduled report fails?hashtag

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.


➡️ What's Next?

Dashboard Overviewchevron-rightExpenseschevron-right

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