# Reports
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**Difficulty:** ๐ข Beginner ยท **Reading time:** \~15 min
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**Open this page in your dashboard:** [**Go to Reports โ**](https://dashboard.sellermagnet.com/dashboard/reports)
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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.
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***
## ๐ฅ Video Walkthrough
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**Video tutorial coming soon.** A full guided walkthrough of this feature will be available here shortly.
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***
## ๐๏ธ 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 |
***
## ๐ 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.
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## 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 |
***
## ๐ 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 |
***
## ๐ค Reports Table
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 |
***
## ๐ค 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 |
4. Click **"Generate"** to submit the report request.
5. The modal closes and the report appears in the table with "Pending" status.
6. Wait for the status to change to "Completed" (typically 1-5 minutes).
7. Click the **Download** button to save the file.
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**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.
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***
## ๐ค 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 |
***
## ๐ค 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 |
4. Click **"Save Schedule"** to activate.
5. The schedule appears in the Scheduled Reports table with "Active" status.
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Scheduled reports generate automatically at the configured time. Ensure your email address is correct in Settings if you selected email delivery. Reports that fail to deliver via email are still available for manual download.
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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 |
***
## ๐ค 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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**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.
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## ๐ค 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 |
***
## ๐ง 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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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.
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โ ๏ธ Common Mistakes to Avoid
| 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 |
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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.
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## ๐ค 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 |
***
## โ FAQ
How long do completed reports remain available for download?
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.
Can I generate reports for multiple marketplaces in one file?
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.
What time zone are report dates based on?
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.
Can I customize which columns appear in a report?
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.
Is there a limit to how many reports I can generate?
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.
Can scheduled reports send to multiple email addresses?
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.
What happens if a scheduled report fails?
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.
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## โก๏ธ What's Next?
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[Dashboard Overview](/dashboard-and-analytics/dashboard-overview.md)
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[Expenses](/dashboard-and-analytics/dashboard-overview/expenses.md)
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