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.
Difficulty: 🟢 Beginner · Reading time: ~15 min
Open this page in your dashboard: Go to Reports →
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.
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
Video tutorial coming soon. A full guided walkthrough of this feature will be available here shortly.
🗂️ Page Structure
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:
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.
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:
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:
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
The main table displays all your generated reports.
Table Columns
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: Initial, Pending, Processing, Completed, Failed
Action
Download or retry buttons
Status Badges
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
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
Click the "Generate Report" button in the Quick Actions bar.
The report generation modal opens.
Fill in the report parameters:
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
Click "Generate" to submit the report request.
The modal closes and the report appears in the table with "Pending" status.
Wait for the status to change to "Completed" (typically 1-5 minutes).
Click the Download button to save the file.
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.
📤 Available Report Types
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
⚡ Direct-Export (Instant) Reports
Some entries in the report-type dropdown are marked with a ⚡ lightning bolt. These are direct-export (sync) sources: instead of being queued for a background worker, they generate synchronously and the file downloads immediately in your browser. There is no "Pending" row to wait on for these.
Standard reports are queued and appear in the table with a status you refresh until "Completed". Direct-export ⚡ reports skip the queue: click Generate and the file starts downloading right away.
Direct-export sources currently include Orders, Refunded Orders, Products & COGS, Expenses, Listing Performance, Transactions / Payouts, Review Requests, PPC Campaigns, PPC Keywords, Sourcer Lookup History, and a Financial Summary.
Snapshots (no date range)
A few direct-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.
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 direct-export sources (Orders, Refunded Orders, Transactions, Listing Performance, Review Requests, Financial Summary) still require a Start and End date.
Preview before you generate
For direct-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.
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.
📤 Scheduled Reports
The Scheduled Reports section allows you to automate recurring report generation.
Scheduled Reports Table Columns
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
Click the "Schedule Report" button in the Quick Actions bar.
The scheduling modal opens.
Configure the schedule:
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
Click "Save Schedule" to activate.
The schedule appears in the Scheduled Reports table with "Active" status.
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.
Managing Scheduled Reports
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.
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.
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.
📊 Real-World Scenario: A March P&L Report, End to End
Situation: It is 2026-04-01 and your accountant needs a Profit and Loss statement for March. You sell on Amazon.de through your "My Amazon EU Account" connection.
Steps:
Click Generate Report and choose Profit and Loss Report as the Report Type.
Set Connection to My Amazon EU Account and Marketplace(s) to Amazon.de.
Set Start Date to
2026-03-01and End Date to2026-03-31.Choose XLSX as the format (your accountant reviews it by hand) and click Generate.
The row appears as Pending, moves to Processing, and lands on Completed after about two minutes. Click Download.
What the file contains: The P&L Report combines your Orders, Transactions, and Expenses data for the period into a single statement. For March it summarizes to:
Gross product revenue
48,250.00
Refunds
-2,180.00
Net revenue
46,070.00
Amazon fees (referral + FBA)
-11,540.00
COGS (Cost of Goods Sold)
-18,900.00
PPC / advertising spend
-3,420.00
Tracked business expenses
-1,150.00
Net profit
11,060.00
The Amazon-fee total ties back to what a standalone Transactions Report for the same March window would sum to, and the COGS figure reflects the per-unit costs you maintain in Products. VAT is handled separately by your accountant and is not netted into this profit line.
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; for a combined statement like the P&L it is the number of summary and line entries the file contains. 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.
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 (for example, the next "previous 7 days"). 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.
📤 Report File Formats
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:
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
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.
⚠️ Common Mistakes to Avoid
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
Automate monthly reports: Set up schedules for your four core reports (Orders, Transactions, Expenses, P&L) on the 1st of each month.
Use CSV for data processing: If you plan to import data into accounting software, always choose CSV format.
Use XLSX for human review: If the report will be read by a person, XLSX provides better formatting.
Keep date ranges manageable: Monthly reports are ideal. Quarterly is acceptable. Annual reports should be split by quarter.
Monitor the Pending queue: If you see reports stuck in Pending for more than 15 minutes, check your connection status.
Archive important reports: Download and store critical reports in your cloud storage for long-term record keeping.
Quarterly clean-up: Delete old, no-longer-needed reports to keep your Reports page organized.
📤 Comparison: One-Time vs. Scheduled Reports
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
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.
➡️ What's Next?
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