CHOOSING THE TEMPLATE

Step 1. In your OSL Dashboard, click the ‘Create New Report’ button.

Step 2: Select ‘Sales Performance Report’

From the list of available report types, select Sales Performance Report and click Choose and Continue.

This step ensures you are generating the correct report focused on product and variant performance. The Sales Performance Report provides insights into how your products are performing over time, allowing you to quickly identify sales trends, increases, or decreases in performance.

👉 By selecting this report type, you’re setting the foundation for analyzing sales data that supports smarter inventory and business decisions.

Step 3: Enter a Report Name and select the Time Period

In this step, you will define the key details for your Sales Performance Report:

• Report Name – Give your report a clear and descriptive name. This helps you identify and manage reports later. You can use alphanumeric and special characters, up to a maximum of 50 characters.

• Time Period – Choose the range of sales data you want to include. The selected time period determines which transactions will be analyzed. For example, if you select Last 7 Days, the system will generate a Sales Performance Report comparing sales from the last 7 days against the 7 days before that.

📌 Important Note:
If you select a custom period, the report will be static, meaning, it will always reflect only the data within that exact date range you set. Other options, such as Last 7 Days, Last 30 Days, or This Month, are dynamic—they automatically update and calculate relative to the current date when the report is generated.

👉 This step ensures your report is easy to identify and covers the exact time frame you want to analyze.

ADD PRODUCTS

Step 4: Select Location

In this step, you will choose the store location from which you want to pull product data. This ensures that the Sales Performance Report reflects inventory and sales specific to that location.

Once a location is selected, you can add the products you want to include in the report. The system will automatically filter and display products based on the chosen location, making it easier to manage if you have multiple stores or a large product catalog.

This step is especially useful for Shopify admins, owners, or users managing several products across different locations, as it helps narrow down the selection to only what’s relevant. 

Step 5: Add Products

In this step, you’ll decide which products to include in your Sales Performance Report. You can either add All Products or choose Specific Products.

Option 1: Add Specific Products

You can add specific products in two ways: Add From List or Add Using Filters.

A. Add from List

1. Select Specific Products → Add from List.

2. A modal will open showing all products available in your selected location.

3. Use the search bar to find products by (By default, search runs across all fields.):

   • Product Title

   • Product ID

   • Barcode

   • SKU
     
     

4. Use the filters panel to narrow down the list by:

   • Category

   • Collection

   • Product Type

   • Tags

   • Vendor

5. Select one or more products from the list.

6. Click Add to confirm your selection.

B. Add Using Filters

1. Select Specific Products → Add using Filters.

2. Define your filters using Attribute – Condition – Value format.

Examples:

• Title → Contains → “T-shirt”

• Vendor → Is → “Nike”

• Price → Greater than → 100

• Cost of Item → Between → 20 and 50

• SKU → Doesn’t contain → “TEST”

→ You can set up multiple conditions and choose whether they should be applied with AND or OR logic.

→ Once your filters are set, the system will automatically pull all products that match your conditions.

Option 2: Add All Products

1. Select All Products.

2. All items from your chosen location will automatically be included in the report.

   • Use this option if you want to analyze your entire product catalog without filtering.

✅ Tips:

• Choose All Products if you want a broad overview of sales performance across your store.

• Choose Specific Products if you need a focused report on certain items, categories, or conditions.

Once you’ve finished selecting products, you can review them in the table displayed at the bottom of the page. This table includes key details such as Product Name, Status, Vendor, Product Type, and Stock Quantity.

If you need to make adjustments, you can:

• Remove individual products by clicking the trash icon on the right-side.

• Use Clear All Products to reset the list and remove all selected items at once.

• Add option buttons will be located at the upper-right side of the table list.

Once done with Location and Product Selection, click Next Step.

FREQUENCY AND CHANNEL

Step 6: Set up the Frequency and Channel

In this step, you will decide when reports are generated and how you receive them.

1. Choose the Report Generation Method

   • Manual – You must trigger the report yourself from the Dashboard by selecting the report and clicking Generate Report.

   

   • Scheduled – The system will automatically generate reports based on your chosen frequency (e.g., daily, weekly, monthly). You can also set an end date to stop report generation.

   

2. Configure Advanced Settings (Optional)

   • You can choose to include a CSV or PDF summary in the report notification sent via email.

   • Attachments can be automatically sorted by item, depending on your selected preferences.

   

3. Select Notification Channels

   • Choose how you want to receive the report: Email, Slack, or WhatsApp.

   • You can select a single channel or enable all three.

   

Once you’ve completed the setup, click Finish to save and activate your report schedule.