Tag Archives: reports

Running reports in Spirit’s Reports tab

There are two types of reports you can run in the Reports Tab;
Product reports and Customer reports.

Product Sales
allows you to generate a report based on the search of 4 product attributes:
Product name: tshirt_red (this is the product name saved in Spirit at the time the product is created)
Product id: tshirt006 (your SKU#)
Product title: Red 100% Organic Cotton T-Shirt (The name displayed to the customer)
Product key: 53 (this is the unique incremental Spirit # assigned when a product is created)

1. In the Reports tab, click on “product sales”
2. Select one of the four search on attributes as described above like, Product title.
3. Enter the name of the product as it appears to the customer “Red 100% Organic Cotton T-Shirt”
4. Enter a date range or leave blank.
5. Click on “create report” button.

Customer Sales allows you to generate a report based on the search of 3 pieces of criteria. I have used my profile as the example:
Email address: bierwag@e-techsolutions.com
Attributes: 85715 (this can be any attribute associated with a customer profile: street, city, state, zip, phone #, last name, etc.)
Customer Key: 26 (my customer number in Spirit is #26 – this number is a unique, incremental, Spirit assigned number)

1. In the Reports tab, click on “customer sales”
2. Select one of the three search on attributes as described above like, zip code.
3. Enter the zip code (or other attribute data).
4. Enter a date range or leave blank.
5. Click on the, “create report” button.

Once results appear, you can click on any individual order to view it. If you highlight the entire results listing, and “copy”, you can “paste” it into an Excel spreadsheet. The formatting will retain the proper columns.