Reports

The MerchantFlow reports system lets you create, save, and manage structured performance reports for your e-commerce business. Whether you need a weekly internal review, a monthly client deliverable, or a one-off deep dive, the report builder provides both pre-built templates and custom report creation to fit your workflow.

MerchantFlow includes a dedicated reports area at /dashboard/reports.

Report Pages

The reports system is organized into three pages:

• Report Library (/dashboard/reports) — browse and open all saved reports
• Templates (/dashboard/reports/templates) — start from pre-built report layouts covering common use cases like P&L summaries, ad performance, and product profitability
• New Report (/dashboard/reports/new) — create a report from scratch with custom metrics, date ranges, and sections

What You Can Do With Reports

• Browse saved reports and re-open them with updated data
• Start from built-in templates to save setup time
• Create a new custom report tailored to specific stakeholders
• Open, edit, or delete saved reports as your needs change

The current report UI supports both template-based and custom report records. Templates give you a pre-configured starting point, while custom reports let you select exactly which KPIs, date ranges, and breakdowns to include.

Why Reports Matter for Ecommerce

Consistent reporting helps merchants and agencies:

• Track progress — compare performance across weeks, months, or quarters
• Communicate results — share clear, data-backed updates with partners, investors, or clients
• Identify trends — spot revenue shifts, margin changes, or ad performance drops before they become problems
• Make decisions — ground budget allocation and strategy changes in actual numbers rather than intuition

Frequently Asked Questions

How do I create a report in MerchantFlow?

Navigate to /dashboard/reports/new or click the "Create Report" button from the report library. Choose a template or start from scratch, select your metrics and date range, and save the report for future access.

Can I share reports with clients or team members?

Reports are accessible to anyone with the appropriate role and permissions within your MerchantFlow workspace. Agency users can generate reports while switched into a client's merchant workspace.

What templates are available?

MerchantFlow provides built-in templates for common reporting needs including P&L summaries, ad channel performance, product profitability rankings, and more. Browse all available templates at /dashboard/reports/templates.

Related Guides

• Dashboard Overview — navigate the full MerchantFlow interface
• P&L Overview — understand the profit and loss data that feeds reports
• Attribution — channel and project performance data for reporting
• Agency Workspace — generate reports for agency clients
• Ads and Channels — ad performance data available in reports

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Last updated: March 14, 2026