What this helps you do

Answer one specific business question with a chart and table, such as which products sold most or why stock changed, then export the visible columns when needed.

Before you start

Decide what question you are asking. Reports with similar names can measure different things. For example, original order value is not the same as settled revenue after refunds.

Steps

  1. Open Reports.
  2. Use search or the Sort menu, or select the filter icon to add Category and Created by filters to find the report that matches your question. The list shows category, creator, and last viewing time. Sort by name, category, creator, or when someone in the store last opened it. Reports that have never been opened appear after viewed reports when sorting by last viewed. Select Pin beside a report to keep it at the top of your list; select Unpin to return it to the normal order. Your pins are personal to you in that store. To show saved reports, select the filter icon, add Category, and choose Custom. Select New report when you need your own combination of measures, groups, and filters.
  3. If shown, choose Last 7 days, Last 30 days, Last 90 days, or set custom Start date and End date values. The end date must be the same as or later than the start date.
  4. If shown, enter Rows from 1 to 200.
  5. Select Apply filters.
  6. Read the report description before interpreting the chart and table.

What the filters mean

  • Last number of units: choose a number and Months. With Include current month selected, Count back from today's date starts on the same day six months ago, for example 30 March to 30 September. If that earlier month has fewer days, it uses its final day. Leave this option off to start at the beginning of that earlier month.
  • Date range: a quick choice for the last 7, 30, or 90 Indian calendar days. A report opens with today and the previous 29 days, giving a 30-day range.
  • Then sort by in a daily nested report: with dates sorted first and date group totals selected, choose a sales total to rank the staff or other inner groups within each day. Each group's full total determines its position before the individual location rows. Averages and percentages cannot be used for this nested ranking.
  • Start date / End date: the exact Indian calendar dates included when you need a custom period.
  • Rows: the maximum number of ranked results to show. It does not mean pages. A value of 50 asks for up to 50 results.
  • Apply filters: loads the report using the values you entered. Changing a box alone does not apply it.
  • Reset filters: returns to the default 30-day date range and the report's default row count.

Inventory status is a current snapshot, so it has a row limit but no date range. Other reports show only the filters that make sense for them.

Read the chart and table

  • Use Metric to choose the number shown by the chart when the report has more than one useful measurement.
  • Use Chart to switch between a bar chart and line chart.
  • Category charts show the first 10 loaded rows so labels remain readable. The table still contains every loaded row.
  • In Storefront sales trend, use Group dates by to combine results by day, week, or month. Use Compare previous period to compare orders and sales after discounts with the immediately preceding period of the same length.
  • Use the table's column control to choose visible columns. At least one column remains visible.

Export report data

Select Export, then CSV, JSONL, XML, or Apache Parquet, to download the loaded report rows and visible columns. Currency column headings include the report currency. For Storefront sales trend, the export follows the selected day, week, or month grouping.

Delete saved reports

Select the checkboxes beside the saved reports you want to remove, select Delete, and confirm. Ready-made reports cannot be selected for deletion. Deleting a report removes its saved setup and pin; it does not delete orders, customers, or stock. If some reports cannot be deleted, they stay selected so you can try again.

What happens next

The table shows the accepted result. If an update fails, Upstorr keeps the previously loaded report visible and clearly says that the new filters could not be loaded. Do not mistake the old visible table for the failed new range.

Common problems

Table Search filters the rows already loaded in that table. For example, searching 2026-08-20 shows that day's rows. Comparison tables have their own search boxes. Search does not change the report's query, Summary, chart or export; use report Filters and run the report to change those results.

  • Apply filters is disabled: make a change and enter valid dates or a whole row count from 1 to 200.
  • Reports could not be loaded: select Retry. The list waits for its saved reports and templates before showing results, so you do not mistake a partial list for the full catalog.
  • No data found: no matching records were found for that range; try a wider range and confirm you chose the right report.
  • Export is disabled: wait for the report to finish updating and make sure it contains at least one row.
  • No previous value to compare: the previous period total was zero, so Upstorr cannot calculate a meaningful percentage change.
  • GST summary is missing: this report appears only when tax collection is enabled.
  • Some orders lack exchange rates: Upstorr stops money reports instead of leaving those orders out of the total. Contact Upstorr support to correct the missing rates.
  • A staff member cannot open reports: they need permission to view reports.
  • Creator says Unknown creator: the report was saved before Upstorr began recording who created reports.