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Quick tips on some Datma features
Quick tips on some Datma features
Mihai Iova avatar
Written by Mihai Iova
Updated over a week ago

Quick Search and Access

If you want to quickly check a certain collection report or a specific product, you can use the search functionality built into Datma. In the upper right corner of the header, you have the search input. As you type, the system provides the best matches. It works for collections, products, product types, and vendors.

Download Report

You have the option to download any report from Datma. The download icon is present in the upper right corner above each report. After clicking it, an options modal window opens, and you can select whether to download directly in the browser (the "Export directly" button) or to receive it by email. The data is exported in CSV/XLSX format, which you can open in Microsoft Excel, Google Sheets, OpenOffice, and other similar tools.

Edit & Reorder Columns

Using the "Edit columns" button, you can add, delete, and reorder columns at any time in a saved report. After clicking "Edit columns", a sidebar opens on the left panel with two tabs: "Edit columns" and "Reorder columns". After selecting/unselecting the desired columns or reordering them, click "Apply changes" to refresh the report with the new settings.

Comparing Data Over Time

When you need to compare data in a report from two different date ranges, you can use the Compare functionality. Next to the date range selector in the upper right corner, under the header, you will find the "Compare date range" selector. This feature allows you to compare the current date range with any custom period you choose. Additionally, we provide three default options: "Previous period" (the same number of days prior to the main date range), "Month on Month", and "Year on Year".

The structure of the reporting table will be altered to present data from these date ranges side by side. You can remove the Compare option using the "Compare date range" selector and then pressing "Remove Compare."

Create Report

Creating a new report is very easy. There is a "Create report" button on the upper left side, just under the logo. In the first step, you need to select the appropriate data source depending on what you want to see in the report and give the report a name for easy identification later. Then, you can select from the available dimensions and measures the columns you want to include in the report. Optionally, you can use the "Reorder" tab if you want to arrange the columns in a specific order.

Add to Favorites

If you frequently check a report, it is a good idea to pin it to the top of the report list in the left side panel. You can do this any time when viewing a report by clicking on the heart icon in the upper right corner above the report table. Clicking on an already favorited report will remove it from the favorites list.

Schedule Report

When you want to receive data from a report regularly, you can use our scheduler. To schedule a report, first create a "Schedule", meaning a timeslot when you wish to receive the data. Available options are Daily or Weekly. For Daily schedules, you can set the time (hour) to receive reports. For Weekly, you can also specify the date on which you want to receive the report (and set the hour). After adding a Schedule, you can add any report you want to be included and sent at that time. You can define several schedules if you want to receive reports at different times. Additionally, you must specify the relative time frame for which the report is executed and the data is generated, ranging from 1 to 30 days.

For example, if you set up a scheduled report Weekly on Monday and select "Period of exported data" = 7, it means that you will receive reports with data from the previous week, from Monday to Sunday.

You can also add any number of email addresses for all the people you would like to send the reports to.

Scheduled reports and attached emails are also listed in Settings -> Schedules page. (https://app.datma.io/shopify/reporting/account-settings/schedules)

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