How it works
Follow these 5 simple steps to start receiving daily order report cards via email automatically
Run order report
Run order report
Get List of Orders
Get List of Orders
Retrieve Shop
Retrieve Shop
Compile order data
Compile order data
Send Email Report
Send Email Report
Make it your own
Customize this workflow even further:
Change the reporting schedule
Modify the schedule trigger to run weekly for a weekly summary, multiple times per day for frequent updates, or on specific days for targeted reporting cadences that match your business rhythm.
Add revenue calculations
Enhance the custom code to calculate total revenue, average order value, revenue by payment status, or other financial metrics beyond order counts for deeper performance insights.
Send to Slack instead of email
Replace or supplement the email step with a Slack message to a channel like #daily-sales or #operations, enabling team visibility and discussion of daily performance.
Filter by order properties
Modify the order retrieval query to include filters for specific tags, product types, sales channels, or customer segments, creating focused reports for different business areas.
Frequently asked questions
Can I customize the metrics shown in the report?
Yes, edit the "Transform Mapping - Compile Order Data" step and modify the custom JavaScript to calculate different metrics. You'll also need to update the email template in the "Send Email Report" step to display your new metrics.
What happens if there are no orders in the past 24 hours?
The report will still send with all counts showing "0" and "Most Popular Product(s) Sold" showing "None". The email provides a complete snapshot even on slow sales days.
Can I get reports for longer time periods like weekly or monthly?
Yes, modify the time range in the "Get List of Orders" step by changing the created_at_min calculation from 24 hours to 7 days (168 hours) or 30 days (720 hours), and adjust the schedule trigger to match your desired frequency.
What is a template?
Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.
Can I personalize a template?
Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.
Are templates free?
Yes! Our entire library containing hundreds of templates are free to use and customize to your exact needs.
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