Customizing your Data Views and Reports through the Merchant Portal

February 27, 2026

The Merchant Portal includes enhanced data management tools designed to streamline reporting and day-to-day operations. There’s no need to manually sort spreadsheets or filter data in Excel. With advanced filtering, customizable columns, and saved views, you can create a reporting setup aligned to your team’s operational workflows.

These capabilities are available across the Orders, Products, and Inventory screens.

Overview of features

• Multi-condition advanced filtering: Filter by fulfillment status, delivery status, destination country, date ranges, and more – with AND/OR logic and real-time result counts per condition

• Custom column management: Show, hide, and resize any column in the table; sort ascending or descending on any field

• Saved filter tabs (dynamic, shared views): Save any filter combination as a named tab accessible to everyone in the merchant's organization. These are live, dynamic views — not static snapshots — meaning the tab always reflects current data. A filter saved today for "this week's exceptions" will automatically surface the right orders next week, too, making saved tabs the foundation for recurring operational workflows inside the portal

• Full-dataset export: Export the entire filtered dataset (not just the visible page) with only the selected columns, delivered to a specified email recipient list

• Action Required tab: A dedicated pre-built view surfacing orders with open exceptions, laying the groundwork for self-serve issue resolution

• Coverage expanded to Products and Inventory: The enhanced export (previously Orders-only) now applies across all three core screens

The feature in action

Click the Take a tour button below to launch the interactive demo.

Advanced Filters & Reporting

Learn to filter, view, and export your orders, products, and inventory.

How to add a filter

Follow these instructions to apply filters:

1. Log in to the Merchant Admin Portal and navigate to the Orders tab.
2. Go to Filters, click the Add filter button, and select the fulfillment status from the dropdown to refine your search.
3. You may add an additional attribute by clicking the Add filter button again. For example, delivery status, destination, etc.
4. Lastly, click the Apply filters button.

How to customize the table view

To configure your view, follow these steps:

1. Once logged in to the Merchant Admin Portal, go to the Orders tab and click Columns.
2. Select the Customer checkbox to toggle the column visibility.
3. Click the Save button to display your column filter preference.

How to export data

Follow these steps to complete the data export process:

1. From the Orders tab, click the Export button.
2. Tick the Export line items separately radio button to include each line item as a separate row in the export.
3. Choose properties to include or exclude from the report.
4. Enter an email address to send it to another person.
5. Finally, click the Start Export button.