Quickstart

Quickstart

Dashboard

Once you’ve installed DataChamp, you’ll land on the Dashboard.

Here, you can create new reports, visit our Helpdesk by clicking on “Documentation” ( 2 ) , and see the reports you’ve already created or the templates you’ve used below. To create a new report, click "New Report" ( 1 ) in the Dashboard:

Press the "Run" button ( 3 ) to generate a existing report. Once the process is complete, you can download your Excel or CSV file by clicking "Download" ( 4 ).

Create the Report

To create a report, click "New Report" and choose between Orders, Products, Customers, Locations, Collections, or Payouts. You can either select one of our handy templates or create a new basic report from scratch.

The template applies the filter and selects standard fields from Shopify orders.

Edit the Report

In the upper field you can find all available settings:

1. Name – Define your report name.

2. Storage Options – Choose where to store the exported data:

• DataChamp
• DataChamp - Feed
• Google Drive / Google Sheets
• FTP
• Dropbox

3. File Type – Choose between Excel or CSV formats.

4. Export Mode – Select how the data should be processed:

• Standard: Exports all selected data.
• Incremental: Only exports new items that have not been previously exported.

5. Email Notification – Set up email alerts for export completion.

At the bottom of the report, you can add and adjust columns as needed and add a filter:

Take a first look at your Report using the Preview-Button:

To save and run your report - click on "Save" and "Run":

Apply a filter for "Updated at" to significantly reduce the runtime!

Updated on: 16/01/2026