Pickup Hub super users can now create two different reports for any Pickup Hub client. This help page will outline the steps for those reports.
Orders - Cancellations Reasons Report
Pickup Hub super users can run a report to analyze order cancellations by reason, store, and timing. These reports can help identify trends in refund requests, inventory issues, or customer-initiated drops.
To create this report, start from the main Pickup Hub dashboard and click on Reports > User Created Reports > Created & Saved Reports.
On the reporting page, under the Create tab, click Start on the Orders - Cancellation Reasons box.
In the Create Report modal window, name your report (for this Help Page, we'll use "Modern Retail Demo - Cancellation Reaons"). Next, select the Format for your report. At this time, the only format is for CSV.
Next, you'll select the Organization you'll want to run a report for. For this Help Page, we will select Orgill Inc, Anawalt Lumber, Busy Beaver, and South Beau Hardware.
Next, select the Delivery Method for your report:
- Email - send a CSV report to one or more email addresses
- Web - view a CSV report on the Saved Reports tab in Pickup Hub
- SFTP - send a CSV report to a configured SFTP site
For this Help Page, we will select Web first.
Next, you'll need to select a client. This list should match all clients listed under the selected organization(s). We'll use Elliott's Hardware, Anawalt Lumber, Busy Beaver, and South Beau Hardware
Then, select the Locations you wish to run the report for. We'll Select All locations.
Finally, you need to decide the Frequency of your report:
- Once - runs one time and populates immediately
- Recurring - interval can be set to Daily, Weekly, or Monthly
For this report, we'll select Once. You'll also need to select a date range. We'll choose a Start Date of 11/02/2025 and an End Date of 12/02/2025.
Once all fields are filled, click the Create button.
You'll then land on the Saved Reports tab. The initial Status for your report will be Pending. Reports are usually available within one minute of creation. Newest reports will be listed at the bottom of the Saved Reports list.
You can click on the Name of the report to view the History on the report. This modal window shows you the current Status of your report. In this case, we have a successfully created report. From here, you can click on View to see the report.
Viewing the report will show you a web version of a CSV. This report lists:
- Basic order information like order number, order date, and order location
- The cancellation reason, date, item(s) cancelled, and the item amount
For this report, it is sorted by Organization and then by Order Number > Newest --> Oldest
From this view, you can also download a CSV of this report.
This CSV matches the Web version.
On the Saved Reports grid, you can also click View in the Format column to see the Web Report.
Pickup - In Store Pickup History Reports
Pickup Hub super users can also run a report to get a complete view of in-store pickup orders. This report will detail fulfillment time, pickup delays, customer wait times, and no-show rates.
From the Reporting page, click Start in the Pickup - In-Store Pickup History box.
Fill this report out the same way you did for the Cancellation Reasons report. For this example, we'll also change the Delivery Method to Email. For Email reports, you can enter multiple email addresses, separated by commas.
When you create this report, it will be added to the Saved Reports grid, with the initial Pending status. CSV reports are usually available within 60 seconds of creation. You can view the CSV from the Report Name modal window...
OR you can view it via email. The report name will be in the subject line, and be available as an attachment.
OR you can view it from the Saved Reports grid by clicking the CSV icon under the Format column.
Sending a Report to SFTP
Pickup hub super users can also send a report to SFTP.
On the Create Report screen, choose Delivery Method > SFTP.
Fill in the following information:
- Host
- Path
- Username
- Password
Once created, you'll see the report on the Saved Reports tab. The CSV should also appear on your SFTP site.
Failed Reports
If a report fails to create, you can edit and retry the report.
From the Saved Reports tab, find the Status > Failed report you wish to retry.
In the modal window, click on the Edit tab to adjust the report. Then, click Update.
On the Saved Reports grid, click Retry in the Format column on the updated report.
You'll see a "Report has been retried successfully" confirmation. You can then click on the Report name to view if the report was successfully created.
If you have any questions about creating reports, please open a Support Ticket.