Samples Reports

Owned by Christopher DeAngelus
Last updated: Nov 23, 2021 by Former user (Deleted)
1 min read

Step-by-Step Guide

  1. Login to your administration panel admin.yourwebsiteaddress.com

  2. Click "Reports" on the left hand navigation

  3. Select "Samples Report"

  4. Select the Report you want to run and adjust the date range as needed.


  • Index - Each report below is a shortcut to the current month’s data represented by the report (date range can be changed after the report is loaded), whereas the index allows you to set a specific date range prior to selecting your Samples report type.

  • Requested Pending -  Shows all Sample Requests that have not yet been fulfilled. From here you can see a full list of sample requests and also set them to sent.

  • Requested Sent - Shows all Sample Requests that have been marked Sent.

  • Requested Both - Shows both of the above.

  • Sample Pack Follow Up - Shows customers who need a Sample Pack follow up.

  • Sample Pack Stats - Shows detailed statistics on Sample Packs including average number of requests and the percent of sample packs that converted into orders.

Make sure to make sample packs sent as soon as you send it out for proper bookkeeping.

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