Shopshot can email an automated report so the numbers come to you. Configure it under Settings > Email Reports. The report includes Profit & Loss, Marketing Performance, Customer Snapshot, Order Details, and any optional sections you turn on. It is the simplest way to keep a team aligned on profit without anyone logging in.
[Screenshot placeholder] The Email Reports page showing the "Daily · 9:00 AM" schedule chip and the Email content sections with KPI counts
Schedule and recipients
Click Edit Schedule & Recipients to choose how often the report goes out and who receives it. Each cadence has its own recipient list.
Cadence | Covers | Sends |
Daily | The previous complete store-local day | Each morning |
Weekly | The previous complete Monday to Sunday week | Monday |
Monthly | The previous complete month | Start of the month |
Add recipients by typing an address and pressing Enter, up to 50 per cadence. A cadence needs at least one recipient to send. Enable only the cadences you want, then Save schedule.
[Screenshot placeholder] The Schedule & recipients modal with Daily enabled and the recipients field
Choose what appears
Under Email content, toggle whole sections on or off and pick the KPIs inside each. Each section shows how many KPIs are selected (for example "8 / 19 KPIs").
Section | Includes |
Profit & Loss Statement | Total Sales, Gross Sales, Discounts, Returns, COGS, Shipping Costs, Transaction Fees, Order-level Costs, Marketing Costs, Meta and Google Ads Spend, Gross Margin, Contribution Margin, Net Profit |
Marketing Performance | Blended CAC, Blended ROAS, New Customer ROAS, MER, POAS |
Customer Snapshot | New Customers, Returning Customers, New Customer AOV, Profit per New Customer |
Order Details | Orders, AOV, Average number of items, Discount Usage Rate, Return Order Rate, Profit per order, Profitable orders |
Products | Optional merchandising and return insights |
Locked KPIs
Some KPIs are marked always on and cannot be removed, so every report keeps its essential lines (for example Total Sales, Gross Margin, Contribution Margin, Net Profit, Blended CAC, MER, New and Returning Customers, Orders, AOV, and Return Order Rate). The legend shows three states: always included, selected, and not selected.
Common questions
Can different people get different cadences? Yes. Each cadence keeps its own recipient list, so your daily operator list and your monthly CFO list can differ.
What period does each email cover? The previous complete day, week, or month, so the numbers are final rather than mid-period.
Why can't I remove some KPIs? A core set is locked on so the report stays readable and comparable over time.
Next step
Send the ranked Profit Leak report on the same cadence so your team sees the money to recover, not just the summary. → Profit Leak Agent
Related