Improve Export Reporting Flexibility and Usability for Instance-Level Data

As a Merchant, I need to generate accurate, instance-level reports for single- and multi-day workshops so that I can reconcile income, report to funders, and manage financial performance efficiently.

Problem:

Current Shopify and Experiences reports don’t provide data at the instance level. The existing export requires significant manual manipulation and lacks the fields needed for proper reconciliation and funder reporting.

Key Issues:

• Export only shows total order price — line item price is missing.

• “Starts at” and “Order created” fields are text strings combining date and time, making sorting/filtering difficult.

• Date range filter behavior is unclear for multi-day events.

• Date picker requires manual clicking through calendars, slowing large-range reporting.

Requested Enhancements:

1. Add line item price (before tax/fees) to the export.

2. Allow exports based on either order created date or instance date.

3. Split “Starts at” field into separate, sortable “Start date” and “Start time” fields.

4. Split “Order created” into separate, sortable “Order date” and “Order time” fields.

5. Enable typed date entry in date range inputs instead of requiring calendar clicks.

Impact:

These changes would allow Merchants to build accurate, automated reports for programme, financial, and funder reporting — eliminating extensive manual data handling and improving efficiency for organizations running large event programs.