# The Stockr summary

## Introduction

The **Stockr summary** is available for customers who use [Stockr](https://doc.wearepatchworks.com/product-documentation/patchworks-bolt-ons/stockr/stockr-overview) to manage stock levels across multiple Shopify stores.

Here, you can select any date range to view a summary of processed transactions and associated costs. You can also choose to download transactions in CSV format.

## Accessing the Stockr summary

To access the Stockr summary, select the **view account summary** option from the left-hand navigation menu:

![](https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FnD795J2NWIDMuKKU3MXS%2Fstockr%201.png?alt=media\&token=19b4fbd0-4501-4001-83a7-35214e297605)

If Stockr is implemented for your system, a **Stockr** tab is available:

<figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2F5hxUKjIn0gLVNWMgQdug%2Fstockr%20tab.png?alt=media&#x26;token=0fcec636-cdbf-4cef-b487-dde6125abe14" alt=""><figcaption></figcaption></figure>

## Working with the Stockr summary

All options and information for the **Stockr summary** are accessed via the **Stockr** tab:

<figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2Fx7DJm1YQH4b3ug7WCyO7%2Fstockr%20summary%20-%20full%20c.png?alt=media&#x26;token=02951391-86ab-432c-b192-17efc061e2a9" alt=""><figcaption></figcaption></figure>

### Date selections

Select the required date range using the [date picker at the top of the page](#user-content-fn-1)[^1]:

![](https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2F8URRspGCv4JXNtSNLRnO%2Fstockr%20date%20range.png?alt=media\&token=22dac277-cb1f-4c32-97e6-b3423a778f3c)

### Transaction totals

Transaction totals[^2] are displayed for any [selected date range](#date-selections):&#x20;

<div align="left"><figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2Fdq9OpSpRu8IXhqyfww8r%2Fstockr%20transaction%20summary.png?alt=media&#x26;token=e06dffa2-7085-452a-a2e3-a5ddcb3d0118" alt=""><figcaption></figcaption></figure></div>

Here you can see:

* The total number of transactions (i.e. Shopify orders) processed through Stockr
* The Stockr charge per transaction
* The total cost for selected transactions

### Chart view

The number of transactions for each store (within the given time period) is displayed [in chart form](#user-content-fn-3)[^3]:

<figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FRf72TztnA9BV8aUP157e%2Fchart%20view.png?alt=media&#x26;token=f5b5510e-8571-444c-b019-fc5131f69af1" alt=""><figcaption></figcaption></figure>

### Downloading transactions

All linked stores are listed in a [filter panel](#user-content-fn-4)[^4], so you can choose any combination for download. Having made your required selections, click the [download button](#user-content-fn-5)[^5] beneath this list:

![](https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2F0ocmo9nUbD73hbysjMxz%2Fdownload%20transactions.png?alt=media\&token=db602fac-3769-4247-a1b4-06e03d689315)

A CSV file is downloaded, containing all transactions within the given date range. The following information is included for each transaction:

* Store URL
* Order ID
* Line items
* Completed at date/time
* Order logs (if present)

[^1]: See item 1 in the screenshot above.

[^2]: See item 2 in the screenshot above.

[^3]: See item 3 in the screenshot above.

[^4]: See item 4 in the screenshot above.

[^5]: See item 5 in the screenshot above.