ReportToaster

How to Add Staff Names to a Report?

What are Staff Names?

For privacy reasons, Shopify does not provide the names of the staff member(s) who processed an order at your store.

They do however provide the Staff ID, a unique 10 digit or so number that corresponds to each individual staff account at your store.

We can use this ID to map to the Staff Names by following this process below.

Setting up Staff Name

Start by going to the Settings menu in the left-hand pane. Under Staff names, click Import staff names:

You'll then see the following popup dialog box - click where it says this link.

This will open a new tab and you'll see a page (roughly) like this.

Don't worry - this is nothing scary, just a JSON version of the users page in your Shopify store:

Select and copy ALL of the text on this page.

Then return to that dialog box, paste all of the text in the box, and click the Import button:

Using Staff Name in a report

Once complete, this will automatically create the following custom fields for your account

- Staff Name (on Orders, Sales, and Transactions)**

- Attributed Staff Name (On Orders and Sales)

You can then include these like any other column or filter in a report.

For other articles in our Basic Guides series, check out our main section here.