Workmate Reports

WorkMate is a Shopify POS and Admin app from Teifi for managing work orders, purchase orders, serial numbers, and stock transfers. Report Pundit connects to WorkMate so you can report on that operational data in Shopify, with each record available in dedicated, exportable reports.

Without vs with the WorkMate integration

Without it: WorkMate runs work orders, purchase orders, serial tracking, and transfers inside its own app. Shopify's standard order and inventory reports don't surface those WorkMate records, so reviewing work order activity or purchase order status usually means working inside the app screen by screen or exporting piecemeal.

With it: Report Pundit pulls WorkMate work orders, purchase orders, serials, and transfers into structured reports you can filter, sort, and export. You get work order activity, purchase order records, serialized inventory, and transfer movement in one reporting workspace instead of separate app views.

Reports available

Report Pundit offers four dedicated WorkMate reports:

• Workmate Work Orders: review work order activity and operational process data
• Workmate Purchase Orders: review purchase order records
• Workmate Serials: track serialized product data and related inventory records
• Workmate Transfers: to analyze stock transfer activity across locations or workflows

Insights you can pull

• Work order activity and operational process data in one view
• Purchase order records and their status
• Serialized product data tied to inventory records
• Stock transfer activity across locations and workflows
• Cleaner exports for fulfillment planning and inventory review
• Combined operational reporting for day-to-day store operations

How to set up

1. Open Report Pundit
2. Go to Integrations and click WorkMate Integration
3. Complete the connection (contact our team if setup help is needed)
4. Go to the Report Library
5. Search for the WorkMate reports (Work Orders, Purchase Orders, Serials, Transfers)
6. Open the report
7. Export or schedule it as needed

Automation & delivery

Save the fields and filters you need once, then export or schedule the report on a recurring basis. Report Pundit delivers to Excel, CSV, PDF, Google Sheets, Google Drive, Slack, or email on an hourly, daily, weekly, monthly, or custom cadence, and remembers your columns and filters so you never rebuild it.

FAQs

Why don't WorkMate work orders and purchase orders show up in my Shopify reports?

WorkMate stores work orders, purchase orders, serials, and transfers in its own app, so Shopify's standard order and inventory reports don't include them. Report Pundit connects to WorkMate to make that data reportable in Shopify.

Which WorkMate reports does Report Pundit offer?

Report Pundit offers four: Workmate Work Orders, Workmate Purchase Orders, Workmate Serials, and Workmate Transfers, each focused on that record type.

Can I track serialized inventory from WorkMate?

Yes. The Workmate Serials report tracks serialized product data and the inventory records tied to it, so you can review serialized stock in an exportable format.