Need help with Relateo – Order Reports? See the step-by-step guide, the plans and the FAQ, or fill in the form below and email us.
Order, item and customer reports from your Nuvemshop store, generated and emailed automatically as Excel (XLSX) or CSV files, on the schedule you choose.
Getting started
Relateo builds reports of your store’s orders, items sold and customers and emails the file as Excel (XLSX) or CSV, automatically (daily, weekly or monthly) or whenever you export one by hand. Everything happens in the app dashboard, inside Nuvemshop. The dashboard is in Portuguese and Spanish; the labels below are the Portuguese ones, with a translation: “Relatórios” (Reports), “Destinos” (Destinations), “Histórico” (History), “Plano” (Plan) and “Ajuda” (Help).
- Pick a template. “Fechamento para o contador” (Month-end for the accountant), “Compras (reposição)” (Purchasing / restock) or “Produção (a separar)” (Production / to pick): each template comes with columns, filters and period. You can also start a blank report of Orders, Items sold or Customers.
- Destination and schedule. In the report, tick the recipients and the frequency, and click “Ativar” (Activate). The store’s own email receives files straight away; any other address (your accountant’s, for example) first gets a confirmation email and only receives files after confirming.
- Send a test. Click “Enviar um teste para mim” (Send me a test): the file reaches the store’s email within moments.
The same steps are in “Ajuda” (Help), in the app dashboard. Any report can also be exported on demand; the file is available to download in “Histórico” (History).
Plans and prices
- Básico (Basic) — R$ 29/month: 2 scheduled reports, up to 2,000 rows per file, 2 recipients per report and 30 days of history. Ready-made templates (period and filters can be changed).
- Profissional (Professional) — R$ 59/month: 6 scheduled reports, up to 10,000 rows per file, 3 recipients per report, 90 days of history, and choice and order of columns.
- Avançado (Advanced) — R$ 99/month: 20 scheduled reports, up to 50,000 rows per file, 5 recipients per report, 180 days of history, choice and order of columns, and priority support.
Every plan has a 14-day free trial, manual export to XLSX or CSV, and files kept for 7 days. The store’s email counts as a recipient. Billing is handled by Nuvemshop.
FAQ
When does the report arrive?
At the hour you choose, in the store’s time zone, between HH:00 and HH:30. The period always closes at the end of the previous day.
Why does my accountant have to confirm?
Files may contain customer data. Confirmation stops a typo from sending that data to a stranger. The store’s own email does not need to confirm. Every email has a link for the recipient to stop receiving reports.
What happens if a report goes over the row limit?
Nothing is sent to the recipients, and you get a notice with the number of rows. Shorten the period or change plan: a month-end report cut in half would be worse.
How long are files kept?
Seven days, on every plan. During that time you can download them in “Histórico” (History). Files up to 10 MB are attached to the email; above that, the email carries a download link. After 7 days the files are deleted and the download links stop working.
Which columns contain personal data?
Customer, CPF/CNPJ (Brazilian tax ID), email, phone and CEP (postcode), marked with a padlock. They are off in blank reports.
Does the CSV open in Excel?
Yes: semicolon separator, decimal comma and correct accents (Brazil/Argentina format). For Mexico, change the regional format in “Início” (Home).
What is “Frete (calculado)” (Shipping, calculated)?
When Nuvemshop does not report the shipping charged, it is calculated as total − subtotal + discount.
How do I change plan?
In “Plano” (Plan), inside the app dashboard. The prices above are in Brazilian reais (BRL) and changing plan from the app is available for stores billed in BRL; if your store is billed in another currency and the app does not show a price, write to [email protected]. There is a 14-day free trial. When you move to a lower plan, scheduled reports above the new limit are paused; nothing is deleted.
Does Relateo change anything in my store?
No. The app only has read permissions (orders, customers and products) and only reads data to build the reports. To change prices and stock in bulk, use Planilheo.
How is customer data handled?
The store is the controller and Dobeo is the processor. The app does not keep a customer database: customer data only goes into the generated files, which are kept for 7 days at most. See the Privacy Policy.
Support form
We reply on business days. Please include your store’s name and URL and describe the problem.
Uninstalling and data
You can uninstall the app at any time from your Nuvemshop store’s dashboard. Sending stops immediately and your store’s data is deleted 30 days later (or sooner if you ask at [email protected]). Generated files are never kept for more than 7 days. See how we handle data in our Privacy Policy and the conditions of use in our Terms.