Viewing Pre-Built Sales Reports

Admin: Corporate Admin
Page: Reports > Sales Reports
Permission: ViewSales()

The Sales Reports page features specific data on sales-related activities in the system.

View each report by clicking the report’s name.

  Click the Export button to export any report; a CSV file will download. You can open it in any spreadsheet program (such as Microsoft Excel or Google Sheets).

Sales Reports

Sales Reports section
  You can access the order’s Detail and Associate’s Detail pages in the reports by clicking the Order Number or Name links respectively.

Total Sales

Total Sales report

The Total Sales report shows every order for the selected period and market.

The data is paginated; meaning, the entries are separated into different pages. By default, the report returns ten entries per page. To increase this amount, select either 25, 50, or 100 from the Show __ entries dropdown.

Show __ entries dropdown

Each page displays the Page Totals that sums up the USD Subtotals and USD Totals for the currently viewed page and the Overall Totals for the currently selected period.

Page Totals

Total Sales with Order Status (Legacy)

Total Sales with Order Status (Legacy) report

The Total Sales with Order Status (Legacy) is the same report as the Total Sales report, but with the addition of a Status column with each order’s current status (Paid, Pending, Shipped, etc.). This report is not paginated; thus, it may take some time to load.

New Sales

New Sales report

With the New Sales report, view orders placed by new accounts/first time customers for the selected period.

Recurring Sales

Recurring Sales report

With the Recurring Sales report, view orders from customers who’ve placed at least one order in the past.

Sales by Order Type

Sales by Order Type report

The Sales by Order Type is the same report as the Total Sales report; however, this report can filter by a specific order type.

Order Type dropdown

Returns & Refunds

Returns & Refunds report

With the Returns & Refunds report, view the orders that have a negative payment applied to their account.

Sales by SKU

Sales by SKU report

With the Sales by SKU report, view all orders for a specific inventory item SKU. The results sort by currency type.

To find a SKU:

  1. Select the period and market.

  2. Enter the SKU in the Item SKU field, and press Enter on your keyboard.

    The data table filters, showing only the queried SKU.

  3. Click the arrow to expand the row to view all the orders for the SKU.

Sales by SKU (Legacy)

Sales by SKU (Legacy) report

The Sales by SKU (Legacy) report is an older version of the Sales by SKU report with lesser functionality.

Abandoned Orders

Abandoned Orders report

When a logged-in Associate adds an item to the cart, * doesn’t* place an order and leaves the site. After six hours, the order is considered "abandoned" and displays in this Abandoned Orders report.

Payment & Tax Reports

Payment & Tax Reports section

Total Payments

Total Payments report

View all the payments for the selected period in the Total Payments report.

By Payment Type

By Payment Type report

The By Payment Type is the same as the Total Payments report.

Sales Tax

Sales Tax report

With the Sales Tax report, view all the order’s taxes paid filtered by specific cities.

Click the Details button to view each order’s tax details.

Order Tax Details pop-up window
  You must set up a Tax Service Provider. Learn how with the Tax Provider Integration guide.

Fallback Tax Reconciliation

Fallback Tax Reconciliation report

When a tax service goes down, every sale that doesn’t collect tax is recorded in the Fallback Tax Reconciliation report.

Learn more:

Other Reports

Other Reports section

Reports requested by you, built during the implementation stage before launch; these vary by client.

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