The Sales Reports page features specific data on sales-related activities in the system. These reports are grouped by the topic they cover, with each showing a specific data set within that topic.
View each report by clicking the report’s name.
All reports can be exported by clicking the Export button in the report. A CSV file will download and can be opened in any spreadsheet program (such as Microsoft Excel or Google Sheets).
What We’ll Cover
- Sales Reports
- Payment & Tax Reports
- Other Reports
Finding the Page
In Corporate Office, navigate to: Reports > Sales Reports.
Shows every order for the selected time period and market.
The data is paginated; meaning, the entries are separated into different pages. By default, the report returns 10 entries per page. To increase this amount, select either 25, 50, or 100 from the Show __ entries dropdown.
Each page displays the Page Totals that sums up the USD Subtotals and USD Totals for the current viewed page, as well as the Overall Totals for the currently selected time period.
Total Sales with Order Status (Legacy)
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.
View orders placed by new accounts/first time customers for the selected time period.
View all the orders from customers who’ve placed at least one order in the past.
Sales by Order Type
The same report as the Total Sales report; however, his report has the option to select filter by a specific order type.
Returns & Refunds
View the orders that have a negative payment applied to their account.
Sales by SKU
View all orders for a specific inventory item SKU. The results are sectioned by the currency type.
To find a SKU:
Select the time period and market.
Enter the SKU in the Item SKU field, and press Enter on your keyboard.
The data table filters showing only the queried SKU.
Click the arrow to expand the row to view all the orders for the SKU.
Sales by SKU (Legacy)
Older version of the Sales by SKU report with lesser functionality.
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
View all the payments for the selected time period.
Learn more: Payment Provider (Merchant) Integrations guide
By Payment Type
Same as the Total Payments report.
Sales Tax Report
View all the order’s taxes paid filtered by specific cities.
Click the Details button to view each orders tax details.
Important: A Tax Service Provider needs to be set up. Learn how with the Tax Provider Integration guide.
Fallback Tax Reconciliation Report
When a tax service goes down, every sale that doesn’t collect tax is recorded in this report.
Reports requested by you, built during the implementation stage prior to launch; these vary by client.