This report gives you access to a breakdown of your sales revenue with the flexibility to dig into the data however you like to get the best insights. Find a full breakdown of how to use the report and some examples of reports you can create.

Find out how to make the most of your Sales Report, with the guides for filtering and grouping below :

  • Sales by Date / Time
  • Sales by Channel
  • Sales by Product Brand
  • Sales by Product Tag
  • Sales by Order Tag
  • Sales by Order Status
  • Sales by Customer Country
  • Sales by User

 

Report Breakdown

Filtering:

When opening the Sales report, it is set to the default OVERVIEW grouped by Date / Time

To dig deeper into your reports, change the Group by dropdown. Data can be grouped by:

  • Date / Time
  • Channels
  • Brands
  • Countries
  • Order Status
  • Users
  • Order Tags
  • Product Tags

Once you've selected your grouping, you can change the data you'd like to view. By changing the Show dropdown, the breakdown of your group by X your show option will then form the graph.

(Please note: When data is grouped by date / time, you can only see an OVERVIEW. Change the Group by and Show dropdowns to have a visual view of your data)

To filter your data further, use the left-hand filter panel to filter your selected data by:

  • By Order Status
  • By Channel

 

Breakdown your sales by order history:

Once you've selected the filters to display the data you're after, select a cell of data and this will show the breakdown of the order history for that period.

This will show each individual order's details.

 

  

Selecting a date range:

Filter date ranges by:

  • Today
  • Yesterday
  • Last 7 days
  • Last 30 days
  • Last 90 days
  • Last month
  • Week to date
  • Month to date
  • Custom

To show a custom date range, select the dates you'd like to show in the calendar to switch to those dates: 

 

This can then be viewed by:

  • Day
  • Week
  • Month

(Please note: If text for any of these options is greyed out, they cannot be selected for the date range / data values you've chosen. E.g. If you have a date range of 7 days selected, you cannot view the data by month in the table as the date period isn't long enough.)

 

Data Sorting:

Once you've got your filters setup, select a column header in the table to then sort the data by that column (highest value to lowest). Select the same header again to sort by lowest value to highest for that column.

 

 

Table Columns:

Columns can be turned on / off to give you more space or if there's only certain data points you want to view.

(Please note: Turning columns off here will not effect the CSV export, all columns will be included in the export.)

Exporting:

When exporting sales data, it is exported to a CSV file. There is the option to download the sales summary or the order history from a selected cell.

 

The summary will download a spreadsheet file that includes:

  • The group by type you have selected
  • Gross Sales
  • Net Sales
  • Total Tax
  • Shipping Price
  • Sales Cost
  • Gross Profit
  • Profit Margin %
  • Units Sold
  • Total Fees

 

 

The order history will download a spreadsheet file that includes a full Order CSV export with all order details.

(Please note: This CSV will be created in the background and be ready to download from the notifications bar when ready.)

 

 

Sales by Date / Time

This report is the default OVERVIEW when the Sales Report is first opened. To return to this view, select OVERVIEW in the SHOW dropdown and DATE / TIME from the GROUP BY dropdown .

 

 

Sales by Channel

To view a breakdown per sales channel, select CHANNELS in the GROUP BY dropdown. To just view the data overview of your channels, leave OVERVIEW selected in the SHOW dropdown. 

To then view a breakdown of your date range for one specific column, use the SHOW dropdown to drill down into the gross sales, shipping price, sales cost, gross profit, profit margin percent, units sold, total fees or net sales.

When viewing the GROUP BY as CHANNEL, the left hand panel BY CHANNEL filter becomes unavailable. 

 

 

Sales by Product Brand

To view a breakdown per sales channel, select BRANDS in the GROUP BY dropdown. To just view the data overview of your channels, leave OVERVIEW selected in the SHOW dropdown. 

To then view a breakdown of your date range for one specific column, use the SHOW dropdown to drill down into the gross sales, shipping price, sales cost, gross profit, profit margin percent, units sold, total fees or net sales.

 

Sales by Product Tag

To view a breakdown per sales channel, select PRODUCT TAG in the GROUP BY dropdown. To just view the data overview of your channels, leave OVERVIEW selected in the SHOW dropdown. 

To then view a breakdown of your date range for one specific column, use the SHOW dropdown to drill down into the gross sales, shipping price, sales cost, gross profit, profit margin percent, units sold, total fees or net sales.

 

Sales by Order Tag

To view a breakdown per sales channel, select ORDER TAG in the GROUP BY dropdown. To just view the data overview of your channels, leave OVERVIEW selected in the SHOW dropdown. 

To then view a breakdown of your date range for one specific column, use the SHOW dropdown to drill down into the gross sales, shipping price, sales cost, gross profit, profit margin percent, units sold, total fees or net sales.

 

Sales by Order Status

To view a breakdown per sales channel, select ORDER STATUS in the GROUP BY dropdown. To just view the data overview of your channels, leave OVERVIEW selected in the SHOW dropdown. 

To then view a breakdown of your date range for one specific column, use the SHOW dropdown to drill down into the gross sales, shipping price, sales cost, gross profit, profit margin percent, units sold, total fees or net sales.

When viewing the GROUP BY as ORDER STATUS, the left hand panel BY STATUS filter becomes unavailable. 

 

Sales by Country

To view a breakdown per sales channel, select COUNTRY in the GROUP BY dropdown. To just view the data overview of your channels, leave OVERVIEW selected in the SHOW dropdown. 

To then view a breakdown of your date range for one specific column, use the SHOW dropdown to drill down into the gross sales, shipping price, sales cost, gross profit, profit margin percent, units sold, total fees or net sales.

 

 

Sales by User

To view a breakdown per sales channel, select USER in the GROUP BY dropdown. To just view the data overview of your channels, leave OVERVIEW selected in the SHOW dropdown. 

To then view a breakdown of your date range for one specific column, use the SHOW dropdown to drill down into the gross sales, shipping price, sales cost, gross profit, profit margin percent, units sold, total fees or net sales.

 

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