Reports
Reports shows how your store is selling: totals, charts and every order and product sold in a period. To open it, your role needs the View reports permission (see Users and Roles).
Choose the Period
Go to Reports. The page opens on This Month. Click the period button and, in Select Period, choose Today, This Week, This Month or This Year, or pick a start and end date in the date range field for a custom period.
Everything on the page follows the selected period.
Orders Tab
Orders is the tab that opens first. It looks at your sales order by order.
- Summary shows Total Revenue, Orders, Average Ticket and Average Items / Order. If there were discounts or refunds in the period, it also shows Total Discounts, Total Refunded and Net Revenue (revenue minus refunds).
- Analytics shows the Revenue Over Time, Orders Over Time and Top Users by Orders charts.
- The order list can be filtered with Search, by product, and with Payment Method. Click Details on an order to see its products, discount and total in Order Detail.
Products Tab
Products looks at your sales product by product.
- Summary shows Total Revenue, Items Sold, Product Lines and Unique Products. If there were bitcoin payments or refunds, it also shows Total Bitcoin, Total Refunded, Total Refunded (Bitcoin) and Net Revenue.
- Analytics shows the Revenue Over Time, Top Products by Revenue and Payment Method Distribution charts.
- Sales Detail lists every product sold, and can be filtered with Search and Payment Method too.
Shifts Tab
The Shifts tab only appears if your role can see the shifts report, which admin roles can by default. It shows the shifts of the period and their cash differences; see Review Past Shifts.
Export to CSV
The order list, Sales Detail and the shift list each have an Export CSV button. It downloads the list as a CSV file you can open in a spreadsheet.