FAQ: Reports

We offer various reports on sales and order details.

The reports that are best for month end reportings are Sales Detail and Payment Reports.

Generating a Club Members report can display a lot of information on every club member. 

Sales By Date report is an excellent base report to review tips for each sales associate per transaction. By using the Memorize option on the report you can customize the output to give only the columns required to report on tips and sales associates. Note that to sort transactions by associate you will need to sort the export in Excel. 

This is the most comprehensive of all your sales reports. This report will allow you to view the specific details of each order between a specific date range. However, Sales Detail X is formatted so that auto-sum functions can be used in excel.

The best report to use to create a sales by sales associate would be to use the Sales By Date report. There is a Sales Associate column within the exported CSV file, and using the Memorize option on the report will allow you to customize the CSV file to fit your reporting needs.

Changes you make will not be reflected on orders that have already been processed. The data stored will be based on the settings at the time the transaction is processed. Making changes after the fact will not retroactively change the information stored about a processed order.

Quarantine orders should not have an adverse effect on your reporting accuracy if it's addressed on the same day.  However, if it is left over a day, it will cause some issues. 

Quarantine Orders are orders where payment has been captured but the order cannot be completed due to a compliance issue. Leaving it over a day would cause a mismatch between the Payment Date of the order (when payment is captured) and Completed Date (when order status is changed from Quarantined to Completed). 

So, if you generate a report on the Payment Date, this order will not be included in the report but you would have collected payment.  Conversely, when you generate a report using the Completed Date, this order will be in the report but the payment would have been captured a few days before.

We strongly recommend addressing Quarantine Orders as soon as possible.

If columns are not removable, it means they are needed by the Reporting engine to work. It will most likely be needed for either for grouping purposes or for one of the reporting filters you have selected.

The Order Detail report is a item based report. It breaks down each line based on the items within an order. Shipping Only refunds do not contain any items in the cart. Therefore, Shipping Only refunds values will not be recorded in the Order Detail Report.

We would recommend generating the Orders by Ship/Pickup Date report for your shipping totals. Shipping Only refunds will be included in that sales report.

The shipping values are only stored for the main Bundle SKU. It was the SKU that was purchased in the order and we don't divvy up that item shipping value to the sub-SKUs.  The sub-SKUs should display $0 under Ext Item Shipping.

Manual Mode transactions are excluded from the Payment Type Summary report by design.  If you would like a total that includes Manual Mode transactions, we recommend generating a Payment Gateway report instead. The Payment Gateway report will have a filter to Include or Exclude manual transactions.