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Sales Reports
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Contents
Sales Reports
9 Articles
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Orders By Customer
This report will allow you to view sales for a specific customer based on customer number and Last Name. You can view a customer's order history for a particular date range and the total value of those orders. Running The Report 1. Go to Repor...
Updated on : 29 Mar 2023
Orders by Ship/Pickup Date
This report lets you view your sales based on the Order or Ship/Pickup Date. This is an excellent report for reviewing the total value of orders. The Orders by Ship/Pickup Date report does not include SKU information for orders; see the O rder Deta...
Updated on : 29 Mar 2023
Orders by Number
This report allows you to view your sales within a range of order numbers (Eg: Orders #1000 - #1050) Running The Report 1. Go to Reports > Sales > Orders by Number. 2. Enter the order number range you wish to report on [To and Fr...
Updated on : 29 Mar 2023
Sales Summary By Associate
This report lets you view your sales based on which Sales Associate was assigned to order(s). The report lists the Sales Associate's name, order details, and tip totals within a particular date range. Running The Report 1. Go to Reports > S...
Updated on : 29 Mar 2023
Sales Summary By Product
This report allows you to view your sales by your products. You can run a report based on SKUs within a specific date or order number range. Running The Report 1. Go to Reports > Sales > Sales Summary by Product. 2. Select the re...
Updated on : 29 Mar 2023
Sales Summary By State
This report allows you to view the sales within specific State(s) and Province(s). Running The Report 1. Go to Reports > Sales > Sales Summary by State. 2. Select the states you want to run the data against. 3. A...
Updated on : 29 Mar 2023
Order Detail
This is the most comprehensive of all your sales reports and is the renamed version of Sales Detail X. This report will allow you to view the specific details of each order between particular date ranges. This report is often the best option when ex...
Updated on : 10 Jan 2024
POS Order Detail (BETA)
This Report allows you to view your transactions based on your POS Profile. It's an excellent report for reviewing the values provided to you in your POS End-of-Day Report. The POS End of Day Report values are totaled and can be broken into individu...
Updated on : 29 Mar 2023
Sales Summary By Category
This report allows you to view your sales based on which Category (Store Pages) they were purchased on. The report lists the category name and the total dollar value of sales made within a particular date range. Running The Report We have two p...
Updated on : 29 Mar 2023