---
title: "Sales Summary By State"
slug: "sales-summary-by-state"
updated: 2023-03-29T17:57:23Z
published: 2023-03-29T17:57:23Z
canonical: "docs.winedirect.com/sales-summary-by-state"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.winedirect.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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. Adjust the dates, or click **Manage Filters** and **Manage Reports Columns** to customize your report.

4. Click **Export** to queue your report for download. It will be emailed to you when ready. You can also **Save As** or click **Actions > Schedule** to schedule your report to generate regularly.

You can use several parameters to get the most accurate Sales Summary by State report. You can:

- Select the Type of Order it is (Admin panel/Website/POS/Tasting Room etc.)
- Select the State / or All States
- From Date
- To Date
- Shipping Status (No Status/Shipped/Picked up)
  - This is the status marked off on the Shipping tab. It is primarily used by customers who are self-fulfilling.

Reports are exported in a CSV format.

#### Here are the definitions of what will populate in your Sales Summary by State report:

| Website | The website the purchase originated from. |
| --- | --- |
| State | The State of purchase. |
| Subtotal | Subtotal of the order, before taxes and shipping/handling. |
| Deposit | If there is a bottle deposit on the product(s) *(Canadian customers only) |
| Shipping | The total amount of shipping. |
| Handling | The total amount of handling. |
| Taxes | The total amount of tax. |
| Total | Total of sale including tax, shipping/handling. |
| Tip | Tip amount in the transaction. |
| Total After Tips | The total amount after tips has been included in the total. |

[](/docs/sales-summary-by-state#)