Sales Reports

The selection of sales reports includes Orders, Tax, Invoiced, Shipping, Refunds, Coupons, and PayPal Settlement.

Orders

Orders Report

The Orders Report can be filtered by time interval, date and status. The report includes the number of orders placed and canceled, with totals for sales, amounts invoiced, refunded, tax collected, shipping charged, and discounts.

Tax

Tax Report

The Tax Report can be filtered by time interval, date, and status. The report includes the tax rule applied, tax rate, number of orders, and amount of tax charged.

Invoiced

Invoice Report

The Invoice Report can be filtered by time interval, date, and status. The report includes the number of orders and invoices during the time period, with amounts invoiced, paid, and unpaid.

Shipping

Shipping Report

The Shipping Report can be filtered by time interval, date, and status. The report includes the number of orders for carrier or shipping method used,with amounts for total sales shipping and and total shipping.

Refunds

Refunds Report

The Refunds Report can be filtered by time interval, date, and status. The report includes the number of refunded orders, and total amount refunded online and offline.

Coupons

Coupons Report

The Coupons Report can be filtered by time interval, date, and status. The report includes each coupon code used during the specified time interval, related price rule, and number of times used with totals and subtotals for sales and discounts.

PayPal Settlement

PayPal Settlement Report

The PayPal Settlement Report can be filtered by date, merchant account, transaction ID, invoice ID, or PayPal reference ID. The report includes the type of event, such as a debit card transaction, the start and finish dates, gross amount, and related fees. The report can be automatically updated with the most current data from PayPal.

Braintree Settlement

Braintree Settlement Report

The Braintree Settlement Report can be filtered according to creation date, amount, status, transaction type, payment type, transaction ID, order ID, PayPal payment ID, type, merchant account ID or settlement batch ID. The report contains the transaction ID, order ID, PayPal payment ID, type, creation date, amount, settlement code, status, settlement response text, reimbursement IDs, merchant account ID, settlement batch ID, and the currency used.

Manage your sales reports

Step 1: Refresh the report statistics

  1. On the Admin sidebar, go to Reports.

  2. Choose the reports to refresh.

  3. To update statistics, click here in the text.

Step 2: Filter reports

In the Admin, you can access can generate a report for a whole website or for one store, within a time interval or a date. To filter a sale report, set the following options:

Date Used Sets the data to be used for the report.
Period The period for which the data will be used: Day/Month/Year.
From/To Used to define search data by start and end date.
Order Status Indicates the order status
Empty Rows Indicates whether to add blank rows to the report.

Step 3: Show and export reports

  1. To generate the report, click Show Report.

  2. To export the report, select the file type: Excel XML or CSV

  3. Click Export.