Reports and sales figures
See revenue, profit, best sellers and trends for any period, and export to a spreadsheet or PDF.
In this lesson
- Pick the right reporting period
- Read the sales, stock and customer cards
- Export to a spreadsheet, PDF or CSV
On this page — 3 sections
Reports is in Features, under Build and measure. It has four tabs: Dashboard, Products, Trends and Exports.
The reporting period
Under Report Period, choose today, yesterday, the last 7 days (the default), the last 30 days, this month, last month or a Custom Range of up to 365 days.
The dashboard cards
- Sales Stats
- Total revenue, net profit and margin, number of orders and average order.
- Inventory Stats
- The state and value of your stock.
- Customer Stats
- Customer retention and lifetime value.
- Sales channel
- With the in-store till, in-person and online sales are shown separately.
Exporting
In Exports, press Request Export.
Choose the report type, file format and period.
Daily summary, sales, product performance, inventory, financial summary or customer analytics, as Excel, PDF or CSV.
Press Create Request.
The file is built in the background. Once it shows as completed, download it from the same tab.
Finished this lesson?
Mark it done to tick it off in the list and keep track of how far you’ve come.
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