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- Summary - (This section provides a breakdown of the sales by each of the payment method used for the reporting period.)
- Credit Cards - (This section provides a breakdown of the sales by credit card type.)
- Pricing Tiers - (This section appears if you have configure pricing tiers. This section will show the sales attributed to configured pricing tier(s).)
- Items - (This section shows breakdown of the items sold during the reporting period.)
- Shipping/Handling - (This section provides a breakdown of the shipping and handling for each shipping method.)
- Sales by State - (Provides breakdown of sales by State. This will be helpful in determining if sales to particular states are reaching threshold that requires sales tax reporting.)
- Sales Tax by State - (This section shows the sales taxes collected for the state level sales tax jurisdictions.)
- Sales Tax by State / County - (This section shows the sales taxes collected for the State & County level jurisdictions.)
- Sales Tax by State / County / City - (This section shows the sales taxes collected for the State ,County & City level jurisdictions.)
- Sales By Day - (This section provides the gross sales by day of the month.)
- Refunds (Original Order During this Period) - (This refund section represents orders placed and refunded during the period of the report.)
- Refunds (Refund During this Period) - (This one represents refunds during this period even though the original order was from a previous period. This is meant to give you a idea of the true results of the sales of your products, but is not a representation of the refunds specific to the reporting period.)
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| Filter | Action | Custom |
|---|---|---|
| Date Range | Enter Start and End Date | Use the shortcut tool to enter fixed dates. |
| Date Type | Chose the type of date for the Date Range above. | The date the order was Processed or the Shipped Date. |
| Multiple Sheets | Select checkbox to apply this option | Generate report in multiple sheets, in excel. |
| Filter to RTG | Select one or more checkboxes | Filter the report by the configured Rotating Gateways |
| Filter to Storefront (or Legacy Theme) | Select one or more checkboxes | Filter the report by the configured Storefront host &/or legacy theme |
| Group by Item Folder | Check Box | Click the box to have data Grouped by your Item Folders. |
| Show items at Distribution Center | Check Box | |
| Manufacturer SKU and Barcode | Check Box | Item SKU and Barcode will be shown |
| Sales Type | Radio button (chose one) | All Sales |
| Placed Via | Radio button (chose one) | All Sales |
| Format | Chose from drop-down menu | Excel format or html |
| Schedule Report | Checkbox |
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