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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 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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Configuring a Custom Period Sales report
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Unlike the Current Period Sales report, this report gives you the opportunity to set several parameters (filters) to customize your report results.
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| Filter | Action | Custom | ||
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| 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. | ||
| SBT Filter | ||||
| Group by Item Folder | Check Box | Click the box to have data Grouped by your Item Folders. | ||
| 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 | ||
| Sales Via | Radio button (chose one) | All Sales | ||
| Format | Chose from drop-down menu | Excel format or html |
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If you indeed completed the "schedule report" section, your designated email address(es) will be sent an email from UltraCart Reporting on the frequency you indicated. The report will be attached for downloading/viewing.
Related Documentation
Understanding Period Sales reports and refund reporting