...
Custom Period Sales Report
The UltraCart Custom Period Sales Report provides a highly detailed view of your sales activities for any date range you specify. You define the begin and end dates, and the report then delivers a comprehensive breakdown of gross sales, payment methods, pricing performance, item statistics, shipping and tax details, daily sales trends, and refund information. This report is an invaluable resource for in-depth sales analysis, monitoring tax obligations, and assessing refund patterns to support strategic business decisions.
...
Navigation
| Panel |
|---|
Operations → Reporting → Financial → Custom Period Sales |
...
Overview
The Custom Period Sales report provides a snapshot of the sales activity for a specified reporting period (begin and end date range).
This report will provide a breakdown of the gross sales fore the reporting period. The report is has multiple sections:
...
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.)
...
Report Structure
This report is presented as a single tab that organizes all your sales data into distinct, easy-to-digest sections. Each section focuses on a particular facet of your sales performance during your selected custom period, offering a complete picture of your financial and operational metrics.
...
Sections
The report includes the following sections:
Summary
This section provides an aggregated overview of your total sales by the payment methods used during your chosen reporting period. Key metrics here include:
Total Revenue: Your overall gross sales for the period.
Number of Orders: The total count of orders processed.
Payment Method Distribution: A breakdown of sales by how customers paid (e.g., credit card, PayPal, etc.).
Credit Cards
Get a detailed breakdown of sales specifically by the type of credit card used:
Credit Card Type: (e.g., Visa, MasterCard, American Express)
Transaction Volume: The number of transactions processed for each card type.
Revenue per Card Type: The total sales revenue generated by each card type.
Pricing Tiers
If you have pricing tiers configured in UltraCart, this section displays how sales are attributed to each tier. You'll see revenue and order volume for each pricing level, helping you evaluate their effectiveness. This section only appears if pricing tiers are active.
Items
This section provides a detailed breakdown of individual item performance:
Units Sold: The total quantity of each item sold.
Revenue per Item: The revenue generated by each specific item.
Average Price per Item: The average selling price for each item.
Shipping/Handling
Understand the revenue generated from shipping and handling fees, broken down by the specific shipping methods used (e.g., UPS Ground, USPS Priority).
Sales by State
This section shows your gross sales categorized by state. This is particularly useful for identifying states where your sales volume might be approaching thresholds that require specific sales tax reporting.
Sales Tax Breakdowns
Gain granular insights into the sales tax you've collected, crucial for tax compliance:
Sales Tax by State: Lists sales taxes collected for state-level jurisdictions.
Sales Tax by State/County: Details sales taxes collected broken down by both state and county-level jurisdictions.
Sales Tax by State/County/City - (This section shows the : Provides the most detailed breakdown, showing sales taxes collected for the State ,County & City by state, county, and city-level jurisdictions.)
Sales
...
by Day
...
This section
...
breaks down your gross sales by each day of the month
...
within your custom reporting period. It's excellent for spotting daily sales patterns, peaks, or dips.
Refunds
Understand your refund activity with two distinct views:
Refunds (Original Order During this Period) - (This refund section represents orders : Shows refunds specifically for orders that were both placed and refunded during the period of the report.)within your selected custom period.
Refunds (Refund During this Period) - (This one represents refunds during this period even though : Lists all refunds processed during your custom period, regardless of when the original order was from a previous periodplaced. This is meant to give gives 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.)true financial impact of refunds within that timeframe.
...
Purpose and Usage
The Custom Period Sales Report is an indispensable tool for e-commerce managers, financial analysts, and tax compliance teams. It empowers you to:
Analyze Sales Performance: Dive deep into specific sales trends and patterns within any desired timeframe.
Evaluate Strategies: Use insights from sections like Pricing Tiers and Items to assess the effectiveness of your pricing and product strategies.
Ensure Regulatory Compliance: Leverage the detailed Sales Tax breakdowns to accurately report and remit taxes for various jurisdictions.
Optimize Operations: Identify sales patterns with Sales by Day for better marketing campaigns and inventory management.
Monitor Customer Satisfaction: The Refunds sections provide crucial insights into customer satisfaction and product performance, distinguishing between refunds tied to recent sales versus those processed for older orders.
This report helps you gain a comprehensive understanding of your sales data, allowing you to make data-driven decisions that optimize your sales strategies, ensure compliance, and improve overall profitability.
| Info |
|---|
Refund Reporting |
Configuring a Custom Period Sales report
Unlike the Current Period Sales report, this report gives you the opportunity to set several parameters (filters) to customize your report results.
...
Fields and Filter definitions
There are (9) optional report filters as follows:
...
Filter
...
Action
...
Custom
...
Date Range
...
Enter Start and End Date
...
Use the shortcut tool to enter fixed dates.
Click a link to enter fixed date ranges.
...
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
...
Report Filtering Options
This section details the various filtering and formatting options available when generating reports in UltraCart, allowing you to customize the output to your specific needs.
Date Range
Specify the period for which you want to retrieve data.
Custom Date Range: Enter a Start Date and End Date manually.
Shortcut Tool: Utilize the shortcut tool to quickly select predefined date ranges (e.g., "Last 30 Days," "This Month").
Date Type: Choose whether the report's date range should be based on the order's Processed Date or Shipped Date.
Multiple Sheets
Select this checkbox to generate your report in a Microsoft Excel workbook with data distributed across multiple sheets.
Filter to RTG (Rotating Gateways)
Filter your report by one or more configured Rotating Gateways. Select the checkboxes next to the desired gateways.
Filter to Storefront (or Legacy Theme)
...
Filter
...
your report by
...
specific Storefront hosts and/or legacy
...
themes. Select the checkboxes next to the desired options.
Group by
Item Folder
...
Check Box
...
: Select this checkbox to group report data by your configured Item Folders.
...
Show items at
Specify additional item details to include in your report.
Distribution
...
Center
...
Check Box
Manufacturer
SKU and
...
Check Box
...
Barcode: Displays the item's SKU and barcode information.
Sales Type
...
Choose the type of sales data to include in your report. Select one of the following radio buttons:
All Sales
Affiliate Only Sales
Non-affiliate
...
Sales
Placed Via
...
Filter sales based on the order origination method. Select one of the following radio buttons:
All Sales
Only Web Sales
Back End Order Entry (BEOE)
...
Format
...
Select your preferred report output format from the drop-down menu:
Excel
...
Schedule Report
...
HTML
Schedule Report
| Info |
|---|
This report is schedule-ableTo schedule an automated report that is emailed to one or more email addresses, select the "Schedule report checkbox.  There are only four (4) fields to be completed:
|
...