Operations → Reporting |
The Period sales report is your primary report for seeing an overview of the order activity in your account.
There are two version of the Period Sales report: Current Period Sales & Custom Period Sales.
The routine will display the sales activity for the month-to-date. The only interaction required of you is to click the "Current Period Sales" link from the Reporting Menu. Filtering data is not a part of this report.
After clicking the "Current Period Sales" link, the following screen will appear:
The customer period sales report is the more comprehensive version of the report, in that it allows you to choose the begin and end date for the report as wel as proving addtional filtering options for the report. See Custom Period Sales report for more details.
The Current Period Sales report contains the following sections:
When generating a Period Sales report (Current or Custom versions) there will be two sections in the report about refunds as explained below.
This refund section represents orders placed and refunded during the period of the report.
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.
When you perform a "complete refund (then reject)", the original order and the subsequent refund are excluded from the sales reports. (An example would be when someone places an order, calls you immediately after and requests cancellation and refund. Since it was not a completed order in that it was not fulfilled, you'd use the refund and then reject method. When you perform either a partial refund or a complete refund but not rejected, then the original sale will appear in the sales report (if it falls within the reporting period) and the refund will appear in the report. |
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