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:
Unlike the Current Period Sales report, this report gives you the opportunity to set several parameters (filters) to customize your report results.
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. |
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 |
The Scheduled Report feature is for those merchants that want to have this report automatically emailed to them at certain intervals. Clicking the Schedule Report check box will reveal the following Scheduling form:
There are only four (4) fields to be completed:
Once you have completed the custom settings, with or without the Schedule Report feature, click the "Generate Report" button. If you have a short date range period set, you should see your report downloaded rather quickly. A long date range will probably take considerable time to prepare the report. You'll be notified by email when the report is ready for pickup.
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.
Understanding Period Sales reports and refund reporting