FAQs

Can I sort the Reports?

All reports are sortable - simply click on the headers.

What is a 'Sale'?

The Sales Reports report on revenue generated on a specific date. Revenue is defined as the total value of an order, including all Products, Addons, Discounts and Delivery.

Revenue is separate to payments, which are reported on separately under Payment Reports.

Which Orders and Order Lines will form part of revenue reporting?

Orders with the following statuses are excluded from revenue reporting:

• Draft
• Quote
• Abandoned

In addition, Order Lines with the following statuses are ignored (as they value will have been set to £0.00)

• Cancelled
• Returned

I changed theThe value of mya order;Sales Order has changed; how will this be reflected in mythe reporting?

With the exception of Sales by User, all revenue reporting is done based on the Sales Order date. That means that a Sales Order that has a date of the 1st of October will always report its revenue as the 1st of October, even if new lines are added on the 1st November.

The Salesperson on a Sales Order has changed; how will this be reflected in the reporting?

This will immediately update and change all reports. This will adjust how reports are filtered, and will also have a direct impact on the Sales by User report. 

The Store on a Sales Order has changed; how will this be reflected in the reporting?

This will immediately update and change all reports. This will adjust how reports are filtered, and will also have a direct impact on the Sales by Channel report. 

Are the reports up to date?

All reports show a snapshot of data at the instant that they were generated. As such, they are always up to date.

Can I export a report?report be exported?

All reports are exportable as a CSV.