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Sales & Shipment Reports

  • updated 2 yrs ago

These two reports have the most data points out of all the reports you have access to pull.

  

Sales Report

This is a detailed report of all orders placed across your inventory set. Every data point we collect at checkout will be shown on this report. Orders show up in this report as soon as they are placed. Use this report to see a holistic view of ordering activity.

Shipment Report

The main difference between this report from the Sales Report is orders only show up on this report once they have shipped. Tracking information is included in this report. Clients commonly use this to see a holistic view of shipment ordering activity.


Quick Tips for Pulling Reports

Using Item Level Detail 

If you would like to pull a report broken down by all individual items ordered, you can use the item level detail feature. Click the checkbox “Include item details” and you will have a report broken down by individual SKUs within each order.

 

Download to CSV

Selecting “Download to CSV” will automatically save the file to your downloads so you don’t have to copy and paste the information into an excel file.

 

Selecting specific portals

If you would like to run a report for a specific portal, you can do so by selecting that in the portal dropdown.

 

Please view this article for how to access reporting

  • 2 yrs agoLast active
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