DocumentationCommerceGetting Started

Sales reports

Last update: Wed Aug 23 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • Beginner
  • Intermediate
  • Admin
  • Leader
  • User

The selection of sales reports includes Orders, Tax, Invoiced, Shipping, Refunds, Coupons, and PayPal Settlement.

Report filters

You can generate a sales report for a whole website or for one store. The sales reports can be filtered by time interval, date, and status.

Sales report filters

To filter a sales report, set the following options:

Option
Description
Date Used
Sets the data to be used for the report.
Period
The period for which the data is used: Day/Month/Year.
From/To
Used to define search data by start and end date.
Order Status
Indicates the order status
Empty Rows
Indicates whether to add blank rows to the report.

Orders Report

The Orders Report includes the number of orders placed and canceled, with totals for sales, amounts invoiced, refunded, tax collected, shipping charged, and discounts.

  1. On the Admin sidebar, go to Reports > Sales > Orders.

  2. In the Filter section, select the reporting period options and order status used to populate the report.

  3. Click Show Report.

Orders Report records

Tax Report

The Tax Report includes the tax rule applied, tax rate, number of orders, and amount of tax charged.

  1. On the Admin sidebar, go to Reports > Sales > Tax.

  2. In the Filter section, select the reporting period options and order status used to populate the report.

  3. Click Show Report.

Tax Report

Invoice Report

The Invoice Report includes the number of orders and invoices during the time period, with amounts invoiced, paid, and unpaid.

  1. On the Admin sidebar, go to Reports > Sales > Invoiced.

  2. In the Filter section, select the reporting period options and order status used to populate the report.

  3. Click Show Report.

Invoice Report

Shipping Report

The Shipping Report includes the number of orders for the carrier or shipping method used, including amounts for total sales and total shipping.

  1. On the Admin sidebar, go to Reports > Sales > Shipping.

  2. In the Filter section, select the reporting period options and order status used to populate the report.

  3. Click Show Report.

Shipping Report

Refunds Report

The Refunds Report includes the number of refunded orders, and total amount refunded online and offline.

  1. On the Admin sidebar, go to Reports > Sales > Refunds.

  2. In the Filter section, select the reporting period options and order status used to populate the report.

  3. Click Show Report.

Refunds Report

Coupons Report

The Coupons Report includes each coupon code used during the specified time interval, related price rule, and number of times used, with totals and subtotals for sales and discounts.

  1. On the Admin sidebar, go to Reports > Sales > Coupons.

  2. In the Filter section, select the reporting period options and order status used to populate the report.

  3. Click Show Report.

For more information about using the Coupons Report to gather data for your promotion campaigns, see Coupons reporting in the Merchandising and Promotions Guide.

PayPal Settlement Reports

The [PayPal Settlement Reports] page includes the type of event, such as a debit card transaction, the start and finish dates, gross amount, and related fees. The report can be automatically updated with the most current data from PayPal. There are filtering options for date range, merchant account, transaction ID, invoice ID, or PayPal reference ID.

On the Admin sidebar, go to Reports > Sales > PayPal Settlement.

PayPal Settlement Report

For more information about using the PayPal Settlement Reports to retrieve information about each PayPal transaction that affects the settlement of funds, see PayPal Settlement reports in the Stores and Purchase Experience Guide.

Braintree Settlement Report

The Braintree Settlement Report can be filtered according to creation date, amount, status, transaction type, payment type, transaction ID, order ID, PayPal payment ID, type, merchant account ID, or settlement batch ID. The report contains the transaction ID, order ID, PayPal payment ID, type, creation date, amount, settlement code, status, settlement response text, reimbursement IDs, merchant account ID, settlement batch ID, and currency.

On the Admin sidebar, go to Reports > Sales > Braintree Settlement.

Export reports

  1. To export the report, select the file type: Excel XML or CSV

  2. Click Export.

Refresh statistics

To reduce the performance impact of generating sales reports, Commerce calculates and stores the required statistics for each report. Rather than recalculate the statistics every time a report is generated, the stored statistics are used, unless you refresh the statistics. To include the most recent data, the report statistics must be refreshed before a sales report is generated.

Refresh Statistics

  1. On the Admin sidebar, go to Reports > Statistics > Refresh Statistics.

  2. In the list, select the checkbox for each report to be refreshed.

  3. Set the Actions control to one of the following:

    • Refresh Lifetime Statistics
    • Refresh Statistics for the Last Day

  4. Click Submit.

recommendation-more-help
31746fd0-1ead-45b5-9192-1aaf582c5f66