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Sales Reporting

The Sales Report gives you a detailed, flexible view of your sales performance so you can understand what’s selling, how it’s selling, and where your revenue is coming from. Use filters, grouping, and customizable columns to analyze your data at a high level—or drill all the way down to individual orders.

Date Range & Timeline Selector

At the top of the report, use the timeline or custom date range selector to choose the period you want to analyze.

  • Select a preset range (ex: Today, Last 7 Days, This Month)
  • Or set a custom date range

Your selection automatically updates:

  • All widgets
  • The data grid

Summary Widgets

The widgets at the top of the Sales Report roll up key order-related KPIs.

  • Great for quick insights before diving into the detailed grid below
  • Metrics update dynamically based on your selected timeline

Group By Controls

Use Group By controls to organize and aggregate your data.

  • Group results by product type, origin, transaction type, or day
  • Grouping adds a “Group” column to the grid automatically
  • Each group includes a total row with rolled-up values

Groups are:

  • Collapsed by default
  • Expandable using the chevron icon

Exporting Your Data

Click the Export button to download your report:

  • Export to CSV or Excel
  • Respects your selected date range, grouping, and visible columns

Perfect for sharing, forecasting, or offline analysis.

Note: Only the rows that have been loaded in the table will be included in your export. By default, up to 100 rows of data are loaded at a time. To make sure all rows in your table are exported, scroll to the bottom of your report to load all rows. See below for how this applies to grouped data.

Exporting Grouped Data

  • Group total rows export by default
  • To include the individual rows within a group, expand the group in the table before exporting
  • Any expanded rows will be included in your CSV or Excel file

This gives you full control over how detailed your export is—high-level summaries or order-level data.

Understanding the Data Grid

The grid is fully interactive—most columns can be sorted, filtered, and reordered.

Columns Visible by Default

ColumnDescription
GroupAppears when grouping is applied. Sortable. Access group menu here.
SKUProduct SKU. Sortable and filterable.
Product NameProduct name. Sortable and filterable.
QuantityNumber of pieces sold. Right-aligned. Sortable and filterable.
Sales $Total sales for the selected time range. Right-aligned. Sortable and filterable.
Cost $Total cost for the selected time range. Right-aligned. Sortable and filterable.
TypeProduct type. Sortable and filterable.

Additional Columns (Hidden by Default)

Add more detail using the + button in the header.

ColumnDescription
Margin $Profit in dollars. Sortable and filterable.
Margin %Profit percentage. Sortable and filterable.
% of TotalShare of total sales. Sortable and filterable.
ColorProduct color. Sortable and filterable.
OriginWhere the order was created—whether it was created directly in your app, originated from your website, or a Reply to Buy™ sale. Sortable and filterable.
Payment TypePayment method used. Sortable and filterable.
Note: Wallet indicates a PayPal payment.
Transaction TypeSale, Return, Giveaway, Reward, etc. Sortable and filterable.
Order #Order number. Sortable and filterable.
Note: Click to open the order in a new tab.
Order DatePaid Date for Sales, Giveaways, and Rewards. Returned Date for Returns. Sortable and filterable.

Header Actions: Choose Columns

You can customize the table layout to match your workflow.

Option 1: Use the + button

Click the + button in the header to:

  • Show or hide columns
  • Reorder columns
  • Customize the grid to match your workflow

Your selections update instantly.

Option 2: Drag and drop columns directly in the table

You can also re-order columns directly from the table view:

  • Click and hold a column header
  • Drag it left or right to your desired position
  • Release to place the column

This provides a quick, visual way to rearrange columns without opening the column menu.

Total Rows (When Grouped)

When you use Group By, the first row within each group is a total row. It appears in bold text so it’s easy to spot and shows rolled-up totals for everything in that group—no need to expand individual rows to see high-level results.

Note: As mentioned before, to include the individual rows within a group, expand the group in the table before exporting.

Totals shown in all grouping options:

  • Quantity – Total units included in transactions for the selected time range, including Sales, Giveaways, and Rewards
  • Sales $ – Total sales amount
  • Cost $ – Total cost

Additional total shown when grouped by Product Type:

  • % of Total – Each product type’s share of total sales for the selected time range

SKU Row (Consolidated View)

The SKU row shows consolidated performance for an item across the selected time range.

  • Displays rolled-up item information
  • Collapsed by default
  • Expand to view individual order details

Included columns:

  • SKU
  • Product Name
  • Quantity
  • Sales $
  • Cost $
  • Type
  • Margin $
  • Margin %
  • % of Total
  • Color

Order Item Rows

When you expand a SKU row, you’ll see order-level details for that item.

These rows show how the product performed in specific orders.

Included columns:

  • Quantity
  • Sales $
  • Cost $
  • % of Total
  • Channel
  • Payment Type
  • Transaction Type
  • Order # (click to open the order)
  • Order Date

Tips for Getting the Most Out of the Sales Report

  • Use widgets for quick insights, then drill into the grid for details
  • Combine Group By + additional columns for deeper analysis
  • Export reports regularly for record-keeping or forecasting
  • Customize your columns to focus only on the data that matters to you

The Sales Report is designed to flex with your business—whether you need a high-level overview or a detailed breakdown of every sale.