Sales reports
Track revenue, units sold, and top customers and products over any period.
Updated June 21, 20261 min read
Sales reports summarize what you sold, to whom, and for how much across a date range you choose.
Run a sales report
- Go to Reports → Sales.
- Set the date range — the report includes orders within it.
- Choose how to group the results: by customer, product, or time period.
- Optionally filter by status, channel, or location.
- Click Run.
What you can measure
| Metric | Meaning |
|---|---|
| Revenue | Total order value before or after tax |
| Units sold | Quantity shipped or invoiced in the period |
| Average order value | Revenue divided by number of orders |
| Margin | Revenue minus cost of goods sold |
Group by product to find your best sellers, by customer to see who buys the most, or by month to spot trends.
Reports count orders by their date and status. A draft or canceled order is excluded, so figures reflect real, committed sales.
Comparing two periods? Run the report for each range and export both to a spreadsheet for side-by-side analysis.
Next steps
Save a frequently used filter as a saved view so it is ready each time you open Reports.
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