Reports

Reports turns your orders, stock and visitors into numbers you can act on.

Choosing a report

The list on the left (a row you can swipe, on a phone) is the reports:

Report	Answers
Sales	Revenue, orders, average order, units, tax, shipping and refunds.
Products	Best sellers and slow movers.
Categories	Which parts of the catalog sell.
Payments	How customers pay, and how much each method brings.
Shipping	Shipping income and the methods used.
Taxes	Tax collected by rate, for your tax return.
Invoices	Invoices issued, voided and their totals.
Inventory	Stock value, low and out-of-stock items.
Customers	New and returning customers, and who buys most.
Funnel and traffic	Visitors, product views, carts and purchases, and where they came from.
Notifications	Emails and messages sent, failed or skipped.

Choosing the period

1. Set the range. Set From and To, or press Last 7 days, Last 30 days or Last 90 days.
2. Group if you need to. For sales you can group the chart by day, week or month. Each number shows how it compares with the period before it.
3. Compare. The Compare button (next to Summary) shows each indicator beside the one for the period before it, and the change, in a table.
4. Download the CSV. Download CSV exports the report table.

Weekly summary

The store can email a short summary every week. Turn it on, and choose the weekday and hour, in Settings under Reports.

A simple weekly habit

Every Monday: open Sales for the last 7 days, Products to see what sold, and Inventory for what to reorder. Ten minutes is enough to catch problems early.