Your store’s sales reports summarize various types of activity for a designated period of time. The selection of reports includes: Orders, Tax, Invoiced, Shipping, Refunds, Coupons, and PayPal Settlement Reports.
|Any||Includes orders of any status in the report.|
|Specified||Select each status that you want to include in the report. (To select multiple options, hold down the Ctrl (PC) or Command (Mac) key.)|
|Yes||Includes only actual values paid.|
|No||Includes expected values based on the amount expected to be paid.|
|Orders||Displays information related to sales orders, including the sales, invoice, refund, shipping, and discount amounts for all orders created or updated during the specified period of time.|
|Tax||Displays tax amounts grouped by tax rates which are applied to sales orders invoiced during the specified period.|
|Invoiced||Displays the number of created and invoiced orders and provides invoice-related amounts grouped by tax rates.|
|Shipping||Provides shipping amount information for each shipping method used in the orders invoiced during the specified period of time.|
|Refunds||Provides information about refunded sales orders, including those refunded online and offline.|
|Coupons||Displays order discount aggregation per period and coupon.|
|PayPal Settlement Report||Provides information about transactions which affect settlement of funds as well as a summary of each currency held by the account, total debits and credits, and beginning and ending balances.|
|Match Period To||Allows you to match dates based on either the date the sales order was created or the date it was last updated.|
|Period||Defines the range of time included in the report, as: per day, month, or year.|
|Date Range (From / To date)||(Required) Defines the date limitations of report.|
|Order Status||By default, the report is not filtered by order status. Options include:
|Empty Rows||For selected date period, the option may be omitted (by default).
If not omitted, each period of the specified date range appears in the report.
|Show Actual Values||
A sales report with actual values includes both the expected and actual amounts received. An expected value is the estimated amount to be paid. The calculation is the sum of the Number of Orders during the date range (day, month, year) specified for the report. In the report, sales columns and default columns are different, unless every order and invoice is processed the same way. Report columns include:
We'd like to hear from you! Call us,
send us an email or talk to sales.
See Magento in the news, find press releases
and resources for media.