Pulling Revenue and Order Reports

For more information on reports, please review our guide: Introduction to Reports

Revenue Reports are important tools to quickly gauge the health of your platform. Having all your sales data at your fingertips can inform your decisions on marketing strategies, coupon deals, or new Course offerings. 

These reports give quick, visual displays of your past revenue, and allow for exporting to assist in bookkeeping. 

This guide will walk you through everything you need to know about our available eCommerce reports:

In this article

eCommerce Reports

eCommerce Reports can be found in the dashboard in the Reports > eCommerce section

Viewing Reports

All eCommerce reports operate in the same fashion. They all have a graph with a visual representation of your data, and a chart with more detailed information. Both the graph and chart can be filtered to give you a more granular view of your data.

Exporting Reports

All reports can be exported for view as a CSV. Selecting the Export Results button will download a copy of the report for you.

Yearly Sales Report

The Yearly Sales Report is the most high level of all eCommerce reports. It can quickly show you your total sales and orders, broken down by month. 

Graph

The Yearly Sales Report bar graph shows a visualization of the number of orders placed and money earned as broken down by each month of the year. The chart is displayed to the right of the graph, and the entire report can be filtered by year.

The following fields are included in the chart:

  • Month
  • Total Sales
  • Total Orders

Filtering

The Yearly Sales Report chart can be filtered by year, to show all twelve months of any:

Export Results

When exported, the Yearly Sales Report chart will look like this:

Monthly Sales Report

The Monthly Sales Report is a more granular version of the Yearly Sales Report. This report breaks down your monthly sales by day, displaying both total orders and total income for each day of any given month.

Graph

The Monthly Sales Report bar graph gives a quick visualization 

Chart

The Monthly Sales Report chart offers a more detailed display of all the daily sales data. This chart can be exported at any time.

The following fields are included in the chart:

  • Month
  • Total Sales
  • Total Orders

Filtering

The Monthly Sales Report chart can be filtered by month:

Export Results

When exported, the Monthly Sales Report chart will look like this:

Product Breakdown Report

The Product Breakdown Report displays information on your orders made by Product. This allows you to quickly visualize trends in purchasing, and popularity of specific Courses.

Chart

The Product Breakdown Report Chart gives a detailed listing of the total sales and total orders for each Product. This chart can be exported at any time, or it can be filtered further before exporting.

The following fields are included in the chart:

  • Product Name
  • Total Sales
  • Total Orders

Filtering

The Product Breakdown Report chart can be filtered by month:

Export Results

When exported, the Product Breakdown Report chart will look like this:

Export Orders

For more information on orders, please review our guide: Managing eCommerce Orders/Invoices

The Orders Report is used to find details on specific orders placed for your Products. This tool can search your entire order history, and filter by multiple fields.

The Orders Report operates differently than the other reports. It does not visually display your data in an overview. Instead, it directly exports your data to a CSV. 

Filtering

Orders Reports can be filtered by date range:

Or by order status:

Or by customer name:

Or by Product:

Or by coupons used:

Export Results

When exported, Orders Reports will look like this: