This documentation provides an overview of the Sales Reporting System, including its purpose, features, and usage instructions. The system allows users to generate, view, and export sales reports based on different criteria and also supports various different reports that can be useful for generating sales records.
| Report Name | Description |
| Overview Report | Summary of sales order by order |
| Sales Summary Report | Detailed breakdown of sales product by product in the order |
| Statewide Sales Report | Sales data segmented by state or region. |
| Credit Note Report | Lists all issued credit notes for the order that are canceled, refunded, partially refunded, and voided. |
| Sale Credit Report | Summary of all sales and credit notes issued to customers |
How to Generate a report:
1. Select a Report Type – Choose from the available options (e.g., "Sales Summary Report").
2. Select the date range that you want to view/download the report.
3. Click "Submit".
However, before submitting the report, you need to have the orders status Sync in the dashboard, the same as on your Shopify store and then update the report once done.
You can also bulk sync the orders under the Bulk Action from the Order page of the dashboard.
Exporting Reports:
Click "Export" to download the report in the Excel format.