Articles on: Order and Reporting

View your reports in EasyStore

In this article:

Introduction of Reports function
View your reports by using filters
Types of reports
Check product performance

1. Introduction of Reports function



As your store continues to grow, it's essential to analyze your sales performance and track key metrics. Our Reports function provides valuable insights to help you review and optimize your business.

With Reports, you can:
Analyze sales performance by sales channels, teammates, or any date range
Access various reports to monitor sales, products, and customer trends
Gain deeper insights into consumer behavior to make informed business decisions

By leveraging the Reports function, you’ll have a clear understanding of your store’s performance, helping you refine strategies and achieve your business goals. 🚀


2. View your reports by using filter



Step 1 : Go to EasyStore Admin Panel > Reports


Step 2: Select sales by channel to view your reports for different sales channels.


Step 3 : Select sales by teammate to view your reports for different teammates.


Step 4: Click on '📅Calendar' logo to view your reports for different date ranges, you will see a drop-down list where you can choose your preferred date range.

📌Note: You can also click on a specific date, custom date range to view its details.


You can hover over the point with your mouse to see the exact sales amount, number of visitors, or page views.


You can export the reports out based on the preferred date range from your EasyStore Admin Panel.


📌Note: Currently, only PDF export is supported. However, we plan to introduce more export formats in the future. Stay tuned! 😉

3. Types of reports



EasyStore offers three types of sales reports: Total Sales, Total Gross Sales, and Total Net Sales to help you analyze your business performance.
To understand how these sales reports work, refer to the sections below.

3.1. Total sales:



Total sales = Subtotal of items + Shipping fee - Discount + Tax + Transaction charge - Refund

- Only paid order is included

3.2 Total gross sales:



Total gross sales = product price (before taxes, shipping, order subtotal discounts) x quantity

- Canceled, pending, and unpaid orders are included. Deleted orders are not
included.

💡In summary, Gross sales is the subtotal of an order


3.3 Total net sales:



Total net sales = Total gross sales - order subtotal discounts - refunded

💡 Tip: Below are some scenarios to help illustrate the differences between Total Sales, Total Gross Sales, and Total Net Sales.

Example Scenario 1


You have received an order from a customer, but the payment has not been successfully completed yet.

Order Details:

Order Status: Pending Payment (Unpaid)
Order Subtotal: RM 139.50


1. Total sales


In this scenario, since the order is unpaid, it will be excluded from Total Sales. Only paid orders are included in the Total Sales calculation.

Thus, the Total Sales = RM0


2. Total gross sales


Total gross sales equals to order subtotal of the order. Unpaid and pending order will be included too

Thus, the total gross sales = RM 155


3. Total net sales


Total net sales equals to total gross sales - order subtotal discount. In this scenario, 20% discount was applied.


- Total gross sales = RM 155
- Total net sales = RM 155 - 20% discount applied

Thus, the total net sales = RM 124


Example scenario 2


Customer has successfully made the payment for the order.

Order Details:
Order status = Payment successful (Paid)
Order subtotal = RM 156
Shipping fees = RM 8



1. Total sales


In Scenario 2, since the order is paid, it will be included in Total Sales.

Total Sales = Subtotal of items + Shipping Fee - Discount + Tax + Transaction Charge - Refund

Order details:

Order Subtotal = RM 156
Shipping Fees = RM 8

Total Sales = RM 164



2. Total gross sales


Total Gross Sales is calculated based on the order subtotal before any discounts, shipping fees, or additional charges are applied.

Since the order subtotal remains RM 156, the Total Gross Sales will still be RM 156



3. Total net sales


Total net sales equals to total gross sales - order subtotal discount. In scenario 2:

Since there is no discount applied to this order, the Total Net Sales will remain at RM156.


Example Scenario 3



In this scenario, a partial refund of RM 60 has been issued to the buyer.

Order details:

Order status = Refunded
Order subtotal = RM 156
Shipping fees = RM 8
Refund amount = RM 60





1. Total Sales


In Scenario 3, the order is partially refunded, so the refunded amount will be deducted from the total sales calculation.

Total Sales = Subtotal of items + Shipping fee - Discount + Tax + Transaction charge - Refund

Order details:
Order status = Refunded
Order subtotal = RM 156
Shipping fees = RM 8
Refund amount = RM 60

Thus, the Total Sales = RM 104 (RM156 + RM 8 - RM 60)



2. Total gross sales


Total gross sales equals to order subtotal of the order. The refunded amount will not be excluded.

Thus, the total gross sales = RM 156


3. Total Net Sales


Total Net Sales = Total Gross Sales - Order Subtotal Discount - Refunded Amount

Since the order is partially refunded, the refunded amount will be deducted from the total net sales calculation.

Order details:
Total gross sales = RM 156
Refunded amount = RM 60

Thus, the Total Net Sales = RM 96




4. Check Product Performance



To analyze your product performance, such as the number of units sold, total sales, or profit margins, simply click on the "View More" button next to the respective report.


The report displays data by products. To analyze the performance of each variant in more detail, click on 'Product Variant Performance'.


The report displays data by variants.



To gain deeper insights and make more informed business decisions, you can apply filters based on the sections shown in the screenshot below.





Updated on: 24/02/2025

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