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
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Step 2: Select sales by channel to view your reports for different sales channels.
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Step 3 : Select sales by teammate to view your reports for different teammates.
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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.
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You can hover your mouse over the point to view the exact sales amount/visitors/ pageviews.
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You can export the reports out based on the preferred date range from your EasyStore Admin Panel.
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📌 Note: Currently, we only support export in PDF file. However, we will have more supported exportable format in the future. Stay tuned! 😉
3. Types of reports
EasyStore provides 3 types of sales reports including Total sales, Total gross sales, and Total net sales to help you review your business performance.
If you would like to know hows the sales report work, you can refer to the following section
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
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3.3 Total net sales:
Total net sales = Total gross sales - order subtotal discounts - refunded
💡 : Here are some scenarios to explain the total sales, total gross sales, and total net sales.
Example scenario 1
You have received an order from customer but customer haven’t completed the payment successfully yet.
Here is the order information:
Order status = Pending payment (Unpaid)
Order subtotal = RM75
Order subtotal discount = RM8
Shipping fees = RM5
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1. Total sales
In this scenario 1, the order is unpaid so it will be excluded from Total sales. Only Paid order will be included in total sales
Thus, the total sales = RM0
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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 = RM75
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3. Total net sales
Total net sales equals to total gross sales - order subtotal discount. In this scenario:
- Total gross sales = RM75
- Order subtotal discount = RM8
- Total net sales = RM75 - RM8
Thus, the total net sales = RM67
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Example scenario 2
Customer has successfully made the payment for the order.
Here is the order information:
Order status = Payment successful (Paid)
Order subtotal = RM75
Order subtotal discount = RM8
Shipping fees = RM5
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1. Total sales
In scenario 2, the order is paid so it will be included in total sales. Total sales equals to Subtotal of items + Shipping fee - Discount + Tax + Transaction charge - Refund.
- Order subtotal = RM75
- Shipping fees = RM5
- Order subtotal discount = RM8
- Total sales = RM75 + RM5 - RM8
Thus, the total sales = RM72
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2. Total gross sales
Total gross sales equals to order subtotal of the order
Thus, the total gross sales will still remained = RM75
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3. Total net sales
Total net sales equals to total gross sales - order subtotal discount. In scenario 2:
- Total gross sales = RM75
- Order subtotal discount = RM8
- Total net sales = RM75 - RM8
Thus, the total net sales = RM67
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Example scenario 3
In this scenario, you have perform a partial refund of RM10 to the buyers.
Order status = Refunded
Order subtotal = RM75
Order subtotal discount = RM8
Shipping fees = RM5
Refund amount = RM10
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1. Total sales
In scenario 3, the order is partially refunded so the refunded amount will be excluded.
Total sales equals to Subtotal of items + Shipping fee - Discount + Tax + Transaction charge - Refund.
- Order subtotal = RM75
- Shipping fees = RM5
- Order subtotal discount = RM8
- Refunded amount= RM10
- Total sales = RM75 + RM5 - RM8 - RM 10
Thus, the total sales = RM62
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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 = RM75
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3. Total net sales
The formula of total net sales equals to Total gross sales - order subtotal discounts - refunded. So the refunded amount will be excluded
- Total gross sales = RM75
- Order subtotal discount = RM8
- Refunded amount = RM10
- Total net sales = RM75 - RM8 - RM10
Thus, the total net sales = RM57
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4. Check product performance
To check the performance of your products like how many units sold, sales or margin generated, you can click on any 'View more' button beside the reports.
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The report shows by products. To further dive into performance of each variants, you can click 'Product Variant Performance'
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And the reports show by variants.
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To gain deeper insights and make more informed business decisions, you may also choose to filter based on the sections as screenshot below.
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Updated on: 20/02/2025
Thank you!