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

Your store has been selling for a period of time and now is time to review your sales performance? Our Reports function can help.

By using Reports function, you are able to review your sales performance by channels, teammates and any date range that you would prefer. Besides, there are few types of reports available for you to monitor your sales, products and customers. After using the Reports function, you are able to gain insights into consumer trends and behaviors. Hence, it gives you a clear path towards your objectives and 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.



💡 Tips:

To view your report on specific date your preferred date.

For example, you would like to review your report on 15 Oct, 2021.



To view your report on your preferred date range (custom range).

For example, you would like to review your report from 26 Sep to 9 Oct, 2021.




You can hover your mouse over the point to view the exact sales amount/visitors/ pageviews.



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



📌 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

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

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

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

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

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

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

2. Total gross sales

Total gross sales equals to order subtotal of the order

Thus, the total gross sales will still remained = RM75

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

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

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

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

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

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.



The report shows by products. To further dive into performance of each variants, you can click 'Product Variant Performance'



And the reports show by variants.

Updated on: 20/03/2024