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Reports, team & securityDownload the sales report in Excel

The sales report is the one your accountant asks for: every order of a period, with totals, GST and items, ready to open in Excel.

  • 4 steps
  • 0:38 video
  • Store admin → Analytics → Sales report
  • Everyday

Jump to a step

The video has no sound: the captions on screen explain each step, and every step is written out below with a picture.

  1. 1

    Choose the period

    Open Sales report under Analytics. Pick Today, This month, Last month, This financial year and so on — or set From and To.

    Step 1: Choose the period
  2. 2

    Filter it

    Narrow it by order status and Payment, or search for an order number, customer, phone, town, product or coupon.

    Step 2: Filter it
  3. 3

    Read it

    The cards total orders, units, discounts, GST, shipping, sales and what was paid. The tabs show the same period by Orders, Items, Products, Customers and Daily.

    Step 3: Read it
  4. 4

    Download Excel

    Press Download Excel. The file opens in Excel or Google Sheets, ready for your accountant.

    Step 4: Download Excel
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