Sales Report – Bright Sites

This article walks through the Sales Report, which provides high level order information on sales activity in the store.

Article Sections

First filter to display the result you require.

Access the Reports page.
Click into the Sales Report section.
Click the Filters option to expand selection options. This report can be filtered by Date Placed, Group, Order Total and Order Status.
Use the Search box to further filter results, by specific data such as name, group, etc.
Click run search to search on the filtered options.
Click make default to save these filtering options for next time.
Click reset to clear all filtering options.

Use the Toggle Graph option to show or hide the graph on the screen.

Report results can be exported to a csv file, which can be used in your spreadsheet program.

Click the Export Report button and wait for the notification "Sales Report export is ready".
Click the bell icon to view all notifications.
In the list of notification, the top one is the most recent. Click the notification that says "Sales Report export is ready".
A csv file will be downloaded to your browser. Click the file from here or find it in your download folder.

This report includes columns for:

Order # - The number assigned to the order.
Date Placed - The date the order was placed.
Customer - The name of the shopper that placed the order.
Username - The customer's username. Guest users will appear as "Guest".
Groups - The group(s) the user was assigned to at the time the order was placed.
Product Total - The total dollar amount for products only on the order.
Tax - Total taxes collected on the order.
Shipping - The total shipping amount collected on the order.
Adj - Any adjustments made to the order, manually or with coupons.
Decoration Sub Total - The subtotal for all decoration methods.
Order Total - The total dollar amount collected for this order.