Sales Reports: Types of Reports and How to Use Them

Sales Reports provide multiple ways to analyze your store performance, such as viewing sales by date range, product, variant, country/region, traffic source, and discount usage. This article explains each report type in detail so you can choose the right one for your business needs.

Accessing Sales Reports

To navigate to and view the reports in the Reports module, follow these steps:

1. In your SHOPLINE admin, go to Analytics > Reports.
2. Under Sales, select the report you want to view. Supported reports include:
   • By date range
   • Analyze by product
   • Analyze by multivariant
   • By channel
   • By country/region
   • Display sales by traffic source
   • Display sales by customer name
   • Average order value by date range
   • Sales by discount
   • Sales by payment method
   • Units per transaction over time
   • Display sales by sales channel
   • Display sales in the settlement currency
   • Display sales based on product collection
   • Commodity Tax on the Tax-Inclusive Price

Each report is explained in its own section below.

Sales by Date Range

Displays the number of orders and sales received during the time range you selected. You can customize the selected time for comparison of indicators, or select a time unit in Time unit to control the grouping of data. Common dimensions of this report are as follows:

Sales by Product

Displays product sales sold by the store. Common dimensions of this report are as follows:

Sales by Multivariant

Displays sales of different product variants sold by the store. Common dimensions of this report are as follows:

Sales by Channel (Referrer Source)

Displays sales based on the referral sources of customers. Common dimensions of this report are as follows:

Sales by Country or Region

Displays the country or region where the order's shipping address is located. Common dimensions of this report are as follows:

Sales by Traffic Source and URL

Analyzes sales and net sales based on customers' referrer sites. Common dimensions of this report are as follows:

Sales by Customer

Displays sales based on customer names. Common dimensions of this report are as follows:

Average Order Value Over Time

Displays changes in the average transaction value of the store within a selected time range. Average transaction value = Sales/Orders.

Sales by Discount 

Analyze order discount amounts by discount codes or automatic discounts. This report helps you see how often discount codes are applied and helps you understand which discounts convert the most sales. Sales may take 12-72 hours to be reflected in this report. Common dimensions and metrics of this report are as follows:

Sales by Payment Method

Analyze sales by payment methods and channels. Common dimensions of this report are as follows:

Sales by Units per Transaction Over Time

Displays changes in units per transaction of the store within a selected time range. Units per transaction = Sales quantity/Orders.

Sales by Sales Channel

View sales across various sales channels. In this report, sales channel shows the name of the channel or app that customers used to place orders, such as an online store or Buy Button. For sales originating from draft orders created in the admin panel, the reported sales channel will appear as N/A.

Sales in the Settlement Currency

The report shows sales in the currency the customer used at checkout.

For example, your store sets USD as the checkout currency, and Jennie's local currency is USD, but she also accepts payments in GBP. In this report, SHOPLIONE will help you record the settlement currency of the order completed by Jennie in GBP, but the report still displays sales in USD.

Sales by Product Collection 

This report shows sales by product collections, and this report can help you see which product collections have the highest sales. In cases where a product belongs to multiple collections, the report will display multiple rows and record the sales for each order under the respective collections. Please note that it may take up to 24 hours for the report to show the latest data. It is worth noting that the product collection information is recorded according to the product collection at the time of order.

Example: On August 1, when Product A was ordered, it was classified as Collection 1. On August 2, the smart categorization system reclassified Product A as Collection 2. When the customer purchases Product A again on August 2, its collection will be recognized as Collection 2. (However, when querying the product collection for August 1, it will still display as Collection 1.)

Commodity Tax and Freight Tax on Tax-Inclusive Prices

In other sales reports, when you set taxes and enable the All Prices Include Tax option, the commodity tax and shipping tax will be calculated as zero because these taxes have been recorded in the selling price (that is, recorded in the Subtotal).

To help you understand the tax-included price of each order, SHOPLIONE shows you the commodity tax on the tax-inclusive price and freight tax on the tax-inclusive price of the order in the Commodity Tax on the Tax-Inclusive Price report.

It should be noted that the time of this report is based on the time when the order is successfully created, that is, the amount changes caused by operations such as order editing, refund, or cancellation will be uniformly attributed to the order creation completion time. 

The common metrics used in the report are as follows:

Customizing the Sales Report

Click Manage Filters and Edit to customize fields, and then click Update to save the custom sales report.

Suppose you want to see the hot products in the US market over the past 30 days; you can filter the reports by selecting By Country/Region and delete columns you don't wish to see. Steps as below:

1. From your SHOPLINE admin panel, go to Analytics > Reports.

2. In the Sales Report, click By Country/Region report.

3. Select Last 30 days from the drop-down list of Date Range.

4. Click Manage Filter and add the filter condition Country/Region is the United States.

5. In the Edit slider, select Product Name and Sales. You can uncheck other metrics and click Update to update your header.

6. Click Sales to sort the entire report in reverse order by product Sales.

7. Click the Save as button at the top of the report, enter report name as Top Selling Products in the United States in the Past 30 Days, and click Complete.

8. The customized sales results report is completed, and you can view it in the Custom Reports list in the future.