Export Sales Report

Exporting a CSV of your sales report is the best way to review sales over a period of time.  The sales CSV allows you to see all paid invoices including details about the customer, the products purchased, and any discounts used.

To export and sort a sales CSV:

-Navigate to the Sales tab

-Under Invoices, click on Filters

Sales_Filter.png

-Filter by Status and select Paid

-Click Add Filter

Paid_Filter.png

-After applying the filter, click Export CSV

Export_Report_CSV.png

-Navigate to the Settings tab and select Exported Files and download the most recent CSV

Download_CSV.png

-Sort by Created On to set a specific date range and Product ID to group products

Sales_Report_CSV.png

 

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