Sales & tax reports

Use reporting views to review sales, orders and the tax information recorded by the platform.

2 min read·Platform overview

Where to find it

Reports → choose a sales or financial report

Before you begin

1
Choose the right report
Open Reports and select a view that answers your question, such as sales by product or an available financial or tax report.
2
Set the date range
Choose the start and end dates and inspect the available order filters. Keep the same criteria when comparing periods.
3
Read the results
Review totals, rows and charts together. Open or investigate the underlying records when an amount is unexpected.
4
Export when needed
Use CSV export where offered and retain the report period and filters with the file. Reconcile financial totals with the relevant transactions.

Select a screenshot to zoom in. These are actual platform components using fictional example data.

01Find sales and financial reports from the reporting overview.

02Set a reporting period and compare the product rows with the chart.

The report answers your question for a known period and its filters are clear to whoever uses the result.

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