Reading your reports

Overview

Reports cover sales, courier performance, order source, staff, returns and exchanges, plus customer CLV, segments and RFM, all over a chosen date range.

Purpose

Understand performance and export the numbers you need.

Step-by-step guide

1. Open Reports and choose a report type.
2. Set the date range (defaults to the last 30 days).
3. Read the summary cards and tables.
4. Export to CSV where permitted.

Common mistakes

• Forgetting the date range, so figures look wrong.
• Reading draft or cancelled orders as sales; valid sales exclude them.

Best practices

• Compare the same period across months.
• Export to CSV for deeper analysis in a spreadsheet.

FAQ

Do returns count as sales?

A returned order still counts as a valid sale; cancelled and rejected do not.

Can I export?

Yes, with the reports export permission.