How to Run a Report

If you need to run a Non-default Report, follow these steps:

1. Access Reports
   • Click on Reports tab in the left-hand menu to view your current Reports.
2. Find The Report
   • Input Info into the search bar to narrow down the option in the table. (URL for Table Search)
   • Select the Run button in the same row as the desired Report.
3. Configure the Report
   • Input the Required Data to run the Report.
4. Run the Report
   • Click on the Run Report button.
5. (Optional) Export the Report
   • Hover over the Export button to open the drop down menu.
   • (Optional) Click on the Print button
   • (Optional) Click on the To HTML button.
   • (Optional) Click on the To Excel button.
   • (Optional) Click on the To PDF button.

Otherwise, If you need to run a default Report, follow these steps:

1. Access Reports
   • Click on Reports tab in the left-hand menu to view your current Reports.
2. Find The Report
   • Input Info into the search bar to narrow down the option in the table. (URL for Table Search)
   • Select the Run button in the same row as the desired Report.
3. Configure the Report
   • Depending on the default Report you are running.
     • Order Summary By Source.
       • Click the Start Date.
       • Select the Starting Date.
       • Click the End Date.
       • Select the Ending Date.
       • Click the Order Source.
       • Select all of the sources you desire.
     • Orders Count – Today
       • No Inputs needed.
     • Sales Channels Orders Status Summary
       • Click the Order Status.
       • Select all of the Statuses you desire.
     • Sales Tax Report
       • Click the Start Date.
       • Select the Starting Date.
       • Click the End Date.
       • Select the Ending Date.
     • Sales Channels Revenue Summary
       • Click the Sales Channel.
       • Select all of the Channels you desire.
     • EOD – BY Payment Method
       • Click the Order Date.
       • Select the Date.
     • Top sales by Sales Price
       • No Inputs needed.
     • Top Sales by Quantity
       • No Inputs needed.
     • Total Sales – Today
       • No Inputs needed.
     • Weekly Order Trend
       • No Inputs needed.
4. Run the Report
   • Click on the Run Report button.
5. (Optional) Export the Report
   • Hover over the Export button to open the drop down menu.
   • (Optional) Click on the Print button
   • (Optional) Click on the To HTML button.
   • (Optional) Click on the To Excel button.
   • (Optional) Click on the To PDF button.