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How do I make a sales report?

Started by David Johns, January 19, 2015, 08:06:49 AM

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David Johns

There are a few options for creating sales reports depending on what you are looking for:

Financial Summary Reports
SuperManager can create a general sales reporting showing just totals of all sales, taxes, shipping and other amounts collected from customers.  A default report is installed with SuperManager called "Financial Summary.html".  To use this report, just select the orders you want to include in the report.  This can be done by using the SuperFilter, for example to include all orders in a given range of dates.  Once you have the orders you want selected, right click on them and choose "Print Report", "Financial Summary".  If this option is not listed on the list of available reports, go to "View", "Store Settings" and select the "Reports" tab.  Click "Add" and set the name to "Financial Summary".  Then click the "Browse" button and select the file "Documents\SuperManager\Financial Summary.html".  Set the report type to "Summary" and click "Ok" to save and close the store settings.  Then try to export the report again.

Sales Itemized by Order
SuperManager can also produce sales reports that are itemized by order.  These can show the same information as the financial summary, but with one line for each order showing you how much of each category was received for each order.  This is done the same as above, except choose the "Sales Summary" report.  If this is not available, add the report as above, except choose the file "Sales Summary.html" and set the type to "Range".

Sales for a Particular Product Itemized by Order
SuperManager can also produce the same report as above, but only showing sales for a particular product.  This is done by going to "View", "Products" and right clicking on a product for which you want a sales history report and selecting "Sales History Report".  This allows you to choose a date range and a variant for which you want to show the history - or choose "All" variants to show the history for all variants of the product.  You can choose to show this in the format of the financial summary report or the sales summary report shown above or any other "Range" or "Summary" reports.  If the report you want doesn't show up, use the steps above to add the report(s) to your store settings.

If you are looking for help doing something specific and can't figure it out, create a new post on our Printing Reports Board to get help.
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