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How do I create a report of sales for a given period?

Started by David Johns, February 21, 2011, 07:26:01 PM

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David Johns

Reports of total sales over a period can be created using The SuperManager's "SuperFilter" feature.  For example, to create a report of all sales over the previous year:


  • Go to "View" | "Store Settings..." and select the "Reports" tab
  • Make sure there is a "Financial Summary" report on the list.  If not, save the file "Financial Summary.html" attached to this post to your computer and click "Add" to create a new entry on the report list and then click "Browse" and select this file from where you saved it.  Set the report type to "Summary".  You may want to choose "Exclude canceled/fraud orders".
  • Click "Ok" to save and close the store settings
  • Choose "View" | "Orders" if you are not in the orders view and select the "SuperFilter" tab
  • Choose "Date" as the filter and select the first day of last year as the "From" and the last day of last year as the "To" field and click "Go" to display these orders on the order list.
  • Press ctrl-A to select all orders on the list, right click on the order list and choose "Print Report" | "Financial Summary".

Additional Tips:

  • You can select a different filter, such as "Ship To State" from the "Filter" dropdown, enter the abbreviation for the state you want and click "Go" and then "From current" to filter the current results (last year's orders in the example above) by this added filter.
  • You can save this report to an html file on your computer to be able to open the report in a webbrowser to copy and paste data from the report to another application.  To do this, choose "Export..." | "Report" and then the report name instead of "Print Report" as described above.
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