What this means
Each report answers a different question. Read the description carefully, especially whether a money column means gross sales, sales after discounts, refunds, or original order value.
Simple example
To find the best-selling red T-shirt size, use Sales by variant. To find which products may run out, use Inventory status. To check Indian GST totals, use GST summary.
What you need to know
Sales
- Storefront sales trend: daily online-store orders, gross sales, discounts, tax, and sales after discounts.
- Order summary: orders created in the period grouped by their current lifecycle status. Its money is original order value before cancellation and refund reversals, so do not call it settled revenue.
- Sales by channel: compares online and POS orders and sales.
- Sales by destination state: compares shipping states for tax and logistics planning. Unknown state means no usable shipping state was available.
- Sales by customer: ranks period order count, gross sales, sales after discounts, and average order value by customer. Orders without a saved customer may appear as Guest.
- Sales by variant: compares quantity and gross sales before discounts for each product variant and SKU.
- Product performance: compares quantity sold and gross sales before discounts by product.
Discounts and customers
- Discount performance: compares discount code, affected orders, total discount, gross sales, and sales after discounts. Discounts without a code appear as manual or automatic.
- Customer type summary: compares new and returning customers, their orders, sales, and average order value.
- Top customers: shows order count, sales after discounts, lifetime value, lifecycle stage, customer group, and last order.
Point of Sale and payments
- POS sales by location: compares order count, gross sales, and taxes by POS location.
- POS sales by staff: compares attributed staff members by orders, items sold, and gross sales before discounts. Unassigned means no usable staff attribution exists.
- Payment method mix: groups payment attempts by method and status. The amount is the attempted or processed amount for that row, not automatically successful revenue.
- Payment status summary: groups orders and original order value by their current payment status, before cancellation and refund reversals.
Returns, shipping, tax, and risk
- Returns summary: groups return requests created in the period by status. Refund and restocking-fee totals include completed returns only.
- Shipping by method: compares order count, shipping charges, and gross sales by delivery method.
- GST summary: shows taxable value, CGST, SGST, IGST, cess, and total tax for non-cancelled orders. Return and credit-note adjustments are not included. It appears only when tax collection is on.
- Order risk summary: groups orders and original order value by the current fraud-risk bucket. A risk bucket is a signal for review, not automatic proof of fraud.
Inventory
- Inventory status: a current stock snapshot across all locations, ordered with the lowest available stock first. On hand is physical recorded stock, committed is promised stock, and available is what remains sellable.
- Inventory sell-through: compares units sold during the selected period with current available stock. Sell-through is units sold ÷ (units sold + current non-negative available stock) × 100.
- Inventory adjustments: groups stock movements by reason and shows number of adjustments, quantity in, quantity out, and the net change.
Money labels that look similar
- Gross sales: product value before discounts. It is not final revenue.
- Sales after discounts: gross sales minus discounts in these reports.
- Original order value: the order's recorded value before later cancellation and refund reversals.
- Refunded: money recorded as returned in the report's stated rules.
Always keep the report description beside the number when using it for a business decision.