Start with timeframe and objective
Open Reports under Finance. The section provides Overview, Sales, Products, and Customers tabs. Focus on a specific business question—such as top-selling products over a set period—rather than comparing metrics across mismatched intervals or screens.
Steps to Read the Performance Report
- Confirm the active store.
- Choose a date range from the date picker.
- Open the tab corresponding to your query.
- Review the metric, its comparison against the prior period, and currency.
- Use Export if you require a local spreadsheet, ensuring customer data privacy is maintained.
Dashboard Example
The selected range was the last 7 days, and some charts showed no data. This does not mean the store has no lifetime sales; records may simply fall outside the selected window or metric filters. Expand your timeframe when reviewing older orders.
How should I compare reports?
Verify dates, time zone, currency, and which order statuses are included in calculations. Gross sales, average order value, collected payments, and net settlements are distinct metrics. Do not treat them as interchangeable just because figures appear close.
What should I do if figures do not align?
Pick a reference order and verify its status, timestamp, and refunds against the report's metric definition. Note the evaluation criteria and delta when contacting support. Avoid creating dummy orders to adjust numbers, and wait for charts to finish loading before assuming zero balances.