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Data and Reporting

The Reporting section gives you real-time visibility into sales performance, profits, orders, customers, and traffic across your shops.

Reports update live — as soon as an order is placed, it appears across relevant reports.

Depending on your access level, you may see reports at the site, directory, or shop level.


How to Access Reports

From your account dashboard:

  1. Click Reporting in the left navigation menu.

  2. To view reporting for a specific shop or directory:

    • Go to My Shops

    • Select the desired location

    • Click Reporting

Enterprise users may see Directory-level reporting, which groups shops into folders for organization and analysis.


Customize Your View

Each report includes tools to refine your data:

  • Column Visibility — Show or hide fields.

  • Date Range — Filter results by timeframe.

  • Export to Excel — Download CSV files for deeper analysis.


Sales Reports

Sales Reports provide aggregated sales totals and order counts across different views.

Sales by Date

Aggregated sales totals and order count grouped by date.

Includes Net Sales and Order Total values.

Sales by Directory (Enterprise Only)

Aggregated sales totals for child directories within the current level.

Directories function as folders that organize groups of shops. This report is only available to enterprise users at the site level.

Net Sales values in this report do not reflect promotional discounts.

Sales by Product

Aggregated sales totals and order counts grouped by product.

Net Sales does not reflect promotional discounts because promotions are applied at the order level.

Sales by Shop

Aggregated sales totals and order counts grouped by shop.

Net Sales does not reflect promotional discounts because promotions are applied at the order level.


Order Reports

Orders by Date

Chronological list of orders grouped by creation date.

Orders by Shop

Orders grouped by shop.


Specialty Reports

Customers by Shop

Customer sales and email opt-in data by shop.

Includes customers who:

  • Placed an order, or

  • Opted into email communications — even without a purchase.

Profit by Payable

Aggregated profit details grouped by payable.

Includes:

  • Base Profit

  • Markup

  • Total Profit

Users can only see payables they own or have permission to view.

Traffic by Date

Website traffic overview by date.

Includes Net Sales and Order Total metrics alongside visitor data.

Traffic by Shop

Website traffic grouped by shop.

This report shows visitor activity only and does not include sales metrics.


Data Exports

Exports provide downloadable data formatted for spreadsheet analysis.

  • Customer Export — Customer data formatted for export.

  • Email Signups Export — Email opt-in data, including non-purchasing users.

  • Order Export — Detailed order-level data.

  • Product Export — Product details including base list price and cost.

  • User Export — User information tied to your account.


Understanding Sales Totals

Different reports display totals in different ways depending on how data is calculated.

Subtotal

Product total before discounts, tax, or shipping.

Net Sales

Product total after discounts but before tax and shipping.

Net Sales is accurate in:

  • Sales by Date

  • Traffic by Date

Net Sales may not reflect promotional discounts in:

  • Sales by Directory

  • Sales by Product

  • Sales by Shop

This happens because promotions are applied at the order level rather than per product.

Order Total

Final checkout total after discounts, tax, and shipping.


Reporting Glossary

Below are common fields you may see across reports. Availability varies by report type.

Field Name Description
Base Profit Earnings generated from base MSRP before markup
Category ID Unique ID assigned to a shop or company directory
Category Name Name of the associated shop or directory
Created Date and time the order or account was created
Customer Name Name entered at checkout
Date Calendar date based on the account holder’s time zone
Directory Name Name associated with the directory
Markup Additional profit added by the shop owner
Net Sales Product total after discounts, before tax and shipping
Order ID Unique ID assigned to each order
Order Qty Number of orders included in the total
Order Total Final order total after discounts, tax, and shipping
Payable ID Unique ID assigned to each payable
Payable Name Name of the payee receiving Base Profit or Markup
Promo Discounts Promotional discounts applied at checkout
Shipping Total shipping cost paid at checkout
Subtotal Product total before discounts, tax, or shipping
Tax Total tax collected at checkout based on shipping address
Total Discounts Combined Wholesale and Promo Discounts
Total Profit Base Profit plus Markup
Unit Qty Total product units contributing to the total
Wholesale Discounts Automatic quantity-based discounts applied to the order

Additional Resources