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:
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Click Reporting in the left navigation menu.
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To view reporting for a specific shop or directory:
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Go to My Shops
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Select the desired location
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Click Reporting
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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:
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Column Visibility — Show or hide fields.
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Date Range — Filter results by timeframe.
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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:
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Placed an order, or
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Opted into email communications — even without a purchase.
Profit by Payable
Aggregated profit details grouped by payable.
Includes:
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Base Profit
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Markup
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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.
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Customer Export — Customer data formatted for export.
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Email Signups Export — Email opt-in data, including non-purchasing users.
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Order Export — Detailed order-level data.
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Product Export — Product details including base list price and cost.
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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:
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Sales by Date
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Traffic by Date
Net Sales may not reflect promotional discounts in:
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Sales by Directory
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Sales by Product
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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
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See the Detailed Orders Report Tutorial for help reviewing individual orders.