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How to create a "Monthly Sales" report

Auctiva Commerce allows you to create a report that will display sales information for a given month. This type of report can help you analyze sales performance on your store. This tutorial will show you how to create a "Monthly Sales" report.

What is a "Monthly Sales" report?

The "Monthly Sales" report is a list of sales information separated by the days in a particular month. A "Monthly Sales" report includes the date, number of orders, product subtotal amount, shipping cost, tax, discount, coupon, other charge, profit and total amount fields.

How to create a "Monthly Sales" report

Creating a "Monthly Sales" report will display sales information per day of the specified month. A bar graph that displays the total amount of sales (y-axis) versus the date (x-axis) is positioned above the report.

Step 1. Create the report.
  • Go to Reports >Sales> Monthly Sales. This will load the "Monthly Sales" report.
  • Month: Select the month that will display results in the report.
  • Year: Select the year that will display results in the report.
  • You can use the Previous and Next buttons to move between months.
  • Date: This column displays each day of the month selected.
  • Orders: This column displays the number of orders completed.
  • Products: This column displays the total charges for products.
  • Shipping: This column displays the total charges for shipping costs.
  • Tax: This column displays the total charges for taxes.
  • Discount: This column displays the total amount given by discounts used.
  • Coupon: This column displays the total amount given by coupons used.
  • Other: This column displays other charges associated with orders made that day.
  • Profit: This column displays the total profit margin made on that date. This value is calculated by subtracting the shipping, handling, tax, cost of goods and other non-product charges from the total amount of the order.
  • Total: This column displays the total amount of orders for that date.
Step 2. View day details.
  • Click on the Details button for a particular date if you want to view the sales details for this day. This will load the "Daily Sales" report.
  • You can click on the browser back button to return to the "Monthly Sales" report.

This completes the task of creating a "Monthly Sales" report.

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