Reports
Run sales, tax, order, product, customer, and shipping reports across your storefronts with Excel export.
The Reports page provides 14 built-in reports that give you visibility into sales performance, order activity, tax collection, product popularity, customer behavior, and more. All reports support date range filtering, storefront selection, and Excel export. When you select "All" storefronts, results are automatically grouped by store for easy comparison.
Reports are read-only views that aggregate data from your orders, products, customers, and shipping records. They do not modify any data.
Generate a Report
- From your Unified Admin, go to Reports.
- Select a report type from the Reports dropdown.
- Choose a Store (or "All" to include every storefront).
- Set the Start Date and End Date for the reporting period. Start Date defaults to the first of the current month; End Date defaults to today.
- Click Generate to run the report.
- Click the Export button (download icon) to download the results as an Excel file.
Search Panel
| Field | Description |
|---|---|
| Reports | Dropdown to select which report to run. See the report types below. |
| Stores | Filter by a specific storefront or select "All" to aggregate across all storefronts. When "All" is selected, applicable reports group results by store. |
| User Group | Filter by user group. Only visible for Order Details and Order Item Details reports. |
| Start Date | Beginning of the reporting period. Defaults to the first of the current month. |
| End Date | End of the reporting period. Defaults to today. Must be on or after the Start Date. |
| View By | Group results by Days, Month, or Years. Only visible for the Order Report. |
Report Types
Sales Report
High-level sales summary per storefront for the selected date range.
| Column | Description |
|---|---|
| Store | Storefront name. |
| Users | Number of unique customers who placed orders. |
| Orders | Total number of orders. |
| Average Order Total | Mean order value across all orders. |
| Gross Order Total | Sum of all order totals. |
Tax Report
Tax collection breakdown grouped by country, with subtotals per group and a grand total row.
| Column | Description |
|---|---|
| Order Date | Date the order was placed. |
| Subtotal | Order subtotal before shipping, tax, and promotions. |
| Shipping Total | Shipping charges on the order. |
| Promo. Total | Promotion discount amount. |
| Tax Total | Tax collected on the order. |
| Grand Total | Final order total. |
Rows are grouped by country with aggregate subtotals. A bottom total row sums all columns.
Order Report
Order volume and revenue grouped by time period. Use the View By dropdown to switch between Days, Month, or Years. Includes a grand total row at the bottom.
| Column | Description |
|---|---|
| Period | Time period label (day, month, or year depending on View By selection). |
| Orders | Number of orders in the period. |
| Items | Number of line items across all orders. |
| Items Total | Sum of all line item prices. |
| Tax | Total tax collected. |
| Shipping | Total shipping charges. |
Order Details Report
Per-order breakdown with payment, address, and financial details. Several columns are hidden by default and can be revealed via the AG Grid column menu.
| Column | Description |
|---|---|
| ID | Order number. |
| Payment Type | Payment method used (Credit Card, Invoice, PO, etc.). |
| Payment Description | Additional payment details. |
| Invoice | Invoice number, if applicable. Hidden by default. |
| User Group | User group the customer belongs to. |
| Customer Email | Email address of the customer. |
| Customer Company | Company name. Hidden by default. |
| Billing Address | Full billing address. Hidden by default. |
| Shipping Address | Full shipping address. Hidden by default. |
| Order Date | Date the order was placed. |
| Status | Current order status. Hidden by default. |
| Store Url | Storefront URL where the order originated. Hidden by default. |
| Sales Rep. | Assigned sales representative. Hidden by default. |
| Subtotal | Order subtotal. |
| Tax | Tax amount. |
| Shipping | Shipping charges. |
| Promotion | Promotion discount amount. |
| Grand Total | Final order total. |
| Promotion Code | Promo code applied. Hidden by default. |
| Shipping Provider | Carrier name (UPS, FedEx, etc.). |
| Shipping Method | Service level used. Hidden by default. |
| Tracking # | Shipment tracking number. Hidden by default. |
Order Item Details Report
Per-item breakdown of every line item across orders. Supports User Group filtering. Several columns are hidden by default.
| Column | Description |
|---|---|
| ID | Order number. |
| User Group | User group the customer belongs to. |
| Order Date | Date the order was placed. |
| Customer | Customer name. |
| Customer Company | Company name. Hidden by default. |
| Username | Customer username. Hidden by default. |
| Item Id | Line item identifier. |
| Product | Product name. |
| Item Status | Production status of the item. Hidden by default. |
| Item Number | Internal item number. Hidden by default. |
| Model Id | Product model identifier. Hidden by default. |
| Quantity | Quantity ordered. |
| Item Total | Total price for the line item. |
| Ship To | Shipping recipient name. Hidden by default. |
| Addr 1–4, City, State, Zip | Shipping address fields. Hidden by default. |
| Shipped Date | Date the item was shipped. |
| Shipping Provider | Carrier name. |
| Shipping Total | Shipping cost for the item. |
| Shipping Method | Service level. Hidden by default. |
| Tracking # | Tracking number. Hidden by default. |
Product Sales Report
Sales performance by product. Shows which products generate the most orders and revenue.
| Column | Description |
|---|---|
| Product ID | Unique product identifier. |
| Category | Product category name. |
| Product Name | Name of the product. |
| Quantity | Total quantity sold. |
| Orders | Number of orders containing this product. |
| Sales | Total revenue from this product. |
Promotion Code Report
Usage and impact of promotion codes during the selected period.
| Column | Description |
|---|---|
| Promotion Code | The promo code string. |
| Description | Description of the promotion. |
| Expiration | Expiration date of the code. |
| Order Count | Number of orders that used this code. |
| Gross Discount | Total discount amount applied across all uses. |
Customer List Report
Full customer roster with account details and purchase history summary.
| Column | Description |
|---|---|
| Cust ID | Unique customer identifier. |
| Company | Company name. |
| First Name | Customer first name. |
| Last Name | Customer last name. |
| Email address. | |
| Username | Login username. |
| Date Created | Date the account was created. |
| Last Login | Most recent login date. |
| Orders | Total number of orders placed. |
| Sales | Total revenue from this customer. |
| Mktg. Email | Whether the customer has opted in to marketing emails. |
Customer Sales Report
Customer purchase activity ranked by sales volume. Similar to Customer List but focused on sales metrics.
| Column | Description |
|---|---|
| Cust ID | Unique customer identifier. |
| Company | Company name. |
| First Name | Customer first name. |
| Last Name | Customer last name. |
| Email address. | |
| Username | Login username. |
| Date Created | Date the account was created. |
| Last Login | Most recent login date. |
| Orders | Total number of orders. |
| Sales | Total revenue from this customer. |
Shipping Report
Shipping method usage and revenue by carrier and service level.
| Column | Description |
|---|---|
| Shipping Provider | Carrier name (UPS, FedEx, USPS, etc.). |
| Shipping Method | Service level or fixed-rate method name. |
| Gross Shipping Total | Total shipping revenue collected. |
| Order Total | Number of orders using this shipping method. |
Sales Rep. Report
Performance summary for each sales representative.
| Column | Description |
|---|---|
| Rep. ID | Sales representative identifier. |
| Sales Representative | Name of the sales rep. |
| Total Orders | Number of orders assigned to this rep. |
| Average Sale | Mean order value for this rep's orders. |
| Total Sales | Sum of all order totals for this rep. |
Saved Projects Report
Customers with saved editor projects. Results include a grand total row showing total customers and projects. When "All" stores is selected, results are grouped by storefront.
| Column | Description |
|---|---|
| Customer ID | Unique customer identifier. |
| Company | Company name. |
| First Name | Customer first name. |
| Last Name | Customer last name. |
| Email address. | |
| Username | Login username. |
| Projects | Number of saved projects for this customer. |
Conversion Rate
Checkout funnel analysis showing how many sessions progress through each stage.
| Column | Description |
|---|---|
| Storefront | Storefront name. |
| Sessions | Total number of user sessions. |
| Added to cart | Sessions where a product was added to the cart. |
| Reached checkout | Sessions that reached the checkout page. |
| Sessions converted | Sessions that completed a purchase. |
| Conversion rate | Percentage of sessions that converted (Sessions converted / Sessions). |
Affiliates Report
Performance metrics for affiliate partners including order volume and commission totals.
| Column | Description |
|---|---|
| AffiliateID | Unique affiliate identifier. |
| Affiliate Company | Company name of the affiliate. |
| Affiliate Code | Tracking code assigned to the affiliate. |
| Affiliate First Name | First name of the affiliate contact. |
| Affiliate Last Name | Last name of the affiliate contact. |
| Affiliate Email | Email address of the affiliate. |
| Total Orders | Number of orders attributed to this affiliate. |
| Order Totals | Sum of order totals from affiliate-referred orders. |
| Affiliate Totals | Commission amount owed to the affiliate. |
Excel Export
Every report can be exported to Excel by clicking the download icon button next to Generate. The export includes all columns (including hidden ones) with proper formatting for currency and date fields. Each report exports with a descriptive filename (e.g., pn_sales_report.xlsx, pn_tax_report.xlsx).
Associations
Print Store
| Area | Effect |
|---|---|
| Orders | Sales, Tax, Order, and Order Details reports aggregate data from orders placed through the Print Store checkout. |
| Products | The Product Sales report tracks which products generate the most revenue from storefront purchases. |
| Customers | Customer List and Customer Sales reports pull account data and purchase history from storefront users. |
| Promotions | The Promotion Code report tracks usage of promo codes configured in Checkout settings. |
| Shipping | The Shipping report aggregates shipping method usage from carriers configured in Shipping Methods. |
| Affiliates | The Affiliates report tracks referrals from affiliate partners configured in Settings. |
Print Editor
| Area | Effect |
|---|---|
| Saved Projects | The Saved Projects report shows customers with saved editor projects, reflecting usage of the Print Editor's save/resume functionality. |
Related Pages
- Orders — view and manage the individual orders that reports aggregate
- Products — manage the products tracked in product sales reports
- Analytics — access the dashboard for real-time performance metrics
- Users — manage the customer accounts referenced in customer reports
- Checkout — configure promo codes and checkout fields tracked in reports
- Settings — manage affiliates and shipping providers used in reports