Sales Report

One of the pre-formatted reports available in your workspace is the Sales Report.

• Access
• Understand the data
• Types of reports available
• Export or print

Access

1. Login to your Occasion workspace.
2. Click on "Reports" from the sidebar menu.
3. Click on "Monthly Sales" under Sales and Marketing.

Understand the data

Your sales report will look something like this:

• How is Total Orders calculated?
• How is Average Order calculated?
• How is Total Sales calculated?
• How is Total Amount Collected calculated?
• Total Amount Collected: Total of all payments collected via credit cards only across all orders (completed or cancelled).

Types of reports available

Change the type of report from the "Group by Month" button on the right side of the screen. Here are the different options:

• Weekly Sales Report
• Monthly Sales Report
• Yearly Sales Report

Export or print

You can easily export your report by clicking the "Export Sales Report" button on the right.

You can export the calendar to an Excel, CSV or PDF format. You can also print it by selecting the Print option.