Data is the engine of modern retail, but raw numbers alone don't lead to better decisions. To truly drive growth, you need clear, actionable insights into your store's performance. That's where the Reports section of yourShop Admindashboard comes in. It’s designed to transform complex data into your strategic advantage, helping you track trends, solve problems, and plan for the future with confidence.

Navigating to this powerful tool is simple: from yourShop Admin dashboard, go to Stores, select the desired store, and then click on the Reports tab. This central hub provides a comprehensive overview of your store's operational health, covering everything from sales and payments to inventory and customer behavior.

This guide will walk you through every aspect of the Reports dashboard. You'll learn about the different types of reports available, how to filter and customize your data, and how to export and share your findings. By the end, you'll be equipped to leverage your store's data to boost sales, enhance efficiency, and improve customer satisfaction.

Your Complete Guide to Store Reports

The Reports dashboard is organized into several key categories, each designed to give you a detailed view of a specific area of your business. Let's explore the reports you have at your fingertips.

Sales & Revenue Reports

These reports are the cornerstone of your financial analysis, providing a clear picture of your store’s earnings.

• What they measure: Track critical metrics like gross sales, net sales, refunds, discounts, taxes, and shipping fees. You can also monitor your Average Order Value (AOV) to understand customer spending habits.

• Key metrics defined:

  • Gross Sales vs. Net Sales: Gross sales is your total revenue before any deductions. Net sales is what remains after subtracting returns, discounts, and allowances.
  • Average Order Value (AOV): Calculated as Net Sales divided by the total number of orders, this metric shows the average amount spent per transaction.

Payments Reports

Understand how your customers are paying and manage your cash flow effectively.

• What they measure: Get a breakdown of your tender mix (cash, card, online payments), track transaction fees, view settlement details, and monitor any outstanding balances.
• Key metrics defined:
  • Payment Totals vs. Outstanding: Payment totals show settled transactions, while outstanding reflects payments that are still pending.

Products & Inventory Reports

Keep your shelves stocked with what your customers want and identify slow-moving items.

• What they measure: Identify your top-selling products, pinpoint slow movers, and monitor stock-outs. You can also view inventory adjustments and valuations to maintain accurate stock levels.

• Key metrics defined:

  • Units Sold vs. Orders: "Units Sold" refers to the total number of individual items sold, whereas "Orders" represents the total number of transactions.
  • Inventory On Hand: This metric shows the current stock level, which may or may not include items committed to open orders.

Customer Reports

Get to know your customer base to build loyalty and drive repeat business.

• What they measure: Differentiate between new and returning customers, analyze customer lifetime value (LTV), and identify your top spenders.
• Use Case: A marketing manager can use the new vs. returning customers report to evaluate the success of a recent loyalty campaign.

Fulfillment & Operations Reports

Ensure your order processing is smooth and efficient.

• What they measure: Track orders by their status (e.g., pending, processing, shipped), measure on-time delivery and pickup rates, and analyze order cancellations.
• Use Case: An operations manager can review cancellation reasons to identify and address recurring issues in the fulfillment process.

Taxes & Compliance Reports

Stay on top of your tax obligations with clear and accurate reporting.

• What they measure: View total collected tax and differentiate between taxable and non-taxable sales to simplify financial reconciliation.
• Key metrics defined:
  • Tax Collected: This report shows the total tax amount, specifying whether it was calculated inclusively or exclusively of the item price.

Customizing and Filtering Your Reports

To get the most value from your data, you need to be able to focus on what matters most. The Reports dashboard offers powerful filtering and search options to help you zero in on specific information.

Search and Filter Options

Across the top of the Reports section, you'll find several global controls that apply to most reports:

• Date Range Picker: This is your most important tool for analysis. You can select from preset ranges like "Today," "Yesterday," "Last 7 Days," or "Last 30 Days." For more specific queries, you can define a custom date range.
• Store Selector: If you manage multiple store locations, you can switch between them to view data for each one individually.
• Channel Filter: Narrow down your data by sales channel, such as "In-Store" or "Online," to compare performance across different platforms.
• Payment Method Filter: Filter your sales data by how customers paid, whether by cash, credit card, or a specific digital wallet.
• Category/Product Filters: In inventory and product-focused reports, you can filter by specific product categories or even individual SKUs to analyze performance at a granular level.

These filters work in combination, allowing you to create highly specific views. For example, a store manager could filter for "Last 7 Days" sales, for the "In-Store" channel, paid by "Credit Card" to prepare staffing schedules for the tills.

How to Download, Export, and Print Reports

Once you’ve filtered your report to show the exact data you need, you can easily share or save it for offline analysis.

Step-by-Step Instructions:

1. Generate Your Report: First, navigate to the report you want and apply the desired date ranges and filters.

2. Locate the Export/Download Button: Look for an icon or button typically labeled "Export," "Download," or "Print," usually located in the top-right corner of the report view.

3. Choose Your Format: You will often have the choice to export your data as a CSV or PDF file.

   • CSV (Comma-Separated Values): This format is perfect for further analysis in spreadsheet software like Microsoft Excel or Google Sheets. The exported file will contain all the data from your filtered view in a structured table.
   • PDF (Portable Document Format): Choose this format if you need a print-ready, uneditable snapshot of your report. It’s ideal for sharing with stakeholders or for archival purposes.

4. Download and Save: Click your chosen format, and the file will download to your computer. Be sure to note the timezone and currency displayed in the report, as this will be reflected in your export.

Your Decision-Making Cockpit

Think of the Reports dashboard as the central cockpit for your retail operations. It’s not just about viewing numbers; it’s about turning those numbers into actionable strategies that grow your business. Whether you're a store manager optimizing inventory, a finance professional reconciling accounts, or a marketer measuring campaign ROI, these reports provide the clarity you need.

By regularly exploring your sales, customer, and operational data, you can stay ahead of trends, anticipate challenges, and make informed decisions with confidence. Dive into your Reports dashboard today and unlock the insights that will propel your store to new heights.