Run a Sales by Time Period Report

The Sales by Time Period report, gives you an overview of sales within a given time period.

Go to Intelligence> Sales Legacy Reports tab (beside Dashboard tab)> Click on Sales by Time Period

In the report, you will see four fields to filter your searches:

  1. From & To - Defines the time period of the search.
  2. By - A drop down box with selectable time frames that define the x-axis of the graphs and the number of rows in the report table.
  3. Status - Select if the order is currently Active, Finalized or Fulfilled.

Click on "Update Report" to refine the search with the new search criteria.

A graph will be generated which will either show the value of the sales or the volume based on the time period. A table will appear below that with details on the sales volume, costs, value, projected profit and profit margins.

A link to the orders created within that time period will also be available.

You can then choose to save the report in a .csv file or onto your Google drive.

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