How to manage sales reports in Magento 2

There are 3 steps which describes the manage sales reports in Magento 2

Step 1: Refresh Reports statistics

Step 2: Reports Filtered

Step 3: Show or Export Reports

Magento offer customers a great skill to construct the sales reports, tracking the store sales every time you need. And the latest version of Magento,Magento 2, does not miss this in its features.

In this article you will learn how to manage sales reports in Magento 2, there are 7 selections of reports includes:

  • Order
  • Tax
  • Invoiced
  • Shipping
  • Refunds
  • Coupons
  • PayPal Payment

Order

This Report consist of the amount of orders to be found and mislaid, with amount for sales, amounts invoiced, refunded, tax collected, shipping charge and discount.

Tax

This Reports includes tax rule applied, tax rate, number of orders and amount of tax charged.

Invoiced

This Report includes the number of orders and invoice during the time period, with amounts invoiced, paid and unpaid.

Shipping

This Shipping Reports includes the number of orders for carriers or shipping method used, with amount for total sales shipping and total shipping.

Refunds

In this Reports you can find the number of refunds order and total number of refunded online and offline.

Coupon

Here you can find the list of coupons code used during the specific time interval, related price rule, and number of times used for total and subtotals for sales and discounts.

PayPal payment

This Report includes the types of Events such as a debit card transaction, begin and end dates, gross amount and related fees. The Reports can be automatically updates with the most current data from PayPal.

You can arrange and filter 6selections, except PayPal payment, by time interval, data and status. It can also filter by date, account, and transaction ID, invoiced ID, or PayPal reference ID.

Now we discuss about How to manage sales reports in Magento 2

The following steps help you to learn about manage sales reports in Magento 2

Step 1: Refresh Reports statistics

  • On Admin Sidebar, select Store. In the sales reports section, select the Reports you want to find.
  • To run this Sales report, you need to refresh statistics by clicking anchor text in “here” the word in the red box in the image.

Step 2: Reports Filtered

  • On the report page, you can set the filter to get exactly the report you want. You can find the report for all the websites or one websites, report for a time interval or a date.

Step 3:  Show or export reports

  • After setting all filters above, you can find the report you want by clicking the show report button. Or Magento 2 allows users to export the reports to CVC or excel file.

 I hope the following steps help you how to manage sales reports in Magento2.

Last Update: April 9, 2018  

February 6, 2018   76   Nandini R    Report    
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