Sales By Date Range Report

Overview

In this article, you will learn about Sellercloud’s Sales By Date Range report. This report helps get information about sales within a specific date range.

You can see the following:

  • Order Details: Order ID, Order Date, Ship Date, Ship From Warehouse, Channel, and Channel Order Number.
  • Financial Information: Shipping Total, Shipping Discount, Discounts, Gift Wrap Charge, Handling Fee, Insurance, Tax, Tax Refunds, Items Cost, Subtotal, and Grand Total.
  • Company Information: Company Name, Sales Rep, Sales Rep Two, and Marketing Source.

The Sales By Date Range report does not show profit and loss. Use the Profit and Loss reports to get that information.

You can run this report automatically on a regular basis with Scheduled Tasks.
For more information about Sellercloud’s Financial Reporting Suite, see the Reports FAQ.

Access and Customize the Report

To use the report, follow these steps:

  1. Navigate to Reports > Sales > Sales By Date Range.
  2. Set up the Default and Custom filters to have the report show precisely what you need.
  3. Click Search. Each filter you apply gets highlighted in a different color. If a filter is gray or not displayed at all, it’s not active.
  4. To manage the columns in the report, click the three dots icon on the top right and select Customize Columns. You can:
    1. Reorder columns by dragging them up or down in the list;
    2. Hide columns by clicking the Trash icons;
    3. Add columns by clicking Add column.
  5. To sort the data differently, use the Sort by menu.
  6. To save your filtering and sorting options, click Save view, type a Name and click Save.
  7. To export the full report to a spreadsheet, click Actions on the bottom right and select Export to Excel. Spreadsheets include all columns, including those hidden in the report.

Filter and Column Definitions

Click the drop-downs below for filter and column descriptions.

Default Filters
FILTERDESCRIPTION
CompanyInclude only orders from one or more companies.
ChannelInclude only orders from one or more sales channels.
Date RangeSelect a preset time range from Yesterday to Last Year.
DateEnter the Start and End dates. For a single date, choose the same Start and End date.
Date TypeChoose how to reflect orders and their associated activity:

  • Ship – View all orders whose shipping date is in your selected range.
  • Order – View all shipped orders whose order date is in your selected range.

Custom Filters
FILTERDESCRIPTION
BrandInclude only products from one or more brands.
ManufacturerInclude only products from one or more manufacturers.
VendorInclude only products from one or more vendors. Note: For Dropship orders, this will be the vendor that the products were actually purchased from.
Product GroupsInclude only products from one or more product groups.
Product TypeInclude only products from one or more product types.
PurchaserInclude only products bought by a specific purchaser.
Sales RepInclude only orders sold by a specific sales rep.
Settlement StatusInclude only Amazon and FBA orders in one of two ways:

  • All Orders – Shows profit for all orders regardless of settlement status.
  • Settled – Shows profit only for orders that have settlement data.
Ship From WarehouseInclude only orders that were shipped from a specific warehouse.
Show Precise Item CostShow the precise item cost up to 4 decimal places.

Report Data
COLUMNDESCRIPTION
Order IDShows the Sellercloud order number.
Order DateShows the date the order was placed on the sales channel.
Ship DateShows the date the order was shipped to the customer.
ChannelShows the name of the order’s sales channel.
Channel Order #Shows the channel-specific order number.
Shipping TotalShows the total sum of all shipping costs.
TaxShows the amount paid for tax for the order.
Tax RefundsShows refunds on tax for the order.
Items CostShows the total amount paid to purchase all items, including refunds and other fees.

This amount is based on the item cost on the date of the order, and the calculation method selected in the client setting Order Profit & Loss Calculated Using. This setting lets you calculate by Average Cost, Site Cost, or Last Cost. To get more information, go to Order Item Cost Calculation.

If the cost of an item on order is changed manually, follow these steps to have the updated cost reflected in the order’s profit and loss.

SubtotalShows the total amount of the items before any discounts, tax, shipping, etc.
Grand TotalShows the total amount of the order, calculated as such: (Subtotal + Shipping Total + Handling + Insurance + Gift Wrap + Tax) – (Discount + Shipping Discount).
Channel Order # (2)Shows a secondary channel order number.
Company NameShows the company name.
DiscountsShows the amount of any discounts applied to the order.
Gift Wrap ChargeShows the amount paid for gift wrapping for the order.
Handling FeeShows the amount paid for handling.
InsuranceShows the amount paid for order insurance.
Marketing SourceShows the name of the marketing source.
Sales RepShows the sales representative assigned to the order.
Sales Rep 2Shows the second sales representative. You will see it only if you select Enable Multiple Sales Reps in the Client Settings.
Ship From WarehouseShows the warehouse from which the product shipped.
Shipping DiscountShows the amount of any discounts applied to the shipping.

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