Skip to main content

How do I use the Sales by Product report?

Become an expert on the Sales by Product report!

Written by Helen Kang
Updated over 10 months ago

The Sales by Product report surfaces total sales by product within a specified date range.

This report is useful for:

  • Viewing the summary data of products sold and refunded within a date range.

  • Viewing the most popular products sold within a date range.

  • Viewing the total dollar amount collected by product within a date range.


Pulling up the Report

  1. Navigate to Reports from the left panel > Sales > Sales by Product > View.

  2. Specify the time frame from the date picker.

The populated data is dependent on the Transaction Date for a specified time frame, not the Order Date.

Apply any additional filters.

  • Selecting multiple options within one filter type uses OR logic.

    • E.g., Product Type > Clothing and Accessories shows orders for clothing OR accessories

  • Selecting options across different filter types uses AND logic.

    • E.g., Product Type > Clothing and Accessories AND Fulfillment Location > Santa Monica shows clothing or accessories at Santa Monica


Understanding the Report

The Sales by Product report includes:

  1. Product: Name of the product at the time of purchase

    1. *If you rename a product and generate an updated report, the data will still reflect the name of the product at the time of purchase.

    2. If a product name update occurred within the selected date range, you'll see both product names reflected in the report in their own rows.

  2. Vendor: Brand of product.

  3. Collected Subtotal: Sum of the subtotal for completed sales for the product within the specified date range.

  4. Collected Tax: Sum of collected tax for completed sales of the product within the specified date range.

  5. Sold Quantity: Sum of quantity sold for completed sales for the product within the specified date range.

  6. Collected Total: Collected Subtotal + Collected Tax.

  7. Refunded Subtotal: Sum of the subtotal for full or partial refunds for the product within the specified date range, displayed as a negative number.

  8. Refunded Tax: Sum of tax refunded from full or partial refunds for the product within the specified date range, displayed as a negative number.

  9. Refunded Quantity: Sum of quantity refunded for completed sales for the product within the specified date range, displayed as a negative number.

  10. Refunded Total: Refunded Subtotal + Refunded Tax, displayed as a negative number.

  11. Product Subtotal: Sum of subtotals for completed, refunded, and partially refunded transactions for the product within the specified date range.

  12. Product Tax: Sum of collected tax for completed, refunded, and partially refunded transactions for the product within the specified date range.

  13. Total Quantity: Total quantity sold/refunded for completed, refunded, and partially refunded transactions for the product within the specified date range.

  14. Currency: Currency configured for the location of the sale.

    1. If a single product is sold/refunded in multiple currencies, the product will surface as multiple rows (for each currency)

  15. Product Total: Sum of total collected for completed, refunded, and partially refunded transactions for the product within the specified date range.

Did this answer your question?