Running and exporting a report

Reports give you the detailed figures behind your store: sales, orders, customers, finances, inventory and traffic. You open a report, it runs on the dates you set, and you download it as CSV, Excel or PDF.

Considerations

• Set the dates and the comparison before you open a report. An open report covers the whole screen, so the controls behind it cannot be reached.
• Every report can be exported. Only some reports can compare one period with another. Those carry a Comparison badge.
• Two reports need the Enterprise plan. They carry a lock and an Enterprise badge, and open on an upgrade message instead of figures.

Open Reports

1. From your Orbit dashboard, go to Analytics.
2. Click Reports in the submenu.
3. The Reports page opens on the All Reports tab, with every report grouped by category.

Find a report

1. Click a category tab to see that group on its own: Sales, Orders, Customers, Finances, Inventory or Acquisition & Behaviour. All Reports shows every one.
2. Or type a word into Search reports... at the top of the page.
3. On All Reports, the search covers every category at once. On a category tab, it covers that tab only.
4. The number beside each tab shows how many reports match.

Note: The search field has no clear button. Delete the text to bring the full list back.

Choose the dates and the comparison

1. Click the date button at the top right. It reads Last 30 days until you change it.
2. Pick Today, Yesterday, Last 7 days, Last 30 days, Last 90 days, Last 365 days or Custom. A tick marks the one in use.
3. For Custom, set Start date and End date, then click Apply.
4. Beside the date button, set Compare to: to Previous period, Previous year or No comparison. Previous period is already chosen.
5. The list does not reload. Every report you open from now on uses these settings.

Open a report

1. Click anywhere on the report row. The whole row is the button.
2. The report runs and opens over your list. It shows the report name, your date range, and a chart or table.
3. The bar under the title shows Total: and the figure for your dates. Money figures show the currency code and a rounded number, such as GBP 34.9K.
4. Where a comparison ran, the same bar shows vs previous period: and the change as a percentage.
5. On a chart, the solid line is your current period and the dashed line is the period before.

Note: To close a report, click the arrow at the top left, the × at the top right, or the dimmed area around it.

Export a report

1. Open the report you want.
2. At the top right of the report, click CSV, Excel or PDF.
3. The file downloads. Nothing else changes on screen, so check your browser downloads.
4. The file is named after the report and the dates you set, and holds the same figures you are reading.

What is in each category

Sales

• Total sales over time: your total sales performance across the period.
• Net sales over time: sales after returns and discounts.
• Average order value over time: how your average order value moves.
• Total sales by product: which products earn the most.
• Total sales by product variant: the same, split by variant.
• Total sales by bundle: revenue and kits sold for each bundle.
• Sales by customer name: sales against each customer.
• Weekly sales patterns: patterns in your weekly sales.

Orders

• Orders over time: how many orders were placed.
• Order to fulfillment time: average time from order to fulfilment.
• Orders fulfilled over time: fulfilment rates and completed orders.
• Items ordered over time: total quantity of items ordered.
• Shipping and delivery performance: delivery times and success rates.

Customers

• New vs returning customers: new buyers against repeat buyers.
• Customers by location: where your customers are.
• New customer sales over time: revenue from new customers.
• One-time customers: customers who bought once.

Finances

• Finance summary: an overview of your financial performance.
• Cost of goods sold: cost, gross profit and margin over time. Enterprise only.
• Net sales by order: net sales for each order.
• Gross sales by order: gross sales before returns and discounts.
• Payments by gateway summary: payments split by gateway.
• Total sales breakdown: the parts that make up your total sales.

Inventory

• Month-end inventory snapshot: stock levels at the end of each month.
• Inventory value (current): what your stock is worth now. Enterprise only.
• Month-end inventory value: the value of your stock over time.
• Products by percentage sold: which products sell fastest against stock held.
• Inventory sold daily by product: daily stock movement per product.

Acquisition & Behaviour

• Sessions over time: visits to your store.
• Visitors over time: unique visitors.
• Sessions by location: where your traffic comes from.
• Conversion rate over time: your conversion rate across the period.
• Searches by search query: what customers search for.
• Storefront searches: search behaviour and popular terms.

Export the Analytics page

1. Go to Analytics.
2. Set the date range and Compare to: you want.
3. Click Export at the top right.
4. Choose Export as CSV, Export as Excel (XLSX) or Export as PDF.
5. The file downloads and holds the figures shown on the page.

Related guides

• Understanding your analytics figures
• Reading the conversion funnel
• Reading your analytics