Skip to content
  • There are no suggestions because the search field is empty.

Download Sales Dashboard

The Download Sales feature allows you to generate detailed reports of your sales data. These reports include:

  • Dates: Sales and feedback dates.
  • Descriptions: Product descriptions and attributes.
  • Customer Contact Details: Names and emails.
  • Tags: Associated sales tags for categorisation.
  • Parent SKU and Order References: Specific product and order identifiers.
  • Product Links: Direct links to relevant products.

 

Download Sales Dashboard

The dashboard displays key sales information:

  • Name: Customer name associated with the sale.
  • Email: Customer email address.
  • Date: Date of the sale or feedback.
  • Description: Details of the purchased product.
  • Tags: Any tags linked to the sale.
  • Feedback Date: Date feedback was provided (if applicable).
  • Parent SKU: Product identifier.
  • Product Attributes: Specific characteristics of the product.
  • Order Ref: Order reference number.
  • Product Links: Direct access to product details.

 

Filters

Search by Date

Narrow down sales data using predefined or custom timeframes:

  • Today
  • Yesterday
  • Last 7 Days
  • Last 30 Days
  • Last 12 Months
  • Current Calendar Week
  • Current Calendar Month
  • Current Calendar Year
  • Last Calendar Week
  • Last Calendar Month
  • Last Calendar Year
  • All Time

 

Sort Sales Data

Sort your sales data to organize it for easy analysis:

  • Date
    • Newest to Oldest
    • Oldest to Newest
  • Name
    • A-Z
    • Z-A
  • Email
    • A-Z
    • Z-A
  • Description
    • A-Z
    • Z-A
  • Feedback Date
    • Newest to Oldest
    • Oldest to Newest
  • SKU
    • A-Z
    • Z-A
  • Order Ref
    • A-Z
    • Z-A

 

Download Options

Email Report

Generate a sales report and email it in CSV format to the specified recipient.

Schedule a Report

Automate the generation of sales reports at regular intervals.

Report Types

You can schedule the following types of reports:

  • Download Feedback
  • Download Sales
  • Feedback Breakdown
  • Feedback Summary
  • Feedback Volumes
  • Industry Comparison
  • Insight Tag Comparison
  • Insight Tag Summary
  • Merchant Performance Report
  • Merchant Signups
  • Net Promoter Score Summary
  • Pending Feedback Requests
  • Product Performance Requests
  • Product Performance Overview
  • Response Performance
  • SMS Activity
  • Sales Upload
  • Service Performance Profile
  • Top Customers

 

Scheduling Options

  • Frequency: Choose to schedule the report every hour, day, week, month, or year.
  • Day & Time: Select a specific day of the week (if applicable) and the time (hours and minutes) for report delivery.
  • Timeframe: Choose the date range for the report:
    • Today
    • Yesterday
    • Last 7 Days
    • Last 30 Days
    • Last 12 Months
    • Last Calendar Week
    • Last Calendar Month
    • Last Calendar Year
    • Current Calendar Week
    • Current Calendar Month
    • Current Calendar Year

 

Report Output

All sales reports are generated in CSV format, ensuring compatibility with a wide range of tools and workflows.

 

Summary

For further support with the Download Sales feature, please contact our support team or explore additional Knowledge Base articles.