Download Sales Dashboard
TABLE OF CONTENTS
- Overview
- Download Sales Dashboard
- Filters
- Sort Sales Data
- Download Options
- Scheduling Options
- Report output
- Summary
Overview
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.