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.