Sales Report Builder Overview

When to Use the Sales Report Builder

The Sales Report Builder is designed to help you quickly understand how your business is performing across channels, products, and time periods.

Use it to answer questions like:

How are my sales performing by channel?
Which products are selling the most—or have stopped selling?
How do revenue, units, and orders compare across different stores or date ranges?

The table is the source of truth for all report data.
Charts are provided as a visual lens to help you spot trends and patterns, but all totals, exports, and saved reports are based on the table results.

This approach gives you both precision and clarity: exact numbers when you need them, and visual context when it helps.

Getting Started

When you open Reports → Sales Reports, you can start in one of two ways:

Option 1: Load a Saved Report

If you’ve previously saved reports, use the Saved Report dropdown at the top of the page to load one instantly.

Selecting a saved report will:

Apply all saved filters and groupings
Update the table and chart automatically
Display the report name above the results

You can still modify filters after loading a saved report. Any changes will be treated as unsaved until you explicitly save again.

Option 2: Build a Report from Scratch

If no saved report is selected, you can create a custom report using the filters below.

Report Filters & Configuration

Date Range

Choose the time period you want to analyze (for example, Last 30 Days, Last 12 Months, or a custom range).

Stores

Select one or more connected stores to include in the report.

Group By

Defines the primary way rows are grouped in the table (for example, Channel, SKU, or Product).

Then By (Optional)

Adds a secondary grouping within each primary group.
For example:

Group By: SKU
Then By: Channel

This shows each SKU broken down by channel within the table.

Metrics

Select which metrics should appear in the table and exports, such as:

Revenue
Units Sold
Orders
Average Order Value

These metrics always apply to the table and exported data. You can view up to two of them at a time in a line or bar chart.

Charts (Visual Analysis)

Charts provide a visual summary of the same data shown in the table.

Chart Metrics

Charts are intentionally limited to up to two metrics at a time for clarity.

Use the Show on chart controls to select:

A primary chart metric
An optional secondary chart metric

This helps highlight trends without overcrowding the visualization.

Chart Behavior

Charts always reflect the current filters and groupings
Changing filters or metrics updates the chart automatically
Charts are for insight; the table remains the authoritative data source

Summary Totals

Below the chart, you’ll see summary cards showing totals for key metrics such as:

Total Revenue
Total Units
Total Orders
Average Order Value

These totals reflect the entire report, not just what’s visible in the chart.

The Data Table

The table displays the full results of your report and is the primary working surface.

From the table, you can:

View detailed breakdowns of your report
Sort by any column
Export the report to a .csv

Any changes to filters or groupings immediately update the table.

Saving Reports

To reuse a report later:

Configure your filters, groupings, and metrics
Click + Save Report
Give the report a name and an optional description
Opt in to share the report with your team. They will be able to view the report, but not edit or delete it.

Saved reports store the full configuration so you can quickly return to the same view in the future.

Key Things to Know

The table is the source of truth for report data
Charts visualize a subset of the report for clarity
Saved reports load a complete configuration
Editing a saved report does not overwrite it unless you save again