Overview of Sales Report by Date

This report will provide you with a breakdown of your company’s activity on a per day basis.

The first step in pulling this report will be to click on the down arrow in the search bar to view advanced searching options. Advanced Searching allows you to select the date range criteria for your report. Also, you are able to select a currency if your merchant processing involves multiple currencies.  To provide you with more flexibility with your data, please notice that you will have the option to export the CSV file if you need to.

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The Sales Report by Date provides you the total number of orders that you got per day (per currency if applicable), as well as the total revenue amount. This report includes a total number of orders from all your campaigns together.

The Initial column shows orders from new customers, and the Subscription column shows orders that are generated from your existing customers who are on an active subscription. The Total column represents the sum of the Initial and Subscription columns; therefore, the Total Revenue column is the sum of the Initial Revenue and Subscription Revenue columns.

The Shipping column indicates the number of shippable orders that you got per day, out of the total number of orders. The Shipping Revenue column contains the revenue amount you received from shipping charges with your shippable orders.

This report also provides you the total number of unique declines that is received each day under the Declines column, as well as the Decline Revenue. If a customer is declined five times, then the report will only show it as one decline and one decline loss. This is the case since you are not losing five orders, you are only losing one order from a customer who attempted an order up to five times with no success.

Also, if a customer makes two order attempts in which the first time was declined, but the second time was successful, the Sales Report by Date will not show the declined because the second time was successful. In case this you have not lost any revenue.

The Void/Refund column contains the total of orders that have been voided, and totally or partially refunded. The Void/Refund Revenue column indicates the total amount that has been voided or refunded. The number of void/refund orders is not included under the total number of orders.

The Hold/Cancels column contains the number of orders that were created within the selected date range which have been placed on hold/canceled. The actual hold/cancellation date of the order may be outside of the selected date range.

The Hold/Cancels Revenue column contains the total revenue lost from the order being placed on the hold. The lost revenue total is calculated based on the next recurring order the hold/canceled order would have recurred to.

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The Sales Report by Date also provides you a breakdown of how many orders were brought to you by each affiliate per day. You just have to click the Aff Link Affiliate ID under a particular date and the system will open up a new window with a full report by affiliate.

The illustration below provides an example taken from 03/22/13:

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From the affiliate report, you can then access the sub-affiliate report by clicking on the Affiliate Link Sub ID under an Affiliate ID. This report will show you how many orders came through the sub-affiliates under a particular affiliate.

For this example, we have taken affiliatexyz1 from the previous illustration:

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