Reports and Performance Monitoring – Summary Guide

The Reports section gives you a full overview of your store’s performance, earnings, and product activity over any time period.

  1. Date Range

Use Start Date and End Date to choose the time period you want to analyse.
Click Filter to update the report.

  1. Earnings Overview

Small dashboard cards display total earnings from:

  • New Orders
  • Processed Orders
  • Completed Orders
  • Invoices / Quotes

These figures help you see where your revenue is coming from.

  1. Earning Distribution

A visual chart showing how your earnings are spread across different order types or products.

  1. Product Popularity

This section highlights the most frequently booked or viewed items within your selected date range.

  1. User Data Download

Allows you to download customer-related data, useful for:

  • Audits
  • Analysis
  • Exporting to other tools

Click Download to save your data as a file.

  1. Date Range Earnings Reports

Choose a report type (e.g., Invoice Report) and download it to review earnings in detail.