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How do I access sales reports broken down by customer, location, or time period?

Go to Reports and then Sales. Open the Sales by Customer report. You can filter the data using the filters bar at the top:

  • Time period - Use Date Range (This Week, This Month, or a custom range) to scope the report.

To apply more filters, click More Filters and select from the following options:

  • Customer Name - Sales by Customer gives a per-customer breakdown of sales. You can narrow further by adding a filter on Customer Name.
  • Location - Add a Location filter to view sales for a specific store/fulfillment location.
  • Other fields like Currency are also available as filters.

Use More Filters to combine conditions, Run Report to apply them, and Export to download the report for further analysis.