Sales, Product, and Tax Reports
Review order revenue, product performance, and taxes by label.
Finance includes reports for commerce sales, product performance, and tax review.
Use these reports together when you need to understand what was sold, which products generated revenue, and how taxes were labeled during the same period.
Sales Summary
Use Sales Summary to review order revenue and order count over time. This is useful when storefronts and checkout links are part of your selling process.
Open Reports → Finance → Sales Summary, set the date range, choose the currency, and group by day, week, or month. Use this report to compare commerce activity against invoices and payments.
Use daily grouping for short campaigns, weekly grouping for operational review, and monthly grouping for finance or leadership review.
Product Performance
Use Product Performance to compare product revenue and units sold. This helps identify strong offers, underused services, and products that may need pricing or positioning review.
This report is grouped by product, so it does not use day/week/month grouping. Sort the table by revenue or units sold to find top products and weak offers.
Review product naming before using this report for decisions. Duplicate or near-duplicate product names can split revenue across rows and hide the real top seller.
Tax Summary
Use Tax Summary to review collected and paid taxes by tax label. Use the currency and date filters before exporting tax data.
Tax Summary is grouped by tax label. Confirm the tax labels in Finance settings before relying on the export for accounting review.
Use the Tax Summary as a review aid, then confirm final filing requirements with your accounting process. The report depends on how taxes were configured on orders and finance records.
Review Workflow
- Use Sales Summary to confirm commerce revenue and order count.
- Use Product Performance to see which products or services generated that revenue.
- Use Tax Summary to review tax labels and amounts.
- Compare order revenue with payment collection when investigating gaps.
- Export each report separately when handing data to accounting.
Keep the same date range and currency across all three reports when comparing them. If one report uses a different period or currency, the totals may look inconsistent even when the underlying orders are correct.
For monthly close, review refunds, failed payments, discounts, unpaid orders, and draft or test orders before exporting final reports.
Investigate Gaps
If sales revenue and payment collection differ, check unpaid orders, failed payments, refunds, discounts, currency filters, and date ranges. Sales reports can answer what was ordered, while payment reports answer what was collected.
If product performance looks too low, check whether some revenue was entered as custom line items instead of catalog products.
If tax totals look wrong, open the source orders or finance records and confirm which tax label was applied at the time of sale. Renaming a tax label after the fact can make old reports harder to interpret without changing the underlying transaction.
Before Exporting
Confirm date range, currency, and grouping. Add the period to the exported filename, especially when sending sales, product, and tax exports together.
Open the exported file before sending it to accounting. Check that the filename, period, currency, and report type are clear, especially when multiple exports are attached to the same message.
Troubleshooting
If a product is missing from Product Performance, confirm the sale used a catalog product rather than a custom line item.
If tax labels look inconsistent, review finance tax settings and recent product or invoice edits.
If the chart looks correct but the table looks unexpected, check sorting and filters before exporting.