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In this article, you'll learn:
- How to configure the date range for your Main Reports Overview
- Which data points are available with each section of the overview.
About Your Main Reports Overview
The Main Reports Overview gives retailers a snapshot of various areas of their business for a date range they specify. Retailers can view these data points, identify points worth investigating, and dig in further using more focused reporting or CSV exports.
This overview defaults to data for the current date, and retailers can adjust this date range using the fields provided at the top of the overview.
Retailers can view summaries for the following areas of their business using the Main Reports Overview:
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How Your Main Reports Overview Benefits Your Business
- View a summary of key financial and performance metrics for a specific date range.
- View returns by vendor to determine if particular vendor products are seeing higher return rates.
- View order fulfillment metrics by employee to determine whether employees are meeting recommended levels.
Configure Your Main Reports Overview
- Select Reporting in the side menu of your CommentSold dashboard.
- Select All from the report options listed at the top of the page.
- Define your Start Date and End Date in the fields provided, then select the Retrieve button.
Customer Overview
The Customer overview provides you with an up-to-date snapshot of your customer volume as well as metrics specific to the date range you defined.
Expand to a description of all the Customers Overview data points
Customers (Real-Time)
- Total Customers. Displays the total number of registered customers in your CommentSold account. This figure includes shoppers who have purchased from your business and those who have not.
- Messenger Users. Displays the total number of customers who connected Messenger on their account profile when registering.
- App Users. Displays the number of customers who have installed your mobile app and logged in using their registered account. This figure breaks down further to show iOS and Android app users.
- SMS Users. Displays the number of registered customers who have opted into SMS.
Customers (Defined Date Range)
- New Signups. Displays the number of new shopper registrations during the date range you defined.
- First-time Purchasers. Displays all first-time purchasers by name for the date range you defined. You can select a customer name to view the customer record or select Download as CSV to download a list of these purchasers to your device.
- New Signups Which Use App. Displays the number of new shoppers who signed into your mobile app during the date range you defined.
- New Signups Which Have Facebook Data. Displays the number of new signups who signed into their account page using the Login With Facebook button.
- New Signups Which Have Instagram Data. Displays the number of new signups who signed into their account page using the Login With Instagram button.
- Guests. Displays the number of guest checkouts during the date range you defined.
Orders Overview
The Orders overview provides a snapshot of your order volume for the date range you defined. You can also view limited shipping and refund metrics.
Expand to view a description of the Orders Overview data points
- Number of Orders. Displays the number of orders created during the date range you defined.
- Average Order. Displays the average order amount minus taxes, shipping, and discounts for the date range you defined.
- Average Time to Checkout. Displays the average time between a customer adding an item to their cart and the customer completing their purchase for the date range you defined.
- Number of Products in the Orders. Displays the total number of products purchased through the corresponding sales channel during the date range you defined.
- Orders Products Breakout. Displays how many items customers purchased versus how many products customers waitlisted during the date range you defined. You can drill into these figures further by choosing View by Collection or View by Size.
- Shipping Overview. Displays the total shipping revenue and shipping costs for the date range you defined.
- Packages Shipped. Displays the total number of packages shipped during the date range you defined.
- Gross Margin. Displays your gross margins (i.e., revenue - the cost of goods sold) for the date range you defined. You can drill into this figure further by choosing to View by Collection.
- Total Returns. Displays a summary of return data for the date range you defined. This includes the number of products returned in that time.
Payments Overview
The Payments overview provides a snapshot of payments by gateway, taxes, shipping costs, discounts, and more for the date range you defined.
Expand to view a description of the Payments Report Overview data points
- Total Payments. Displays total payments for the date range you defined. Payments include taxes, shipping, and discounts. This figure breaks down further to show payments by specific gateways.
- Product Revenue. Displays the total revenue for sold products in the date range you defined. Revenue does not include taxes, shipping, and discounts.
- Shipping Revenue. Display the total amount of shipping paid by customers during the date range you defined.
- Out-of-State Sales. Displays the total payments for states outside your business's state for the date range you defined. This includes taxes, shipping, and discounts.
- State Tax. Provides a link to where you can view your state taxes in Avalara.
- County Tax. Provides a link to where you can view your county taxes in Avalara.
- Municipal Tax. Provides a link to where you can view your municipal taxes in Avalara.
- Cost of Goods Sold. Displays the total cost of products sold during the date range you defined.
- Shipping Cost. Displays the total shipping costs paid during the date range you defined.
- Returns. Displays the total retail value for products returned in the date range you defined.
- Coupon Discounts. Displays the total of all discounts applied to orders during the date range you defined.
- Gross Profit. Displays the total payments minus the cost of goods sold, shipping, and taxes for the date range you defined.
Vendor Returns Overview
The Vendor Returns overview provides a snapshot of returned products by their vendor.
Expand to view a description of the Vendor Returns Overview data points
- Brand. Displays the name of a brand you offer.
- Returns. Displays the total number of products sold by the brand during the date range you defined and the number of those returned by customers. A high return rate might indicate an issue with the brand or a need for more communication with shoppers (i.e., a "didn't fit" return reason might require more fit guidance during a live sale).
Return Reasons Overview
The Return Reasons overview provides you with a summary of products returned and the reasons customers provided during the date range you defined. You can manage return reasons on the Returns tab of your Setup page.
Expand to view a description of the Return Reasons Overview data points
- Reasons. Displays the reason a customer selected for their return.
- Count. Displays the number of customers who choose the corresponding return reason for their return during the date range you defined.
- Total Cost. Displays the total cost of returned products associated with a reason for the date range you defined.
Store Credit Overview
The Store Credit overview provides a snapshot of store credit (account credit) activity during the date range you defined.
Expand to view a description of the Store Credit Overview data points
- Order Returns During Time Period. Displays the total amount of store credit issued to customers from returns processed during the date range you defined.
- Admin-Issued Credit During Time Period. Displays the amount of store credit issued to customers by your admin account during the date range you defined.
- Base Loyalty Program Credit Issued During Time Period. Displays the amount of store credit customers earned from your loyalty program during the date range you defined.
- Live Bonus Loyalty Program Credit Issued During Time Period. Displays the amount of bonus credit customers earned from lives sales during the date range you defined.
- Credit Transferred due to Merging Customer Accounts. Displays the amount of credit transferred due to a customer or your team merging duplicate customer accounts.
- Credit Issued During Period (Total). Displays a total of all store credits issued and earned during the date range you defined.
Processed Returns and Refunds Overview
The Returns overview provides a snapshot of returns and refunds processed by employees and by payment method during the date range you defined. If your business offers partial refunds, you will see additional metrics for those refunds.
Expand to view a description of the Return and Refund Overview data points
Returns Handled by Employee
- Employee. Displays the name of fulfillment employees who fulfilled packages during the date range you defined.
- Returned Items Handled. Displays the number of returned products the corresponding employee processed during the date range you defined.
- Total Refund Amount. Displays the total amount of refunds issued by the corresponding employee during the date range you defined.
Returns by Payment Method
- Processor. Displays the name of the payment method through which refunds were processed during the date range you defined.
- # Returns. Displays the number of refunds processed through the corresponding payment method during the date range you defined.
- Total Refund Amount. Displays the total refund amount processed through the corresponding payment method during the date range you defined.
Packer Overview
The Packer Overview provides a breakdown of orders fulfilled by employee during the date range you defined.
Expand to view a description of the Packer Overview data points
- Packer. Displays the fulfillment employee's name.
- Orders Fulfilled. Displays the number of orders fulfilled by the corresponding employee during the date range you defined.
- Products Fulfilled. Displays the number of products fulfilled by the corresponding employee during the date range you defined.
- Oz Fulfilled. Displays the total ounces (i.e., product weight) fulfilled by the corresponding employee during the date range you defined.
- $ Spent. Displays the total amount spent on shipping labels for the orders fulfilled by the corresponding employee during the date range you defined.
- Avg $ Per Ounce. Displays the average amount spent on shipping labels per ounce for orders fulfilled by the corresponding employee during the date range you defined.
Inventory Overview (Real-Time)
The Inventory Overview provides a real-time snapshot of your current inventory value and costs.
Expand to view a description of the Inventory Overview data points
- Inventory Retail Value. Displays the total retail value for all unsold and uncarted inventory.
- Inventory Cost. Displays the total cost for all your unsold and uncarted inventory.
- Customer Credits. Displays the total amount of unused credit available across all customers. This amount includes gift cards converted to account credit.
- Gift Cards Total. Displays the total amount of issued gift cards, both redeemed and unredeemed values.
Payments by Hour Overview
The Payments by Hour overview gives you an hour-by-hour breakdown of average customer payments for the date range you defined. These values include taxes, shipping, and discounts.
Learn More
- View and Understand CommentSold Analytics. Learn to access and read analytics panels displaying revenue, order, sales channels, and labor data.
- Export a CSV Report. Learn the various CSV reports CommentSold offers and the data points included in each.