Working With Reports
Reports are available through your Quick Shopping Cart application for various sales and accounting purposes. You can generate reports for total gross and net sales, as well as reports based on sales by month, day, product, source code, and state. Additional reports are available for orders by day, total shipping charges, and total tax charges.
You can generate reports based on a date range, or you can leave the date range blank to generate a report for the entire history of your store. You can export any report into a Microsoft® Excel® worksheet for offline viewing and distribution.
Reports are presented in a list or a graph, depending on the specific report. Click the links below to see sample Quick Shopping Cart Reports.
Sample Report Line Graph
Sample Report Bar Graph
Sample Report Pie Chart
Sample Report Table
Creating Reports
You can generate reports by selecting a report from the invoice list in the Order Manager page or by clicking an invoice type in the Orders menu.
To Generate a Report
- Log in to your Account Manager.
- In the My Products section, click Quick Shopping Cart.
- In the Quick Shopping Cart list, click Open next to the Quick Shopping Cart account you want to use.
- Using the Advanced Builder, click Reports.
- Select a date range for the report, or leave this section blank to generate a report based on your entire store history.
- Select a report from the list of available report types.
- Click Generate Report.
NOTE: You can open an invoice listed in any report by clicking the invoice number.
Exporting Reports
To view and distribute reports offline, export reports into a Microsoft® Excel® worksheet.
To Export a Report
- Log in to your Account Manager.
- In the My Products section, click Quick Shopping Cart.
- In the Quick Shopping Cart list, click Open next to the Quick Shopping Cart account you want to use.
- Using the Advanced Builder, click Reports.
- Select a date range for the report, or leave this section blank to generate a report based on your entire store history.
- Select a report from the list of available report types.
- Click Generate Report.
- Click Download report as a Microsoft® Excel (.xls) worksheet.
- Open or Save the file.
NOTE: Files are saved with the file name "ReportTitle.xls" (for example: GrossTotalSales.xls). You can change the file name in the Save As dialog box.