## Zoho Commerce Help Documentation Index Access the complete documentation index at: https://www.zoho.com/en-us/commerce/help/llms.txt Use this file to discover all available documentation pages before proceeding. # Sales ![](/commerce/images/ue-resources/llm-utility-menu/sparkle-ai.svg) Explore With AI ![](/commerce/images/ue-resources/llm-utility-menu/dd-arrow.svg) * [Open in ChatGPT (opens in new tab)](https://chatgpt.com/?prompt=Analyze+the+content+of+https%3A%2F%2Fwww.zoho.com%2Fen-us%2Fcommerce%2Fhelp%2Fsales-reports%2F+and+understand+it+thoroughly+so+I+can+ask+questions+about+it.) * [Open in Claude (opens in new tab)](https://claude.ai/new?q=Analyze+the+content+of+https%3A%2F%2Fwww.zoho.com%2Fen-us%2Fcommerce%2Fhelp%2Fsales-reports%2F+and+understand+it+thoroughly+so+I+can+ask+questions+about+it.) * ![Copy for LLM](/commerce/images/ue-resources/llm-utility-menu/copy.svg) Copy for LLM * [![View as Markdown](/commerce/images/ue-resources/llm-utility-menu/md.svg) View as Markdown (opens in new tab)](/en-us/commerce/help/sales-reports/index.md) Sales reports give you a summary of the sales generated in your store. They help you analyze sales trends, identify top-selling products, and understand customer purchasing behavior. This section consists of nine reports: * [Sales by Customer](/en-us/commerce/help/sales-reports/#Sales-by-Customer) * [Sales by Variant](/en-us/commerce/help/sales-reports/#Sales-by-Variant) * [Sales by Coupon](/en-us/commerce/help/sales-reports/#Sales-by-Coupon) * [Order Fulfillment by Item](/en-us/commerce/help/sales-reports/#Order-Fulfillment-by-Item) * [Sales Return History](/en-us/commerce/help/sales-reports/#Sales-Return-History) * [Sales by Category](/en-us/commerce/help/sales-reports/#Sales-by-Category) * [Sales by Items](/en-us/commerce/help/sales-reports/#Sales-by-Items) * [Sales by Orders](/en-us/commerce/help/sales-reports/#Sales-by-Orders) * [Sales Summary](/en-us/commerce/help/sales-reports/#Sales-Summary) ### Sales by Customer This report gives you the summary of the number of invoices and the total invoice amount for every customer. Here’s how you can view this report: * Click **Reports** on the left sidebar. * Select **Sales** listed under the _Report Category_ section. * Select **Sales by Customer** under _Sales_. Fields Description Name The name of the customer. Invoice Count The total number of invoices (excluding the draft state invoices) for that customer. Sales The total amount of all invoices excluding tax. Sales with Tax The total amount of all invoices including tax. Invoice Amount The total amount of all invoices excluding tax. Here’s how you can customise this report: * Click **More Customizations** present in the top right corner. Fields Description Date Range Choose from the existing date range or select a custom date range. Compare with Once you have chosen a date range, you will be able to compare with the previous date range. Mark the checkbox given below if you want the comparison to be from the newest to the oldest time period. Number of period(s) The report will be compared with the selected number of previous date ranges. If you have selected the date range as previous week and number of period(s) as 3, you’ll see the comparison between the previous three weeks. Entities Select the required modules. Advanced Filters You can add multiple conditions to filter out information as per your requirement. **Show/Hide Columns** This section of the customize report lets you select different fields under Available Columns. The fields that you select will be displayed under Selected Columns, and these are the fields that will be displayed in your report. Fields Description Available Columns This lists all the fields that can be added to the reports as columns Selected Columns This lists all the fields that are being displayed as columns ### Sales by Variant This report contains the sales summary of all your product variants for the selected date range. Here’s how you can view this report: * Click **Reports** on the left sidebar. * Select **Sales by Variant** under _Sales_. Fields Description Item Name The product and its variants are listed here SKU Stock Keeping Unit of the products Quantity Sold The number of product variants sold Amount The total amount received for all quantities sold Average Price The average price per product variant Here’s how you can customise this report: * Click **More Customizations** present in the top right corner. Fields Description Date Range Choose from the existing date range or select a custom date range. Group By You can group by certain parameteres within the report. Compare With Once you’ve chosen a date range, you will be able to compare with previous date range. Mark the checkbox given below if you want the comparison to be from the newest to the oldest time. Number of Year(s) The report will be compared with the selected number of previous date ranges. Advanced Filters You can add multiple conditions to filter out information as per your requirement. **Show/Hide Columns** This section of customize report lets you select different fields under Available Columns. The fields that you select will be displayed under Selected Columns and these are the fields that will be displayed in your report. Fields Description Available Columns This lists all the fields that can be added to the reports as columns. Selected Columns This lists all the fields that are being displayed as columns. ### Sales by Coupon This report shows the total sales generated by each coupon used in your store for the selected date range. It helps you compare coupon performance and identify which promotions were most effective. Here’s how you can view this report: * Click **Reports** on the left sidebar. * Select **Sales by Coupon** under _Sales_. Fields Description Coupon Name The name of the coupon used in the invoice. Coupon Code The specific code applied to the sale. Coupon Status Current status of the coupon, such as active or inactive. Discount By Discount type, such as percentage or flat discount. Discount Amount The total discount amount applied by the coupon. Count Total number of times the coupon was used. The report also includes a total row at the bottom with the overall coupon discount amount and usage count. ### Order Fulfillment by Item This report gives you a summary of the stock used for a product in different steps of the order fulfillment process for the selected time duration. Here’s how you can view this report: * Click **Reports** on the left sidebar. * Select **Order Fulfillment by Item** under _Sales_. Fields Description Item Name The name of your product. SKU Stock Keeping Unit of your product. Quantity Ordered The total number of products ordered. Cancelled The total number of orders cancelled. To be packed The total number of orders that are invoiced and yet to be packaged. To be shipped The total number of orders that are packaged and yet to be shipped. To be delivered The total number of orders that are yet to be delivered. To be invoiced The total number of orders received that are yet to be invoiced. You can run the report for the desired date range. Choose from the existing date range or select a custom date range. ### Sales Return History This report summarizes the return and refund status of sales orders along with amount invoiced and amount refunded. Here’s how you can view this report: * Click **Reports** on the left sidebar. * Select **Sales Return History** under _Sales_. Fields Description Date Sales order creation date Customer Name Name of the customer associated with the sales order Amount Invoiced Amount invoiced for the sales order Sales Return Date Sales return creation date RMA Number Retainer invoice number created upon initiating the return process Status Sales return status Receive Status Status of order received Refund Status Amount refund status Amount Refunded The total amount refunded to the customer Balance Amount Amount yet to be refunded You can run the report for the desired date range. Choose from the existing date range or select a custom date range. ### Sales by Category This reports gives you a summary of the quantity of products sold based on categories. Here’s how you can view this report: * Click **Reports** on the left sidebar. * Select **Sales by Category** under _Sales_. Fields Description Categories All the sold categories will be listed Quantity Sold The number of products sold under that category Amount Total amount for all sold quantities You can run the report for the desired date range. Choose from the existing date range or select a custom date range. ### Sales by Items This report gives you a summary of quantities sold for all products. To view this report: * Click **Reports** on the left sidebar. * Select **Sales by Items** under _Sales_. Fields Description Product Name of the product SKU Stock Keeping Unit of the product Quantity Sold Total number of products sold Total Total amount for all the quantities of the product You can run the report for the desired date range. Choose from the existing date range or select a custom date range. ### Sales by Orders This report gives you a summary of all the orders received. Here’s how you can view this report: * Click **Reports** on the left sidebar. * Select **Sales by Orders** under _Sales_. Fields Description Date Creation date of the sales order Sub Total Total amount excluding tax Tax Tax amount for the sales order Shipping Charges Shipping charges applied on orders Total Total amount inclusive of tax Refund Refund amount, if any. You can also customise the date range and the aging summary. ### Sales Summary This report gives you a day-wise summary of the sales generated in your store for the selected date range. Use it to review sales trends and compare revenue across multiple days or periods. Here’s how you can view this report: * Click **Reports** on the left sidebar. * Select **Sales Summary** under _Sales_. Fields Description Date The date of the sales records. Invoice Count Number of invoices generated for the selected period. Total Sales Total sales amount before tax for the selected date. Total Sales with Tax Total sales amount including tax for the selected date. Total Tax Amount Total tax collected on the sales for the selected date. The report also includes a total row that summarizes the values for the entire selected period.