Sales & customers
Sales, products and balance reports
Use reporting filters and exports to answer specific operational questions.
Where to go
Admin → Insights → Sales overview / Product insights / Customer balances
What to do
- 01
Choose the report matching the question: sales activity, product performance or customer credit.
- 02
Set the available dates and filters and apply them.
- 03
Compare report totals with the corresponding order/transaction records.
- 04
Use the supported export action when you need an offline record.
- 05
Store exports securely and remove unnecessary personal information before sharing.
What you should see
Reports summarize saved operational data; their date range and status scope affect the result.
Good to know
- Dashboard totals and a filtered report can differ because they use different time/status scopes.
- A credit balance is a wallet liability, not automatically the same as received bank revenue.
- Exports can contain private business or customer information.
Need help?
- Totals do not match? Align date range, timezone, order type and status.
- Empty report? Check filter dates and whether relevant records exist.
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