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How to pull sales report within a set date range?
How to pull sales report within a set date range?
Rhitam Dutta avatar
Written by Rhitam Dutta
Updated over a week ago

Revenue drives businesses and keeping track of sales metrics helps us not only determine company performance, but also gives crucial insights into where customer demand lies and what kinds of products are delighting your customers.

QuickSell Sales Report not only gives you the power to tap these insights, but also access your orders & inquiries data seperately and action on them; so you can quicly convert your inquiries into orders and easily dispatch your orders while maintaining proper track of inventory, taxes and other key business stats.
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Suggested Read : Difference Between Order and Inquiries ?
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โ€‹Access to your data by simply by following the below Steps :

Step 1 : Click on the more button represented by 3 Bars [โ‰ก ] & Scroll to Reports

Step 2 : Simply put the start and end date & click on Receive Report.

Done! You will receive the report on your registered email ID.


This is how your Email will look like:

We are often asked: Why are reports sent only via email to registered address ?

Well, QuickSell is a multiuser tool and the app might be in the device of multiple users managing either sales / order.

To ensure the simplicity for user while protecting the data departmentalization, only users with access to email of your business shall be able to access the data allowing business owners to prevent data leakage.


The content of the email has a .xlsx(comma separated value) attachment with 3 tables:

1. Inquiries - with data fields as:

Store Name

Order Number

Confirmed Order

Order Status

Catalogue Group

SKU Code

Product Name

Product Description

Product Weight

SIZES

Item Count

Discounted Price

Price

Coupon Amount

Coupon Discount Percent

Coupon Code

Coupon On Discounted Price

Price After All Discounts

Tax %

Tax Type

Tax Amount

Item Total

2. Orders - with below data fields :

Store Name

Order Number

Order Started Date (Order Created Date)

Order Started Time (Order Created Time)

Order Confirmed Date

Order Confirmed Time

Order Updated Date

Order Updated Time

Customer Name

Customer Mobile Number

Shipping Address

Total Weight

Total Items

Payment Mode

Payment Status

Confirmed Order

Order Status

Coupon Amount

Coupon Discount Percent

Coupon Code

Shipping Cost

Total Amount

3. Inquiries with Orders meta - with the below headers listed in table:

Store Name

Order Number

Confirmed Order

Order Status

Catalogue Group

SKU Code

Product Name

Product Description

Product Weight

SIZES

Item Count

Discounted Price

Price

Coupon Amount

Coupon Discount Percent

Coupon Code

Coupon On Discounted Price

Price After All Discounts

Tax %

Tax Type

Tax Amount

Item Total

Order Started Date (Order Created Date)

Order Started Time (Order Created Time)

Order Confirmed Date

Order Confirmed Time

Order Updated Date

Order Updated Time

Customer Name

Customer Mobile Number

Shipping Address

Total Weight

Total Items

Payment Mode

Payment Status

Shipping Cost

Total Amount


Pro Tips : Create smart order sheets, dispatch sheets and Order MIS, Tax MIS for smooth business operations using excel formulas.

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