This report gives you a full breakdown of your sales for the month or designated time period.
To pull the Monthly Reconciliation Report, navigate to the 'Orders' page.
1. Adjust your filters accordingly. The only filter you would need to adjust is your order date filter.
2. Click the 'Submit' button to refresh the page to only show orders with your selected filters
3. On the export drop-down menu, choose 'Monthly Reconciliation Report'
This will send an email of the file to the email address associated with your login profile.
Once the report is pulled, it will look something like this:
You'll be able to view the following information:
1. Total Net made from each Category
2. Subtotal from each Category
3. Net Sales
4. Discounts, Shipping Fees, Taxes, & Surcharges
5. Net Deposit
The bottom half of the report will show you the breakdown of the orders for the month, with information on what was purchased, if the order was processed, its channel, etc.