How to Generate a Sales Report

This article explains how to generate a Sales Report in Composer, which provides a summary of all orders placed through the platform.


What is a Sales Report?

A Sales Report compiles order data into a downloadable CSV file. You can use this report to:

  • Analyze sales performance.
  • Track order volume across all or specific customer accounts.
  • Review sales trends over a selected date range.

Step 1: Access Composer

  1. Log in to your Controls account.
  2. Navigate to your Composer app via the side navigation bar.

Step 2: Open the Analytics Section

  1. In Composer, click on the Analytics tab in the side navigation bar.
  2. Select the SALES REPORT tab from the available options.


Step 3: Configure Your Report

  1. Select a Customer Account (optional):

    • Use the dropdown menu to choose a specific customer account for the report.
    • Leave the field blank to include data for all customer accounts.
  2. Set a Date Range:

    • Use the date picker to specify the range of sales data you want to include in the report.


Step 4: Generate and Download the Report

  1. After configuring the settings, click the Download button.
  2. A CSV file containing your sales report will be generated for review.


 

Need Help?

If you have any questions or run into issues while generating a report, contact our support team at support@slerp.com or use the chat icon in your Controls dashboard.