Reports - Product Overview

Where the dashboard gives you a view, Reports gives you data you can take away.

What is available

What sold, to whom, for how much.

Every payout, matched to its order.

You can also export orders and export leads directly from their tables.

Worth keeping straight, because they answer different questions and will not tie exactly in any given month.

	Answers
Sales report	What did we sell
Payment report	What were we paid

A sale and its payments can land on either side of a month boundary, especially when financing is involved. That is expected.

Pick a period, generate, review the overview and table, then download for your accounting system.

Filter before you export. It is faster than trimming a large file afterwards.

A repeatable month-end process that catches problems while they are still fixable.