Sales Summary By State

This report allows you to view the sales within specific State(s) and/or Province(s). 

Running The Report

1. Go to Reports > Sales > Sales Summary by State. 

2. Select the States that you would like to run the data against. 

3. Adjust the dates, or click Manage Filters and Manage Reports Columns to customize your report. Learn More > 

4. Click Export to queue your report for download. It will be emailed to you when ready. You can also Save As or click Actions > Schedule to schedule your report to generate on a recurring basis (Plus only). Learn More > 

We have several parameters you can use to get the most accurate Sales Summary by State report you can:

  • Select the Type of Order it is (Admin panel/Website/POS/Tasting Room etc)
  • Select the State / or All States
  • From Date
  • To Date
  • Shipping Status (No Status/Shipped/Picked up)
    • This is the status marked off on the Shipping tab. It is primarily used by customers who are self-fulfilling.

Reports exports in .CSV format.

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Here are the definitions of what will populate in your Sales Summary by State report:

Website The website the purchase originated from.
State The State of purchase.
Subtotal Subtotal of the order, before taxes and shipping/handling.
Deposit If there is a bottle deposit on product(s) *(Canadian customers only)
Shipping Total amount of shipping.
Handling Total amount of handling.
Taxes Total amount of tax.
Total Total of sale including tax, shipping/handling.
Tip Tip amount in the transaction.
Total After Tips The total amount after tips have been included in the total.

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