Sales Reports

Tracking sales performance is essential for making informed business decisions. With Oncord’s built-in reporting tools, you can easily access key sales metrics without relying on third-party plugins or add-ons.

From monthly revenue summaries to product-level insights and payment method tracking, Oncord offers a streamlined reporting experience directly within the platform.

In this guide, we’ll walk you through how to access the Sales Reports and explain the purpose and functionality of each report available in the Commerce module.

Accessing Sales Reports

To view your sales reports in Oncord:

1. Go to your Dashboard.
   
2. Navigate to Commerce > Sales.
   
3. Click the three-dot button at the top of the page.
   
4. Select Reports from the dropdown menu.
   

You’ll now see a list of available report types:

• Monthly Receipts
  
• Products Sold by Date
  
• Payment Methods by Date

Report Overview

1. Monthly Receipts

This report displays a list of receipt totals grouped by month. It provides a high-level overview of the total revenue received each month, helping you understand overall business performance and spot trends over time.

You can:

• View month-by-month totals
  
• Export the report data for further analysis or accounting use

2. Products Sold by Date

This report shows a breakdown of all products sold within a selected date range. You can filter by week, month, year, or financial year and group the results by product or by order options.

Additional features include:

• Filtering by product category.
• Viewing quantities sold and total revenue per product
  
• Selecting a tax type or product grouping for more refined reporting
  

This tool is ideal for tracking inventory performance, identifying top sellers, and analysing customer purchasing patterns.

3. Payment Methods by Date

This report provides a list of payment methods used over a specific date range. You can see totals for each method and filter the results by the administrator who received the payment.

This report helps you:

• Understand how customers are paying
  
• Monitor trends in payment preferences
  
• Audit staff-level sales activity if needed
  

You can also print the report directly for physical records or meetings.