Reservety
Settings 15 steps

How to View and Export Order Sales Reports

Learn how to generate and view order sales reports in your Reservety dashboard. This guide covers filtering reports by date range and order status, and exporting the data to CSV for your accounting records.

Video thumbnail
Watch the video walkthrough

Step-by-step guide

1
Click Reports on the left sidebar.
Step 1
2
Click the Daily Sales Report button.
Step 2
3
Click the From Date text box to select a start date.
Step 3
4
Select the start date from the calendar (e.g., 1st of the month).
Step 4
5
Click the To Date text box to select an end date.
Step 5
6
Select the end date (e.g., the 19th).
Step 6
7
Click in the Status field and select a specific status (e.g., Returned).
Step 7
8
Click the Search button to generate the filtered report.
Step 8
9
Click Export to CSV to download the report data.
Step 9
10
To view all statuses, click Select All in the Status dropdown.
Step 10
11
Click Search again to refresh the results with all statuses included.
Step 11
12
To change the date range, click the From Date field again.
Step 12
13
Select a different start date (e.g., 1st of February).
Step 13
14
Click Search to generate the updated report.
Step 14
15
Click Export to CSV to download the filtered report.
Step 15
🛎️

Don't see what you need?

Remember, your plan includes Concierge Support. You don't need to learn technical settings. Just message us, and Ashish will configure it for you.

Chat with Support