# Reports and the dashboard

Sales figures, the tiles, saved carts and checkout health, sales tax thresholds, the Display tab and your dashboard cards.

Source: https://docs.lookoutridgeit.com/commerce/reports/

**Add-on**
Commerce is an add-on, so not every website has it. If it is not in
your menu, see [Add-ons](https://docs.lookoutridgeit.com/billing/add-ons/) to add it.

This is where you find out how the shop is doing. Sales by day, sales by
product, plans, a set of tiles across the top, and where your sales tax
stands.

Go to **Plugins**, then **Commerce**. Click the **Reports** tab.

## Picking a range

Six buttons sit at the top.

| Button | What it covers |
| --- | --- |
| **7 days** | The last seven days. |
| **30 days** | The last thirty days. |
| **MTD** | This month so far. |
| **QTD** | This quarter so far. |
| **YTD** | This year so far. |
| **All time** | Everything you have ever sold. |

For your own dates, fill in **From** and **To** instead.

Days are counted in your own time zone. If you close at 8pm, today ends at
midnight where you are.

## The chart

Under the tiles is a chart headed **Revenue and orders**, with your dates
beside it. One bar per day, up to 31 days. Longer than that and the bars become
weeks.

Money is on the left side. The count of orders is on the right. Rest your mouse
on a bar to see the exact figures.

## The sub-tabs

Under the chart are four tabs: **By day**, **By product**, **Orders** and
**Sales tax**. The first three are here. **Sales tax** has its own part below.
See [Sales tax](https://docs.lookoutridgeit.com/commerce/reports/#sales-tax).

**By day** is one row per day: **Orders**, **Gross**, **Refunded**, **Net** and
**New subscriptions**. Days with no sales are left out of the table, so the
busy days stand out. The chart still shows them.

**By product** is one row per thing you sold, with **Kind**, **Quantity** and
**Revenue**. **Kind** says whether it was a product or a plan.

**Orders** lists every order in your range, right here. Plan payments are in
it too, unlike the **Orders** tab. Click a row to open that order. You can
also check rows and use the bar that appears, the same as on the **Orders**
tab. See [Orders](https://docs.lookoutridgeit.com/commerce/orders/).

## The tiles

These tiles can show. Some are money, some are counts.

| Tile | What it means |
| --- | --- |
| **Revenue (30 days)** | Money taken in the last 30 days, after refunds. |
| **Orders (30 days)** | How many orders were paid in the last 30 days. |
| **Average order value** | That revenue split across those orders. |
| **Average lifetime value** | What the average customer has ever spent with you. |
| **Awaiting fulfillment** | Orders not yet at the last stage, **Shipped / Completed**. |
| **Active subscribers** | People on a plan right now, free trials included. |
| **MRR** | Monthly recurring revenue: what your plans bring in per month. |
| **Refund rate** | The share of orders in your range that were refunded. |
| **Repeat customer rate** | The share of buyers who came back for a second order. |
| **Project credits outstanding** | Project credits your customers have not used yet. |
| **Plan credits outstanding** | Plan credits your customers have not used yet. |

Under the tiles sit two lists, **Top products** and **Top subscriptions**.
They show your best sellers in the range, with how many and how much. Which
ones show follows the **Dashboard activity card** choice on the **Display**
tab. **Both** shows both.

## More cards

A few more cards show when they have something to say.

**Checkout health** counts checkouts in your range: **Attempts**,
**Completed**, **Failed**, **Canceled**, **Still open** and the
**Failure rate**. An attempt is each time a buyer pressed the pay button. A
high failure rate means something is wrong at checkout. You can also get an
alert when checkouts start failing. See [Notifications](https://docs.lookoutridgeit.com/plugins/notifications/).

**Abandoned carts** shows how saved-cart reminders are doing: carts saved,
reminded, links opened, and orders they won back. **See the carts** opens the
list. It shows while reminders are on. See
[Orders](https://docs.lookoutridgeit.com/commerce/orders/#saved-carts).

**Outbound clicks** counts clicks on products you sell on another site. It
shows when you list one.

A few of these need a plain word.

**MRR** is monthly recurring revenue. It is what your plans are worth in a
month. A yearly plan counts as a twelfth of itself.

**Lifetime value** is what one customer has spent with you, all told. The
average tile spreads that across everyone.

**Project credits outstanding** is a count of credits, never money. A project
credit is a unit of work, and your website never puts a price on one. See
[Customers, credits and referrals](https://docs.lookoutridgeit.com/commerce/customers/).

**Important**
Most tiles ignore the date buttons. Revenue and orders are always the last 30
days. Awaiting, subscribers and MRR are always right now.

Only **Refund rate** and the two top lists follow the range you picked.

**Top products** can list the same thing twice. That happens on older sales,
made before your website filed products by name. It is a quirk of old records,
and nothing is wrong.

## Export CSV

Each sub-table has an **Export CSV** button, carrying the count of rows.

It saves the table you are looking at, for the dates you picked. Open the file
in Excel, Numbers or Google Sheets.

An empty table exports nothing, and tells you so.

## Sales tax

Click the **Sales tax** tab under the chart. It shows how close your sales into
each US state are to that state's **threshold**. A threshold is the amount of
sales into a state after which the state may want you to collect its sales
tax.

**Important**
This tab only shows numbers. It does not change what tax your checkout
collects. Whether you need to register in a state is your call, with your
accountant. This tab cannot tell you that.

The figures come straight from your Stripe account. They count every Stripe
sale: website orders, in-person sales, invoices and payment links, less
refunds. The first time you open the tab it can take a minute. After that it
updates itself when the figures are over a day old. **Refresh from Stripe**
updates it now.

| Column | What it shows |
| --- | --- |
| **State** | The state. Click it to open that state's own rule page. |
| **Period** | The time the state counts sales over. Each state has its own. |
| **Sales** | Your sales into that state in that time. |
| **Transactions** | How many sales. |
| **Threshold** | The state's line, such as "$100,000 or 200 transactions". |
| **% of threshold** | How close you are. |
| **Status** | Where you stand. See below. |

| Status | What it means |
| --- | --- |
| **Registered** | You already have a registration for this state in Stripe. |
| **Home state** | Your head office state. |
| **Threshold reached** | Your sales are at or over the line. |
| **Approaching** | Your sales are at 80% of the line or more. |
| **Below** | Under 80%. |

**Include invoices marked paid outside Stripe** adds invoices paid by cash,
check or bank transfer. It is off each time you open the tab.

**Export CSV** saves the table as a file.

The note under the table lists what is not counted, such as cash sales and
other card machines. Read it before you rely on a number.

To act on a state, see
[Stripe key and sales tax](https://docs.lookoutridgeit.com/commerce/stripe-key-and-tax/#watch-for-new-states).

If a box says credit notes are not being taken off, your Stripe key needs one
more permission. See
[Stripe key and sales tax](https://docs.lookoutridgeit.com/commerce/stripe-key-and-tax/#the-permissions).

## The Display tab

Go to the **Settings** tab, then **Display**. This is where you hide what you
never use.

There are four groups.

**Metrics** are the tiles above, and the top lists. Uncheck **MRR** if you do
not sell plans.

**Orders columns** are the ten columns on the **Orders** tab.

**Customers columns** are the ten on the **Customers** tab.

**Dashboard activity card** picks what your second dashboard card shows:
**Recent orders**, **Subscriptions** or **Both**.

The first three groups have an **All** and a **None** button, for turning the
lot on or off in one click.

Click **Save** when you are done. A message reads "Display settings saved."
**Cancel** puts back what was there before.

**Warning**
These settings belong to the website, not to your browser.

Hide a column here and it is hidden for everyone who signs in. Your bookkeeper
sees the same screen you do.

That is the point, but it does surprise people.

## The two dashboard cards

Two cards sit near the top of your [Dashboard](https://docs.lookoutridgeit.com/dashboard/).

**Sales** shows six figures: **Today**, **7 days**, **30 days**, **Orders
(30d)**, **Awaiting** and **Subscribers**. When orders are waiting to ship, a
seventh reads **Ready to ship**.

At the bottom of **Sales** are two links. **Reports** opens this tab.
**Open Commerce →** opens the **Orders** tab.

**Commerce activity** shows your newest orders, your plan counts, or both. The
**Display** tab decides which. Click any order in the list to open it.

**Contact support**
Contact us if:

- a figure looks plainly wrong for what you know you sold
- your reports are empty when you know there are orders
- the dates on a report do not match your own days

Email [support@lookoutridgeit.com](mailto:support@lookoutridgeit.com).
[Getting support](https://docs.lookoutridgeit.com/help/getting-support/) says what to put in the message.