Which reports can I download from Sharefox?

To help with monthly reconciliation, accounting and give a general overview of orders and payments within a given period you have access to the standard reports delivered by Sharefox.

All monthly reports are commonly run by default on the first day of the month for data concerning the previous month. The reports are accessible via the Admin Reports module.

Reports can also be set to run on specific dates (eg. 15th of the month) for the month in progress. If you need to customize the range of time please contact support@sharefox.co


Sales report

This report lists out all successful orders that were made within the reporting month regardless of payment method (online, invoice, kasse etc).

Each order is connected to a payment method indicating how the customer paid or is supposed to pay for their order.
In case of Online payments the report will link to the payment done by the customer.

Note on Payments: The reports are only reporting on Sales and Payments done within the reporting period. It is possible to have an order happen at the end of the period and the payment come through after the period has ended. 

You will find this report under the name format "Customer Sales Report YYYY-MM".


Payment report

This report lists out all successful online (credit card) payment operations that were made in a specific range of time (monthly standard) including extra charge and refunds. These are the same orders as those found in the NETS payment report if you use this (see article).

Note that payments done through Invoice or Kasse is not included in this report. Failed payments and deposit reservations that are not captured are not in this list.

Note on Payments: The reports are only reporting on Sales and Payments done within the reporting period. It is possible to have an order happen at the end of the period and the payment come through after the period has ended. 

You will find this report under the name format "Customer Payment Report YYYY-MM".


Order line report

This lists all products and order lines that have been included in orders over a certain time interval (standard monthly).

Note:  This report includes also internal orders, as well as items that have been changed on cancelled. Use filters to select your information of interest.  
You will find this report under the name format "Order line report Monthly YYYY-MM".


Additional reports

To receive these reports please contact support@sharefox.co.

Order line report - Year-to-date

This report displays all products and order lines that have been included in orders for the current running year, since January 1st.

Note: Included are also internal orders, as well as items that have been changed on cancelled. Use filters to select your information of interest.

Inventory report

This report displays the full inventory list at a given date.

Note: Included are both active and inactive inventory items for both actual and virtual inventory item types.


How to download your report


From your Admin menu >  Reports 

Choose the filters you need and the format (CSV or XLS) you prefer to download your report

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