Feature Updates 03/05/2026

One Report, Every Answer: The Unified Product Sales Intelligence Engine

What's New

Stop jumping between spreadsheets and admin pages to understand your store performance. The new Product Sales Report is a powerhouse—a single, unified engine that lets you slice and dice sales data by Product, Collection, Order, or Customer with one click. AI-powered insights, powerful search and filter tools, full-screen order management, and CSV/Excel exports for sharing with your team. This is store intelligence, reimagined.

Where to Find It

Path: Admin > Payment Reports > Product Sales Report

Who can use it: Any administrator with Donor Admin or Payments Admin role.

How to open: Payment Reports Hub > Product Sales Report card > View Report. Use the quick date shortcuts (Last Week, Last Month, Last Quarter, Last Year, YTD) or the custom date range picker before launching. You can also reach it from Products, Collections, Payments, and Checkouts admin pages with pre-applied filters.

Four View Modes

The report uses a View By toggle to switch between four grouping modes. All modes share the same filters, data set, and export options.

Product — Groups by individual product and variant. Best for top sellers, reordering decisions, variant performance.
Collection — Groups by product collection. Best for merchandising decisions, department-level reporting.
Order — Groups by individual order. Best for fulfillment management, large-order identification.
Customer — Groups by customer email. Best for retention analysis, top-spender identification.

Each mode has its own dedicated summary table with mode-specific columns, metric cards, and AI analysis structure.

Why it matters: Different stakeholders need different lenses on the same data. A single report with instant view switching eliminates context switching and ensures everyone works from the same filtered dataset.

Powerful Search and Filter Tools

The report provides powerful search and filter tools with dismissible filter chips so you can see exactly what criteria are active.

Primary Controls

Date Range: Calendar picker with presets (Last Week, Last Month, etc.); defaults to last 90 days
Status: Completed (default), Pending, Cancelled, or Refunded
View By: Product, Collection, Order, or Customer toggle
Run Report: Applies all filters

Scope Filters (Narrow Results)

Campus: Multi-select; shown only for multi-campus organizations
Collection: Multi-select from active collections
Product: Multi-select from active products
Fulfillment: Multi-select fulfillment statuses

Search & Refine

Customer: Name or email search
Variant: Variant name or value search
Quantity, Price, Total: Search by exact values, ranges, or minimums

Advanced Filters (Expandable)

SKU search, Barcode search, Product Type multi-select, Vendor multi-select, Requires Shipping (Yes/No), Digital Product (Yes/No). A badge shows the count of active advanced filters.

Dismissible Filter Chips

All active filters appear as removable chips in the criteria bar. Clicking the X on any chip removes it and re-runs the report instantly.

Why it matters: Complex sales analysis requires precise scoping. The filter system lets you narrow from broad date/status down to specific products or customers without losing context. Filter chips make the active criteria visible and easy to adjust.

Summary Metric Cards

Three rows of four metric cards adapt to the current view mode.

Row 1: Top metrics (e.g., Total Revenue, Product Variants, Total Units Sold, Avg Price per Unit)
Row 2: Grouped summary metrics (e.g., Unique Customers, Unique Orders, Revenue per Order, Avg Qty per Variant)
Row 3: Line items metrics (Total Revenue, Total Line Items, Total Units, Avg Item Value)

When cost data is available for 50% or more of items, the fourth card in Row 1 switches to Gross Margin with margin percentage.

Why it matters: At-a-glance metrics let administrators quickly assess performance without scrolling. Mode-specific cards ensure the most relevant KPIs surface for each view.

AI Sales Intelligence

An AI-powered Sales Intelligence & Insights panel generates a professional briefing automatically.

Adaptation: Structure adapts to the current view mode (product performance, collection comparison, order distribution, or customer behavior)
Content: Summarizes store performance with specific dollar amounts and counts; identifies top performers, patterns, and areas needing attention
Recommendations: Provides concrete, actionable recommendations
Display: Collapsible with "View Full Analysis" / "Collapse Analysis" toggle for longer analyses
Disclaimer: Notes that AI can make mistakes

Why it matters: Raw metrics require interpretation. The AI briefing transforms dozens of data points into actionable strategic intelligence, reducing decision paralysis for store and leadership teams.

Grouped Summary Table

A mode-specific summary table displays aggregated totals per group.

Columns: Mode-specific (units, revenue, orders, avg price, etc.)
% Share: Column with visual progress bar (Product, Collection, Customer views)
Grand Total: Footer row with totals
Sorting: By revenue descending; Order view sorts by most recent date
Export: Dedicated Export button for the current summary view

Why it matters: Grouped summaries answer "which products/collections/orders/customers drive the most revenue" at a glance. The dedicated export lets users share summary views without exporting full line items.

Line Items Table

Every individual order line item appears in a sortable, grouped table.

Sortable Columns: Order #, Date, Customer (last name), Product, Qty, Total
Product Display: Thumbnails with vendor and product type badges
Variant Details: Variant, SKU, and barcode display
Cost: Cost per item shown under price when available
Fulfillment: Color-coded fulfillment status badges
Group Headers: Subtotals matching the current view mode
View By Toggle: Secondary toggle at the table header for quick mode switching

Why it matters: Line-level detail supports drill-down from summaries to individual transactions. The secondary View By toggle enables quick pivots without returning to the top filter panel.

Order Details Modal

Click any order to see full details and manage fulfillment. A full-screen modal opens with complete order management.

Quick Actions: Print, Resend Email, Edit Payment Status (Refund / Bank Rejected / Cancelled), Gateway Refund
Customer Info: Profile photo, contact details, quick-action dropdown (View All Checkouts, View Profile, Change User, Sign In As User)
Payment Details: Visual payment card (Credit Card, ACH, Check, Cash) with masked numbers, processing fees, net amount
Checkout Items: Full product list with thumbnails, variants, quantities, prices
Fulfillment Management: View and edit fulfillment status, tracking code, shipping provider, ship date, shipping address, ship cost; Shippo integration with "Manage Order in Shippo" link and auto-sync
Checkout Totals: Subtotal, covered fee, sales tax, order status, final total
Shipping vs. Contact: Address map, IP/region info
Change History: Audit trail of all order modifications

When the modal closes, the report restores your exact scroll position and briefly highlights the viewed row.

Why it matters: Administrators can handle refunds, resend confirmations, and manage fulfillment without leaving the report. Scroll preservation keeps context when reviewing multiple orders in sequence.

Exports

CSV Exports (No Row Limit)

Available from the page header and line items table header.

All Line Items: Full export with complete order, product, shipping, tax, and collection data
By Collection: Grouped detail rows with collection headers, line items, and subtotals
By Product: Grouped detail rows by product/variant with line items and subtotals
By Order: Grouped detail rows by order with full shipping, fulfillment, and line item data
By Customer: Grouped detail rows by customer with shipping info, line items, and subtotals

Excel Export (.xlsx)

Single workbook with six sheets: Report Summary, Line Items, By Collection, By Product, By Order, By Customer. All monetary and quantity values stored as native Excel numbers. Limited to 10,000 line items (CSV has no limit).

Why it matters: Different export formats serve different workflows. CSV supports unlimited rows for data pipelines; Excel provides a structured multi-sheet report for sharing with stakeholders.

At a Glance

Four View Modes: Product, Collection, Order, Customer; shared filters, data, and exports
Powerful Filters: Date range, status, campus, collection, product, fulfillment, customer search, variant search, numeric ranges, SKU, barcode, vendor, product type, shipping/digital flags
Dismissible Filter Chips: Visual filter indicators with one-click removal
Summary Metric Cards: Three rows of four cards adapting to view mode; Gross Margin when 50%+ items have cost
AI Sales Intelligence: Auto-generated briefing adapted to view mode; collapsible
Grouped Summary Table: Mode-specific columns, % Share with progress bar, Grand Total footer, dedicated Export
Line Items Table: Sortable columns, product thumbnails with badges, variant/SKU/barcode, cost per item, fulfillment badges, group headers with subtotals, secondary View By toggle
Order Details Modal: Full-screen with Quick Actions, Customer Info, Payment Details, Fulfillment Management, Shippo integration, Change History; scroll position preservation and row highlight
CSV Exports: Five types: All Line Items, By Collection, By Product, By Order, By Customer; no row limit
Excel Export: Six-sheet workbook, 10K item limit
Access: Donor Admin or Payments Admin role

Quick Start

Go to Admin > Payment Reports and click the Product Sales Report card.
Choose your date range and filters, then click Run Report.
Use the View By toggle to switch between Product, Collection, Order, or Customer views—and click any order to see full details and manage fulfillment.