A Guide to Using Finance Sales Reports in Your Bookstores

Vendor Panel: Analyzing Financial Performance with Financial Sales Reports

Introduction

Monitoring financial performance is essential for success in the dynamic world of electronic bookstores. A thorough overview of sales transactions, rental revenue, discounts, and other information is available in the Finance Sales Reports section of your electronic bookstore's publishing panel. You may generate thorough reports using this robust tool based on a variety of variables and filters, allowing you to assess and comprehend the bookstore's financial situation. This manual will walk you through your selections and show you how to use the Finance Sales Reports area to your best advantage in order to learn important information.


Report Filters

This section allows filtering various options to create a customized report.

  1. Type Filter: Users can utilize this option to produce specific reports based on various transaction types.

    1. All: Reports are generated for all kinds of transactions, including those involving books and collections.

    1. Books: Generates reports specifically for individual book sales.

    1. Collection: Creates reports that are tailored for book collections or bundle sales.

  1. Filter Book Type: This option allows you to generate reports specifically based on the format of the books involved in transactions.

  1. Transaction Type: Based on the status of the transactions' completion, this option classifies them.

  1. Success: Creates reports for transactions that are successfully completed.

  1. Failed: Creates reports for transactions that are canceled or fail.

  1. All: Produces reports for all kinds of transactions, whether successful or unsuccessful.

  1. Rental: This tool offers numerous rental duration options and reports based on rental transactions.

  1. All: Reports are generated for each rental transaction.

  1. Renting: Creates reports for rentals that are active right now.

  1. Weekly: Reports are produced using weekly rental durations.

  1. Monthly: Reports are produced using monthly rental durations.

  1. Yearly: Reports are produced using yearly rental durations.

  1. Non-Rental: Produces reports for transactions other than rentals, like outright purchases.

  1. Discount: Users can use this option to filter reports based on the discounts that have been applied to transactions.

  1. All: Reports are generated for both discounted and non-discounted transactions.

  1. With Discount: Reports are created specifically for transactions with discounts applied.

  1. Without Discount: Produces specific reports for transactions without any discounts.

  1. User(s) Filter: This enables you to choose a specific user or users to include in the reports that are generated. useful for investigating sales information from particular clients.

  1. Book(s)  Filter: This allows you to choose a specific book to produce reports on sales associated with that specific book.

  1. Bundle(s) Filter: This allows you to select certain collections or bundles to create reports on sales associated with those collections or bundles.

  1. Start Date and End Date: Specify the time frame for which the sales reports should be generated. In order to examine sales within that timeframe, specify the start and end dates.

  1. Filter: Based on your preferences, generates the sales reports using the set parameters and filters.

  1. Reset: Returns all of the chosen options and filters to their initial settings.

Middle Page Components

The Middle Page Components display key summary data, such as total sales count, revenue, and discounts.

  1. Total Count: This shows the total count of sales transactions that meet the chosen filters.

  1. Total Price: Displays the total revenue from sales transactions that meet the chosen filters.

  1. Total Discount: Reveals the total amount of discounts that have been applied to transactions that meet the chosen filters.

  1. Excel Export: This enables you to share or export the generated sales reports to an Excel file for additional analysis.

Table of Information

The Table of Information offers a comprehensive breakdown of sales transactions, including buyer usernames, prices, vendor shares, and transaction types.

  1. Title 

  1. User: It shows the username of the buyer.

  1. Price: Shows the individual price for each book or sold collection.

  1. Vendor Share: Specifies the percentage of profits that are given to the vendor or publisher.

  1. Vendor Discount Share: This shows how much of the discounts were given to the publisher or the vendor.

  1. Discount: Displays the discount that was applied to each transaction.

  1. Book Type: Identifies the format of the book—PDF, EPUP, or Audiobook.

  1. Transaction Type: This shows the transaction's type, such as whether it was a rental or outright purchase.

  1. Type: Specifies the product's type, such as whether it is just a single book or a collection.

  1. Rental Type: Indicates whether the transaction is a non-rental purchase or the duration of the rental.
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