Finanças
Financial reports
How to generate and interpret financial reports
Generating financial reports:
Exporting reports:
- Access "Payments" in the SideBar
- Set the desired period using filters
- Click the export button
- Choose the format (CSV or Excel)
- Download the file for analysis
Sales by period
Daily, weekly, monthly, yearly
Sales by product
Performance of each product
By payment method
PIX, card, bank slip
Conversion rate
Checkouts vs approved sales
Tip
Export reports monthly to track your business growth and facilitate tax filing.