Compare sales periods and export daily totals

Help center / Stock and sales

Open Analytics from the sidebar or Business setup. The page compares recorded sales over a selected period with the preceding period and shows current stock and work snapshots alongside them. Those sections answer different questions, so check each section's scope before interpreting a change.

1. Choose the last 7, 30 or 90 days.
2. Select one location or all locations.
3. Review the recorded sales value, units and daily trend.
4. Check the top products and location comparison.
5. Choose Export daily CSV when you need the daily figures outside the app.

The public workspace is coming soon. These instructions describe the implemented reporting view and its limits.

Choose a sales comparison period

The period choices compare the selected recent window with the immediately preceding window of the same length. A seven-day view answers a different question from a ninety-day view, so keep the selection consistent when discussing results with a colleague.

Before attributing a change to a shelf move or campaign, consider whether the periods contain different trading conditions. A shorter opening week, a stockout or missing sales entries can change the totals. The report presents the recorded figures; it does not determine which event caused the difference.

Filter analytics by store location

Choose one location when investigating a local change, or all locations for a business-wide view. Keep that scope visible in any notes or exports you share. Otherwise, a store total can be mistaken for the result across the whole business.

Use the location comparison to identify where to investigate next. A difference between stores is a starting point for checking stock availability, product mix and recorded activity. It is not proof that one team worked more effectively than another, especially when the stores trade under different conditions.

Read recorded sales value and units

Units describe recorded sales quantities. Sales value uses the recorded USD selling price. These figures do not calculate profit, inventory valuation, tax or discounts. Voided sales are excluded from the reporting totals.

If a figure looks wrong, inspect the underlying entries through Sales. Analytics is read-only and does not edit the transaction for you. Keep the distinction between a quantity error and a price error: they may affect different headline figures even when they came from the same recorded sale.

Compare daily sales trends

Use the daily view to see whether a period's total comes from steady activity or a small number of busy days. Check dates with no recorded sales rather than assuming they were normal trading days with no demand.

For an illustrative comparison, a store may record similar weekly units in two periods even though the second week contains a large delivery-day sale and several quiet days. That pattern can suggest a useful question about availability, but the chart alone does not establish why customers bought when they did.

Review top products in analytics

The product view helps identify which recorded items contribute to the selected period. Confirm the location and date controls before using the list to plan an investigation. A product absent from the leaders may still be important to a small category or an occasional customer need.

For a unit-based selling measure, read the sell-through guide. Financial stock turns require cost inputs, as described in Shopify's turnover explanation. Neither concept should be inferred from a sales-value ranking without the required additional information.

Export sales days to CSV

Choose Export daily CSV after setting the reporting scope. The file contains daily sales for both the selected period and its comparison period, including zero-sales dates. Review the headers and dates before creating a separate chart or calculation.

Microsoft's CSV import instructions explain how to open delimited files in Excel. Keep an unchanged copy of the export when experimenting with spreadsheet formulas. An edited file is your own analysis, not a change to the app's saved sales records.

Interpret current stock snapshot cards

The stock and low-position sections describe the current saved stock state. They do not rewind inventory to the end of the sales period selected above. Changing the sales window therefore should not be treated as requesting a historical stock balance.

An uncounted position is unknown, not zero. Investigate missing counts through Inventory and locations before describing those positions as empty. A current low position may be useful for today's replenishment review even if the sales comparison covers a much longer period.

Understand work status snapshot totals

Work status totals are current snapshots as well. A work item assigned across multiple locations is counted once in the business-wide total, rather than becoming a separate business task for every location involved.

Visibility follows the person's work permissions. Someone limited to assigned work should not expect the same totals as someone permitted to view all business work. Compare reports using the same access scope, or have an authorized manager explain the broader picture without treating a restricted view as missing or corrupted data.

Investigate unexpected reporting differences

Check the selected period, location, recorded prices, voided entries and missing sales before drawing conclusions. Record the question you are trying to answer, then use the relevant source screen to inspect the details. The report does not connect to a live point-of-sale feed or fill gaps automatically.

For cost-based calculations, use the standalone turnover tool with figures from your own cost records. Its result is separate from Analytics. Keep the chosen dates and accounting basis with that calculation so another person can understand and reproduce it.

Coming soon

← All help articles