Skip to main content

Financial reports and CSV exports

Expand Finance in the sidebar. Use Overview for totals and health, Sales for individual transactions, Products for performance, and Marketplace for the ANS connection and recent Marketplace sales.

Choose the period first​

  1. Open the relevant Finance page.
  2. Select Last 7 days, Last 30 days, Month to date or Custom.
  3. For a custom period, provide the date boundaries shown by the page.
  4. Use Refresh when you need to reload the current view.

The selected period applies to the report. If an expected sale is absent, verify the dates before changing other filters.

Find a transaction in Sales​

Sales filters with Search, Exact Product, Vendor Group, Source, Reset and Export CSV
The export uses the same filters as the displayed Sales report. Open full resolution (new tab)
  1. Select Finance → Sales.
  2. Use Search to narrow the report by the transaction or identifying text you have.
  3. Choose Exact Product when you want one catalog Product rather than a text match.
  4. Optionally choose a Vendor Group and Source.
  5. Inspect the matching sales and their gross, deductions and net values.
  6. Use Reset to clear the report filters when necessary.

A Vendor Group filter reports in-world sales associated with those Vendor objects. Marketplace sales are not attributed to a physical Vendor Group. Ungrouped Vendors means in-world Vendors without a dashboard group.

Compare Product performance​

Product performance filters with ranking by gross revenue, net revenue or units sold
Choose the ranking that answers your question before comparing Products. Open full resolution (new tab)
  1. Select Finance → Products.
  2. Choose the period, search, Vendor Group and Source.
  3. Set Rank by to Gross revenue, Net revenue or Units sold.
  4. Choose the number of Rows and use the page controls to browse the results.
  5. Compare both volume and proceeds; the highest gross seller is not necessarily the highest net seller.

The report can contain unmatched Marketplace items. Reconcile their Product mapping when you need them linked to your catalog rather than treating similar names as proof of the same Product.

Export a CSV​

  1. Set the intended period and report filters.
  2. Check that the matching results are the ones you want.
  3. Click Export CSV.
  4. Open the file in a spreadsheet and keep the original export when reconciling transactions.

The export follows the report's filter criteria; it is not an unrelated all-time account export. A file can contain customer information, so share only the rows and fields needed for the task.

Empty or unexpected results​

  • Widen the period.
  • Clear Exact Product, Vendor Group and Source filters.
  • Check whether the purchase was in-world, Marketplace, imported history or Store Credit.
  • Check Delivery issues when the transaction has not completed normally.
  • Read Understand your earnings before comparing gross totals to confirmed payouts.