Skip to main content

Sales By Month Report

Compare monthly sales against previous years side by side, with filters and built-in exclusions.

Written by Hrant Minasyan

The Sales By Month report compares your monthly sales against previous years side by side, so you can spot growth and seasonality at a glance.


Where to Find It

Reports → Financial Reports → Sales By Month


What This Report Shows

  • Each month of the year

  • The total for the current year alongside the previous four years


Filters You Can Apply

  • Date type — base the totals on the order start date, end date, or creation date

  • Order type and order status


⚠️ What This Report Already Filters Out

Note how this report behaves:

  • It always compares the most recent years (the current year plus the previous four), rather than a custom date range you set.

  • Order templates and deleted orders are excluded.


Exporting

You can export the report to Excel, CSV, or PDF. Larger reports are generated in the background — you'll be notified when the file is ready to download.


Need Help?

If you have questions about the Sales By Month report, contact us at [email protected].

Did this answer your question?