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].
