Neto comes with a set of built-in default reports, accessible via Reports in the navigation menu. These reports are standardised across all customers and cannot be customised.
If none of them meet your specific needs, you can instead use the export wizard to generate more tailored, data-specific reports.
Filter Reports
You can use Neto's report filters to refine your data by criteria such as date ranges, customer groups, or sales channels. Available filters vary by report, depending on the type of data involved.
Keep in mind that each time you run a report, it captures a snapshot of the data at that moment, so to reproduce the same results later, you'll need to reapply the same filter settings.
Export Reports
To share or work with report data outside Neto, you can print it or export it as a CSV (comma-separated values) file. Simply run the report with your chosen filters applied, then click Export in the top right corner. This generates a CSV file and downloads it directly to your computer.
Sales Reports
This section covers reports focused on sales performance, breaking down revenue and order data by SKU, warehouse, category, shipping method, and location, so you can track how, where, and what you're selling.
Reports | Description |
|---|
Sales By Order | List of all sales with total summaries and amount owing per sale in a given date range. |
Profit By Order | List of all sales and the profit margin of each sale in a given date range. The cost price is based on the cost at the time of sale. |
Sales By SKU | Invoiced sales and closed returns summary per SKU in a given date range. Results include tax and are based on the date invoiced. |
Monthly Totals | Snapshot of invoiced sales totals on a month-to-month basis for comparative purposes. Results include tax and are based on the date invoiced. |
Monthly Totals By SKU | Snapshot of invoiced sales by SKU on a month-to-month basis for comparative purposes. Results include tax and are based on the date invoiced. |
Sales by Warehouse | Snapshot of invoiced sales totals by warehouse. Results are based on the date invoiced. |
Sales By Shipping Method | Breakdown of shipping revenue by shipping option per warehouse. An order can contain multiple warehouses with a single shipping cost. In such instances, shipping is divided equally among the warehouses. |
Sales By Category | Breakdown of revenue by category per warehouse. Products can be assigned to multiple categories; in such cases, revenue will be assigned to each category, therefore inflating your totals. Results are based on date placed. |
Sales By Warehouse By SKU | Breakdown of revenue by SKU per warehouse. Results are based on date placed. |
Sales By Shipping Service | Breakdown of shipping revenue by service per warehouse. An order can contain multiple warehouses with a single shipping cost. In such instances, shipping is divided equally among the warehouses. |
Sales by Suburb/Postcode/State | Breakdown of total sales by SKU per billing suburb, postcode, state or country. |
Customer State Sales | Total invoiced sales by billing address state. Results include product, shipping and tax revenue and are based on date invoiced. |
Item sales by voucher report | List of gift vouchers sold. |
Accounting Reports
These reports summarise financial data such as payments, receivables, and tax breakdowns, making them ideal for bookkeeping and reconciling your accounts.
Reports | Description |
|---|
Sales Summary | Summary of invoiced sales by SKU AND summary of payment receipts by payment method for a given date range. Results are based on data invoiced and the date payment was receipted. Ideal for recording sales and payments for bookkeeping purposes. |
Returns, Refunds & Credit Summary | Summary of credits issued, products returned to stock, and refunds paid. Credits and returns based on the date the related RMA was closed. Refunds are based on the date the refund was paid. |
Aged Receivables | List of unpaid invoices and unused credits by date range per customer. |
Sales Summary By Tax Code | Invoiced sales tax breakdown by income type, based on invoiced date. |
Stock Management Reports
Use these reports to monitor inventory levels, forecast demand, and track stock valuation, helping you make informed purchasing and restocking decisions.
Reports | Description |
|---|
Forecast Demand | Breakdown of sales performance by SKU in a given date range. Includes estimated re-order quantities based on supplier lead times and qty sold in the given date range. Handy when placing purchase orders. |
Stock Allocation Report | Breakdown of stock allocation by SKU. Includes on-hand qty, committed qty, build (kit) qty, and incoming qty. |
Out of Stock Notifications | List of out-of-stock notification requests per SKU. Handy for gauging the demand for out-of-stock products. |
Restock Alerts | Breakdown of stock allocation by SKU. Includes qty by warehouse, committed qty, qty kitted, and incoming qty. |
Stock Valuation Report (requires Neto Commerce Inventory add-on) | This report allows you to view your current levels of inventory and displays the total value of each item. |
Cost Analysis Report (requires Neto Commerce Inventory add-on) | View and analyse how a product's average cost changed over time. |
Customer Reports
This section provides reports centred on customer activity, including sales by customer and custom field data, giving you insight into buying patterns and customer information.
Reports | Description |
|---|
Sales By Customer | Summary of sales by customer in a given date range. |
Sales By Order | List of all sales with total summaries. |
User Custom Fields | List of all customers and data entered into the available custom fields. |
Neto POS
These reports relate specifically to point-of-sale operations, such as reconciling register shifts to ensure cash and card totals match what's been receipted.
Reports | Description |
|---|
Register Shifts | Shift closures compare your cash and card payment totals from each register against what you have physically receipted for each shift. |
Other Reports
This section includes a mix of additional reports covering shipping consignments, coupon usage, sales commissions, product reviews, and warehouse staff performance.
Reports | Description |
|---|
Shipping Consignments | List of shipping consignments with related order and tracking numbers in a given date range. Shipping cost displayed is the total cost of shipping paid by the customer. |
Coupon Usage | List of discount coupons/codes used in a given date range. Includes the discount value issued for product, tax, and shipping. |
Sales Commission Report | List of all sales with total summaries in a given date range. Includes the option to filter by salesperson, account manager, and sales channel. |
Custom Review Fields Report | List of all customer reviews/comments with all related review fields in a given date range. |
Picker Performance Report | List of staff users and the number of orders, order lines, and units picked. Used to measure the productivity of a warehouse user. |
Backorder History | Log of products being added to and removed from backorders by staff users. |
Log Reports
These reports log system activity and changes over time, such as order edits, inventory adjustments, batch processes, and staff actions, useful for auditing and troubleshooting.
Reports | Description |
|---|
Transaction Log | List of all sales orders, payments, credits, and refunds in a given date range. Includes whether the transaction is a debit or a credit against the related customer's account. |
Order Change Log | Log of all sales order changes. |
Inventory Change Log | Log of all inventory quantity changes/adjustments. |
Batch Process Log | Log of all batch processes that run. Includes outcome summary for each process. |
eBay Process Log | Log of all batch processes that run to integrate Neto with eBay. |
Shipping API Error Log | Log of all errors received from 3rd-party shipping carrier rate APIs. Handy for investigating issues with API driven shipping rates. |
Abandoned Checkout Log | Log of failed payments at checkout. |
Referral Commission Log | Log of referral commission earned and used per customer. |
Staff User Log | Log of all staff user activity. Includes pages visited and actions taken throughout the control panel. |
Export Template Examples
To create your own custom reports, utilise the data export templates to extract almost any information you need. To create a template:
1. In your Maropost Commerce control panel, navigate to Settings & Tools > Export data.
2. Click the Perform complex export button and choose Create new custom export template.
3. Enter the details below:
- Export Template Name
- Export Template Description
- File Name
- File Type – CSV Data is recommended
4. Click the Save & Continue button.
5. You can now create your export template by entering the header row (column names) and selecting data tags for the body.
Tip: We recommend you change the Send File To drop-down menu to Local Server. The File Location (HTTPS URL) field displays where the file can be downloaded once it is generated.
Important: Ensure you press enter/return to move the cursor to a new line after pasting the code below. Otherwise, your report data will be generated on one continuous line.
Kindly contact support if you prefer assistance with implementing any of the following reports:
- Stock Valuation (Product)
- Stock Valuation by Warehouse Organised by Brand (Product)
- Profit by Order (Order)
- Profit by SKU per Order with Warehouse (Order)