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Read your reports

What each report measures, and why the numbers net out refunds.

Running your business 1 min read 4 steps 1 screenshots

Every report is built from your transaction ledger rather than a cached summary, and every figure is net of refunds — so what you see is money you kept, not money that briefly arrived.

1

Sales — the shape of your revenue

Revenue over time with real period bucketing, your split by channel across payment links, shop and invoices, sales by day of week, and — once you have shipped orders with addresses — sales by region.

app.paysana.co
The sales report. Hover any point on a chart for the exact value.
The sales report. Hover any point on a chart for the exact value.
2

Products — what actually sells

Units and revenue per product across both channels, with shipping and tax excluded so you are comparing products rather than postage. Stock bars flag anything low or sold out.

3

Forms — where people drop off

A funnel per payment form: views, checkouts started, orders paid, and the conversion between them. This is where you find the page that gets traffic but no sales.

4

Transactions — every movement of money

The ledger itself: gross, gateway fees, net, refunds issued, and the mix by payment method and source. Export any of it to CSV.

Worth knowing

  • Form views are counted for the lifetime of the form, which is why that column says All time rather than showing a date range.
  • The dashboard revenue chart has its own range selector — this year, last 12 months, six months or last year.

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