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Reporting & Analytics

Vanilla offers built-in reporting to help you track sales, refunds, and user activity.

Ryan D. avatar
Written by Ryan D.
Updated over 4 months ago

Frequently Asked Questions

Q: What reports are included by default?
A: Sales summaries, refund logs, and user activity reports.

Q: Can I add custom dashboards?
A: Yes. You can add dashboards for metrics like location performance or product trends.

Q: Can reports be exported?
A: Yes. Reports can be exported to accounting systems or downloaded as CSV/PDF.


Step-by-Step: Reporting Setup

  1. Open the Reports tab.

  2. Select a report type (sales, refunds, activity).

  3. Apply filters (date, location, product).

  4. Request the creation custom dashboards via proserve if needed.

  5. Set up scheduled exports to accounting software.

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