You’ll find these reports in the Admin under Orders & Payouts > Reports.

• Campaign Summary: Gross, collected, refunded, fees, and net by campaign. Use it for a high level view of sales for each campaign.
• Campaign Detail: A detailed record of every purchase for one campaign. If you want to choose your own columns and save that setup for next time, use Campaign Export instead, found on the campaign itself.
• Category Sales: Gross sales rolled up by store category.
• Corporate Matching Summary: Employer matching activity, with the number of requests in each step and the eligible and collected amounts.
• Fundraiser Detail: Donations to one campaign, broken down by grade and suggested amount.
• Failed Installment Plan: Installment plans with past due payments.
• Installment Plan: Orders with an active or complete installment plan.
• Leaderboard: Top sellers by grade and teacher for a campaign.
• Membership: Every membership sold, filterable by campaign.
• Offline Payments Pending: Cash and check payments that are still owed.
• Offline Reconciliation: Cash and check payments you’ve received, including SnackBar cash sales, totaled by campaign. Use it to check a cash box or bank deposit.
• Sales Tax: Monthly taxable sales and sales tax collected over the last 24 months.
• Student Campaign Purchases: Students with purchases from campaigns where the sale is credited to a student.
• Unit Sale: Units sold, delivered, and still to be delivered for each product and option.

Other Places to Find Reports

• Sales by Channel: How much of a campaign’s sales came from First Step, your online store, SnackBar (card and cash), or orders entered by hand. It’s on each campaign’s Overview page.
• Daily First Step Statistics: Completed First Steps by date and grade. Find it under First Step > Reports.

Looking for the Payment Type or Transaction Detail report? Those are no longer in the Reports list. See Payment Type Report and Transaction Detail Report for where to find that information now.