{"id":1836,"date":"2017-07-21T10:41:39","date_gmt":"2017-07-21T10:41:39","guid":{"rendered":"https:\/\/www.onsightapp.com\/user-guide\/?p=1836"},"modified":"2025-11-04T11:51:51","modified_gmt":"2025-11-04T11:51:51","slug":"how-do-i-view-reports-on-products","status":"publish","type":"post","link":"https:\/\/www.onsightapp.com\/user-guide\/how-do-i-view-reports-on-products\/","title":{"rendered":"How do I view reports on sales by product?"},"content":{"rendered":"<p>You can view reports on the sales for all your products showing the value of all the orders and quotes generated for each product.<\/p>\n<ul>\n<li>Log in to the Onsight web console at\u00a0<a href=\"https:\/\/sales.onsightapp.com\/\" target=\"_blank\" rel=\"noopener\">https:\/\/sales.onsightapp.com\/<\/a>.<\/li>\n<li>Click on &#8216;Reports&#8217; from the left-hand side menu.<\/li>\n<li>Click on &#8216;Products&#8217; and then &#8216;All products&#8217; from the left-hand side menu.<\/li>\n<li>Click on the drop-down at the top of the screen to choose the time period for the report. The options are: &#8220;All time&#8221;, &#8220;Last year&#8221;, &#8220;Past 12 months&#8221;, &#8220;This year&#8221;, &#8220;Last month&#8221;, &#8220;Past 30 days&#8221;, &#8220;This month&#8221;, &#8220;Last week&#8221;, &#8220;This week&#8221;, &#8220;Yesterday&#8221;, &#8220;Today&#8221;.\n<li>If you are an admin, you will be presented with a table that lists of all your products and the value of all the orders and quotes generated for each product.\n<li>If you are a sales rep, you will be presented with a table that lists of the products that you have sold and the value of all your orders and quotes generated for each product.\n<li>Click on the \u2018Download XLS\u2019 icon at the top of the table to download the data to an Excel file.<\/li>\n<li>Click on the \u2018Download CSV\u2019 icon at the top of the table to download the data to a CSV file.<\/li>\n<li>For each row, next to the product name, you can click on the graph icon to see the product sales values graphed over time.<\/li>\n<li>For each row, next to the product name, you can click on the customer icon to see which customers have ordered that product. <\/li>\n<li>If you are an admin, for each row, next to the product name, you can click on the sales rep icon to see which sales reps have sold that product.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>You can view reports on the sales for all your products showing the value of all the orders and quotes generated for each product. Log in to the Onsight web console at\u00a0https:\/\/sales.onsightapp.com\/. Click on &#8216;Reports&#8217; from the left-hand side menu.<span class=\"ellipsis\">&hellip;<\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16],"tags":[],"_links":{"self":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts\/1836"}],"collection":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/comments?post=1836"}],"version-history":[{"count":19,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts\/1836\/revisions"}],"predecessor-version":[{"id":4640,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts\/1836\/revisions\/4640"}],"wp:attachment":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/media?parent=1836"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/categories?post=1836"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/tags?post=1836"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}