> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.cartpanda.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Reports: Track your sales and affiliate performance

The **Reports** section, available in **Analytics > Reports**, allows you to closely track the performance of your store and your affiliates.

In this area, Cartpanda provides **pre-configured reports** with important metrics to analyze your business. You can also **create custom reports**, selecting exactly which data you want to view.

![](https://storage.crisp.chat/users/helpdesk/website/-/6/2/6/e/626e5bed518e1800/image_1tlnxcs.png =1196xauto)

### Available Reports

Currently, Cartpanda provides **three default reports** that store owners can access at any time.

# Total Sales Over Time

This report shows the **sales performance over a specific period**, allowing you to analyze how your revenue evolves over time.
You can select the desired time range, such as:
* Last **30 days**
* Last **90 days**
* Last **365 days**
* Or **any custom date range**

###### Metrics displayed in this report

* **Producer Net Revenue**
The net amount received by the producer during the selected period.
* **Discounts**
Total value of discounts applied to sales, such as **coupon codes or promotions**.
* **Shipping**
Total value related to shipping costs.
* **Taxes**
Total tax amount, if applicable.
* **Refunds**
Total amount returned to customers in refund cases.

###### Report structure

The data is organized **by month**, displaying information such as:
* Corresponding month
* Producer Net Revenue
* Total discounts applied
* Shipping value
* Taxes
* Refunds

This report allows you to **track the financial evolution of your store**, making it easier to analyze performance and make strategic decisions.

# Affiliate KPI´s

The **Affiliate KPI** report allows you to analyze the performance of sales generated by your affiliates.
When accessing the report, you can view the following metrics:

###### Available metrics

* **Affiliate Name**
Name of the affiliate associated with the orders.
* **Commission**
Total commission amount earned by the affiliate.
* **Net Revenue**
The net revenue of the order, calculated from the **total sale value minus the reserve balance** (usually **10% for global market sales**).
Example:
Assuming the reserve balance is **10%**:
Total amount paid by the customer: **$10.00**
Net revenue of the order = **$9.00**

* **Gross Revenue**
Total amount paid by the final customer.
* **Order Value**
Total value of the order placed.
* **Chargebacks**
Total value of chargebacks.
* **Earnings**
Total net revenue earned by the producer. It represents the **real profit generated from the sale**, already deducting **transaction fees and affiliate commission**.

###### Example calculation

**Order value:** $10.00
**Transaction fee (9.9% + $1.50):**
$10.00 − $2.49 = **$7.51**
**Reserve balance (10%):**
$7.51 − 10.00% = **$6.75** → **Net Revenue**
**Affiliate commission (fixed CPA):** $5.00

**Producer earnings:**
$6.51 − $5.00 = **$1.51** (final profit from the sale)

###### Example report

| Affiliate Name | Commission | Net Revenue | Gross Revenue | Order Value | Chargebacks | Earnings |
| ---- |
| test | $5.00 | $6.51 | $10.00 | $10.00 | 0 | $1.51 |

This report allows you to **accurately track affiliate performance**, identifying which partners are generating the most sales and the financial return those sales bring to your business.

# Affiliate Orders

The **Affiliate Orders** report provides a summary of sales made exclusively through **affiliate links**.

###### **Available metrics**

* **Total Orders**
Total number of orders placed through an affiliate's exclusive link.
* **Total Sales**
Total gross value of the sales generated by those orders.

**Example**

If an affiliate generated:
* **2 orders**
* Each order with a sale value of **$10.00**
The report will display:
* **Total orders:** 2
* **Total sales:** $20.00

This report helps you track **how many orders each affiliate generated and the total sales volume**, making it easier to monitor affiliate performance.

# Creating a Custom Report

In addition to the reports provided by Cartpanda, you can also **create your own reports**, selecting the metrics you want to analyze.
This allows for a **more flexible and personalized analysis of your store data**.

###### **How to create a report**

1. Go to **Analytics > Reports**
2. Click **Create report**
3. Set a name for the report (Example: **My Affiliates – March)**
4. Click **Add metrics**
5. Select the metrics you want to display
6. Click **Create report**

The report will be automatically generated with all the selected metrics.

# Editing the Report

If you want to change the information displayed in the report, use the **right-side panel menu**.

###### Report Name
Set any name you want for the report.

###### Category
When assigning a category to a report, it will be **automatically created when saving**.
You can use this feature strategically, for example:
* Create an **affiliate** category
* Organize reports by **specific months**
* Manage reports for **refunds or sales from a specific period**
This makes it easier to **find, filter, and manage your reports** in the reports interface.

###### Metrics
In the **Metrics > Add metrics** section, you can:
* Add new metrics
* Remove existing metrics

###### Dimensions
In the **Dimensions** section, you can add additional information to the report, such as:
* **Order ID**
* **Affiliate ID**
* **Affiliate Slug**
* **Affiliate Name**
* **Affiliate Phone**
* **Order Day**
These dimensions allow you to further **detail the data displayed in the report**.

###### Filters

Filters allow you to select specific information.
Example: when filtering by **Order ID**, you can choose:
* `is`
* `is not`
* `greater than`
* `less than`
* `greater than or equal`
* `less than or equal`
* `between`

Next to the filter, when **adding the value**, the information will be displayed according to the filter you defined. These filters can be applied similarly to other available options.

# Exporting a Report

If you want to export a report as a spreadsheet (**CSV**), follow the steps below:

1. At the top of the report, after saving it, click **Export**
2. Choose which email should receive the file:** Store email or User login email**

The report will be sent by email with the name:** Analytics Report – Cartpanda**
Simply click the link in the email to **download the report**.

The **Cartpanda Reports** feature allows producers and store owners to have a clear and detailed view of their business performance.
With it, you can:
* Track sales growth
* Monitor affiliate performance
* Analyze important revenue metrics
* Create custom reports with the most relevant data for your operation

This tool provides **more transparency, control, and data intelligence**, helping you make strategic decisions based on real business data.

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If you have any questions, contact our team through the platform chat or send an email to [**support@cartpanda.com**](mailto:support@cartpanda.com).
