Daily Order Sales Report
The report shows the value of orders by sold date. There is both a contract and confirmed amount. Contract sales include pending orders and confirmed 100% orders. You can schedule this report and have it sent to you on a daily, weekly, or monthly time period.
To access this report, you need the User Permission 'Daily Sales Report'.
In order to run the report, you simply need to enter a Start Date and End Date, which must be limited to one year. If you would like, you can also narrow down your results by choosing one or multiple Publications. By default, the report is run using Net amounts, but you may choose to show Gross amounts instead.
There are two main tables displayed in the body of the report: Confirmed Sales and Contract Sales. Confirmed Sales are any sales that have reached the 100% approval level, whereas Contract Sales include pending items. The tables will show the sales made in a handful of categories, such as Ad, Service, Subscription, etc., for each day in the date range searched, as well as showing daily totals. Under each of the main tables, you may also choose to display Issue Detail, Rep Detail, or Company Detail tables.
Confirmed Sales: Shows all orders based on the date the order becomes 100% confirmed; this happens after the order is financed approved by a user or automatically by the system.
Contract Sales: Shows pending orders based on the Sales Date and 100% approved orders based on finance approved date. The Contract Sales amounts will likely be higher than your Confirmed Sales. Contract Sales numbers will change once an order is Financed Approved. For example, you could see an order for $5,000 on Monday in Contract Sales. If the order is finance approved on Wednesday, You will see $5,000 in Contract and Confirmed sales on Friday; it will no longer show up on Monday.
The detail tables are formatted in the same way as the main tables, where sales are broken down per day, but instead of categories as the rows of data, the tables will display specific Issues, Reps, or Companies. This format allows you to see daily sales both in a summary view, and in a detailed view by further breaking down the data into Issue, Rep, or Company for both Confirmed and Contract Sales.
Tip
You can schedule this report to auto-send to you daily, weekly, or monthly.
Updated 3/26/2025