Reports shows what you sold, what you kept and where it came from, across every sales channel and every pen name on your account. Figures are read live from your orders each time the page loads, and money is never converted between currencies.
Open Reports
In the sidebar of your Seller Dashboard, select Reports. It sits below Shipping.
Reports opens on the Overview tab for the Last 30 days, with All channels and "Compare" off. If you have more than one pen name, it also starts on All profiles.
Choose another tab, or change the dates and filters in the bar at the top.
The Overview starts with Net earnings, Orders and Units sold, followed by Bestsellers, At a glance, Where sales came from and Top events. Hover or tap the info icon beside a figure for a short definition, or see What each figure in Reports means.
Reports is open to the account owner and team admins. If you're on a team and can't see it, see Give your bookkeeper or team access to Reports.
Filter bar overview
The bar above the tabs sets what every tab and the export count. Your choices stay in place as you move between tabs.
The date chip reads Last 30 days by default but can be set to standardized or custom date ranges. On the Overview and Sales tabs, you can also use Compare to show comparisons to another time period. See Choose a date range in Reports.
All channels: narrow Reports to Direct sales, Event preorders, Tickets or Wholesale. See Filter Reports by sales channel or pen name.
All profiles: appears when you have two or more pen names, and narrows Reports to one of them. (See the same article as above.)
Export: download your accounting CSV for the dates, channel and pen name you've set. See Export your sales as an accounting CSV.
If you sell in more than one currency, you can toggle between each currency under Net earnings on the Overview and Sales tabs. See View sales in more than one currency.
The tabs at a glance
Tab | What it answers | Read more |
Overview | How the period went: Net earnings, Orders and Units sold, your bestsellers, where sales came from and your top events. | |
Sales | How your sales moved over time, in a chart by day, week or month, with a breakdown table. | |
Products | What of each book, bundle, and merch item sold. | |
Tickets | Paid and free tickets, places filled and ticket sales for each ticketed event. This tab only appears if you sell tickets. | |
Events | What you sold at each event, with preorders and tickets together. | |
Direct | What each direct sales form sold (forms that aren't linked to an event and aren't wholesale). | |
Wholesale | Your wholesale sales, your buyers and how often they reorder. | |
Shipping | What buyers paid you for shipping, next to what your shipping labels cost. |
Open the details
On the Overview, select an item in Bestsellers or an event in Top events to open a side panel with its details.
On the Products, Events, Direct and Tickets tabs, select a row to open its side panel.
Select a category in Where sales came from on the Overview to filter the whole report to that category. Select it again to clear it.
View all on Bestsellers or Top events opens the Products or Events tab.
Rows in the Wholesale Buyers table and the Shipping Carriers breakdown don't open a panel.
Bookmark or share a view
The address in your browser keeps the tab, dates, comparison, channel, pen name and currency you've chosen. Bookmark the page, or copy the link, to come back to the same view. Anyone who can open Reports for your account sees the same view from that link.
Rolling ranges such as Last 30 days move forward each day. A month, quarter or year always opens on that same period, and your own dates don't change.
Your browser's Back button leaves Reports. It doesn't undo a filter or step back through tabs.
On your phone
Each chip in the filter bar opens a sheet from the bottom of the screen.
The row of chips and the row of tabs scroll sideways. Swipe to see them all.
Export shows only its download icon.
A few extras are hidden to save room, such as the "from" lines under figures when you compare.
What Reports doesn't show
Reports covers your Beventi orders and Beventi's fees. It doesn't show:
Payouts to your bank. Payments go straight to your own payment provider account, such as Stripe or PayPal, and reach your bank on your payment provider's payout schedule.
Processing fees. Your payment provider takes these from each payment, separately from Beventi's fees.
Tax. Beventi doesn't track tax collection, so Reports has no tax figures.
For example, a reader preorders a $100.00 book for an event. They pay $102.00, which includes the 2% reader fee. Beventi keeps that $2.00 and the 2.99% platform fee ($2.99), so Reports shows Gross sales of $100.00 and Net earnings of $97.01. Your payment provider then takes its own processing fee from the payment, and that fee isn't in Reports.
To match Reports with your payment provider's statement, see Reconcile Reports with your payment provider. For the fee rates, see Understanding Beventi Fees.
If you're a bookkeeper
You can open Reports if you're the account owner or a team Admin. Assistants can't. To prepare figures for the books:
Set the dates to the period you need, such as a fiscal year or a quarter. See Set your fiscal year and report by quarter.
Select Export to download the accounting CSV, with one row per order and its gross, fees and net. See Accounting CSV column reference.
For a full tax year or quarter, follow Get your sales and fees for a tax year or quarter.
FAQ
How do I download a report of my sales?
Select Export in the filter bar, check the dates, channel and pen name shown in the dialog, then select Download CSV. The file has one row per order, in every currency you sold in.
Is there one place I can see all my sales, across every event and store?
Yes. With All channels and All profiles chosen, Reports covers every order buyers have paid for, in full or in part, across event preorders, tickets, direct sales and wholesale, for every pen name on your account.
Does Reports include all my pen names?
Yes. Reports shows all your pen names together by default. If you have two or more, use the All profiles chip to see one at a time.
Can I see how much I sold between certain dates, for one event or source?
Yes. Choose your own start and end dates in the date chip, then pick a channel in All channels. For one event, open the Events tab and select the event to see its details.
Can I bookmark or share a Reports view with my team?
Yes. Bookmark the page or copy its link. It reopens the same tab, dates and filters for anyone who can open Reports for your account.
Can I use Reports on my phone?
Yes. The filter chips open as sheets, the chips and tabs scroll sideways, and Export shows as a download icon.