The Reports tab on your SauceyDirect Dashboard gives you fast, flexible access to sales data, customer trends, and product performance — all in just a few clicks.
Whether you’re looking to track sales by location, analyze order details, or understand your top-selling products, this tool is built to save you time and boost your business decisions.
🔍 Where to Find Reports
Log into your Merchant Dashboard: dashboard.sauceydirect.com
Click on “Reports” in the left-hand sidebar menu.
🧭 How to Use the Filters
At the top of the Reports page, you’ll find two key dropdowns to tailor your reports:
🏪 Store Selector
Use the "Aggregate all locations" dropdown to view reports across all stores, or isolate a specific store to see data just for that location.
📅 Date Range Filter
Select a timeframe like Last 7 Days, Month to Date, or a custom date range to focus your reporting window.
✅ Tip: For full historical data, choose "All Time" in the date filter.
📑 Report Types & What They’re Best For
Here are the four reports currently available and when to use each:
1. Sales Snapshot (PDF)
A high-level overview of your sales performance.
Includes: total revenue, order count, average order size.
Use this for: tracking weekly/monthly progress or sharing topline data with partners or management.
2. Detailed Order Report (CSV)
A line-by-line breakdown of every order.
Includes: customer info, items sold, fulfillment status, delivery fees, and more.
Use this for: reconciliations, internal audits, taxes, or customer service inquiries.
3. Product Performance Report (CSV)
Insights into your best and worst-selling products.
Includes: product name, quantity sold, and total sales by item.
Use this for: optimizing your inventory and highlighting top-performers.
4. Customer Summary (CSV)
A report of your most loyal customers and spenders.
Includes: customer names, order count, and total spend.
Use this for: retention campaigns, loyalty programs, or marketing outreach.
⏰ Scheduling Reports
Each report type includes a “Schedule this Report” option. Click it to set up automated delivery to your email inbox — perfect for weekly team check-ins or performance reviews.
If you have any questions or need help accessing specific reports, reach out to your Customer Success Manager or contact us at support@sauceydirect.com.