This guide shows you how to easily generate a sales report for a specific period – for example, a month or a week – directly from Statistics in Kanpla Administration.
How to generate a sales report for a specific period:
Step-by-step guide:
Step 1: Log in
Go to Kanpla Administration and log in with your credentials.
Step 2: Go to Statistics
Click on Statistics in the left-hand menu to open your reporting options.
Step 3: Open Data Export
Select Data Export to view existing exports or create a new one.
Step 4: Click ‘Create Export’ (+)
Click the ‘+’ in the top right corner to create a new data export.
Step 5: Select export type
Under Type, choose “Sales – one row per product.”
This export includes all the information you need for your sales report, such as product name, date, price, and quantity.
Step 6: Specify your period
Under Filter, select the desired period you want to view data for – for example:
Short periods: Today, Yesterday, Last week
Longer periods: This month, Last month, Last quarter, etc.
Step 7: Select location and modules
Choose the location and the modules you want to include in your report.
Step 8: Review your columns
The most commonly used columns are automatically selected, but you can customize your report:
Add or remove columns as needed.
Click the button with the three dots and select Include all columns to get the full dataset.
Step 9: Click Download
When you’re ready, click Download to export your report.
The file will be exported as a .CSV file, which you can open in Excel or Google Sheets.
Here, you can for example:
Sort data by date, product, or location
Calculate total sales for the month
Filter to view specific product categories
Extra tip!
If you regularly need sales reports for specific periods, you can set up an automatic export.
This way, you’ll automatically receive the report by email – for example, every week or every month.
Prefer a visual walkthrough?
Watch our short video below, where we show you how to create a data export focusing on a specific period:
This feature allows you to efficiently compile and analyse sales data for any chosen period. If you encounter any issues or have additional questions, feel free to contact our support team for assistance.