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How Do I Access My Sales Reports

Oct 21 2026 | By: PhotoBiz Knowledge Base

How to Access and Use Sales Reports in PhotoBiz ECommerce

Overview

PhotoBiz ECommerce includes reports for reviewing sales, payments received, customer information, Client Galleries event sales, invoices, and taxes. All orders placed through your PhotoBiz account appear in the Sales Report. Select a report and reporting period, then run the report to generate your results. You can print every report, and most reports also offer a CSV export that you can open in Excel or Google Sheets.

STEP ONE

Log into your PhotoBiz account and click on ECOMMERCE in the left-side menu.

STEP TWO

Hover over TRACKING at the top of your ECommerce dashboard, then click on REPORTS in the dropdown menu.

STEP THREE

Select Your Report

When you open Reports, SALES REPORT and THIS MONTH are selected by default. Select the report you want to run from the REPORT TYPE dropdown.

See Available Report Types below for an explanation of each report and its export and print options.

STEP FOUR

Select Your Reporting Period

Select your preferred reporting period from the DATE OPTIONS dropdown. For all reports except Tax Report, you can select LAST 6 MONTHS, THIS MONTH, LAST MONTH, THIS YEAR, LAST YEAR, or CUSTOM DATE.

For Tax Report, select the year you want to review. The year selector includes the years your PhotoBiz account has been active, allowing you to review previous years.

FINAL STEP

Run and Review Your Report

Click on RUN REPORT to generate your results. Confirm the reporting period displayed above the results, then review your report.

Each time you change REPORT TYPE or DATE OPTIONS, click on RUN REPORT again to generate results for your new selections.

Your report is ready to review. To keep a copy, use the export or print options described below for your selected report. These buttons appear above the report results.

Sales Report

Shows all orders placed through your PhotoBiz account during the selected date range. Results appear in separate Orders and Invoices sections.

The onscreen report includes:

  • Order or invoice number and date

  • Client name

  • Payment method

  • Subtotal, discounts, shipping, taxes, and total amount

A Summary row at the bottom combines the amounts from both sections for the selected reporting period.

Click on EXPORT above the results to download a CSV file. The export includes additional details such as payment status, customer email and phone number, billing and shipping information, event name, and discount code. You can also click on PRINT to print the report.

The Sales Report can include paid, pending, and refunded orders. Review payment status in the CSV export when interpreting your results. Use Payments Received when you want to review payments received during a selected period.

Payments Received

Shows payments received during the selected date range, including recorded offline payments.

The onscreen report includes:

  • Order number

  • Order date and payment date

  • Client name

  • Payment method

  • Payment amount

The order date and payment date may differ when a customer pays after placing an order. A Summary row shows the total payments for the selected period.

Click on EXPORT above the results to download a CSV file. The export also includes customer email and address information, event name, and a breakdown of subtotals, discounts, shipping, and taxes. You can also click on PRINT to print the report.

Customer

Select CUSTOMER from the REPORT TYPE dropdown to review customer information associated with orders placed during the selected date range.

The onscreen report includes:

  • First and last name

  • Email address

  • Phone number

  • City, state, and country

A customer may appear more than once in the results.

Click on EXPORT above the results to download a CSV file. The export also includes street address and ZIP code fields, along with shipping address details. You can also click on PRINT to print the report.

Sales by Event

Shows sales grouped by individual Client Galleries event for the selected date range.

Each event’s section includes:

  • Order number and order date
  • Client name
  • Subtotal, discounts, shipping, taxes, and total amount

A Summary row at the bottom of each event’s section shows that event’s totals for the selected period.

Click on PRINT above the results to print the report. Sales by Event does not offer a CSV export.

Invoice Report

Shows invoice activity for the selected date range.

The report includes:

  • Invoice number and date

  • Client name

  • Status

  • Subtotal, shipping, taxes, and total invoice amount

Statuses can include Approved, Pending, Paid, and Partial. Review the Status column because the report includes invoices that have not been fully paid. A Summary row shows totals for the selected period.

Click on EXPORT above the results to download a CSV file. The export contains the same fields, with the onscreen Status column labeled Payment Status. You can also click on PRINT to print the report.

Tax Report

Shows a monthly breakdown of tax amounts based on the tax lines configured in your account. County tax information appears only if county taxes are configured. Otherwise, the report shows state tax information.

For this report, DATE OPTIONS lists individual years rather than date ranges. You can select from the years your PhotoBiz account has been active.

The report includes:

  • State/province

  • County tax information, when configured

  • Monthly amounts from January through December

  • Annual totals for each entry

A Total row at the bottom summarizes the amounts for each month and the year.

Click on EXPORT above the results to download a CSV file containing the same information shown onscreen. You can also click on PRINT to print the report.

Learn More: For step-by-step instructions, see How to Access Sales Tax Reports.

FINAL STEP

Export or Print Your Report

To keep a copy, click on EXPORT or PRINT above the report results. The available buttons depend on the report you selected.

Click on EXPORT to download a CSV file, which you can open in Excel or Google Sheets to sort, filter, or review the data. Click on PRINT to print a copy for your records.

Your report is ready to review or use for bookkeeping.

Export and Print Availability

ReportCSV ExportPrint
Sales Report Yes Yes
Payments Received Yes Yes
Customer Yes Yes
Sales by Event No Yes
Invoice Report Yes Yes
Tax Report Yes Yes

Helpful Notes

  • Choose the report that matches your task. Sales Report shows order activity, Payments Received shows payments received, and Invoice Report shows invoice activity and statuses.

  • Check the reporting period. Reports reflect the dates or year you select.

  • Review payment status before treating sales as payments received. An order or invoice appearing in a report does not necessarily mean it has been fully paid.

  • Export for additional detail. The Sales Report, Payments Received, and Customer CSV exports contain fields beyond those displayed onscreen.

NEED HELP?

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Have questions or need a hand? Our team is happy to walk you through the steps and help you get the most out of your PhotoBiz account.

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866.463.7620
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