cancel
Showing results for 
Search instead for 
Did you mean: 
QuickBooksHelp
Intuit

Learn about intelligence reports

Learn about the different intelligence reports in QuickBooks Commerce.

QuickBooks Commerce’s intelligence reports give you an overview of your transactions to help you make decisions for your business. Find out what each report is for and how you can tailor them to your needs.

See your intelligence reports 

To view your intelligence reports, go to the Intelligence menu, then select Reporting. You see a list of different reports and a chart called Leaderboard. The Leaderboard gives you an overview of what contributed to your sales over a certain period of time. 

The green arrow indicates an increase in ranking, and the red arrow indicates a decrease. They’re based on comparing the current period to a previous period. For example, if you select a 7-day time period, rankings are based on the previous 7-day time period.

Save, pin, export, and schedule reports

Learn about the different ways you can manage your reports.
Note: Make sure to save your reports before you pin, export, or schedule them. 

  • Save. When you save a report, all users can access it.
  • Pin. When you pin a report, it appears in the reporting menu and is only visible to you.
  • Export. When you export a report, you download the data in a CSV format. 
  • Schedule. When you schedule a report, you can set QuickBooks to send you the report daily, weekly, or monthly.

Types of intelligence reports

ReportDescription
PinnedThis is where reports you pin for quicker accessibility appears. Find out how to pin reports.
SalesSales reports give you a detailed view of your business’ overall earnings and profit. This is where you can generate a breakdown of your gross sales, net sales, and net profit. 
Note: The invoice and payment breakdowns don’t show sales order totals.
CustomersCustomer reports give you an overview of  your customers’ activity. This allows you to better manage and grow customer relationships.
InventoryInventory reports provide you with insight on key aspects of your inventory. This is handy for tracking stock quantities and value.
Product performanceProduct performance reports give you an overview of a products’ volume, velocity, and profitability. This helps you better manage your product portfolio and strategy.
Manufacturing ReportsFor manufacturing businesses, you can download two files to help you understand your production wastage and lead time. This helps you manage the efficiency of your manufacturing operations.

Nonproduct line items in reports

Learn about the nonproduct line items you see in your reports and order totals.
Note: The quantity of your custom line items in sales orders don’t reflect in your Reporting breakdown.

Line itemDescription
 DiscountThis is a reduction in the amount you pay for an order or a specific product. In sales reports, this is used to get your net sales.

Note:
  • When you group by product, product brand, product type, or variant, discount line items applied at a whole order level aren't accounted for. This is because we can’t distribute the order-level discount to every item in an order.
Automatic discounts from Shopify aren’t supported in our app at the moment and won’t show up under the discount metric either. Shipping
This is an expense you incur for delivery or shipping. In sales reports, this is used to calculate the cost of goods sold and net profit.

Note: When you group by product, product brand, product type, or variant, shipping isn't accounted for because we can’t distribute the order-level shipping cost to every item in an order.
Tax line item

Report metrics

You can now tailor your metrics to fit your reporting needs. Here are common metrics in reports: 

  • Quantity. The total number of items sold, exclusive of custom line and returned items.
  • Ordered Quantity. The total number of items ordered.
  • Returned Quantity. The total number of items returned.
  • Order Revenue. The total value of an order, inclusive of tax based on the original ordered quantity (includes items which are later returned).
  • Gross Sales. The total value of an order or product line item, inclusive of tax (excludes returns).
  • Discount. The discount applied to line items or the whole order.
  • Tax. The sum of the tax on each item in the order.
  • Cost of Goods Sold. The moving average cost of items sold. 
  • Total Returns. The value of goods returned, inclusive of tax to be refunded.
  • Net Sales. Gross sales less shipping and taxes.
  • Gross profit. Net sales less Cost of Goods Sold.
  • Shipping. The cost of shipping, exclusive of taxes.

Invoice report metrics

There are two report templates based on the dates you issue invoices: the Invoice Breakdown and the Total Invoiced by Customer. These reports help you understand and analyze the invoiced revenue within a defined time period.

Here are the metrics available for invoice reports:  

  • Quantity. The total number of items invoiced.
  • Gross Amount Invoiced. The total value of an invoice or product line item, inclusive of tax.
  • Discount. The discount applied to line items or the whole invoice.
  • Tax. The sum of the tax on each item in the invoice.
  • Shipping. The cost of shipping excluding taxes.
  • Net Amount Invoiced. Gross Amount Invoiced less shipping and taxes.

Shipping report metrics

The shipment report is based on shipment fulfilled dates. This report helps you understand and analyze the shipped revenue within a defined time period.

Here are the metrics available for shipping reports: 

  • Quantity. The total number of items shipped.
  • Gross Amount Shipped. The total value of a shipment or product line item, inclusive of tax.
  • Discount. The discount applied to line items or the whole shipment.
  • Tax. The sum of the tax on each item in the shipment.
  • Shipping. The cost of shipping excluding taxes.
  • Net Amount Shipped. Gross Amount Shipped less shipping and taxes.

Legacy reports

To make sure we meet your reporting needs, our legacy reports are back: 

  • Orders history
  • Inventory details
  • Stock by location
  • Incoming stock

You can now save these reports for all users and pin or schedule them for your convenience.

Was this helpful?

You must sign in to vote, reply, or post
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us