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Prepare Monthly Report
Prepare Monthly Report
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Access: Public
Updated: August 28, 2026
Table of contents
Prepare Magento orders
Export Order Data
Copy Paste SQL Code from here
Export the Results
Convert .csv file to UTF-8 Format
Format, Filter and sort the order List
Update the Formulas to the new month's order list
Update the Formulas
Troubleshoot the Formulas
Consistency Check
Update the Graphics
Sales by Store
Payment method graphic
Profit by Customer
Send Report to Management
Email report
New Procedure starting October 1 2024
Generate order list for Keys.Discount
Fill in Summary Sheet and business expenses
Sales per product category
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Updated on August 28, 2026
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