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Reports Dashboard & Navigation

WizCommerce includes a built-in reporting and analytics suite that gives sales teams, admins, and business leaders visibility into what's selling, who's buying, and how the team is performing — all without leaving the platform.

A. Accessing Reports

The Reports section is accessible from both the mobile app and the web portal of theSales Rep App (WizOrder). Click Reports to open the reporting dashboard.

On the Mobile App

  • Navigate to the More page, and click on Report. report 1 (1)report 3 (1)report 2 (1)

     
     

On the Web Portal

  • Click on the Reports tab on the left navigation bar. reports 4 (1)

     

B. Reports Page Overview

There are 4 report types you can access: Sales, Customer, Products, and Teams. On each of these pages, you will see the following data.

What you will find on the Reports page:

  • Summary metric cards: Total revenue, total orders, total quotes, and average order value for the selected time period

  • Pre-built visualizations: Charts and graphs showing month-over-month order totals, revenue trends, and comparative data

  • Navigation tabs: Sales, Customers, Products, and Team

  • Global filters: Date range, customer, and sales rep, etc filters that apply across all report views

Note: Data updates in real time as you apply filters, so you can drill into specific time periods, customer segments, or territories without navigating away from the page.

C. Available Report Types

WizCommerce organizes analytics into four report categories, each accessible from the navigation tabs on the Reports page.

  1. Sales Report

Provides a comprehensive view of revenue and order activity across your business. Shows total confirmed order amounts, regional sales distribution via a geographic heatmap, order timelines, trending data, and average order values.

Best for: Business leaders for evaluating overall business performance, tracking revenue trends, and calculating trade show ROI.

  1. Customer Report

Helps you understand your buyer base, your top customers, who is at risk of churning, and where growth opportunities exist. Includes a customer leaderboard, revenue and frequency breakdowns, and time-since-last-order tracking.

Best for: Sales reps prioritizing outreach, managers identifying at-risk accounts, and leadership reviewing customer health.

  1. Product Report

Tracks how individual products, categories, and collections are performing. Shows revenue per product, quantity sold, bestseller rankings, and weekly sales breakdowns.

Best for: Merchandising decisions, inventory planning, and identifying products that need attention.

  1. Team Report

Gives sales managers visibility into individual rep performance and overall team productivity. Covers revenue per rep, order counts, territory trends, and activity tracking.

Best for: Performance reviews, territory balancing, coaching, and trade show ROI analysis.

D. Filters, Date Ranges, and Saved Views

Applying Filters

All four report types share a consistent filtering interface. Filters appear at the top of the Reports page and update all data in real time.

Available filters:

  • Time Range: Select a predefined period or set a custom date range. All charts, tables, and metrics adjust to reflect the selected period

  • Region / Territory: Narrow data by geographic area (country, state, city)

  • Customer: Filter reports to show data for specific customers. Supports multi-select

  • Sales Representative: Filter data by the rep who placed the order

  • Source: Filter between the Sales Rep App (WizOrder) and the Online Storefront (WizShop)

Using Filters

To understand, let’s use the time range filter on the sales report page. Since it is the most frequently used filter. Common patterns include:

  • Week: Quick check of the last 7 days' performance.

  • Month: Check performance of last month, last quarter (3 months), or last year (12 months)time range filter (1)

     

  • Custom Range: Select specific start and end dates for event-based analysis (e.g., January 12–16 for a trade show) time and range 2 (1)

When you change the date range, every metric, chart, and table on the page recalculates immediately.

Clearing Filters

  • To remove one filter, click the X next to the filter tag.time and range 3 (1) 

E. Downloading Reports

You can download any report page by clicking on the Download icon. Present just below the summary cards. You can download the reports as a .csv, .xlsx, or .json

On the Mobile App

 reports 5

On the Web Portal sales reports download