Legacy Reports are being replaced

Note: The following reports & instructions are no longer being supported. Please click here for current reporting tools.

Four major types of reports can be found under the Analytics tab:

All of these reports use one or more filters: order and product. In their default configuration, they show everything:

They're stackable, so you can then use them to filter your data set to a particular date range, payment status, or type of product for example.

Example of how to search for all approved orders with a close date between 11/1/19 & 12/31/19:

SALES BY ORDER

https://app.candidwholesale.com/selling/analytics/reports/product-sold-to

Sales by order is great tool for finding all orders containing a specific product, in case you run out or something and need to update them all quickly, or just want to see who's buying what:

Each order number is a clickable link that will take you to that specific order:

SALES BY STYLE

https://app.candidwholesale.com/selling/analytics/reports/product-sales

This is a very commonly requested report, usually filtered by order status and/or catalog section. Here you can use the options menu to toggle rows and columns on/off and really customize the view you want:

You can then preview the data in-app or download it as a CSV.

ORDER EXPORTER

https://app.candidwholesale.com/selling/analytics/reports/export-orders

This is a handy tool for creating a CSV export of a several orders quickly, with pretty much all the information available via the "Sales" page in Candid (shipping, payment, product information).

Common use cases include generating sales commission and tax reports.

There's a lot there, which means your output likely needs a fair amount of filtering, but this is the best way to, for instance, see all orders containing a specific product:

These reports can then be previewed in-app or downloaded as a CSV.

ORDER PRINTER

https://app.candidwholesale.com/selling/orders/print-orders

To print or save PDF invoices individually or en masse, you'll want to click "Order Printer", give it a minute to load if you're selecting a lot of orders, then set your filters and toggles like so:

You can further refine by any of the other filters, even down to a single order – just make sure you click "Search" after you update the filter criteria or the results won't update:

From there, you can print or save a PDF using your browser's built-in print function:

You can also print labels from this page by setting the "Orders / Labels" toggle to "Labels", which are formatted to print to standard Avery 5160 label sheets.

Sort Labels By Style or Store:

Filter / Search By Product Name or SKU:

Label Printing: