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      Understanding Reports in your Dashboard

      Track orders, leads, coupon usage, and more, all from your Reports tab.

      Your Contractor Commerce dashboard includes a set of built-in reports designed to help you track your store’s performance. From total orders and revenue to leads and customer activity, these reports give you the data you need to make informed decisions and drive more sales.

      Use our guide below to learn how to access reports and understand what each one shows.

      How to Access Reports

      1. Log in to your Contractor Commerce dashboard

      2. In the left column, click Reports

      3. Choose a report category from the left-hand column menu:

        1. Accounting
        2. Sales
        3. Analytics / Performance
        4. Marketing
        5. Miscellaneous

      4. Then click into the specific report to view details

      Report Table of Contents

      Now that you know how to access your reports, use the table of contents below to jump to any specific report. Each section includes a quick explanation of what the report shows and how to use it.

      1. Accounting
        1. Order Transaction Details
        2. Payouts
        3. Account Balance
        4. Detailed Tax Report
        5. Wholesale Orders Report
      2. Sales
        1. Sales by SKU
        2. Sales by State
        3. SPIF Earnings
      3. Analytics / Performance
        1. Journey Analytics
        2. Journey Analytics Raw User Data
        3. Floating Sidebar Analytics
      4. Marketing
        1. Conversion Report
        2. Coupons Usage
        3. Email marketing - Coming Soon
      5. Miscellaneous
        1. Subscription Failures
        2. Credit Card Expirations
        3. User Audit Logs
        4. ServiceTitan Logs

      Order Transaction Details

      Get a detailed breakdown of every filter or service order placed within a selected time frame. This report shows individual transactions and allows you to search or filter by things like:

      • Customer name or email

      • SKU

      • Customer number

      • And more

      To use this report:

      1. Select your desired date range

      2. Choose the number of items per page (controls how many display on screen)

      3. Use the checkboxes in Columns to show to display or hide specific columns

      4. (Optional) Click Download CSV to export your data

      Payouts

      This report shows how much you’re owed from product or service sales during a selected payout period. It includes a full breakdown of sales, fees, and refunds — so you can see exactly how your payout amount was calculated.

      What it shows:

      • Sales categories (e.g., Product Sales, Service Sales, Sales Tax)

      • Deductions like Platform Fees and Stripe Fees (displayed in parentheses)

      • Customer Refunds, if applicable

      • Final Payout amount for the period

      To use this report:

      1. Select your payout date and year from the drop-downs (based on transaction date, not order date)

      2. Review the breakdown of revenue and deductions

      3. Hover over the orange question mark icons for explanations of each line item

      4. Click Download Report if you'd like to save an XLS copy for your records

      Account Balance

      The Account Balance report shows a running ledger of your Contractor Commerce activity, including payouts, orders, credits, and fees, so you can track how funds flow in and out of your balance over time.

      What it shows:
      Each row represents a transaction (like an order or payout) with columns for:

      • Type: Order or payout

      • Amount: The transaction total

      • Fees: Platform or Stripe deductions

      • Credit: Any funds credited back to you

      • Balance: Your account balance after that line item

      • Date & Description: Transaction timestamp and reference

      To use this report:

      1. Use the date range filter to narrow down the timeframe

      2. Search by keyword or transaction type

      3. Choose how many rows to display with the items per page

      4. Use the checkboxes in Columns to show to display or hide specific columns

      5. Click Export CSV to download the full report

      Detailed Tax Report

      This report shows the sales tax you’ve collected and owe by state for a selected period. It helps you stay compliant by breaking down taxable sales, total tax collected, and optional city/county breakdowns.

      What it shows:

      • State-by-state tax summary

      • Taxable sales amount

      • Total tax collected

      • Optional breakdowns by city, county, and special districts

      To use this report:

      1. Select your date range using the calendar

      2. Use the search bar to filter by state or company

      3. Click Show Cities, Counties, or Special Districts to view local-level detail

      4. Export your results by clicking Export CSV

      Wholesale Orders Report

      This report displays a list of all wholesale orders submitted through your dashboard. Use it to track order details, shipping info, and landed costs for wholesale activity.

      What it shows:

      • Customer and order details (name, address, phone, email)

      • Product and SKU info

      • Landed cost, subtotal, fees, and sales tax

      • Order status and processing date

      To use this report:

      1. Select your date range and company from the dropdowns

      2. Filter or search by keyword (e.g., customer name, SKU, city)

      3. Adjust columns to show and items per page if needed

      4. Click Export CSV to download the full report

      📘 Need a refresher on how wholesale orders work? Check out this article for a full explanation and setup guide.

      Sales by SKU

      This report breaks down how many units were sold for each SKU during a selected time period. It’s an easy way to see which products are driving the most revenue.

      What it shows:

      • SKU (unique product identifier)

      • Quantity sold (# of items sold)

      • Item revenue (total revenue for that SKU)

      To use this report:

      1. Select your date range

      2. Use the search bar to look up a specific SKU

      3. Adjust columns to show and items per page if needed

      4. Click Export CSV to download the full SKU sales list

      Sales by State

      This report shows where your sales are coming from by state. It’s useful for understanding geographic trends and identifying top-performing regions.

      What it shows:

      • State where the sale occurred

      • Number of sales per state

      • Item revenue before tax and fees

      • Sales tax collected

      • Discounts applied

      • Net revenue after adjustments

      To use this report:

      1. Select your date range using the calendar

      2. Search by state abbreviation

      3. Adjust columns to show and items per page if needed
      4. Click Export CSV to download the full report

      SPIF Earnings

      This report helps you track Sales Performance Incentive Fund (SPIF) activity, showing how much each team member has earned based on product sales during active promotions.

      ⚠️ Note: This report is for tracking purposes only. Your business sets the payout rules for each user. Contractor Commerce does not calculate or distribute SPIF payments.

      What it shows:

      • High-level earnings by location 

      • Detailed view of SPIF earned per order, including:

        • Order number

        • Customer name

        • Order date

        • Order total

        • SPIF earned

      To use this report:

      1. Select your date range

      2. Click on your location name (most accounts will only see one)

      3. View detailed SPIF earnings per order

      4. Click Export CSV from either screen to download a report

      Once you click on a specific location you will be brought to this screen:

      Journey Analytics

      This report helps you understand how customers interact with your Journeys™ — from first view to final conversion. Use it to track engagement, optimize conversion rates, and identify where users may drop off.

      What it shows:

      • Total views, starts, and conversions

      • Conversion rate for each Journey

      • Day-by-day traffic trends

      • Step-level performance (views and completion % per step)

      • Filters by device type (desktop, tablet, mobile)

      To use this report:

      1. Choose your date range at the top

      2. Use the Journey dropdown to select which Journey you'd like to view

      3. (Optional) Use the device filter to compare performance across desktop, mobile, and tablet

      4. Scroll down to the Steps section to see how many users completed each step, and where drop-off occurred

      5. (Optional) Click Export CSV to download your Journey performance data

       

      🔍 Tip: Use the "Answered" % in the Steps section to identify where users are exiting the Journey. Low percentages may indicate friction points worth adjusting.

      Journey Analytics: Raw User Data

      This report gives you a line-by-line view of every session that entered a Journey during your selected timeframe. It includes detailed customer info, lead data, and conversion outcomes, ideal for tracking individual customer behavior.

      What it shows:

      • Timestamp of submission

      • User contact info (name, email, phone, address)

      • Device IP and location

      • Whether the session converted (did the customer finish the journey)

      • Referrer source (e.g., “direct”)

      • Questionnaire result (viewable by clicking Show)

      To use this report:

      1. Select your date range and Journey from the drop-downs

      2. Scroll through the table to view individual responses

      3. Click Show under “Questionnaire Result” to view full submission details

      4. (Optional) Click Export CSV to download the raw data



      This report is especially helpful for viewing Customers who started but didn’t complete a Journey. While their information won’t appear in the Leads section, you can still view their partial submission here and follow up on this otherwise warm lead!

      Floating Sidebar Analytics

      If you've enabled the floating sidebar button on your website, this report tracks how it's performing. It shows total views, clicks, and conversions that came specifically from that button, helping you measure its impact.

      What it shows:

      • Total views of the sidebar

      • Total clicks on the button

      • Conversion rate for sidebar-initiated sessions

      • Revenue tied to sidebar interactions

      • A detailed table showing session IDs, event types, IP addresses, and timestamps

      To use this report:

      1. Select your date range

      2. Scroll through the session-level data or use the search bar to look up specific sessions

      3. Adjust columns to show and items per page if needed

      💡 Tip: Use this report to test the effectiveness of your sidebar placement or wording — even small changes can drive more engagement.

      Conversion Report

      This report helps you track where your website traffic comes from — and how that traffic performs all the way through to conversion. It's perfect for evaluating the effectiveness of campaigns, partnerships, or ad placements.

      You’ll see how many visitors came from each source, how many became leads, and how many ultimately placed an order.

      How to Track Traffic Sources

      To attribute sessions to specific traffic sources, add a ?referrer= parameter to any inbound link. This allows you to tag links from emails, ads, or partner sites with a recognizable label.

      How to use:

      1. Append this to your link:
        ?referrer=source
        Replace source with anything meaningful (e.g., facebook_ad_1, newsletter_may, partner_steven)

      2. The parameter must come after the hash (#) in your URL:

        bash
        CopyEdit
        https://example.com/shop#/?referrer=facebook_ad_1

      What the report shows:

      • Referrer: The source tag you applied (e.g., "email_campaigns")

      • Total sessions: Visitors who came in with that referrer tag

      • Sessions that became leads

      • Orders placed from that source

      • Win %, Lost %, and Pending %: Shows how far each referrer drives users into the funnel

      To use this report:

      1. Add the ?referrer= parameter to any campaign links

      2. Wait for traffic to roll in

      3. Visit this report to see how each traffic source performs

      4. Use Export CSV to save or share your results

      🧠 Tip: Great for A/B testing — create unique referrer tags for different email subject lines, ad variations, or social posts to see which performs best.

      Coupons Usage

      If you’ve created custom coupon codes for your store, this report tracks how often each one has been used. It’s a simple way to monitor the effectiveness of your promotions and discounts.

      What it shows:

      • Label: Internal name or description of the coupon

      • Code: The coupon code your customers enter at checkout

      • Times Used: Number of times the code has been applied

      To use this report:

      1. Search for a specific coupon by name or code

      2. Sort the list by Times Used to see which promotions are most effective

      3. Click Export CSV to download your usage data

      💡 Tip: Use this report to compare performance across campaigns, and to identify underperforming codes that might need re-promotion or replacement.

      Subscription Failures

      When one of your customers sets up a subscription for filters or services, they’re billed automatically at the cadence they selected. If a payment fails, for example, due to an expired or declined card, it will appear in this report.

      What it shows (when failures occur):

      • Customer name, email, and phone number

      • Subscription ID

      • Date of the failed attempt

      • Reason for the failure (e.g., card expired, insufficient funds)

      To use this report:

      1. Select your date range

      2. Use the search bar to find a specific customer or subscription

      3. Reach out to the customer using the contact info provided

      4. Click Export CSV to download the list if needed

      ✅ Tip: A blank report (like this one) means everything’s running smoothly, no failed payments to follow up on. If nothing appears, double-check your date range.

      Credit Card Expirations

      This report shows all customers with a credit card that has expired on file for an active subscription — whether it's for filters or services. If a card is expired, the subscription will eventually fail unless the customer updates their payment method.

      What it includes (if results exist):

      • Customer name, email, and phone

      • Address

      • Expiration date

      • Last 4 digits of the card

      Use this to proactively reach out to customers before their subscription potentially fails.

      🔁 Note: Think of this as a “heads up” version of the Subscription Failures report above. Both work together to help keep recurring orders flowing.

      User Audit Logs

      This report tracks every action taken inside the dashboard by users on a contractor’s account. It helps review who did what and when, especially for troubleshooting or monitoring internal processes.

      Common uses:

      • See who changed pricing, settings, or product configurations

      • Track updates to orders, subscriptions, or customer records

      • Audit changes made by new team members

      What it includes:

      • User name and role

      • Action performed

      • Timestamp

      • Original Data

      • Edited Data

      Use this to ensure accountability and maintain a clear record of all activity across the account.

      ServiceTitan Logs

      This report only applies to contractors who have integrated Contractor Commerce with ServiceTitan.

      It provides a log of all data successfully pushed into ServiceTitan from Contractor Commerce including:

      • New customer records

      • Bookings (i.e., lead submissions)

      • Estimates

      • Any other ST sync attempts

      You’ll also see any errors or failures, which can help troubleshoot integration issues or confirm whether data synced properly.

      Use this report to verify sync activity and ensure your ServiceTitan account reflects your Contractor Commerce activity. If you see any issues, please let your Account Manager know ASAP. 

      Questions or Feedback?

      If you have any questions, run into issues, or just want help interpreting your data, don’t hesitate to reach out, we're here to help!

      📬 Email us at Success@contractorcommerce.com