Reports provide insights into your sales performance, inventory levels, and business trends. To view a report, go to the Metrics tab > Reports section in Thrive and select the report you want to run.

Most reports require you to select a date or date range before generating results.

As a reminder, here's a quick overview of our current reports and custom reports along with more details.

Different reports use different date selection methods.

These reports allow you to select a start and end date:

How to select a date range:

All other reports require you to pick a specific date and time to run the report.

How to select: Simply choose the date and time, then generate the report.

Time format reminder: 12 AM is midnight, while 12 PM is noon.

The Single Category (Sales) Report requires you to select a Category before generating. You cannot run this report without choosing a specific category.

Use filters to narrow down your report data and focus on specific information.

Before running a report, you can apply filters at the top of the page. This is especially helpful for large inventories as it reduces the amount of data loaded. Filters can also be added after the report generates.

Available filter options vary by report but commonly include:

Thrive allows you to filter sales reports by specific integrations. By default, sales from all integrations are included in primary sales reports.

Example use cases:

Scroll down on the page and depending on the report you might see an option for further filtering and a search bar to pinpoint items.

Control which columns appear on your reports to focus on the data that matters most to you.

On newer or revamped reports, look for the "Display" button

By clicking that "Display" button, you can customize the columns shown on the report, depending on the information you want to see.

On older reports, you may see a "hamburger" menu button that also does the same thing. This button will look like this:

Sales Reports in Thrive may not always match reports from your integration (especially Clover). This can happen for several reasons.

Timezone mismatches: Thrive and your integration may be set to different timezones. Ensure both systems use the same timezone to avoid mismatched data when comparing reports.

Different calculation methods: Your integration may factor refunds, taxes, and discounts differently than Thrive. Each platform may use different reporting logic for how these adjustments are calculated and displayed.

Sync delays for current-day reports: If you've selected today's date, some sales may not have been pulled from your integration yet. Reports for "today" may not include all sales due to synchronization delays. Wait a few hours or generate historical reports for complete accuracy.

If you notice specific sales or refunds missing from Thrive reports:

Step 1: Compare smaller time periods Run reports in smaller time increments (daily or weekly) to isolate periods where data variations occur.

Step 2: Examine individual transactions Look at transaction details to understand how refunds, discounts, or taxes are being accounted for in each system.

Step 3: Check reporting documentation Review Thrive's reporting documentation to validate formula logic and understand expected report outcomes.

Step 4: Contact support If discrepancies persist, chat with our support team and provide:

When your report is generated and has all the information you need, you can download the report to refer back to. More information on downloading a report here!