To view a report, first head to the Metrics tab > Reports section of Thrive and select your desired report to run.
As a reminder, here's a quick overview of our current reports and custom reports along with more details.
In most cases, to generate a report you'll need to either select a date or date range to run the report for.
NOTE: The Single Category (Sales) Report is dependent on you selecting a Category
Date ranges can be selected on the Inventory Change Report, all Sales Reports, and also Custom Reports as shown below (or by using one of the preset ranges):
Click here for a quick video 🎥 on selecting a date range.
On all other reports, you will need to pick a specific point in time to run the report. Simply select the date and time, and you're set!
NOTE: Remember, 12 AM is midnight, while 12 PM is noon.
Filter results
Depending on the report, you will have different options for Filters at the top of the page that you can set before running the report. These can also be applied after you generate the report, but for larger inventories, it's a nice option to have.
Thrive allows you to filter sales reports based on different integrations. By default, sales from all integrations are included in the primary sales reports. However, you can use Thrive's filtering tools to view data associated with a specific integration. For example:
Filter data by your POS or E-Commerce integration to inspect sales trends.
Narrow your reports to focus on a specific integration when analyzing performance. This flexibility enables targeted insights across different sections of your business while still leveraging Thrive's comprehensive reporting capabilities.
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.
Customizing columns
One newer or revamped reports, you might see a "Display" button on applicable reports, as shown here:
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:
Things to Note:
Reports (specifically Sales Reports) may not always match the reports you see on your integration. This may be for a few reasons, particularly when integrating with Clover:
Timezones may not match between the two systems. Ensure that both Thrive and Clover are set to the same time zone to avoid mismatched data when comparing reports.
If you have selected today's date, there may be sales that have not been pulled in from the integration yet. Reports generated for "today" may not include all sales due to synchronization delays between Clover and Thrive. Generating historical reports or allowing time for syncing can address this issue.
If you see a specific instance where we are not reporting a sale or refund that took place in your integration, please chat with us and also bring relevant screenshots or information we can dig into.
Troubleshooting Steps:
Compare reports in smaller time increments to isolate periods where data variations occur.
Examine transactions in detail to understand how refunds, discounts, or taxes are being accounted for.
Consult Thrive’s reporting documentation to validate formula logic and expected report outcomes.
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!