Choosing a reporting period

Every figure on Finance and Reports is over a window of time, and the Period control at the top of each screen is where you choose it. Closing the month, you want last month. Checking on the week, you want the last seven days. Both screens start on the window they have always used, so nothing changes until you pick something.

Pick a period

1. Open Finance or Reports.
2. Use the Period dropdown: last 7, 30 or 90 days, month to date, quarter to date, last month, last quarter, or Custom range.
3. For a custom range, set the start and end dates. Both ends are included — 1–31 August counts everything placed on the 31st.

The period is part of the page address, so a reload keeps it and a link you send a colleague opens on the same window you were looking at. That is also why the period in the link wins over your own saved default: you both see the same numbers.

Make one your default

Choose the period you want and click Save as my default. It applies to that screen the next time you open it without a period in the address.

The default is yours alone. A colleague opening the same screen sees their own — unlike a saved view, which the whole company shares.

What moves, and what does not

Some numbers are about a period, and some are about right now.

Period figures — revenue, contribution margin, channel fees, the profit & loss statement, and every report of what was sold — count orders placed inside the window.

Balances are what is true at this moment, and the period does not touch them. Inventory value, open supplier commitments, proposed spend, expected settlements, settlement variance and Reports › Money at risk all say so on the tile. Narrowing "inventory on hand" to last month would answer a question nobody asks: the stock is either on the shelf now or it is not.

The forward projection on Finance does not move either. It is built from your whole book, and it should not change because you looked backwards over a shorter window.

The change against the period before

Each headline figure shows how it moved against the immediately preceding period of the same length. Last month is compared with the month before it; a custom 18-day range is compared with the 18 days before it.

The arrow says what the number did and the colour says whether that is good news. Revenue up is green; a figure where up is bad is red even with the same arrow. Contribution margin is compared in percentage points — 24% to 26% is "up 2 pts", not "up 8%".

If the period before yours is outside your synced order history, the tile says so instead of showing a comparison. A "+100%" that really means "we had no data then" is worse than no number at all.

When your history does not cover the period

Skuvelo only has the orders your channels have sent it. If you pick a window that starts before your first synced order, the screen tells you where your history actually begins and that the period is a partial one. The figures are real; they just do not cover the whole window, and Skuvelo will not present a partial period as a complete one.

Related

• Reports exports every report as CSV for the period you have chosen — see Exporting your data.
• Dispute a marketplace payout covers what to do when a settlement comes in short.