The Sales Report Export allows practitioners to download a detailed report in CSV format. This report provides order-level insights, including rebate amounts and estimated profit per order, helping streamline financial tracking and reduce support inquiries.
To download your report:
- Log in to the Professional Portal - Navigate to the Analytics section - Select a time range (1, 3, or 6 months) - Click Download to export the report in CSV format
Each exported report includes the following fields:
- Order ID - Order Subtotal - Pricing Group - Subscription Discount - Wholesale Price - Promo Code - Tax - Total Amount Paid - Platform Fee (6.5%) - Rebate Amount - Estimated Practitioner Profit - Order Placed Date - Order Shipped Date - Order Status - Practitioner Name - Client (Patient) Name
- Rebate Amount: The total reimbursement value before platform fees. - Estimated Profit: The final amount expected to be received after platform fees. - Formula to calculate Estimated Profit: Estimated Profit = Rebate Amount – Platform Fee
- The Analytics page offers a high-level overview of performance and sales trends. - The Sales Report Export provides an order-by-order breakdown, allowing for detailed financial analysis, auditing, and bookkeeping.
- PayQuicker remains the official source for finalized payouts. - The CSV export is a real-time snapshot based on current order status. - Final payout values may differ if orders are returned, canceled, or updated after export.
Client pricing is based on the following factors:
- Product retail price - Practitioner pricing group - Subscription discounts - Applied promo codes - Formula: Total Paid = Product Line Item Total + Tax + Shipping – Promo Discounts
Practitioners can export reports for the following timeframes:
- Last 1 Month - Last 3 Months - Last 6 Months
The report is available to all registered Metagenics practitioners using the Professional Portal, including:
- Resellers - Recommenders
For questions, technical issues, or clarification on your report, please contact: [email protected] or [email protected]