As the end of the year approaches, businesses using the Zibster platform for their small business needs may find it beneficial to generate comprehensive end-of-year reports. These reports can play a crucial role in tax planning, financial analysis, and overall business evaluation. In this article, we'll guide Zibster users through the process of pulling end-of-year reporting, ensuring a smooth and efficient experience.

Start by logging in to your Zibster account using your account credentials. Once logged in, navigate to the Ecommerce tool, on the left side menu. Here you can navigate to the Tracking section, in the top menu, and select Reports from the dropdown menu.

Here you’ll find financial and sales report options. Zibster provides users with a range of reporting options to track sales, revenue, and other financial metrics. You can choose from the following reports:

• Sales Reports - Total sales report
• Payments Received - Total payments you earned
• Customer - Sales organized by customer
• Sales By Event - Sales collected per event you run
• Invoice Report - Invoice payments you generated
• Tax Report - Taxable item income report

You can select the timeframe for each of the available reports. Since today we’re talking about pulling reports for an entire year, you can select this year or last year. You also have other options if you need a different scope of time:

• Last 6 months
• This Month
• Last Month
• This Year
• Last Year
• Custom Date

After you’ve made your desired selections, click run report to generate reports that provide insights into your sales and revenue for the year. Then you’ll see the results on the screen and have options to export the data as a CSV file or to print it. With the CSV file, you can view the data as a spreadsheet or import the data into your accounting software of choice (e.g., Quickbooks).

Once you generate the necessary reports, save them in a secure location. Archiving backups ensures that you have access to this valuable information in the future. As you save the files, consider naming the files in a way that clearly identifies the report and the date range it covers (e.g., 2023 All Sales Report).

In Zibster’s Ecommerce tool, the Tracking Dashboard provides a quick overview at a glance of how your online sales are performing, including an evaluation of your best-selling items. This can help you make informed decisions for your business, including as you plan for the next year.

Pulling end-of-year reports in the Zibster platform for 2023 can yield valuable insights for your business. By carefully reviewing sales, expenses, and customer data, you'll be well-equipped to make informed decisions, plan for taxes, and set strategic goals for the upcoming year. Regularly utilizing these reporting features will contribute to the overall success and sustainability of your small business. Happy Holidays!