Understanding Web Portal Reports & Tax Exports

The Membrzs Web Portal (portal.membrzs.com) provides sales analytics and accounting reports for your business under Reports in the sidebar, split across four tabs: Overview, Tax Report, By Zip Code, and (Team/Enterprise plans only) Sales by Seller.

1. Overview Tab

The Overview tab is the main reports dashboard, including:

  • Revenue and order-volume summary cards for your selected date range.
  • Hot Sellers: your top-performing products over a rolling 7-day window, shown to help you plan prep quantities for upcoming market days. This list always uses the last 7 days regardless of the date range you've picked elsewhere on the page.

2. Tax Reporting & CSV Export

For quarterly tax filing and local municipal reporting:

  1. Click the Tax Report tab.
  2. Select your date range (e.g. 2026-04-01 to 2026-06-30).
  3. Review the tax summary — gross revenue, taxable sales, exempt sales, and tax collected.
  4. Click Export CSV to download a spreadsheet for your accountant or bookkeeping software.

3. Zip Code Sales Breakdown

The By Zip Code tab groups your sales, order counts, and tax collected by the zip code of each market location — useful for comparing which regions of your selling territory perform best.

4. Sales by Seller (Team & Enterprise)

If your plan includes multiple sellers, the Sales by Seller tab breaks down revenue and tips by who processed each sale, filterable by date, session, location, and product. Orders that weren't attributed to a specific seller are grouped under "Unattributed" rather than left out.