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How to Create an Artist Sales Report by Year

Filter the Sold Artworks report by artist and date to create a sales report for a specific artist within a selected year.

Written by Yujia Zheng

The Sold Artworks report makes it easy to see everything an artist has sold during a specific time period. Filter the report by artist and date, then export or save it for future use.

🎥 Video walkthrough:


Open the Sold Artworks Report

  1. Go to Reports.

  2. Open the Sold Artworks preset report.

Filter by Artist

  1. Hover over the Artist column header.

  2. Click the three-line menu icon.

  3. Click the Filter icon.

  4. Select either Contains or Equals.

  5. Enter the artist's name.

Tip: Use Contains if you're unsure of the exact spelling. Use Equals to match the artist's name exactly.


Filter by Year

  1. Scroll to the Date Sold column.

  2. Hover over the column header, click the three-line menu icon, then select the Filter icon.

  3. Change the filter to In range.

  4. Enter the start and end dates for the year you'd like to report on.

For example:

  • Start: 01/01/2025

  • End: 12/31/2025


Save or Export Your Report

  1. Review the filtered results.

  2. Click the Export button to download the report as a spreadsheet, or click Save as custom to save the report for future use.

Result

You now have a report showing all artworks sold by a specific artist within your selected date range.


❓FAQs

Q: Can I report on a different date range?
A: Yes. Use the Date Sold filter to search any custom date range.

Q: Can I save these filters to use again later?
A: Yes. Click Save as custom to create a reusable report with your selected filters.

Q: Can I export the results?
A: Yes. Click Export to download the filtered report as a spreadsheet.

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