Order reports are used to create daily or monthly reports on sales by both order and/or payment status. It also provides a great deal of useful content about each sale including price modifications, tax and shipping values.
For exporting order data, please see the (Tools > Database Tools > Order Export) section of this manual.
Once a search is executed by using the selections from the left menu, the results will display in a grid format on the right column. The results will have the following five columns;
- Date - Displays the date or month for the following results
- Basket Value - The combined basket value for all orders on that day or month
- Shipping - The combined shipping component for all orders on that day or month
- Tax - The combined tax value for all orders on that day or month
- Price Modifications - The combined price modifications for all orders on that day or month
- Total Value - The combined Total value for all orders on that day or month
Left Menu Panel Options
Daily / Monthly
Select to display results by day or month
Date Selection
Offers a range of quick pick date ranges to select a report for. e.g. 7 days, last 30 days etc.
Start Date
A simple date picker to select the start date of the date range
End Date
A simple date picker to select the end date of the date range
Order status
Select from 7 different status folders to show sales from. NEW ORDERS, IN PROGRESS, READY TO SHIP, SHIPPED, COMPLETED, CANCELLED, DENIED. You can select to display orders from all 7 at once. Results for orders will be displayed from the status folder they are currently held in.
Payment status
Select one or all of the following: ALL, DECLINED, WAITING or FULL PAID. This will show the sales under each payment status.
Ordered by
If you have the B2B function enabled, you can select which group of customers have made these orders. i.e. you can filter order results to display only B2B sales or only B2C sales.
