Create / Edit Order Report

This screen displays the Order Report and allows you to change the summary layout, filters, and save the Order Report. Each time you run a saved Order Report, there is no delay the data, it is always reported in real-time.

Summarizing & Filtering Order Reports

Order Reports allow you to summarize (totals) for almost every data point stored for each Order.  You can optional filter the Order Report to restrict the Orders that are included in the report.

Here is a list of all the data points that are stored for each Order, some are used to summarize the report, and others to filter the report.  Here is a list of most of the data points available for your reports:

   
 

General

Year: You can summarize or filter all Orders by calendar years.
Month: You can summarize or filter all Orders by calendar months.
Day: You can summarize or filter all Orders by calendar days.
Order Status: You can summarize or filter all Orders by the status of the Order.
Incomplete Orders that have not been submitted yet (Saved Carts).
Complete Orders that have been submitted successfully (but not exported yet).
Exported Orders that have been submitted successfully and then exported.
Order Number: You can filter all Orders by the Order Number.
Transaction ID: You can filter all Orders by the unique ID returned from the payment gateway (if enabled).
Authorization Code: You can filter all Orders by the returned transaction status code from the payment gateway (if enabled).
Special Offer Code: You can summarize or filter all Orders by Offer Code (if entered by the Customer during the checkout process).
Referral Source Code: You can summarize or filter all Orders by the optional "How did you here about us?" question asked of Customers during checkout.
Reference Code: You can summarize or filter all Orders by it's unique Reference Code.  This value can be used to recall a Saved Cart on a Shopping Cart or Express Order Page using the following format:

/pages/ExampleShoppingCartPage?r=4TR674D or
/pages/ExampleExpressOrderPage?r=4TR674D

Where "4TR674D" is the Reference Code for the Saved Cart.  You can get this value from the bottom of the Shopping Cart Page before closing the browser session, or by viewing Incomplete Orders.
Tracking Code: You can summarize or filter all Orders by the LAST Tracking Code that is added to any of your website links that the Customer clicked on.
Referring URL: You can summarize or filter all Orders by the actual URL of the previously viewed web browser page of the Customer.
For example: "http://www.previouswebsite.com/anotherpage.html"
Currency: You can summarize or filter all Orders by the Currency the Customer was viewing when the Order was placed.
Customer's IP Address: You can summarize or filter all Orders by the Customer's IP Address.
Product Name: You can filter all Orders by and of the Product ID ordered.
 

Payment

Payment Method: You can summarize or filter all Orders by the Payment Method.
None if the order total was zero.
Credit/Debit Card if the Customer entered their credit/debit card information on the Order Preview Page or the Express Order Page.
PayPal if the Customer used their PayPal account through the Paypal website.
Offline Payment if the Customer selected to pay offline.
Card Type: You can summarize or filter all Orders by the Card Type, if Credit/debut Card was used.
MasterCard
VISA
American Express
Discover
Cardholder: You can summarize or filter all Orders by the Customer's Cardholder Name.
Card Number: You can summarize or filter all Orders by the Customer's Credit/Debit Card Number.
 

Billing Information

Custom Field #1: You can summarize or filter all Orders by the optional Custom Field #1 from the Billing Information Page, or the Express Order Page.
Custom Field #2: You can summarize or filter all Orders by the optional Custom Field #2 from the Billing Information Page, or the Express Order Page.
Salutation: You can summarize or filter all Orders by the Customer's Billing Salutation.
First Name: You can summarize or filter all Orders by the Customer's Billing First Name.
Last Name: You can summarize or filter all Orders by the Customer's Billing Last Name.
Company: You can summarize or filter all Orders by the Customer's Billing Company.
Address 1: You can summarize or filter all Orders by the Customer's Billing Address (line 1).
Address 2: You can summarize or filter all Orders by the Customer's Billing Address (line 2).
City: You can summarize or filter all Orders by the Customer's Billing Address City.
State: You can summarize or filter all Orders by the Customer's Billing Address State/Province.
Zip Code: You can summarize or filter all Orders by the Customer's Billing Address Zip/Postal Code.
Country: You can summarize or filter all Orders by the Customer's Billing Address Country.
Phone Number: You can summarize or filter all Orders by the Customer's Billing Phone Number.
Fax Number: You can summarize or filter all Orders by the Customer's Billing Fax Number.
E-mail Address: You can summarize or filter all Orders by the Customer's E-mail Address.
Opt-in Status: You can summarize or filter all Orders by the Customer's Contact Opt-in Status.
PO Number: You can summarize or filter all Orders by the optional PO Number entered by the Customer on the Billing Information Page or the Express Order Page.
Tax Status: You can summarize or filter all Orders by the Order Tax (if applicable).
 

Shipping Information

Salutation: You can filter all Orders by any Recipient's Salutation.
First Name: You can filter all Orders by any Recipient's First Name.
Last Name: You can filter all Orders by any Recipient's Last Name.
Company: You can filter all Orders by any Recipient's Company.
Address 1: You can filter all Orders by any Recipient's Address (line 1).
Address 2: You can filter all Orders by any Recipient's Address (line 2).
City: You can filter all Orders by any Recipient's City.
State: You can filter all Orders by any Recipient's State/Province.
Zip Code: You can filter all Orders by any Recipient's Zip/Postal Code.
Country: You can filter all Orders by any Recipient's Country.
Phone Number: You can filter all Orders by any Recipient's Phone Number.
Ship to Name: You can filter all Orders by any Recipient's Ship To Name (from the Customers My Account Page Address Book)
Arrival Date Code: You can filter all Orders by any Recipient's Arrival Date Code.
Shipping Method Code: You can filter all Orders by any Recipient's Shipping Method Code.


TIP: Order Reports are shared among all Commerce Managers, so you can setup reports for others to run and view.  However, you should also take care when editing someone else's report.

NOTE: When you add a Filter, it is not saved to the report until you click "Save & Run".

NOTE: Deleting a Order Report does not delete any of the Order data.