How to run a Sales - Orders Report

The Sales - Orders report lists Orders based off the date that the Order was created. In this example, the report outputs a list of Orders created within a custom date range Feb 1 to Feb 28.

If you want to run a report on Orders by the Tour/Activity date, click here

1. Click Reports

2. Click Sales - Orders

3. Filter Criteria

• By Source; online, internal, partners
• Status of Order; confirmed, pending
• By Promo Codes
• By specific Agent
• By User
• By Category
• By Product
• By Product Type
• Payment Status; Paid or Unpaid

4. Once you have selected your Filters, click Refresh

5. Click Reset to start over

6. Print off a hard copy of the results

7. Displays total amount of Orders, Item totals, and total paid amounts

Graph filters: Visually drill into more information regarding the creation of Orders.

User vs User: Internal Orders

1. Click Direct

2. Click Internal

and the end result is a graphical display of each day and each Users activity, hovering over each bar will give more information.

 Agent Vs Agent: Online Marketplace Orders

1. Click Distributed

2. Click Marketplace

and the end result is a graphical display of the amount or value of Orders created and listed by Agent, hover over each bar for more information.

Mobile vs Desktop: Online Orders made on a mobile device versus a desktop computer

1. Click Direct

2. Click Online

and the end result is a graphical display of all Orders made on either mobile devices or desktop computers, hover over each bar for more information.

9. Displays the Search Criteria

10. To show and/or hide certain columns, click Show/Hide Columns

11. Export to CSV; please note, the export will output ALL columns despite your current Show/Hide Columns settings.